Education
- Boston University School of Law
JD - The Wharton School, University of Pennsylvania
B.Sc. in Economics, concentration in Finance/Marketing
Bar Admissions
- Massachusetts
Connie Lee is a former US Tax Partner at a Big 4 in Canada. She specializes in providing tax planning and project implementation services to businesses expanding into the US.
Connie has significant experience advising clients on investments in real estate in the US, guiding them on FIRPTA issues and using tax-efficient vehicles such as US real estate investment trusts. As well, she assists client in navigating tax treaty matters.
Further, she is a subject matter expert on tax information reporting with a focus on FATCA and cross-border withholding tax compliance. Connie was the Big 4’s FATCA National Leader on the East Coast.