Overview

Connie Lee is a retired US Tax Partner at a Big 4 in Canada. She specializes in tax planning and project implementation services connected to businesses expanding into the US. She is a tax information reporting specialist (on FATCA and withholding tax compliance) and was the Big 4’s National Leader of FACTA for the East Coast. Connie’s experience includes advising Canadian real estate investment trusts (“REITs“), investing in US real estate via US REITs and assisting with related public offerings, designing and executing financing structures, and managing large-scale complex tax compliance projects.

Education

  • Boston University School of Law JD, Law
  • The Wharton School, Pennsylvania University BSc, Economics, Finance/Marketing

Licenses and/or Bar Admission(s)

Bar Admission:

  • Massachusetts