Biography

Andy has been providing tax solutions to start-ups and other technology companies in Silicon Valley since 1985. His specialties include corporate, partnership, and individual tax and compensation planning; stock option taxation and planning; and international taxation.

Andy has been nationally recognized for his involvement with and contributions to the American Institute of Certified Public Accountants to help shape tax policy and rules. Andy also heads the Brazil Practice for Moss Adams and is the winner of the Moss Adams 2014 Technical Excellence Award in the Partners Category.

External Publications

  • Health Insurance Reporting Gap May Hurt Wealthy Clients (The Tax Advisor, October 2014)
  • Annual PFIC Reporting Effective for 2013 Returns (The Tax Advisor, January 2014)
  • FATCA Withholding on Payments to Nonfinancial Foreign Entities: A Broad New Requirement (The Tax Advisor, October 2013)
  • FATCA Adds Layer of Complexity, Penalty Exposure to Offshore Asset Reporting (The Tax Advisor, April 2012)
  • Codification of Economic Substance Affects All Tax Practitioners (The Tax Advisor, August 2011)

Selected Speaking Engagements

  • IRS Developments & Examination Strategies
    (TEI-San Jose State University High Technology Tax Institute, Palo Alto, CA, November 2015)
  • The IRS Large Business & International Division Exam Process
    (AICPA National Tax Conference, Washington, DC, November 2015)
  • Foreign Financial Assets: You Can Run but You Can’t Hide
    (USC Gould School of Law 2015 Tax Institute, Los Angeles, CA, January 2015)
  • Individual Income Tax Disclosure & Compliance for Offshore Investments
    (USC Gould School of Law 2015 Tax Institute, Los Angeles, CA, January 2015)
  • Doing Business in Brazil
    (TEI-San Jose State High Technology Tax Institute, November 2014)
  • U.S. Income Tax Compliance & Penalty Avoidance for U.S. Investors
    (AICPA Doing Business in China Conference, July 2014)
  • Expatriate and Alien Taxation
    (California Society of CPAs International Tax and Business Conference, December 2013)
  • U.S. Income Tax Compliance Matters and Penalty Avoidance for U.S. Investors
    (AICPA Doing Business in Brazil Conference, July 2013)
  • Today's Need for Form W-8/W-9 Protection to Avoid Future IRS Enforcement, K-1 International Compliance Issues, and Your Client Has Gone Abroad-Now What?
    (AICPA Tax Planning Compliance & Controversy Conference, May 2013)
  • FATCA & Passive Foreign Investment Companies and International & Foreign Bank & Financial Accounts
    (AICPA Small Business Practitioners Tax Conference, May 2012)
  • FATCA & Passive Foreign Investment Companies
    (California Society of CPAs International Tax & Business Conference, December 2011)
  • Americans Living Abroad
    (California Society of CPAs Tax Update & Planning Conference, November 2011)

Professional Affiliations

  • Appointed Chair, AICPA IRS Advocacy & Relations Committee
  • Chair, AICPA International Financial Reporting Standards Tax Task Force
  • Immediate Past Chair, AICPA Passive Foreign Investment Company Task Force
  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, AICPA Foreign Asset Disclosure Task Force

Education

  • BS, business administration (emphases in finance and accounting), University of Southern California

Insights from Andy Mattson