Meet Jim CalvinPartner, Deloitte Tax LLP |
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Jim is the Global Tax Managing Director of the asset management practice at Deloitte. He has over 24 years of experience at Deloitte. He specializes in information reporting and the taxation of investment funds and security transactions, and has been designated the Asia Pacific Regional Leader for the global implementation of the Foreign Account Tax Compliance Act (FATCA) provisions.
Jim has written and spoken extensively on FATCA provisions and tax issues affecting the financial services industry, with an emphasis on taxes affecting products, product structuring, and the sponsors of those products. His presentations have included numerous private sessions to banks and custodians in the U.S., London, Asia, and the Caribbean financial centers. He has also publicly spoken to over 3,000 professionals regarding the technical and implementation aspects of FATCA.
In addition, he is the author of “Foreign Investment Vehicles and the New Foreign Account Tax Compliance Rules of the HIRE Act” (BNA Daily Tax Report, March 30, 2010), as well as the author of a treatise, “Regulated Investment Companies” (Warren Gorham & Lamont/RIA). He was also the former Editor of the Journal of Taxation of Investments.
Jim is a certified public accountant in Massachusetts and New York. He is a graduate of the Rochester Institute of Technology and received his M.S. in Taxation from the Bentley University Graduate School of Business. He was an adjunct professor at Northeastern Graduate Business School, where he lectured on financial instruments.
Certifications:
CPA (Certified in the states of Massachusetts and New York)
Associations:
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
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