International Fund Tax Advisors

21 fund tax advisors at 8 firms have bios that show a focus on international fund tax (PFIC, CFC).

Everyone here is listed from their firm’s own bio page, and nobody pays to be listed or to rank. Last verified Oct 23, 2026. How we check

Partners: 21; all at partner level
Firms: 8
Most partners: Holthouse Carlin & Van Trigt (HCVT); 8 listed here
Biggest city: Orange County; 5 here

Fund tax advisors

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Funds of funds6
Evergreen and semi-liquid funds1
Registered funds (’40 Act)1
UBTI, ECI and blocker structuring5
Partnership tax and K-1s3
International fund tax (PFIC, CFC)21

Emerging Managers1
Large Sponsors1
Family Offices4

Counting everyone…

					Primary practice			Prior firms
Irene Albia	Holthouse Carlin & Van Trigt (HCVT)	Principal	Orange County, CA	Private equity funds	–	–	Loyola Marymount University	True Partners Consulting
Jason Arce	Cohen & Co	Partner	Cranston, RI	Private equity funds	–	–	Northeastern University, University of Rhode Island	–
Patrick Augustyn	Withum	Principal	Boca Raton, FL	Private equity funds, Real estate funds +1	–	–	Emory University	–
Jane Chang	Holthouse Carlin & Van Trigt (HCVT)	International Tax Partner	Orange County, CA	–	–	–	University of Southern California, UCLA	–
Danielle D'Aloia	CohnReznick	Partner	New York, NY	Fund formation, Private equity funds +1	–	–	Pennsylvania State University, Fairleigh Dickinson University	–
Evan Eichhorn	KPMG	Partner, Tax	New York, NY	Fund formation, Private equity funds +1	–	–	–	–
Jenni Elder	Holthouse Carlin & Van Trigt (HCVT)	Principal	Fort Worth, TX	Private equity funds	–	–	Hendrix College	TPG Capital
Christopher Gays	Holthouse Carlin & Van Trigt (HCVT)	Tax Partner	Fort Worth, TX	Fund formation, Private equity funds +1	–	–	University of Central Florida	TPG Capital, Lone Star Funds +1
Curt Giles	Holthouse Carlin & Van Trigt (HCVT)	Partner	Orange County, CA	Fund formation, Private equity funds	–	–	University of Washington, University of Michigan	KPMG
Jim Kaiser	Cohen & Co	Partner	Philadelphia, PA	Real estate funds	Real estate funds	–	Rutgers University	–
Satish Katikala	Cohen & Co	Partner	New York, NY	Private equity funds, Private credit funds +1	–	–	Sri Venkateswara University, Sri Krishnadevaraya University	–
Ramesh King	Holthouse Carlin & Van Trigt (HCVT)	Principal	Orange County, CA	Private equity funds	–	–	University of Texas	TPG
Daniel Lobatto	CohnReznick	Tax Partner	Chicago, IL	Fund formation, Private equity funds +2	–	–	Nyenrode Business University, Vrije Universiteit Amsterdam +1	–
Jim Marks	Grant Thornton	Partner, Tax Services	Boston, MA	Private equity funds, Venture funds +1	–	–	Boston College	Fidelity Investments, PwC
Keith Pritchard	Holthouse Carlin & Van Trigt (HCVT)	Partner	Fort Worth, TX	Private equity funds	–	–	Louisiana State University	TPG Capital, KPMG
Robert Richardt	CohnReznick	Partner	New York, NY	Private equity funds, Venture funds +1	–	–	Stony Brook University, Fairleigh Dickinson University	–
Peter Rodwick	CohnReznick	Partner	Los Angeles, CA	Private equity funds, Private credit funds	–	–	UCLA	–
John Samtoy	Holthouse Carlin & Van Trigt (HCVT)	Partner	Orange County, CA	Private equity funds	–	–	San Diego State University, University of Arizona	–
Jonathan Sharon	Richey May	Partner, Alternative Investments	Denver, CO	Private equity funds, Venture funds +1	–	19 yrs	University of Utah, Brigham Young University-Idaho	UMB Fund Services, Rothstein Kass
Kristen Slusarczyk	Baker Tilly	Principal	Chicago, IL	Private equity funds, Venture funds +1	–	–	DePaul University, University of Kentucky	–
Cory Stewart	Cohen & Co	Partner	Philadelphia, PA	–	–	–	Northeastern University, Saint Joseph's University	–

Arrow keys move through the list, Enter opens a person, S saves them to your shortlist, Escape closes. Facts from each firm’s public bio page; nobody pays to be listed.

About this list

What international fund tax (PFIC, CFC) work is

Cross-border tax for funds and investors: PFIC and CFC rules, treaties, withholding, FATCA and CRS.

In sum

21 fund tax advisors at 8 firms are listed on this page. The 5 with the most: Holthouse Carlin & Van Trigt (HCVT) (8), Cohen & Co (4), CohnReznick (4), Baker Tilly (1) and Grant Thornton (1).

Questions

How many fund tax advisors does FundOpsHQ list?

21 partners at 8 firms. Last checked Oct 23, 2026. Each one is at partner level, and their firm's own bio page describes their work on international fund tax (PFIC, CFC) (the quote is on each profile).

Which fund tax and accounting firms have the most partners listed?

Holthouse Carlin & Van Trigt (HCVT) (8), Cohen & Co (4) and CohnReznick (4), counting the partners each firm's own website lists.

Where are fund tax advisors based?

The cities with the most: Orange County (5), New York (4) and Chicago (2).

What else do these tax advisors work on?

The practices they list most: fund tax (21), private equity funds (17) and hedge funds (6).

How does a fund tax advisor get on this list?

By being a partner, principal, shareholder or member whose firm's own website lists them for this work. FundOpsHQ reads each firm's public bio pages and dates every check. Nobody pays to be listed or to rank, and anyone listed can claim, correct or remove their profile. How the directory works

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Listed here?

Claim your profile from its page to add to it, or ask for a correction or removal. It is free; the claim link goes to your work email at your firm’s domain.

How claiming works

Who is listed here comes from each firm’s own public bio page: the practices, clients and offices it names. Nobody pays to be listed or to rank. How the directory works