R. Scott Jones
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Phone: 914.214.5579
Fax: 914.462.4040
P.O. Box 507
Yorktown Heights, New York 10598
R. Scott Jones has spent 17 years in the area of individual international taxation and is a founding partner of Goldstein Jones LLP, a law firm focused on tax matters. During his career Scott has repeatedly advised on and implemented proactive tax planning arrangements as lead representative for both individual and corporate clients engaged in the international arena, including multiple Fortune 500 companies. He has also successfully led the representation of numerous clients in their negotiated settlements with federal and state tax authorities.
Scott brings a powerful combination of legal expertise and an extensive grounding in tax accounting and compliance issues as a result of his many years with one of the world's largest tax practices. While Scott is a New York attorney, he is also a British expatriate himself and is committed to helping his clients make sense of the complexity of rules and regulations affecting individuals moving cross-border. His focus is on U.S. income, capital gains and estate tax planning and compliance and has written numerous articles and given many external presentations under the auspices of a variety of organizations including KPMG LLP, ECA International, New York State Bar Association, Cornell University, British-American Business, Inc., Corcoran and Global HR.
Areas of specialty including advice, representation and the provision of tax compliance services include the following:- Taxpayer Identification Numbers
- Individual Income Tax Planning and Tax Returns
- Short-Term Assignment Tax Planning
- Income Tax Treaty Analysis
- Letter of Assignment Drafting
- Foreign Nationals with US Real Estate
- International Pension Planning
- Residency Certification
- Social Security Tax Planning
- International Estate Tax Planning and Tax Returns
- Expatriation
Education
Bachelor of Laws with Honours, University of Warwick, UK, 1988
Association of Taxation Technicians Examination, UK, 1990
Jurisdictions Admitted to Practice
New York State, 1997United States Tax Court
Professional & Bar Association Memberships
American Bar Association
Member Since: 1998
New York State Bar Association
Member Since: 1998
Society of Trust & Estates Practitioners
Member Since: 2008
British-American Business, Inc.
Member Since: 2006
Articles, Press & Speeches
"U.S. Gift & Estate Taxation for Non-U.S. Nationals — Tax Traps for the Unwary", KPMG LLP's "The Expatriate Administrator", Autumn 2004, Volume 4
"Thinking of Letters of Assignment and Inter-Entity Agreements as Barriers to Exposure", HR & Corporate Relocation News (www.bound4.com) 2004
Co-Presenter: "Global Wealth: Managing Your Investments and Tax Exposure", British-American Business Inc. March, 2004 (sponsored by KPMG LLP & Merrill Lynch)
Co-Presenter: "Immigration and Expatriate Tax Update — decoding new regulations and avoiding existing traps", British-American Business Inc. March, 2005 (sponsored by KPMG LLP & Fragomen Del Rey Bernsen & Loewy)
Co-Presenter: "Perils & Perks of Assignments: Expat. and Secondment Agreements, Repatriation and More", New York State Bar Association, Labor & Employment Law Section, Fall Conference, September 2007.
Co-Presenter "As The World Turns: Perspectives on International Labor and Employment Law", New York State Bar Association/Cornell University, March 2008.
Co-Presenter "Representing Multinational Employees: Special Issues & Considerations", National Employment Lawyers Association 2008 Annual Convention, June 2008, Atlanta, Georgia.
Selected Accomplishments
- Successfully implemented international tax planning for an individual executive resulting in federal and state tax savings of $3,000,000.
- Drafted short and long-term international assignment tax policies, workflow procedures and stakeholder tax resources for a significant and evolving global mobility program. We further assisted with the development of letters of assignment, initiated the program-wide preparation of expatriate tax returns and tax reconciliations and also provided international payroll reporting advice.
- Represented the Chief Financial Officer of a Fortune 50 company in settlement of a state tax audit resulting in a tax saving exceeding $1,000,000.
- Represented a business executive in amending (and successfully defending upon audit) incorrect tax returns prepared by former service provider, thereby generating refunds of $500,000.
- Successfully acted as independent counsel for a Chief Operating Officer in the identification, review and correction of incorrect payroll reporting by his employer, the personal tax impact of which exceeded $2 million.
- Negotiated the removal of a $50,000 tax penalty assessed by the Internal Revenue Service on an individual client.
- Advisor to a number of celebrities, high profile executives and political advisors on individual tax planning issues.