Baker Tilly Professional

Alexis Bergman

J.D., L.L.M., CPA

Partner

+1 (312) 203 3157

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Alexis is a partner in the specialty tax, international tax services group of Baker Tilly US, LLP based in Chicago. She advises multinational corporations on their most complex business transactions, developing and implementing integrated business tax solutions that enhance operational and tax efficiencies, while complying with the U.S. federal tax laws. Alexis focuses her practice on U.S. and international aspects of federal tax matters, including international acquisitions and structuring and implementing transactions.

Extensive experience in planning and implementing strategic cross-border transactions, in particular:

  • Intellectual property realignment strategies
  • Supply chain and business model optimization
  • Cross-border mergers and acquisitions and reorganizations, including post-acquisition integration
  • Repatriation planning
  • Foreign tax credit planning
  • Affirmative Subpart F planning
  • Local country tax planning
  • TCJA provisions including GILTI, FDII, BEAT, §163(j) and §245A
  • Principal and finance company arrangements
  • Financial statement accounting for transactions under ASC 740
  • International Fiscal Association (IFA), U.S.A. Branch
  • American Institute of Certified Public Accountants
  • Illinois CPA Society
  • International Tax Review, Leading Woman in Tax, 2017
  • Frequent speaker for the Tax Executives Institute and IFA, U.S.A. Branch

Location

Chicago, IL

Education

Juris Doctor (J.D.)

Master of Laws (L.L.M.)

University of Illinois Chicago School of Law

Certificate in international tax

Northwestern University Pritzker School of Law

Master of Science in tax

DePaul University

Bachelor of Business Administration in accounting

Loyola University