Lou Carlow

DIRECTOR OF INTERNATIONAL COMPLIANCE

Lou Carlow

DIRECTOR OF INTERNATIONAL COMPLIANCE

Lou Carlow, Director International Tax Compliance, assists domestic and foreign clients resolve deputes with the IRS on all examinations including Forms 1040, 1120, 1120F, and 1042.  He also assists clients in the competent authority process. Lou has years of experience working with foreign companies to assess their exposure with respect to Form 1120 F examinations. He has conducted numerous “compliance reviews” or “mock audits” of domestic and foreign companies to assess their exposure to a potential IRS examination.  In his prior employment, he has traveled to Bermuda, Malta, Luxembourg, England, Australia, Canada, Taiwan and other countries to conduct these complex client reviews.

Prior to joining Andreozzi Bluestein LLP, Lou worked at the accounting firm PricewaterhouseCoopers LLP as a managing director in Washington DC, New York City and Los Angeles where he managed a team of former executives and mid-level retired IRS employees with IRS compliance issues. Prior to working at PwC, he served with the IRS for over 26 years.  His extensive experience with the IRS includes positions as the Assistant Commissioner (Examination and Government Liaison), where he was responsible for all IRS examination programs; Deputy Assistant Commissioner (International), where he was responsible for the oversight of 13 foreign posts of duty, the competent authority staff, Tax Treaty Division and International Examiners; Assistant Regional Commissioner (Examination) with responsibility for the North Atlantic Region; Assistant District Director for Cleveland and Chief Examination Division for the Brooklyn District; and Chairman, National Task Forces, where he was responsible for preparing strategies for the Coordinated Examination Program, excise tax and non-resident compliance problems.

Academic Degrees & Professional Designations

  • MBA, Suffolk University
  • B.S., Central Connecticut State University
  • Executive Development Program, Internal Revenue Service
  • Enrolled Agent

Awards & Honors

  • Internal Revenue Service Commissioner’s Award
  • Internal Revenue Service Assistant Commissioner’s (Examination) Award
  • Internal Revenue Service Assistant Commissioner’s (International) Award
  • PwC Market Leadership Award, 2009
  • PwC Chairman’s Award, 2007

Presentations

Los Angeles Chapter of Tax Executive Institute in Manhattan Beach, California 11/15/2016

Tax Executive Institute Conference in Santa Barbara, California 6/17/2015

Perth Chapter of the American Chamber of Commerce in Perth, Australia 2/9/2015

Melbourne Chapter of the American Chamber of Commerce in Melbourne, Australia 2/11/2015

Sydney Chapter of the American Chamber of Commerce in Sydney, Australia 2/13/2015

American Chamber of Commerce meetings in Sydney and Melbourne, Australia 2/8-20/2013

PwC International Tax Seminar in Los Angeles, California 5/7/2013

PwC Global Financial Services Tax Leaders Meeting in Saint Andrews, Scotland 6/9-11/2013

2013 Executive Forum, sponsored by the American Stock Transfer & Trust Company, in Washington, D.C. 10/17/2013

PwC international tax conference in Los Angeles, California 5/3/2012

Pharm/Biotech Industry Tax Executive Roundtable in Newport Beach, California 9/27/2012

PwC national insurance industry tax practice in Los Angeles, California 8/14/2012

Phoenix chapter of Tax Executive Institute on IRS issues in Phoenix, Arizona 9/22/2011

Los Angeles Private Equity CFO Roundtable in Los Angeles, California 11/3/2011

2011 PwC Master Limited Partnership User Conference in Los Angeles, California 11/8/2011

United States Tax Seminar, Taipei, Taiwan 12/5-9/2011

Alternative Investment Global Tax Seminar, Dublin, Ireland, 6/2009

Alternative Investment Tax Leadership Conference, Chicago, 2009

Alternative Investment Seminar, Minneapolis, 2009

Presented a variety of tax topics to eighteen companies, 2009 U.S. Tax Familiarization Program for National Tax Service of Korea, 10/27/2008 Stamford Technical Tax Forum, 6/10/2008

New Jersey Tax Technical Forum, 4/24/2008

New York Learning and Education Session, 2008

Tax Executives Institute, Inc., New York Chapter Annual Meeting, New York City, 6/2007

Tax Executives Institute of Cleveland, 6/2007

Tax Executives Institute of Pittsburgh, 3/2/2005

PricewaterhouseCoopers, LLC, Canada Tax Forum, 6/2004

Organization for International Investment 2004 Tax Conference, 4/30/2004

Wireless Phone Companies Annual Tax Meeting, San Diego, 10/28/2002

Committee of Banking Institutions on Taxation, New York City, 11/9/2000

Tax Institute Seminar on Transfer Pricing, Montreal, Canada, 5/31/2000

Insurance Institute, San Diego, California, 6/7/1999

The 32nd Annual Bank Tax Institute, Lake Buena Vista, 12/8/1997

Tax Executives Institute, Inc., Boston Chapter Annual Meeting, 11/17/1997

Telecomm Tax Audit Managers Meeting, Newport, 5/29/1997

Instructor at numerous PwC internal training sessions 1996 – Present

California Society of CPA’s/Los Angeles County Bar Association Tax Night 11/12/1996

High Technology Tax Institute, San Jose, California, 11/11/1996

Committee of Banking Institutions on Taxation, New York City, 11/7/1996

Tax Executives Institute, Inc., New York Chapter Annual Meeting, New York City, 6/6/1996

AICPA 1995 National Conference, San Diego, California, 12/5/1995