James Carreon

USA
International Tax

James Carreon is based in Taxand USA where he is a Managing Director with Alvarez & Marsal Taxand, LLC. Jim focuses on mergers and acquisitions transactions and general corporate tax matters.

Jim brings considerable experience in addressing complex tax issues with a particular emphasis on mergers and acquisitions, reorganizations, liquidations and spin-offs. He has advised numerous strategic and financial buyers on domestic and cross-border M&A transactions, and has provided sell-side tax services. He regularly advises technology, bio-technology and healthcare companies (including corporations, partnerships, limited liability companies and joint ventures) on the various tax aspects of formation, operation and disposition.

In addition, Jim has a deep understanding of tax matters pertaining to troubled companies, bankruptcy reorganizations, workouts and restructurings. He has advised a significant number of public and private "loss" companies (both pre- and post-bankruptcy) on the viability of their tax attributes, the effect of debt discharge income and the application of the consolidated return rules.

Prior to joining the USA Taxand practice, Alvarez & Marsal Taxand, LLC, Jim most recently served as a Managing Director with the Transaction Advisory Services (Tax) practice of FTI Consulting, Inc. He was also an attorney with the Transaction Tax group at Sheppard, Mullin, Richter & Hampton LLP.  In each of these roles, he primarily provided transaction tax advice to middlemarket financial and strategic buyers. Prior to that, Jim was with the West Coast National Office of Ernst & Young LLP, where he provided tax advice on middle market M&A transactions, performed detailed tax attribute analyses for troubled companies, and acted as a dedicated technical resource for certain practice offices.

Jim earned a bachelor's degree in business administration and a bachelor's degree in communications from the University of Southern California, a juris doctor from Southwestern University School of Law, and a master of laws degree (LL.M.), with honors, from Golden Gate University School of Law. Jim is admitted to practice law in the state of California. Additionally, he is an adjunct professor at Golden Gate University with the Masters of Tax program. Jim is also a co-author of the BNA Tax Management Portfolio on related party transactions.

www.alvarezandmarsal.com