| Edgar Lopezlena is a Senior Manager at McGladrey's Schaumburg, Ill., office. He leads our Mexican Tax Practice, which specializes in assisting clients in addressing the tax implications of doing business or working in Mexico and other Latin American countries. Before joining McGladrey in December 2005, Edgar, who is a Mexican national, practiced in Mexico City and Monterrey, Mexico, with two other international consulting firms. He has more than 20 years of experience providing tax structuring and planning services for companies (mainly from the U.S. and the European Union) that have any type of economic activity in Mexico. Edgar’s native language is Spanish. However, he possesses a full command of the English language and is equipped to identify the potential tax risks and tax-savings opportunities that doing business in Mexico imply. Edgar assists clients in such areas as: initial set-up and structure, implementation of structures that allow for “check-the-box” election for U.S. tax purposes (when applicable), application of maquiladora (IMMEX) and other import/export programs, transfer pricing compliance and maquiladora taxation, minimization of Mexico’s mandatory Employee’s Profit Sharing, expatriate and impatriate taxation, profit repatriation, corporate reorganizations, and U.S. tax compliance with respect to Mexican operations, advise on FATCA reporting and compliance with respect to Latin America, among others. Over the past five years, Edgar has led the Mexican tax due diligence, structuring and planning aspects of approximately forty transactions involving Mexico. Professional affiliations Edgar is a member of Mexico’s Institute of Certified Public Accountants (Mexico City chapter). For many years, he was a member of the institute's International Tax Commission and Tax Research Commission. He is an active member of our McGladrey’s U.S.-Mexico Cross Border Committee, as the representative of its Midwest region. Edgar is also a member of the Tax Steering Committee of RSM Bogarín, S.C., the Mexican member firm of RSM International. Edgar is also a member of RSM International’s Americas Tax Center of Excellence and the McGladrey’s FATCA services group. Education Edgar is a Licensed Public Accountant in Mexico. He attended Universidad Iberoamericana, A.C. (one of the most prestigious private universities in Latin America). He will be completing the Masters in Science of Taxation course at DePaul University, in Chicago during the fall of 2015. Instructor Activity Edgar taught the course “International Taxation” at another private university in Mexico City. Throughout his career, he has participated as a presenter in multiple Mexican taxation and FATCA events sponsored by universities, professional firms and organizations, and different chambers of commerce. Edgar has presented before audiences in the U.S., Mexico and through Latin America. Edgar has also authored and co-authored several papers and articles regarding Mexican taxation. |