Marc is cheerleader-in-chief with so much energy the firm’s coffee machine has to work overtime so the others have a chance to keep up. Marc loves to be outdoors and is always moving, frequently participating in long-distance swims and runs and whatever else lies in wait.
The founding partner at Schwartz International, Marc teams with a variety of U.S. and foreign individuals and business clients, providing strategic tax and financial solutions to help his clients achieve their goals.
Marc has lived and worked in the U.S. and abroad in both governmental and private sector roles. His diversified experience enables him to bring a practical global perspective to the individuals and businesses he serves. He began his career at a Big 6 accounting firm in his hometown of Atlanta, Georgia, where he built a strong foundation in federal, state/local and international tax over several years. He then transferred to one of the firm’s non-U.S. offices in Latin America where he continued to serve European, Asian, Latin American and U.S. clients.
A geographically diverse client base has allowed Marc to gain significant experience with tax treaties, outbound/inbound planning, repatriation, foreign tax credits, real estate investments/FIRPTA, branch taxes and audit defense. He has taught a graduate-level international tax course at the Universidad Panamericana in Mexico City and continues to lecture on international tax issues. In addition, Marc is a recognized author who contributes articles on international tax matters and legal issues to several trade publications.
Marc earned his BA from Colgate University, a Master of International Affairs from Columbia University and a law degree from Emory University. He is fluent in Spanish and has a working knowledge of Portuguese.
As a native of Trinidad with degrees in applied mathematics and physics, Paul excels at eating spicy food and intellectually running circles around the rest of the Schwartz International team. Don’t let his gentle Caribbean lilt fool you – Paul is the brightest member of the senior team, with twenty years of industry experience in global tax before he began serving clients as a consultant.
Having lived and worked in many different countries, Paul brings over three decades of both industry and large public accounting firm experience to the clients he serves. He has managed the international tax functions of two U.S.-based multinational companies with operations in Europe, the Americas and Asia and, as a partner in the Big 4, was based in the U.S., Canada and the Caribbean as a specialist in practical U.S. inbound and outbound tax planning.
Paul offers a profound technical understanding of U.S./global tax rules and has extensive experience in cross-border mergers and acquisitions, reorganizations, corporate structuring, financing and initial public offerings. He is respected around the world for his expertise in income tax treaties and has consulted with foreign governments on treaty policy and legislation affecting international tax and business issues. In addition, Paul is a frequent speaker at international tax conferences, has authored numerous articles on international tax issues and is the founder and first president of The American Chamber of Commerce in the Eastern Caribbean.
With degrees from UNC and Duke, Richard never knows which team to cheer for. At least his degree from Georgetown is outside the ACC.
Richard possesses extensive global tax experience spanning over 30 years in both the government and private sectors. He provides counsel regarding international tax planning, strategy and tax controversy in multiple industries.
This rare level of knowledge gives him a comprehensive understanding of taxation issues as they affect both individuals and businesses. Richard advises multinational corporations of all sizes on the tax aspects of cross-border mergers, acquisitions, divestitures, reorganizations, financings, cash repatriations and intercompany transactions. He has also served as international tax counsel to numerous Fortune 1000 companies, including leaders in the insurance, energy, paper and mining sectors, and has counseled companies on tax-advantaged debt structuring in 20 different countries. Additionally, he works extensively with U.S. private equity funds investing outside the country and with non-U.S. funds investing in the U.S.
Richard has been recognized as one of The Legal 500 United States (an honor that highlights the practice area teams who provide the most cutting-edge and innovative advice to corporate counsel) in the area of tax controversy, and is also a frequent speaker on international tax issues.
He holds a BS from the University of North Carolina, a JD from Duke University School of Law and an LLM from Georgetown University Law Center, and is a member of the State Bar of Georgia.
Mr. Cary M. Rodin is Schwartz International’s newest international tax specialist. Mr. Rodin’s principal areas of concentration include passthrough entities, reorganizations, mergers and acquisitions and international taxation. Mr. Rodin’s varied client background includes companies engaged in real estate, food, retailing, finance, manufacturing and distribution. He has assisted both private and publicly-held companies structure complex business transactions to minimize potential tax costs. Mr. Rodin advises U.S. companies on organizing and structuring their foreign operations. Additionally, he assists foreign companies with organizing and structuring their U.S. or North American operations. Furthermore, he assists U.S. companies with the tax aspects of employing U.S. executives abroad.
Mr. Rodin has been an adjunct professor at Georgia State University where he developed and taught the international taxation course. An author as well, Mr. Rodin has written two books regarding international tax matters and one dealing with S corporation issues. Beginning his accounting career with Price Waterhouse LLP in the Atlanta and New York offices, he eventually became a tax partner with Touche Ross & Co. (now Deloitte LLP). Thereafter, he became a regional tax partner with the international accounting firm BDO LLP in Atlanta. Finally, Cary recently retired from Bennett Thrasher LLP after 23 years. He was the chairman of DFK’s (a worldwide international accounting organization) International Tax Committee.
Mr. Rodin graduated from the University of Miami with a degree in Economics and from Georgia State University with a Masters of Professional Accountancy. Mr. Rodin is a member of the Georgia Society of CPAs, the Atlanta International Tax Study Group and the AICPA. Mr. Rodin is involved with several Atlanta area charities, and is President-Elect of Temple Sinai.
Simone Alting moved to the U.S. after growing up in Germany and earning her German law degree. She earned an LLM in Tax from St. Louis University and is a U.S. Certified Public Accountant. Simone and Marc started working together at Coopers & Lybrand (now PwC) in 1996 as international tax rookies.
With her German roots, no one is surprised that Simone has always been and still is the most organized senior team member. Having started her career in a large global accounting firm, she has a strong foundation in most individual and company inbound and outbound international transactions and tax compliance. She also designs strategies for companies transferring their employees cross-border, focusing on income and social security taxes/treaties.
Simone is fluent in German, French and English, with a working knowledge of Spanish.
Katja Dell does not pass up an opportunity to challenge herself. Whether it’s canoeing in the Canadian Wilderness or changing direction in her professional career, she has a passion for expanding her knowledge and seeking new adventures.
Katja enjoyed teaching German at the university level before moving into the field of international tax, where she now combines her language talent with her number-crunching abilities. These skills and her personal international experience allow her to examine the needs of multinational businesses with a trained, critical eye.
In her free time she relishes gourmet cooking and tending her vegetable and herb gardens. A long hike with her hunting dogs here and there is a must, too.
Katja earned her Master of Applied Linguistics from Johannes Gutenberg-Universität in Mainz, Germany and her MBA from Meredith College in Raleigh, NC. She is fluent in English and German and has a working knowledge of French and Spanish.
An expert snow-skier, dedicated athlete and intrepid traveler, Charles Christensen is always looking for new challenges. That makes the complex world of international taxation that so intimidates most people a natural fit and a comfortable professional home. He comes to Schwartz International from Deloitte, where he served as an International Tax Senior Advisor.
The son of two CPAs, Charles knew early on that he wanted a career in the accounting field, but it was a class in international tax that sparked his passion for the niche. He particularly relishes the challenge that each new client and opportunity brings, since no two issues are ever completely the same. An Atlanta native whose family counts eight generations in the metro area, Charles earned both his bachelor’s and master’s degree in accounting from the University of Georgia. He is a member of the AICPA and the Georgia Society of CPAs.
At the tender age of 8, Charles began his lifelong relationship with skiing. He was a tri-athlete in high school, participating in basketball, baseball and wrestling. Sports continue to enrich his life; in addition to hitting the slopes whenever he can, Charles plays in a co-ed kickball league and a basketball league, which won its 2015 Championship Tournament. He also volunteers through North Point Church, where he is a member. Newly married in November 2016, right after he joined the firm, Charles and his new bride reside in Atlanta – of course!
“Q” is the head taskmaster who keeps us all on our toes. As a writer/director/producer of a current original web series about the single life in Atlanta, she keeps us on a tight schedule so she can get out of the office and ensure she is meeting her own filming and related deadlines. Her previous career as a pre-k teacher taught her the patience needed to deal with the rest of her colleagues.
A graduate of Georgia State University, Q earned a degree in Film/Video Production and Spanish. While a student at Georgia State, she participated in a study abroad summer program, living with a host family in Guadalajara, Mexico and attended the Centro de Estudios para Extranjeros – Universidad de Guadalajara. She has a working knowledge of Spanish and an interest in learning Japanese.
Separately, Q has recently joined the cast of a docu-series that follows the lives of female, indie filmmakers.
Schwartz International is a diverse group of individuals who not only possess a professional understanding of the ins and outs of international tax and business, they’ve also experienced it first-hand. In fact, we have lived in multiple countries and speak several languages, making us uniquely qualified to handle your international tax and business needs.