Julia Ushakova-Stein

Career

Julia is a partner in our Firm's North America Tax Practice Group and is based in our San Francisco office. She advises on US international tax planning (inbound and outbound) and controversy matters. She represents clients from a diverse set of geographic areas and industries, including in the technology, healthcare, and financial services sectors. She has represented a number of Fortune 500 companies in US federal income tax matters and has successfully represented clients in federal tax controversies at all levels.

Julia has a passion for resolving complex tax issues, with a practical approach that considers her client's business needs. Clients value Julia's ability to explain complex tax issues in an easy to digest manner and her dispute prevention and risk mitigation insight. Julia's creative approach and technical experience is particularly valuable during tax controversy matters.

Chambers has recognized Julia, with clients stating that she is "very professional and has strong technical skills," "extremely knowledgeable and thoughtful in her support of our company," "comes well prepared," and “provides a great service.” Clients appreciate that her "communication style is calm and clear."

Julia has been teaching international tax at UC Berkeley School of Law and in the Master’s Program at San José State University. Also, Julia has been an author of a monthly column in Tax Notes on international tax developments and regularly speaks at major tax conferences for professional tax groups, including for the International Fiscal Association, International Tax Review (ITR), Pacific Rim Tax Institute, and Euromoney. Julia is also the co-president of the Northern California region for the International Fiscal Association. Julia advises companies on US international tax planning matters (inbound and outbound) with a focus on dispute prevention and risk mitigation. Julia's extensive US international tax planning experience includes international restructurings and transfer pricing, including with respect to foreign tax credit, GILTI, subpart F, and sec. 965 matters.

Julia assists clients in the resolution of tax issues through competent authority and in obtaining Advance Pricing Agreements (APAs).

Julia represents companies at various stages of US federal tax controversies, including during IRS audit, appeals, and judicial proceedings.

Professional Memberships

International Fiscal Association (IFA) - Northern California Chapter Co-President

American Bar Association Section of Taxation - Member

Publications

Co-author, Monthly column on international tax updates in Tax Notes International, 2021-present

"Important Subpart F and PFIC Changes for U.S. Investors and Domestic Funds," International Tax Journal, Vol. 48, No. 2, March-April 2022

“Proposed FDII Treasury Regulations Bring Some Clarity,” Tax Notes International, April 8, 2019

Expert in these Jurisdictions

USA

Languages Spoken

English

Education