Ranked in 1 Practice Areas
3

Band 3

Private Wealth Law

California: Southern

1 Years Ranked

About

Provided by Maria Soledad Otero

High Net Worth

Practice Areas

Maria Otero works on international income and estate tax planning and compliance matters for high-net-worth private clients and multinational businesses.

Career

Maria began her career in the International Assignment Services department of a Big Four accounting firm in Switzerland, consulting with individuals required to deal with multiple taxing jurisdictions. At first in Lausanne and, beginning in 2004, in Los Angeles, Maria worked with a broad range of clients including corporate executives on international assignments, multinational high net worth individuals and families, business owners and investors. In August 2006, she moved to a well-known national firm of certified public accountants, with her practice concentrated on cross-border tax planning and compliance. Maria joined Karlin & Peebles, LLP in 2011 and became a partner in 2018.

Professional Memberships

State Bar of California (2013)

Experience

Maria advises on a broad range of international tax and estate planning matters, working with both individuals and families with cross-border businesses and investments as well as corporate clients seeking to optimize their worldwide effective tax rate and to reduce foreign taxes through tax-efficient financing, efficient cash management, repatriation of earnings to the U.S. and transfer pricing analyses.

Awards

Ranked in the Chambers & Partners High Net Worth Guide

Named by The Best Lawyers in America as a leading lawyer nationally in the practices of Tax Law and Trusts and Estates 2023

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