Roger Lorence Senior Tax Advisor

Roger Lorence specializes in the taxation and international taxation of financial services companies, and financial products, and a diverse range of business entities. Mr. Lorence’s practice includes providing tax advice for tax-advantaged transactions and businesses, particularly as affected by recent changes in tax laws. He provides specialized advice relating to taxation and related areas of law-to-law firms, accounting firms, and their clients, including representation in tax controversies. Tax controversies services includes representation at the tax examination level, Appeals and the United States Tax Court. Mr. Lorence previously served as Director of International Tax Services for a large international accounting, tax and consulting practice and gained in-depth practical experience working with tax practitioners in many jurisdictions.

Roger Lorence attended the New York University School of Law where he received a JD, and an LLM in Taxation. Roger also attended Wesleyan University where he earned a BA and Columbia University where he received his Master’s degree. He received honors in Juris Doctor and was the Associate Editor of the New York University Law Review. He was also awarded the Pomeroy Prize, which is awarded to the top 20 students upon conclusion of the first year of law school, and the Order of the Coif, which is for awarded to the top 8% in the third year class.

Mr. Lorence has served as a member of the Board of Advisors of:

  • Journal of Investment Compliance (columnist on tax matters)
  • Journal of International Taxation (columnist on financial products)
  • Derivatives Financial Products Report (columnist on financial products)
  • Journal of S Corporation Taxation (columnist on international operations of S Corporations)

He has published more than 50 articles in these and other professional periodicals and has lectured widely on the taxation of hedge funds, commodities, derivative financial products, international taxation, as well as many other subjects.

Roger Lorence is admitted to practice with the New York; United States Tax Court; United States Claims Court; United States District Courts for the Eastern and Southern Districts of New York; Internal Revenue Service. He is a member of the New York State Bar Association Tax Section.