Severiano E. Ortiz

Severiano is a Partner in the Washington, D.C. office of Kozusko Harris Vetter Wareh Duncan LLP (“KHD”).  Severiano practices in the area of tax law, advising institutional and private clients, both domestic and international, in individual and business tax planning matters. He focuses on cross-border transactions and tax efficient restructurings. He advises clients regarding tax developments affecting their business, both globally and domestically. He also advises clients with regard to their individual and family cross-border planning and restructuring needs: pre-immigration; expatriation; cross-border income, gift, and estate; offshore compliance.

Severiano is admitted to practice law in the District of Columbia, Virginia, and Illinois. Severiano is also a Certified Public Accountant licensed to practice in the above-mentioned jurisdictions, in addition to New York and Florida. Severiano received both his Juris Doctor (“JD”) and Master of Laws in Taxation (“LL.M.) from the Northwestern University Pritzker School of Law. He also received both his Bachelor of Science (Accounting and Finance) and Bachelor of Arts (French) from Jacksonville University.

Before joining KHD, Severiano worked for global law and accounting firms. First working both as an international private client and tax controversy attorney, and then for international accounting firms advising billion-dollar multinational businesses with their global restructurings, and private clients with their cross-border income, gift, and estate tax planning.

Severiano is active within his local community and serves as a non-profit Director and Treasurer of the Alexandria Historical Society and as a City Council appointed Member of the Historical Alexandria Resources Commission. Further, Severiano currently serves in a leadership capacity with the American Bar Association’s Section of Taxation, and is active with both the American Academy of Attorney-Certified Public Accountants (“AAA-CPA”) and the Society of Trust and Estate Practitioners (“STEP”). Severiano is a frequent speaker for several organizations speaking on topics related to cross-border estate and income tax planning, as well as offshore compliance.

For a list of speaking engagements and publications click here

Professional Licenses and Designations
Attorney (Licensed Member of the Washington, D.C., Virginia, and Illinois Bars)
Certified Public Accountant (CPA) (Licensed in Washington, D.C. Virginia, Illinois, New York, and Florida)
Personal Financial Specialist (PFS), AICPA Designation
Certified in Financial Forensics (CFF), AICPA Designation
Trust & Estate Practitioner (TEP) - Full Member - Society of Trust & Estate Practitioners (STEP)

Professional Affiliations 
Member and Vice Chair of the Continuing Legal Education Committee - American Bar Association, Section of Taxation
Member - Virginia, D.C. and Illinois Bar Associations
Member - American Institute of Certified Public Accountants
Member and Past Education Chair - American Academy of Attorney and Certified Public Accountants

Education
Master of Laws (LL.M.), Taxation, Northwestern University Pritzker School of Law
Juris Doctor (JD), Northwestern University Pritzker School of Law
Bachelor of Science, Accounting and Finance, Jacksonville University
Bachelor of Arts, French, Jacksonville University

Direct Line: 202-454-6721
Email: sortiz@kozlaw.com