Severiano E. Ortiz

Severiano is a Partner in the Washington, D.C. office of Kozusko Harris Duncan (“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.

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 has served 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.

Professional Licenses
and Designations

  • Attorney (Licensed in Washington, D.C., Virginia, and Illinois)
  • Admitted to Appear Before the U.S. Tax Court
  • Admitted to Appear Before the U.S. District Court for the Northern District of Illinois
  • Trust & Estate Practitioner (TEP) - Full Member - Society of Trust & Estate Practitioners (STEP)
  • Certified Public Accountant (CPA) (Licensed in Washington, D.C., Virginia, Maryland, Illinois, New York, and Florida)
  • Personal Financial Specialist (PFS), AICPA Designation
  • Certified in Financial Forensics (CFF), AICPA Designation

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 (J.D.), Northwestern University Pritzker School of Law
  • Bachelor of Science (B.S.), Accounting and Finance, Jacksonville University
  • Bachelor of Arts (B.A), French, Jacksonville University

Articles

Quotations

Speaking
Engagements