Rita M. Ryan, J.D., LL.M.
Waltham,MA
Summary
Experienced Tax Attorney with deep experience in tax law, ready to deliver impactful tax solutions. Adept at navigating complex regulations, ensuring compliance, and optimizing tax strategies. Strong focus on team collaboration and achieving results, adapting to changing needs with reliability.
Overview
17
17
years of professional experience
Work History
CFO+Head of Planning
Madan+Associates
12.2024 - Current
- Collaborated with cross-functional teams of attorneys, accountants, financial advisors, and other professionals to address complex tax issues holistically for clients.
- Developed customized estate plans and income tax strategies for high-net-worth individuals to minimize taxes while preserving assets for the next generation.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
International Tax Services Lead
Wolf & Company, P.C.
03.2021 - 12.2024
- Lead the International Tax Service Practice at Wolf & Company, P.C
- Provide internal support to Tax Line of Service Groups relative to both international consulting and compliance requirements for tax and audit clients
- Provide external support for other tax professionals as a trusted provider to identify and complete necessary international information and income reporting
- Analyze complex global structures and provide commentary relative to tax planning strategies and required compliance relative to such structures and investors
- Advise on, analyze, and review streamlined and delinquent submissions to the IRS
- Review federal and state personal, estate, trust, and exempt organization filings to ensure completeness and quality
- Research and draft memoranda with regard to various international tax issues
- Develop, implement, and teach internal trainings for our Tax Line of Service regarding various topics of international tax
Associate
Vacovec, Mayotte & Singer, LLP
12.2012 - 03.2021
- Prepare and review federal and state personal, estate, trust, and exempt organization filings
- Research and draft memoranda with regard to various international and domestic tax issues
- Analyze and prepare both full and streamlined Offshore Voluntary Disclosure Initiative submissions which may include Reports of Foreign Bank and Financial Accounts (FBAR), Forms 8938 – Statement of Specified Foreign Financial Assets, and Forms 3520 – Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
- Analyze corporate structures and provide commentary relative to tax planning strategies and required compliance relative to such structures and investors
- Prepare and submit requests for appeal to both the Internal Revenue Service and state taxing authorities
- Act as a Certified Acceptance Agent for the IRS for individuals applying to obtain an Individual Taxpayer Identification Number
Senior Associate, Exempt Organizations Tax Services
PriceWaterhouseCoopers, LLP
09.2010 - 09.2012
- Provided tax consulting and compliance services to tax-exempt clients
- Oversaw the work of associates in the department, helped maintain project workflow, and reviewed work product
- Reviewed and provided comments on client’s internal governing policies, investments, and complex gifting and leasing transactions
- Reviewed federal and state tax forms for tax-exempt clients focusing on unrelated business income reporting
- Reviewed and provided comments on client contracts with regard to sponsorships and the lease/sale of campus space
- Assisted colleges and universities in the IRS examination process
Appeals Officer
Massachusetts Department of Revenue, Office of Appeals
06.2008 - 10.2010
- Conducted hearings with taxpayers and taxpayer representatives relating to tax disputes
- Reviewed and analyzed Federal and Massachusetts individual, corporate, and estate tax filings
- Researched and drafted memoranda on various Federal and Massachusetts tax issues
- Drafted letters of determination analyzing relevant law and ruling on taxpayers’ claims for refunds, waivers of proposed assessments, and abatements
- Intern, Spring and Summer 2008
Education
Master of Laws - Concentration in Estate Planning
Boston University School of Law
Boston, MA05.2008
Juris Doctor -
Western New England College School of Law
Springfield, MA05.2007
Bachelor of Arts - in History
Marist College
Poughkeepsie, NY05.2004
Skills
- Tax planning and strategy
- Strategic financial planning
- Financial process improvement
- Strategic Financial Planning
- Risk management proficiency
- Corporate governance
- Family Office Operations
Professional Associations And Activities
- International Fiscal Association
- Women in IFA Network
- Allinial Global, Inc., USA 500 – Newton/Wellesley Chapter
- Boston Bar Association
- Massachusetts Bar Association
- Marist Alumni Recruiting Team
- Western New England University School of Law Alumni Committee
Bar Admissions
Massachusetts, 11/01/07
Professional Education And Instruction
- Boston University School of Law, Graduate Tax Program, Boston, MA, Adjunct Professor – International Information Reporting and Non-Resident Withholding, 09/01/19, Present
- Boston University School of Law, Graduate Tax Program, Boston, MA, Course Facilitator – Estate Planning, 09/01/15, Present
Publications & Podcasts
A U.S. Tax Guide for Foreign Businesses Expanding to America – Part 2. LumiQ. (March 2025)
A U.S. Tax Guide for Foreign Businesses Expanding to America – Part 1. LumiQ. (January 2025)
Ohio Court Rules Willful FBAR Penalties Survive Death. Wealth Management Magazine. (March 2025)
(U.S. Tax) Foreign Corporations & U.S. Tax: The Importance of Form 1120-F. LumiQ. (November 2024)
Shifting Currents in FBAR Penalties Wealth Management Magazine. (October 2024)
IRS Issues Proposed Trust Regulations. Wolf & Co., P.C. (June 2024)
U.S. Tax Court: Penalties Assessed for Failure to File Form 5471. Wolf & Co., P.C. (June 2024)
IRS Issues Proposed Foreign-Trust Regulations. Wealth Management Magazine. (May 2024)
Penalties Property Assessed for Failure to File Form 5472. Wealth Management Magazine. (May 2024)
Mandatory Repatriation Tax Under IRC Section 965. LumiQ. (April 2024)
Understanding the United States-Taiwan Expedited Double-Tax Relief Act. Wolf & Co., P.C. (February 2024)
Updated Form W-9 Requirements for Flow-Through Entities Require Foreign Partner Acknowledgement. National Association of Enrolled Agents Journal. (January 2024)
Timeline
CFO+Head of Planning
Madan+Associates
12.2024 - Current
International Tax Services Lead
Wolf & Company, P.C.
03.2021 - 12.2024
Associate
Vacovec, Mayotte & Singer, LLP
12.2012 - 03.2021
Senior Associate, Exempt Organizations Tax Services
PriceWaterhouseCoopers, LLP
09.2010 - 09.2012
Appeals Officer
Massachusetts Department of Revenue, Office of Appeals
06.2008 - 10.2010
Juris Doctor -
Western New England College School of Law
Bachelor of Arts - in History
Marist College
Master of Laws - Concentration in Estate Planning
Boston University School of Law
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