San Diego Tax Attorney Josh Maxwell

Josh Maxwell is a partner at Hone Maxwell LLP. His practice focuses on international tax and federal, state and local tax issues, particularly civil and criminal tax controversy defense.  Mr. Maxwell advises clients on a wide variety of international tax issues including the Offshore Voluntary Disclosure Program, FATCA, treaties, and IRS informational reporting.  As a part of his international tax work, Mr. Maxwell travels throughout Mexico and Asia educating on U.S. international tax issues and servicing clients.  Through his controversy work Mr. Maxwell coordinates and defends clients during audits by the IRS, Franchise Tax Board, Board of Equalization, and EDD.  Additionally, Mr. Maxwell works with clients on collection issues with the same agencies, including installment agreements, offers in compromise, and issues surrounding liens, levies, and wage garnishments.

Mr. Maxwell grew up in New York where he obtained his Bachelor’s degree in both accounting and finance from Syracuse University.  Mr. Maxwell has also earned his Master’s of Tax degree from Arizona State University, as well as his JD and LL.M from the University of San Diego School of Law, where Mr. Maxwell is currently an adjunct professor within the tax LL.M program.  Prior to law school, Mr. Maxwell spent time at a large local CPA firm where he became a California Certified Public Accountant.

After law school, Mr. Maxwell returned to public accounting at KPMG as a part of the international corporate services group.  In this role, Mr. Maxwell was responsible for a broad range of U.S. multinational and foreign-owned clients doing business as single entities or in complex ownership structures.  Mr. Maxwell advised these clients on IRS compliance, foreign compliance and a wide range of complex international tax matters relating to his clients’ businesses.  Mr. Maxwell’s clients included foreign multinationals with intellectual property issues and other high-tech companies.  Mr. Maxwell also spent time in KPMG’s federal tax group where he advised on many transactions and provided both tax due diligence, tax compliance and regulatory assistance, and tax structuring advice.  Additionally, Mr. Maxwell also spent time at CBIZ in the federal tax group performing compliance and consulting for multiple types of entities.

Following his time at KPMG, Mr. Maxwell worked for a prestigious, local tax attorney specializing in civil and criminal tax controversy defense.

Mr. Maxwell’s unique experience, including 7+ years of public accounting with a strong international focus, and education as both a CPA and attorney, allows him to understand the underlying issues and transactions when preparing tax plans or defending taxpayers in front of the taxing authorities.

Mr. Maxwell lives in San Diego with his wife, Lucy, and their two children.

Admitted to Practice:

  • State of California
  • United States Tax Court
  • United States District Court – Southern District of California

Education:

  • University of San Diego School of Law, Masters of Laws in Taxation (LL.M.), 2008
  • University of San Diego School of Law, Juris Doctorate, 2007
  • Arizona State University, Master’s of Taxation, 2003
  • Syracuse University, Bachelor of Finance and Professional Accounting, 2002

Professional Associations:

  • State Bar of California
  • California Board of Accountancy
  • Hong Kong Association of Southern California (Committee Member)
  • San Diego County Bar Association
  • San Diego Chinese Attorneys Association
  • CalCPA, Chair ABC Night
  • Co-Chair, Tax Section of the San Diego County Bar Association (2013-2014)
  • Vice Chair, International Law Section of the San Diego County Bar Association (2015)
  • American Bar Association

Academics:

  • Professor, UCSD Extension, Taxation of the Business Entity, Summer 2014
  • Adjunct Professor, University of San Diego School of Law, Federal Income Tax Reporting, Summer 2011-2013

Awards:

Publications:

Speaking Engagements:

  • Asociacion Nacional de Abogados de Empresa (ANADE), Tecate, Mexico – FATCA y sus Programas de Regularizacion en Estados Unidos y la Reforma Fiscal de Donald Trump, September 2017
  • Instituto Mexicano de Contadores Publicos, Tijuana, Mexico – Expectativas en Mexico para 2018, basados en la administracion actual de Donald Trump, July 2017
  • Hong Kong Polytechnic University – U.S. Tax System, March 2017
  • Hong Kong Institute of CPAs – U.S. Tax System, March 2017
  • Private Law Firm In-House Training, Various Law Firms (Hong Kong, Shanghai, Shenzhen) – U.S. Tax System, March 2017
  • Sinowel Wealth Management, Private Presentations (China; Shenzhen, Qingdao, Beijing, Weihai) – U.S. Tax System and Foreign Investment, October 2016
  • Taxation Institute of Hong Kong – FATCA and U.S. Taxes, September 2016
  • Hong Kong Institute of CPAs – FATCA and OVDP Update, September 2016
  • Asia University, Taichung, Taiwan – FATCA and U.S. Taxes, January 2016
  • Hong Kong Institute of CPAs – Tax Considerations When Opening a Business or Investing in the U.S., January 2016
  • STEP Hong Kong – FATCA Update, January 2016
  • Defensa Fiscal, Puebla, Mexico – FATCA and the IRS Amnesty Programs, October 2015
  • International Fiscal Association of Hong Kong – FATCA: Practical application, potential problems, and unintended consequences, September 2015
  • Hong Kong Institute of CPAs – FATCA from a practical perspective, September 2015
  • Tax Implications of Business Between the U.S. and China – Joint Presentation with Orangefield, May 2015
  • Universidad Autónoma de Baja California – FATCA and U.S. tax reporting, May 2015
  • Defensa Fiscal, Mexico City, Mexico – FATCA and the IRS Amnesty Programs, May 2015
  • Tijuana Bar Association – FATCA and the Offshore Voluntary Disclosure Program, February 2015
  • Association of Latino Professionals For America – Careers in Tax Law, February 2015
  • Singapore Management University  – United States tax basics, including FATCA, foreign bank account reporting, the OVDP, and other U.S. international tax issues important for expats and U.S. investors, January 2015
  • American Club of Hong Kong – U.S. international tax topics, January 2015
  • FATCA and the Offshore Voluntary Disclosure Programs
    • CalCPA International Tax Discussion Group, September 2015
    • CalCPA North County Discussion Group, August 2015
    • Asociación de Empresarios Mexicanos, August 2015
    • CalCPA La Jolla Discussion Group, June 2015
    • Bookkeepers of Tijuana, May 2015
    • San Diego Accounting Day, May 2015
    • San Diego Private Bank, April 2015
    • Chaldean Chamber of Commerce, March 2015
    • New York Life Insurance, Tijuana, MX, March 2015
    • Calexico Chamber of Commerce, December 2013
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