Dean Marsan's Summary
Summary:
Dean Marsan was most recently a tax professional formerly with the New York City global financial services firm Lehman Brothers Inc. Mr. Marsan held various positions over his 20 years with Lehman Brothers, and during this time, he drafted tax policies, guidelines, and memoranda. Mr. Marsan supported the firm’s tax audits on numerous topics involving partnership, corporate, international, and consolidated tax return taxation and various structured finance transactions and products. Mr. Marsan’s efforts addressed such issues as business purpose, step transaction, disguised sale, and economic substance, as well as statutory and regulatory hurdles.
Dean Marsan developed inter-company transfer pricing guidelines for Lehman Brothers based on assets, risk, and functions. Dean Marsan devised structured alternative approaches for transactions to increase the firm’s after-tax return on equity (ROE), as well as mitigate the tax risks. In order to stay abreast of the latest developments in the tax code, Dean Marsan reviewed and analyzed tax legislation and regulatory changes at the federal, state, and local levels. Mr. Marsan then synthesized this data to provide relevant comments on the effects of these changes for Lehman Brothers.
Dean Marsan earned his first degree, a Bachelor of Science in Accounting, from the University of Maryland. Mr. Marsan complimented his B.S. by earning a Master’s in Taxation from Long Island University. Dean Marsan entered the legal side of taxation when he earned his Juris Doctor from Franklin Pierce Law Center in Concord, New Hampshire, later taking a Master of Laws in Taxation from New York University School of Law.
Specialties:
Dean Marsan is a tax professional with deep knowledge of all aspects of the tax law.