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Maria-Soledad Otero

Partner
Maria Otero works on international income tax planning and compliance matters for high-net-worth private clients and multinational businesses.

Education

  • Southwestern University School of Law, L.L.M., 2013
  • University of Southern California – Master of Business Taxation, 2011
  • University of Southern California – Master of Business Administration, 2008
  • University of Lausanne, Switzerland – Faculty of Law – Master of Law, 2000

Languages

  • French
  • German
  • Spanish
  • Italian
  • Portuguese

Maria began her career in the International Assignment Services department of a Big Four accounting firm in Switzerland, consulting with individuals required to deal with multiple taxing jurisdictions. At first in Lausanne and, beginning in 2004, in Los Angeles, Maria worked with a broad range of clients including corporate executives on international assignments, multinational high net worth individuals and families, business owners and investors. In August 2006, she moved to a well-known national firm of certified public accountants, with her practice concentrated on cross-border tax planning and compliance.

Maria joined Karlin & Peebles, LLP in 2011 and became a partner in 2018.  She advises on a broad range of international tax and estate planning matters, working with both individuals and families with cross-border businesses and investments as well as corporate clients seeking to optimize their worldwide effective tax rate and to reduce foreign taxes through tax-efficient financing, efficient cash management, repatriation of earnings to the U.S. and transfer pricing analyses.

Admissions & Affiliations
Awards
Speaking
News
Publications
  • State Bar of California (2013)
  • Named by The Best Lawyers in America as a leading lawyer nationally in the practices of Tax Law and Trusts and Estates (2023)
  • “U.S./UK and U.S./Mexico Planning,” STEP OC’s 12th Annual Institute on Tax, Estate Planning, and the World Economy, February 15, 2024
  • “How to Deal with Foreign Trusts with California Beneficiaries,” CalCPA International Tax Virtual Conference, January 31, 2024
  • “Taxation of Mobile Executives,” Florida Institute of CPAs (FICPA) 42nd International Tax Conference, January 19, 2024
  • “U.S. Beneficiaries of Foreign Trusts,” CALCPA Estate and Trust Planning Conference, July 13, 2023
  • “International Tax Entertainment Issues,” CalCPA Entertainment Industry Conference, June 23, 2023
  • “Mistakes Foreign Trustees make from a US Perspective: What not to do!” 2023 Transcontinental Trusts: Geneva Conference, May 11, 2023
  • “Planning for Expatriation from the U.S. or from California, including Exit and Income Taxes,” USC Gould School of Law 2023 Tax Institute, January 25, 2023
  • “Coming and Going Part 1: Hello America - What the Well-Advised Immigrant Needs to Know and Do Before They Arrive,” International Bar Association Annual Conference, November 1, 2022
  • “U.S Beneficiaries of Foreign Trusts,” Summit Trust International, June 17, 2022
  • “Tax Elections and Section 9100 Relief,” Los Angeles County Bar Association, March 29, 2022
  • State Bar of California (2013)
  • Named by The Best Lawyers in America as a leading lawyer nationally in the practices of Tax Law and Trusts and Estates (2023)
  • “U.S./UK and U.S./Mexico Planning,” STEP OC’s 12th Annual Institute on Tax, Estate Planning, and the World Economy, February 15, 2024
  • “How to Deal with Foreign Trusts with California Beneficiaries,” CalCPA International Tax Virtual Conference, January 31, 2024
  • “Taxation of Mobile Executives,” Florida Institute of CPAs (FICPA) 42nd International Tax Conference, January 19, 2024
  • “U.S. Beneficiaries of Foreign Trusts,” CALCPA Estate and Trust Planning Conference, July 13, 2023
  • “International Tax Entertainment Issues,” CalCPA Entertainment Industry Conference, June 23, 2023
  • “Mistakes Foreign Trustees make from a US Perspective: What not to do!” 2023 Transcontinental Trusts: Geneva Conference, May 11, 2023
  • “Planning for Expatriation from the U.S. or from California, including Exit and Income Taxes,” USC Gould School of Law 2023 Tax Institute, January 25, 2023
  • “Coming and Going Part 1: Hello America - What the Well-Advised Immigrant Needs to Know and Do Before They Arrive,” International Bar Association Annual Conference, November 1, 2022
  • “U.S Beneficiaries of Foreign Trusts,” Summit Trust International, June 17, 2022
  • “Tax Elections and Section 9100 Relief,” Los Angeles County Bar Association, March 29, 2022

Education

  • Southwestern University School of Law, L.L.M., 2013
  • University of Southern California – Master of Business Taxation, 2011
  • University of Southern California – Master of Business Administration, 2008
  • University of Lausanne, Switzerland – Faculty of Law – Master of Law, 2000

Languages

  • French
  • German
  • Spanish
  • Italian
  • Portuguese
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