Siobhan Foley is a member of the Andersen Tax Private Client Services group and works with wealthy families and their private foundations and other tax exempt entities. Siobhan has over nine years of experience and advises some of the largest private foundations in the country regarding excise tax on investment income, self dealing, excess business holdings, unrelated business income, program related investments, expenditure responsibility and other related issues. Siobhan also advises on private foundation alternatives, public charities, 501(c)(4) social welfare organizations and charitable giving strategies and structures.
In addition to Siobhan’s primary focus on tax exempt organizations, she has many years of experience assisting high net worth individuals and multi-generational family groups with wealth transfer tax planning and income tax compliance. This work has included international tax and expatriation planning, advising hedge and private equity fund principals, and working in conjunction with family offices and other professional advisors.