Megan D. Ferris

Area of Focus: Tax

Megan focuses her practice on international inbound and outbound tax consulting and compliance for businesses and high net worth individuals. Her experience includes international restructuring, cross-border mergers and acquisitions, planning for U.S. taxpayers doing business abroad, planning for foreign investors acquiring U.S. real estate, pre-immigration tax planning, and voluntary offshore disclosures.

Before joining Bilzin Sumberg, Megan worked for a national consulting firm, where she focused on international tax planning and compliance for multinational organizations and high-net-worth individuals. During law school, Megan interned with a tax litigation boutique and with the Internal Revenue Service's Office of Chief Counsel, where she gained valuable tax controversy experience from both taxpayer and government perspectives.

Megan is a Certified Public Accountant. She earned a bachelor's degree in Business Administration from the University of Florida and a Master of Accountancy from Nova Southeastern University. Megan received her law degree and a master of laws in Taxation from the University of Miami.

Q & A
What is the most challenging part of your work?
The U.S. tax laws are so dynamic that I could fill my days just keeping up with the evolution. Every day I receive alerts detailing new and proposed changes to the law, and we need to quickly determine how those changes impact our clients. Coordinating with foreign jurisdictions is a key element of international tax planning, so I also need to follow major foreign and OECD (Organisation for Economic Co-operation and Development) developments to stay current on international tax policy.
What issues weigh most heavily on Private Wealth Services clients?
Without a doubt, confidentiality concerns are at the forefront. Foreign investor disclosures have been a hot topic recently, but many fail to realize how sensitive the issue is for Latin American clients with legitimate safety concerns. My job is to make sure the client is completely candid with us so that no unexpected issues interfere with tax planning structures or disqualify someone from an amnesty program. We then find creative routes to help the client protect their information as much as possible.
What differentiates you from other attorneys in your practice area?
I genuinely care for my clients and contacts, so naturally I make a concerted effort to maintain a strong relationship with them. Trust is essential in this industry, and the best way for me to earn someone's trust is to make and sustain a meaningful connection with them.
  • University of Miami, J.D., LL.M., cum laude, 2012
    Nova Southeastern University, M.Acc, 2009
    University of Florida, B.S.B.A., 2005
  • Business Networking International
    Biscayne Connection Chapter, Member, 2015 - 2016
  • Florida
Related Topics