Julian A. Fortuna

USA: Georgia

Taylor English Duma LLP
1600 Parkwood Circle, Suite 400
Atlanta, Georgia 30339
United States

Tel: 678.336.7191
Fax: 770.434.7376

Email: jfortuna@taylorenglish.com
Web: www.taylorenglish.com

Julian A. Fortuna focuses his practice on domestic and international tax planning and tax controversy matters. His industry experience spans manufacturing, hospitality, real estate, retail, health-care, higher education and clean energy. Mr. Fortuna represents business entities, owners and executives, fiduciaries and beneficiaries of trusts and estates, and non-profit entities regarding all types of federal and state income, estate, and gift taxes. In tax controversies, Mr. Fortuna represents taxpayers in civil and criminal tax audits, investigations and administrative appeals before the Internal Revenue Service (IRS) and various state, local and foreign taxing authorities and in tax litigation before federal and state courts and tax tribunals.

Prior to entering private practice, Mr. Fortuna was vice president and general tax counsel for InterContinental Hotels Group PLC (IHG), where he was responsible for structuring the international, federal, state and local tax impacts of mergers, acquisitions, dispositions and other corporate transactions, as well as construction projects, leases, exchanges, and other real and personal property transactions. He also directed tax research and planning for cross-border financing, captive insurance, and the worldwide use of trade names and other intangible assets. Mr. Fortuna represented IHG before the IRS and various other tax authorities on audits, appeals and ruling requests, and pursued tax regulatory and legislative changes for the benefit of IHG with U.S. Treasury and congressional personnel in Washington. Prior to joining IHG, Mr. Fortuna spent 11 years in the Tax Department at Deloitte and Touche, where he served a variety of corporate and individual clients, and prior to that he served four years in the U.S. Treasury Department at the Office of the Chief Counsel for the IRS, where he was responsible for litigation in the U.S. Tax Court.

Memberships:

  • Atlanta Bar Association, Chair, Tax Law Section, 2015-2016
  • State Bar of Georgia, Chair, Taxation Section, 2016
  • Georgia State University College of Law Low-Income Taxpayer Clinic, Advisory Board Member, 2016
We understand that the tax structure of every business and investment transaction is critical to financial success. We can guide you with strategies that will allow your business and family to reduce taxes and thereby enhance your earnings and overall wealth.

Our tax practice is notable for the scope and diversity of the matters we handle. We regularly provide tax advice related to the formation, financing, operation, restructuring and disposition of a wide variety of business entities. Our attorneys counsel tax-exempt organizations on formation and operational compliance. We also represent individual, business, trust, estate and tax-exempt clients in civil and criminal tax controversies before federal, state, local and foreign tax authorities and administrative tribunals, and before federal and state courts in tax litigation.

Our tax practice focuses on helping businesses, corporate executives and families enhance and preserve wealth though income, estate and gift tax planning, business succession planning, family wealth planning, charitable giving strategies and employee benefit plans, such as employee stock ownership plans. C-level executives and their employers turn to our attorneys for the structuring of compensation agreements that minimize tax obligations.

Our tax practice is managed by talented and creative attorneys with decades of tax planning and controversy experience, including the former general tax counsel for a company with operations in more than 100 countries, an attorney with Big Four and IRS experience, plus multiple attorneys with the highest peer review ratings and leadership positions in the tax sections of both the Atlanta Bar Association and the State Georgia Bar of Georgia. We frequently publish articles in tax journals and speak at tax conferences before other members of tax bar and associations of certified public accountants.

Taylor English Duma is a full-service law firm composed of experienced, results-driven lawyers. Our model is purpose-built around our clients and designed to seek new opportunities for them. We deliver superior service through…

  1. Efficiency: We focus our resources more on client work and less on corporate overhead. As a result, our clients think of us as a business building investment, not a corporate expense.
  2. Partnerships: Our clients’ businesses are as important to us as our own. Our belief in long-term relationships is more than talk; it is the basis of everything we do.
  3. Results: We are creative problem solvers. That’s why our infrastructure is built to deliver as much value as possible, as we achieve the results that will best support our clients.

We work each day to provide timely, creative and cost-effective counsel to help clients solve problems and achieve goals. We represent all types of clients—from Fortune 500 companies to start-ups to individuals. A majority of our lawyers carry vast experience from years of front-line work with top firms and leading businesses, including many who served as in-house and general counsels. In addition, a number of our members have worked outside of the practice of law, including in the start-up and management of businesses. Combining our diverse talents in an environment that promotes efficiency and eliminates big-firm trappings, we provide a full array of legal services at a fraction of the cost.

“Clients should choose Taylor English to handle their domestic and international tax planning and tax controversy matters because the depth and breadth of our experience allow us to efficiently deliver a broad array of complex tax planning services and effectively represent our clients in any tax controversy.”