Tax Aspects of Cryptocurrency / Market Update (E1810829)

Simon Arrata is popular market commentator with expertise in the US and China markets and economies.  Mr. Arrata was CEO Harvest Global Investments for the past 5 years. At Harvest, Mr. Arrata developed, launched and marketed the Harvest China Bond Fund, a 5 Star Morningstar rated emerging market bond fund. In 2018 the bond fund was ranked #1 international bond fund by both Morningstar and Lipper for it’s 1year and 3year performance. Before joining Harvest, Mr. Arrata was a Senior Vice President at Fidelity Investments Institutional Services for 14 years marketing Fidelity mutual funds to the firm’s institutional clients.

During his tenure at Fidelity, Mr. Arrata managed investment portfolios for the firm’s highest net worth clients, managing more than $3 billion in assets, developing and implementing sophisticated estate and income planning strategies with a focus on intergenerational growth and wealth transfer.

Mr. Arrata is a graduate of New York Law School and a 25 year member in Good Standing of the NY State Bar Association. Mr. Arrata is a frequent guest on CNBC and Bloomberg TV and radio and other financial news outlets.

Lawrence (“Larry”) Sannicandro is an associate in the Tax, Employee Benefits & Private Clients Practice Group who concentrates his practice on tax controversy and tax planning matters. He represents businesses, estates, trusts, and individuals at all stages of tax controversies, including in audits, before the IRS Office of Appeals, and in litigation before the United States Tax Court, the U.S. Court of Federal Claims, the U.S. District Courts, and the U.S. Courts of Appeals. He also advises clients on all facets of business and tax planning, including the formation, operation, transfer, and termination of business entities.

Mr. Sannicandro is a frequent speaker at national conferences on tax-related topics, and he regularly publishes articles on tax practice and procedure. He is the co-author of Qualified Appraiser, Qualified Appraisal: Practice, Procedure, Legal Analysis, and Theory (John Wiley & Sons, forthcoming 2017), and Tax Practitioner's Guide to Identity Theft (CCH, Inc. 1st ed. 2015; 2d ed. 2016). He is vice-chair of the American Bar Association Section of Taxation’s Committee on Tax Collection, Bankruptcy, and Workouts. He is a member of the Board of Directors of the New York County Lawyers Association Foundation.

Mr. Sannicandro previously served as a law clerk for the United States Tax Court and as an attorney for the Internal Revenue Service. He is admitted to practice in New York, New Jersey and the District of Columbia, as well as before the U.S. Tax Court, the U.S. Court of Federal Claims, the U.S. Courts of Appeals for the Second, Third, Eleventh and D.C. Circuits, and the U.S. District Courts for the Eastern District of New York, the Southern District of New York, and the District of New Jersey.

Mr. Sannicandro was awarded Pro Bono Award from New York County Lawyers’ Association in 2015 and was a John S. Nolan Fellow from American Bar Association, Section of Taxation for 2016-2017.