Julian A. Fortuna, J.D., LL.M., C.P.A.
Julian A. Fortuna is a member of the Corporate and Business Group at Taylor English and Duma LLP where he practices business and tax law with a focus on domestic and international tax planning for business and non-profit entities, owners and executives. He represents clients in tax controversy matters before the Internal Revenue Service (IRS), Georgia Department of Revenue, United States Tax Court, Georgia Tax Tribunal and various other federal, state, local and foreign tax authorities and judicial bodies. He also advises clients regarding business and succession planning, prepares wills and trusts, and represents fiduciaries and beneficiaries in estate and trust matters.
Prior to entering private practice, Mr. Fortuna was Vice President and General Tax Counsel for InterContinental Hotels Group ("IHG") where he was responsible for structuring the domestic and international tax impacts of numerous mergers, acquisitions, dispositions and other corporate transactions, as well as construction projects, leases, exchanges and other real and personal property transactions. Mr. Fortuna was also responsible for state and local tax matters (including property, sales/use and occupancy taxes). He also directed tax research and planning for cross-border financing, captive insurance, and the worldwide use of trade names and other intangible assets. He 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 D.C. Prior to joining IHG, Mr. Fortuna spent eleven 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 Office of the Chief Counsel for the IRS where he was responsible for litigation in the United States Tax Court.
Mr. Fortuna is active in the State Bar of Georgia (Chair-Elect, Taxation Section; Member, Fiduciary Law Section); Atlanta Bar Association (Chair, Tax Law Section; Member, Estate Planning and Probate and Criminal Law Sections); American Bar Association (Member, Tax Section); Atlanta Tax Forum; and Lawyers Club of Atlanta. His recent speaking engagements include: “Year End Income, Estate and Gift Tax Planning”, 2011 - 2014 (The Seminar Group); "Recent Developments in Tax Exempt Organizations", 2013 (State Bar of Georgia ICLE); Panelist, "IRS and DOJ Voluntary Disclosure and Whistleblower Programs," Atlanta Bar Association, Criminal Law Section, November 11, 2015; Panel Moderator, "1031 Hot Buttons: Current Tax Issues in Like-Kind Exchanges," State Bar of Georgia Institute of Continuing Legal Education, December 17, 2015; "Recent Developments in the Taxation of Settlement Payments in Employment and Commercial Litigation," State Bar of Georgia Midyear Meeting, January 7, 2016; "ESOPs," 15th Annual North Carolina/South Carolina/Georgia Tax Section Workshops, May 29, 2016.
Mr. Fortuna consistently receives outstanding ratings from his peers both for his ethical standards and his legal abilities: certified by Martindale-Hubbell® as “AV- Preeminent” in Taxation, Resorts and Leisure, and Trusts and Estates; selected for inclusion in the 2011-2016 editions of The Best Lawyers in America® for Tax Law and Tax Controversy/Litigation; designated a Super Lawyer in Taxation by Thompson Reuters for 2011-2016; and listed among Georgia Trend’s 2011-2014 Legal Elite in Taxes/Trusts and Estates.
Admitted 2006, Georgia
Professional Webpage: http://www.taylorenglish.com/attorneys/julian-a-fortuna/
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