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Julian A. Fortuna is a member of the Corporate and Business Group at Taylor English Duma LLP where he focuses on domestic and international tax planning for business entities, owners and executives. He also represents clients in tax controversy matters before the Internal Revenue Service (“IRS”), the Georgia Department of Revenue and various other federal, state, local and foreign tax authorities, the United States Tax Court and the Georgia Tax Tribunal. With over 30 years of professional tax experience, Mr. Fortuna is capable of handling all tax matters related to the formation, financing, operation, restructuring, and disposition of a wide variety of business entities. He also handles estate and trust matters.
Prior to entering private practice, Mr. Fortuna was Vice President and General Tax Counsel for InterContinental Hotels Group ("IHG"). During his 12 year tenure at IHG, Mr. Fortuna 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 distinguished himself at the Office of Chief Counsel by winning seven of the eight cases he tried (he won a third of the other case), including two fraud cases and an accumulated earnings tax case.
Mr. Fortuna earned a Bachelor of Arts from the City University of New York in 1977, a Juris Doctor from Rutgers University School of Law in 1980, and a Master of Laws from Emory University School of Law in 1984. He is a member in good standing of the Georgia and New York State Bar Associations and is active in various trade and professional organizations, including the American and Atlanta Bar Associations (Taxation and Fiduciary Law Sections), the International Fiscal Association and the Lawyers Club of Atlanta.
Julian Fortuna brings an impressive set of credentials and experience to the table when it comes to tax matters, especially those involving the IRS. He is very effective in negotiating favorable resolutions to tax issues on behalf of his clients, and I strongly recommend him.
Rhett Laurens Tax Attorney
Relationship: Worked together on matter
|GA||Active Member in Good Standing||2006||09/08/2015|
|Award Name||Grantor||Date Granted|
|Super Lawyers||Thompson Reuters||2012|
|Listed as a Best Tax Lawyer||Best Lawyers in America||2011|
|AV Preeminent 4.8 out of 5 Peer Review Rated||Martindale-Hubbell||2011|
|Who's Who in American Law||Marquis Who's Who in American Law||2011|
|Legal Elite||Georgia Trend Magazine||2011|
|Excellence in Constitutional Law||American Jurispuidence/Lawyers Cooperative Publishing||1979|
|Excellence in Civil Procedure||American Jurisprudence/Lawyers Cooperative Publishing||1978|
|Partner||The Saylor Law Firm LLP||2008 - Present|
|Partner||Duane Morris LLP||2007 - 2008|
|Vice President, General Tax Counsel||InterContinental Hotels Group||1995 - 2007|
|Senior Tax Manager||Deloitte & Touche||1984 - 1995|
|Tax Attorney||Office of Chief Counsel, Internal Revenue Service||1980 - 1984|
|Association Name||Position Name||Duration|
|State Bar of Georgia||Treasurer||2012 - Present|
|Atlanta Bar Association, Tax Law Section||Board Member||2011 - Present|
|American Bar Association, Section on Taxation||Member||N/A|
|New York State Bar Association||Member||N/A|
|Atlanta Bar Association, Estate Planning and Probate Section||Member||N/A|
|The Lawyers Club of Atlanta||Member||N/A|
|Southern Bancorporation v Commissioner||Win|
|Motel Associates, Inc. v Commissioner||Partial Win|
|Estate of Estroff v Commissioner||Win|
|See all Legal Cases|
|Daily Tax Report||Contributing Author: The 2010 Roth Conversion: What is Known, What is Easy, What is Hard||2009|
|International Tax Review||Interview: 2007's Tax Challenges||2007|
|Emory University School of Law||Tax||LL.M - Master of Laws||1984|
|Rutgers, The State University of New Jersey School of Law - Camden||Law||JD - Juris Doctor||1980|
|City University of New York||N/A||BA - Bachelor of Arts||1977|
|Atlanta Bar Association||Year-End Tax Planning||2008|
|International Transfer Pricing Forum||International Tax||2006|