Yoni Fix

Yoni Fix

M&A Tax

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  • Timeline

  • About me

    Partner and State & Local Income Tax Leader @ Armanino

  • Education

    • University of Michigan

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      Bachelor of Arts (B.A.) Economics Major and Applied Statistics Minor. Graduated with Distinction
    • Penn State Law

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      Juris Doctor (J.D.) Focused on Business Law & Tax Law Graduated cum laude

      Aktywność i stowarzyszenia:Woolsack Honor Society

    • NYU School of Law

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      Master of Laws (LL.M.) in Taxation
  • Experience

    • PwC

      Jan 2014 - Jan 2016
      M&A Tax

      Worked on tax planning and transactional matters for public and private companies. Counseled multinational companies in U.S. federal, international, state and local, and partnership tax matters. Advised clients in the transaction process regarding structuring and tax due diligence. Specific experience in the areas of tax-free acquisitions and dispositions, including tax-free spin-off transactions.

    • Reed Smith LLP

      Jan 2016 - Jan 2024
      Counsel, State and Local Tax

      Resolved state and local tax controversy matters, with a particular focus on California tax matters, by protesting tax assessments and obtaining tax refunds for companies and individuals through voluntary disclosure agreements, audits, administrative appeals, and judicial proceedings.

    • Armanino

      Jan 2024 - now
      Partner and State & Local Income Tax Leader

      Help companies and individuals identify tax savings via reverse audits, implement new multi-state tax filing positions, file refund claims, handle audit defense, and navigate tax controversies via administrative appeals, confidential settlement negotiations, closing agreements, and voluntary disclosure programs.

  • Licenses & Certifications

    • Admitted to the California Bar, (inactive status)

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    • Admitted to the Pennsylvania Bar (inactive status)

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    • Admitted to the Washington Bar (inactive status)

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