Established
in 1993 by former KPMG partner Stephanie H. Simonard, the law firm
Simonard & Sorel has been a pillar of the American expatriate
community for over fifteen years. Originally located on the Avenue
Montaigne and currently situated on the Avenue George V in Paris’ 8th
arrondissement, our firm has built a solid reputation as a full
provider of U.S. and French tax and legal services, with a client base
that has grown steadily since inception. Highly active in
Franco-American relations and a participant in bilateral tax treaty
negotiations between the two countries, we have become a trustworthy
resource for navigating tax laws and regulations in both Europe and the
United States. With an experienced staff dedicated to meeting our
clients’ needs first, we provide a friendly and reliable approach to
tackling the complex world of international taxation.
Our team
Partner
Maître. Joelle Sorel
Became
a partner of the firm in 2009, and was an associate of the firm since
2003. A French attorney specializing in taxation and estate matters,
she holds a PhD in French Private Law from the University of Paris X
Nanterre, and has been working in the field of international taxation
since 2000. Prior to joining the firm, she worked at the International
Department of Fidal (KPMG), and later in the Expatriation Services
branch of Landwell (PriceWaterhouseCoopers). She has completed a
diploma in International Private Wealth Management from
the University of Clermont-Ferrand.
E-mail : contact@simonardsorel.com
CPA, Self-employed consultant
Mrs. Susan Petty
Has been with the firm since 2010. A Certified Public
Accountant
form the state of Florida, she graduated in 2007 from
the
University of Florida's Fischer
School of Accounting with a Master's of Acconting Tax
emphasis,
and a minor in Asian studies.
She has worked for three years in tax accounting in Florida
specializing in
high-net worth individuals tax preparation and planning including the
business, estate, private charitable foundation, and gift consequences
to her
clients. Upon her move to Paris she passed the Enrolled Agent exam and
is currently taking addtional
courses at
the Sorbonne.
E-mail : contact@simonardsorel.com
Office Manager
Mr. Martin Alexander
Has
been with the firm since 2007.
As Office manager oversees administrative operations,
manages the office budget and manages vendor and clients relationships.
He is also involved in the recruitment process. Holds a Masters in
international relations with emphasis on
International Macroeconomics. Years of experience in a variety of
consulting,
and small enterprise positions accross the globe.
E-mail : m.alexander@simonardsorel.com
Founder
Maître Stephanie Simonard
is
a dual national of the United States and Fra nce and is bilingual. Born
and raised in Washington D.C., she moved to Paris in 1972 to join the
local office of KPMG Peat Marwick, where she served clients for twenty
years in matters concerning U.S., French and international taxation.
Partner in that firm from 1986 through 1992, Mrs. Simonard established
her own practice in 1993, the year she was admitted to the Paris bar.
She and her professional staff are available to respond to both routine
and complex international tax questions and will work directly with the
client or as a member of a team of advisors, as desired.
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