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Michael Kalson, PhD

Tax Researcher/Contact Representative

Internal Revenue Service (IRS)
Holtsville, New York, USA

Government - Federal

Professional Summary

PhD Economist with expertise in transfer pricing and international tax via Advanced Diploma in Transfer Pricing from International Institute for Tax & Finance. Experience researching cross-border intercompany transactions as researcher/editor for major global M&A advisory firm publication. Outstanding analytical, research, and professional writing skills, with ability to thrive in collaborative environment. Advanced modeling skills using Excel, with additional experience in SAS and STATA. 15+ years teaching college-level economics, statistics, and finance including topics in financial accounting principles and financial statement analysis.

Actively pursuing tax roles in Greater New York area or nationally including roles in transfer pricing, international tax research, modeling, M&A research and audit support.

You can reach me at mick_kalson@yahoo.com.

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Languages

  • English

Industry Experience

    • Government
    • Academic Institution
    • Investment Services
    • Education

Birthday

February 20

Social Media

Experience

Internal Revenue Service (IRS)
Holtsville, New York, USA 11742-1129
Tax Researcher/Contact Representative
Government - Federal
2017 - Present
• Work with taxpayers and their representatives through telephone or face-to-face contact.
• Provide authoritative tax law assistance and take action where needed to resolve tax issues, often involving delinquent situations.
• Analyze taxpayer's ability to pay, initiate liens, and negotiate installment payment agreements.
• Develop, analyze and evaluate information involving the research of computerized records by accessing multiple online/database systems.
Internal Revenue Service (IRS)
Covington, Kentucky, USA 41011
Tax Examining Technician
Government - Federal
2017 - 2017
• Answered taxpayer inquiries to determine info needed to resolve issues. Researched tax data & accounting records, took corrective actions to close cases; e.g. adjusted taxpayers’ accounts, recomputed tax liability, prepared refunds. Referred possible tax law violations.
Cisco College – Abilene Educational Center
Abilene, Texas, USA 79602
Professor of Economics
University/Academic Institution
2016 - 2016
• Courses in Introductory Macroeconomics.
The World Deal Review, Translink Corporate Finance
New York, New York, USA 10003
Editor
Consulting Firm
Editor and Researcher for major international business publication by leading global M&A consulting and advisory firm. 1st comprehensive review of global mergers and acquisitions ever produced.
• Contributed to 440+ pages of detailed analysis of M&A and direct investment including 500+ charts and lists covering deals, trends, and outlook in 65 most-actively targeted countries around the world.
• Circulated among top 1.4k corporate acquirers and global governmental investment decision-makers worldwide, accounting for 80%+ of global cross-border deals measured by value in the past 2 years.
• Participated in making handbook of economic/market views on global outlook for cross-border M&A with investment insights and ideas for internal and external clients.
• Performed fundamental research and economic analysis of financial markets, industries, and companies. Delivered global macro research on international tax and tariff policy, economic growth, inflation, and interest rates in observed countries to assess potential for foreign acquisitions. Prepared reports with detailed country-by-country analysis of cross-border deals and trends including cross company and sector data analyses delineating value and number of transactions for several countries.
Fried Frank Law Firm
New York, New York, USA 10017
Litigation Consultant
Law Firm - International
Delivered economic analysis expertise to Antitrust Division of U.S. Department of Justice regarding Northrop Grumman Corporation acquisition of Newport News Shipbuilding Inc. Investigation closed in Nov. 2001 allowing Northrop to purchase Newport for $2.6B, creating world’s largest naval shipbuilder, nation’s 3rd largest defense contractor.
• Researched and identified key documents pertaining to investigation via large premerger document review project. Assembled, organized, and interpreted financial and economic data. Prepared Northrop defense testimony to achieve favorable settlement at regulatory hearing.
• Retained as outside researcher through Spherion Staffing LLC.
City University of New York
New York, New York, USA
Adjunct Assistant Professor
University/Academic Institution
• Courses in Finance, Industrial Organization, International Economics, Macroeconomics, and Microeconomics at Queens College, Queensborough Community College, and College of Staten Island.
• Introduced students to financial statement analysis: how to utilize basic research skills used by financial services professionals to measure cash flow and tax liability, and assess financial conditions of publicly traded companies using financial ratios. Additional topics included present and future value concepts, cost of capital, and basic theories of equity and fixed-income valuation.
The College of New Jersey
Ewing, New Jersey, USA 08628
Visiting Assistant Professor
University/Academic Institution
• Courses in Intermediate Statistics for Business and Economics, Introductory Macroeconomics, and European Economic History. Statistics course included Introduction to Econometrics. Mentored students to develop skills in quantitative modeling and economic forecasting using statistical software such as SAS and STATA.

Education

PhD, Economics
The Graduate Center, City University of New York
New York, New York, United States
• Dissertation: Railroads and Economies of Scale and Scope in U.S. Manufacturing Industries: 1850-1880. Chandler Revisited.
MA, Economics
City College of New York
New York, New York, United States
Concentration in Finance
BA, History
Ithaca College
Ithaca , New York, United States

Professional Certifications

Advanced Diploma in Transfer Pricing
2017
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