Robert Bachmann, MBA, CFA

Senior Economist - Transfer Pricing/International

BAKER & MCKENZIE CONSULTING LLC
Palo Alto, California, USA

Professional Summary

Provide expertise in transfer pricing and international tax including:
-Section 482 Documentation
-OECD Documentation
-IP Valuation
-Commensurate with income analysis
-Tax Controversy
-Tax Planning

Actively pursuing opportunities in transfer pricing, international tax and tax controversy. You can reach me at: rbachmann@gmail.com or 510-387-3522.

Learn More

Languages

  • English

Interests/Hobbies

  • Home improvement
  • Writer / Blogger
  • Reading

Birthday

June 12

Experience

BAKER & MCKENZIE CONSULTING LLC
Palo Alto, California, USA
Senior Economist - Transfer Pricing/International
2019 - 2019
• Baker & McKenzie is a multinational law firm with an economics consulting branch (Baker & McKenzie Consulting LLC).
• Practice focused on intangible property and entity valuation, global tax and transfer pricing documentation, tax planning and tax controversy.

Highlights:
• Prepare OECD and US tax documentation for Fortune 1000 biotechnology firm
• Performed financial analysis for a major healthcare products company with regard to its international restructuring
• Developed partnership valuation model for Fortune 500 retail firm
DUFF & PHELPS
Palo Alto, California, USA
Director – Transfer Pricing
2017 - 2019
• Duff and Phelps is a multinational consulting and valuation firm (www.duffandphelps.com)
• Practice focused on intangible property valuation, OECD and US transfer pricing documentation, tax planning and tax controversy.

Highlights:
• Developed detailed tax reform model analyzing impacts of GILTI, FDII and BEAT provisions
• Managed OECD (Master file and local file) documentation project consisting of twelve jurisdictions for technology firm
• Managed IP Valuation project and related OECD and US documentation for healthcare firm
• Managed multi-billion dollar IP Valuation project for Fortune 100 technology firm

Select Speaking Engagements:
• BEPS Initiatives Overview: IP Value Summit, November 2017
• Case Study: Transfer Pricing vs Financial Reporting Valuation Principles: TEI SV Chapter, March 2018
• Tax Reform Impacts on IP Migration: Tax Executive Institute Houston Chapter, April 2018
• Don’t get beat by the BEAT: 34th Annual TEI-SJSU High Tech Tax Institute, November 2018
• Financial Transaction & BEPS Action 4: TP Minds West Coast, November 2018
BAKER & MCKENZIE CONSULTING LLC
Palo Alto, California, USA
Economist - Transfer Pricing / International
2010 - 2017
• Baker & McKenzie is multinational law firm with an economics consulting branch (Baker & McKenzie Consulting LLC). ((https://www.bakermckenzie.com/en)
• Managed six analysts on projects with approximately $1 million in annual revenue
• Practice focuses on intangible property valuation projects, transfer pricing documentation, tax planning and tax controversy.

Highlights:
• Assessed transfer pricing tax exposure risk for a Fortune 500 retail multinational
• Valued intangible property acquired in the acquisition of a Fortune 500 technology firm
• Developed and prepared audit defense analysis for technology firm preparing for tax court litigation
McCULLOUGH & ASSOCIATES LLC
San Francisco, California, USA
Director of Research
2007 - 2010

• Investment management firm with over $100 million in AUM focused on all-cap equity securities
• Created detailed financial statements models and perform quantitative, fundamental and technical analysis
• Wrote research reports for current portfolio holdings and possible portfolio additions
• Manage client portfolios, ensuring proper diversification and recommending changes in portfolio construction

Education

MBA, Finance 2007
University of Chicago Booth
Chicago, Illinois, United States
BS, Business 2000
University of California Berkeley
Berkeley, California, United States

Professional Certifications

CFA Charterholder
2008
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