JEFF LONSDALE Email: jeff@logicalformulas.com
License Number 65009013
· Logical Formulas works with international businesses, hedge funds and private equity investors. · Logical Formulas is engaged by major law firms to perform cross border economic transfer pricing studies for use by taxpayers in tax litigation. · Its principal, Jeffrey J. Lonsdale, CPA (Illinois), MST, MBA, MSA, has extensive experience in working on international IRS audit matters pertaining to hedge funds and private equity investors. 2007 to 2008 Executive Director - Tax
Responsible for all tax functions of management company as well as tax affairs of owners of business.
1997 to 2007
Lamar Hunt Family Companies,
Chief Tax Executive
Function in a senior management role as a direct report to the CEO/President of Hunt Family Office Company. Perform leadership responsibilities as the senior tax advisor to Lamar Hunt . Represent family in all IRS audit matters. Supervise all federal, state and international tax planning and audits. Supervise family's trust, estate tax, wealth preservation and business valuation planning. Advise on domestic and offshore hedge fund management and investment fund management. Senior team member assisting Hunt Family with evaluation of hedge fund investments, private equity investments and entrepreneurial opportunities. Expert in taxation matters concerning securities trading and investments. Expert in taxation of professional sports teams. Expert in international taxation. The family’s diversified management team directs various sports and investment entities encompassing a NASD registered broker-dealer, offshore hedge fund management (over $1 billion of outside investor capital), venture capital fund management, and ownership interests in several professional sports organizations (including the Hunt family’s ownership interests in the Kansas City Chiefs [NFL], Chicago Bulls [NBA], Kansas City Wizards [MLS] and Columbus Crew [MLS] professional sports franchises). 1993 to 1996
Santa Fe International Corporation (NYSE), Vice President – Tax
Responsible for all aspects of federal, state and international tax. Company operated internationally in over 20 countries. Although Santa Fe International was headquartered in Developed cornerstone structure allowing Santa Fe International to reorganize from a privately held
PROFESSIONAL MEMBERSHIPS Tax Executives Institute – Past Conference Leader PUBLISHED ARTICLES
Editor, High Net Worth Individuals, CCH Journal of Taxation of Financial Products Contact us for a tax due diligence proposal.
4516 Lovers Lane #122
Dallas,
Tel (214) 769-3322
EDUCATION Southern
Master of Business Administration (EMBA)
(Supplemental Concentration: Strategy and Entrepreneurship)
Southern
Master of Science in Accounting
DePaul University
Master of Science in Taxation
Mount Union College
Bachelor of Arts - Accounting
State of Illinois
Certified Public Accountant
PROFESSIONAL EXPERIENCE
2008 to Present
Logical Formulas. Dallas, TX
International Tax Economics / Strategic Advisor to Investors in Offshore Funds – Dallas
President
Highland Capital Management, L.P., Dallas, TX
Registered Investment Advisor - $40 Billion Hedge Funds under management
Professional Sports Management - Private Equity Investment Firm – Hedge Fund Management Company
Tax Executives Institute – Past Vice-Chair, International Tax Committee
Tax Executives Institute – Past Chair, Financial Institutions Industry Group
Chairman TEI Advanced International Tax School
Tax Executives Institute - International Committee
Tax Executives Institute – Past International Chairman - Foreign Owned Companies
Tax Executives Institute – Past Chicago Chapter President
Illinois CPA Society – Past Chicago Metro Chapter Past President
“What LIES Beneath the Investor’s Quest for a Scalable Capital Gain Holding Period”
CCH Journal of Taxation of Financial Products Summer, 2001
“The Heads and Tails of Designing a Gift-Tax Free Portfolio of Grantor Retained Annuity Trusts”
CCH Journal of Taxation of Financial Products Summer, 2000
"Beyond Transaction Analysis: Developing an Enterprise Tax Plan"
Journal of Equipment Lease Financing
(Winner of the Equipment Leasing Association's Journal Award)
Jeff Lonsdale
Logical Formulas
4516 Lovers Lane #122
Dallas, TX 75225
(214) 769-3322
jeff@logicalformulas.com