Lisandra Ortiz centers her practice on federal tax controversy matters, representing clients in Internal Revenue Service (IRS) audits, before the IRS Independent Office of Appeals, and in litigation.
Lisandra advises clients on complex issues, particularly those relating to transfer pricing. She was a key member of the team representing a taxpayer in a multi-billion-dollar transfer pricing case before the U.S. Tax Court, where she played a substantial role in all material aspects of the case, including managing discovery; working closely with the client to develop facts; drafting pleadings, briefs, stipulations, and discovery responses and requests; presenting a fact witness at trial and preparing others for their testimony; and working with expert witnesses to develop reports and testimony. In addition, Lisandra has experience handling tax refund litigation cases before the U.S. Court of Federal Claims.
Beyond the courtroom, Lisandra's practice encompasses advising clients on the resolution of cross-border double taxation disputes through the competent authority process, negotiating advance pricing agreements between the IRS and other tax authorities, and representing clients in transfer pricing audits before the IRS. Lisandra also has experience in matters involving the taxation of insurance companies, including captive insurance company issues and issues relevant to Blue Cross and Blue Shield plans.
Lisandra maintains an active pro bono practice focused on the representation of asylum applicants before the U.S. Citizenship and Immigration Services and in court.
While attending Georgetown University Law Center, Lisandra served as the Executive Notes Editor for The Tax Lawyer and was awarded the Sewall Key Award for Best Scholastic Record in Taxation.
- Highmark Inc. v. United States, No. 17-898T (Fed. Cl.) (represent insurance company in tax refund litigation).
- The Coca-Cola Company v. Commissioner, No. 31183-15 (Tax Court) (section 482 adjustments related to trademark license royalties; trial concluded in May 2018).
- Counseling with respect to Advance Pricing Agreements (APAs) involving, among other items, the allocation of head office expenses.
- Counseling related to numerous requests for relief from double taxation by the U.S. Competent Authority under U.S. tax treaties, including matters involving transfer pricing issues.
- Legal 500: Tax: U.S. Taxes: Contentious, 2021 - 2022; Rising Star, 2021 - 2022
- The Best Lawyers in America®: Litigation and Controversy - Tax (Ones to Watch), 2022 - 2023
- The Best Lawyers in America®: Tax Law (Ones to Watch), 2022 - 2023
- International Tax Review: Rising Stars Awards 2021 Americas, Transfer Pricing, 2021
- DC Bar Capital Pro Bono High Honor Roll, 2015 - 2016, 2019
- DC Bar Capital Pro Bono Honor Roll, 2014, 2017, 2020
- Vice Chair, Taxation Community, District of Columbia Bar
- Member and Former Steering Committee Member, Section on Taxation, Federal Bar Association
- Member, Section of Taxation, American Bar Association
- Member, International Fiscal Association
- Member, Hispanic National Bar Association
- Leadership Council on Legal Diversity (LCLD) Pathfinder Program, 2019
- District of Columbia
- United States Tax Court