Julie M. Marion

Principal, Tax, WNT - BTS - Passthroughs

KPMG in the U.S.

Julie Marion is a Principal in the Passthroughs Group of KPMG’s Washington National Tax Practice (WNT) and advises on federal partnership taxation, structuring and transactional matters. Julie also supports WNT’s Tax-Incentivized Transactions, Leasing and Energy Group, advising on tax credit partnerships and other tax incentivized structures.

Prior to joining KPMG in 2019, Julie was a tax partner at Latham & Watkins LLP, where she practiced for 18 years. At her prior firm, Julie advised on federal tax aspects of complex partnership transactions, including joint venture investments, business acquisitions and related financing matters, with an emphasis on the energy/power and real estate sectors.

Julie has extensive experience in the renewable energy sector. She has advised on over 9,000 MW of renewable energy projects over the past 10+ years, including:

  • Front-end project financing and monetization of federal tax credits and cash grants through tax equity finance structures;
  • Private equity and infrastructure fund investments in renewable energy sponsors and operating portfolios; and
  • General investment life-cycle decisions, including public and private “yieldco” planning, partial sell-downs, refinancings and mergers and acquisitions.

Professional activities

Julie is an active member of the professional tax community and frequent speaker on partnership tax topics. She serves on the planning committee for the IIT Chicago-Kent Tax Institute and chairs the Special Partnership Issues Subcommittee of the American Bar Association (ABA) Tax Section’s Partnerships & LLC Committee. Julie is also a board member of Chicago Volunteer Legal Services, a civil legal aid provider to Chicago’s low-income community, and a past board member of the Chicago-based Coalition of Women’s Initiatives in Law.

  • Juris Doctor with high honors, University of North Carolina, Chapel Hill, NC

  • Bachelor of Science, University of Illinois, Urbana-Champaign, IL