Paula Jeffs Tax Partner

Paula Jeffs has joined WMT Chartered Accountants as private client tax partner. She was formerly with MHA MacIntyre Hudson where she has worked as a senior tax manager for the past 3 years.

In her new role Paula will focus on tax planning advice including inheritance tax, trusts, property, capital gains, income tax, residence and domicile, separation and divorce.

Recent work includes:

• Advising on inheritance and capital gains issues of UK residential property held within an offshore trust

• Tax planning for non-domiciliaries and setting up an offshore trust

• Passing on family wealth with the use of a UK trust

• Advising on residency status and becoming non-resident

Paula is a member of  theChartered Institute of Taxation (CIOT) and the Society of Trusts and Estate Practitioners (STEP). She had previously worked at WMT from 2010 to 2013.

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Larry Axelrod joins Ivins’ corporate tax group

On August 25, 2016, in Ivins, by Chris Bale

Lawrence AxelrodIvins, Phillips & Barker, Chartered has announced that Larry Axelrod has joined the firm as a partner in the corporate tax group, effective August 1, 2016.  Mr. Axelrod, who most recently served as Special Counsel to the IRS Associate Chief Counsel (Corporate), joins the Ivins corporate tax group and will lead the firm’s consolidated return and M&A tax practices.

“We are thrilled to have a professional of Larry’s caliber join our corporate and M&A tax team – there are very few attorneys of his sophistication and knowledge in the complex corporate tax matters space” said Ivins Managing Partner Eric Fox.  “While the firm has always been a leader in corporate tax, when Bob [Wellen] was tapped last year to lead corporate tax at the IRS we recognized a clear need to find a compelling successor to lead our corporate and M&A tax practice.  Larry not only fills that gap, but also brings with him unparalleled expertise gained through high-level government service.”

“Larry is simply unmatched in his expertise in corporate, M&A and consolidated return tax matters” commented Ivins partner, Jeff Moeller.  “His extensive, specialized knowledge in this complicated area, coupled with his intimate knowledge of the Washington tax landscape, complement the strengths and skills of the Ivins business tax team and provide a meaningful benefit to our large domestic and multinational clients.”

Throughout his career, Mr. Axelrod has demonstrated exceptional talent in numerous areas of federal income taxation, with a particular emphasis on M&A, internal restructuring, spin-off, debt versus equity, and consolidated return matters.  At the IRS, Mr. Axelrod drafted and supervised the promulgation of corporate tax regulations and similar guidance, and worked with taxpayers seeking private letter rulings on vexing corporate tax issues.  Prior to the IRS, he served for more than 20 years as a partner in Deloitte Tax’s Washington National Tax office, where he advised clients and other Deloitte offices around the world on the most challenging corporate tax questions.

Mr. Axelrod is author of Consolidated Tax Returns, a leading treatise on consolidated returns published by Thompson Reuters.  In addition, he has authored numerous articles on consolidated return tax issues including The Supreme Court, Consolidated Returns, and 10-Year Carrybacks, which was cited by the U.S. Supreme Court in its 8-1 decision in favor of the firm’s client in United Dominion Industries, Inc. v. U.S., 532 U.S. 822 (2001).  Mr. Axelrod is a regular speaker at American Bar Association Taxation Section meetings and corporate tax panels presented by the Practising Law Institute.  He also is an adjunct professor at Georgetown University Law School, where he teaches a consolidated returns course in the Master of Law in Taxation program.  He earned an LL.M from Georgetown, a J.D. from the USC School of Law, and a B.A. from SUNY at Stony Brook.

As to why Mr. Axelrod chose Ivins, he said “earlier in my career – when I was doing M&A corporate tax planning at a Big Four accounting firm – a client once asked me to recommend a law firm for a second opinion; I recommended Ivins without hesitation, because I knew that the tax advice would be creative, solid and the best available anywhere.”  He continued, “to now have the opportunity to join that firm, and lead the corporate and M&A tax practices that Bob Wellen once led, is truly an honor.”

The arrival of Mr. Axelrod continues Ivins’ expansion of its tax-related legal services teams.  Earlier this year, tax controversy partner James Brown rejoined the firm’s tax controversy practice, following the firm’s addition of legendary tax legislative, regulatory and policy services expert Hank Gutman.

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Eugene Gay Head of TaxMarsh & McLennan has hired Eugene Gay as Head of Tax for the Asia Pac region, with effect from August 2016.

Mr Gay has extensive commercial tax experience in Asia and for the past 6 years has been Head of Tax (Asia) at GlaxoSmithKline, leading a team of 20 tax specialists across all areas of tax.

His personal specialism is in international tax issues (direct taxes, GST/VAT/Service Taxes, customs duties, withholding taxes, individual income taxes, transfer pricing, M&A, income flows tax planning, organisational restructuring, investments involving equity and debt financing, planning for investment locations, US GAAP & IFRS tax provisioning/FIN48, tax incentive planning and management of effective tax rates, etc.) involving various countries in and outside the Asia Pacific region.

He will report to Dina Shapiro, Chief Tax Officer, who joined Marsh & McLennan in March 2015 from American Express.

Deloitte has announced the appointment of specialist tax lawyer Jonathon Leek as a legal partner in the firm’s Perth office from 1 September. His arrival will bring the number of legal practitioner partners within Deloitte Lawyers to ten across Australia.

Jonathon joins Deloitte from the WA Bar and has more than 20 years’ experience gained in Sydney and Perth, including 14 as a partner at both Corrs Chambers Westgarth and Gilbert + Tobin. He is experienced in advising clients ranging from large Australian and multinational corporations to high wealth individuals and families on the full range of corporate, commercial matters and financial transactions and projects.

Leek said: “I am really excited about the move to Deloitte and the opportunity to work with a dynamic team and a premium client base. Deloitte’s commitment to invest in and grow its footprint in the tax controversy space was the major draw card.”

Jonathan Schneider, Deloitte’s Perth Tax Leader, said: “We strive to be known as one of the leaders in our field and want to bring the best people to our practice. As such, we’re delighted to welcome Jonathon to the firm. He has a wealth of knowledge and experience in obtaining tax rulings, managing tax audits and risk reviews, appealing to courts and tribunals and negotiating settlements, including by mediation.

“In an increasingly global and complex market place, organisations’ need for advice and support from tax legal advisors has never been greater. As we continue to grow our Deloitte Lawyers offering, we now have the ability to assist our clients in the full dispute lifecycle, including representing them in court.”

James Fabijancic national leader of Deloitte Lawyers indicated there will be more targeted appointments over coming months, adding: “Combined with the backing of the Deloitte Legal brand globally and a network of 1,600 legal professionals across 70 countries, Deloitte Lawyers heads towards 2020 with a goal to grow significantly and be a leader in tax dispute resolution.”

Screen Shot 2016-08-19 at 11.32.07Tunbridge Wells based chartered accountants, Perrys, has announced that tax specialist Craig Harman has been promoted to partner at the age of 26.

Craig joined the company in 2007 initially qualifying as a Certified Accountant with ACCA. He completed his Chartered Tax Advisor exams in 2013 and is now one of the firm’s tax specialists, dealing with a wide range of clients and advising on all areas of the UK tax system. 

Following Perrys receiving a license in 2015 from the Institute of Chartered Accountants in England & Wales to undertake probate work, Craig took the opportunity to increase his expertise and obtained the Certificate in Probate and Estate Administration the same year.  He is now heavily involved in the firm’s Wills and Probate work.

CEO of Perrys Chartered Accountants Stewart Pope commented:

“Craig is an exceptional individual with a great deal of expertise who has formed fantastic business relationships with all his clients.  My warmest congratulations to Craig on his outstanding achievement.”

Craig said:

“I am delighted to be entering this new phase in my career with Perrys. The accountancy industry is constantly developing due to the ever-moving tax legislation, which, given the current political uncertainty, looks set to continue for the foreseeable

future.  This, in conjunction with the addition of new services such as probate, means it is an exciting industry to be involved in.  I am very much looking forward to what the future brings.”

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Grant Thornton in the US has admitted 47 new partners and principals to the firm. These partners and principals are based throughout the firm’s offices across the country. In addition, the firm has promoted 29 professionals to managing director.

“This year’s promoted partners, principals and managing directors have exhibited an extraordinary ability to create value for our clients, firm, profession and communities,” said Mike McGuire, CEO of Grant Thornton. “As we announce these promotions, we celebrate these colleagues’ achievements and we thank them for their continued service to our clients and for nurturing the next generation of Grant Thornton leaders.”

There are 8 new tax partners:

Dana Lance, Income/Franchise Tax Partner, San JoseDana Lance

Dana is the State and Local Tax Practice Leader for the Greater Bay Area and based in San Jose, California. Professional experiences include providing tax consulting and compliance services for large multistate and multinational clients in a number of industries, specializing in the area of state and local income and franchise taxation.

Prior to serving as the SALT Practice Leader for the Greater Bay Area, Dana served clients in the southeast marketplace for over ten years as a Senior Manager based in Miami, Florida. In this previous role, Dana served as the Income and Franchise Tax Business Line Leader and the Women at Grant Thornton Champion for the Florida territory.


Meghan JodzMeghan Jodz, Mergers and Acquisitions Tax Services Partner, Philadelphia

Meghan leads Grant Thornton’s M&A Tax practice for the Mid-Atlantic region. In this role, she leverages her extensive experience in corporate tax compliance, provisions, and planning for private and public companies. She has dealt with very complex tax areas such as acquisitions, divestitures, bankruptcy, accounting methods, net operating losses, consolidated return regulations and S corporations. Meghan provides practical insight to her clients every day.



Melissa Schibi, Mergers and Acquisitions Tax Services Partner, Hartford

AdriAnn Jahn, Corporate Tax Partner, Houston

Ellen Martin, Tax Partner, Washington, D.C.

Rob Michaelis, Income/Franchise Tax PartnerBoston

JJ Schneider, Tax Accounting and Risk Advisory Services Partner, San Jose

Chris Martin, Corporate Tax Partner, Tampa

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Lima tax jobsJosé Francisco Chiarella, who has twenty years’ experience in the world of business law, is joining Garrigues as a partner, to coordinate the tax law department of its Lima office. This addition will add even greater strength to the Peruvian team, which is made up of over twenty lawyers (six of whom are partners) specializing in the main areas of business law.

José Chiarella joins Garrigues from the Peruvian law firm Rodrigo, Elías & Medrano Abogados, where he has provided tax advisory services in relation to numerous international projects, particularly in the areas of planning, commercial transactions and mergers and acquisitions. Prior to this, he worked at the Luxembourg office of Ernst & Young as a consultant in the areas of tax planning and structuring of international transactions.

He is also the author of several publications on international tax law and has participated in numerous conferences organized by institutions such as the International Fiscal Association (IFA) or the Society of Trust and Estate Practitioners (STEP).

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Daniel PaulosFried, Frank, Harris, Shriver & Jacobson has announced that Daniel Paulos has joined the Firm as a partner in the Tax Department, resident in the New York office. Mr. Paulos regularly provides advice on the formation and operation of hedge funds and private equity funds; partnership matters, including qualifying income issues arising in the publicly traded partnership (MLP) context; and significant upper-tier (sponsor-level) transactions.

Mr. Paulos also advises on a broad range of domestic and international tax matters, with a focus on planning and structuring complex cross-border transactions. He counsels clients on mergers, acquisitions, restructurings and divestitures in a variety of business contexts, including with respect to investments in real estate, shipping and other transportation assets, and infrastructure and energy assets.

“We are delighted to have Daniel join our Tax Department, as he brings outstanding technical skills and a shared commitment to excellent client service,” said David Greenwald, chairman of Fried Frank. “Daniel also has deep experience working in key areas for the Firm such as asset management, mergers and acquisitions, other corporate transactions and real estate.”

Before joining Fried Frank, Mr. Paulos was a partner in the Tax Department at Akin Gump. He received a JD from Harvard Law School in 2005, an MA from Brown University in 2002, and a BA, cum laude, from Yale University in 2000. Mr. Paulos is admitted to practice in New York.

Screen Shot 2016-08-11 at 12.25.49In addition, Katrin Gaensler has joined as a German Tax Partner, resident in the Frankfurt office. Ms. Gaensler advises predominately international companies on general corporate tax matters, corporate reorganisations with a strong cross-border focus, M&A transactions and tax litigations. She also counsels clients on special real estate transfer tax and VAT projects.

Ms. Gaensler further expands Fried Frank’s offering in Frankfurt, which has been growing over the past year with the arrivals of Steffen Schellschmidt as a finance partner and Dr. Christian Kleeberg as a mergers and acquisitions and private equity partner.

“We are delighted to welcome Katrin to Fried Frank as we strengthen our tax offering in Frankfurt and continue to grow the Firm’s presence in an important European market,” said David Greenwald, chairman of Fried Frank. “Katrin’s experience and technical skills will be highly valuable to our clients as we help them navigate complex and sophisticated matters.”

Before joining Fried Frank, Ms. Gaensler was Associated Partner in the tax department of Noerr LLP. Previously, she worked for nearly eight years in the tax department of Allen & Overy LLP.

While Ms. Gaensler is not admitted to practice law, she is admitted to the Frankfurt Chamber of Tax Consultants and Chamber of Certified Public Accountants. She is also a member of the German Institute of Certified Public Accountants (IDW) and a member of its Corporate Income Tax working group.

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