UK law firm Bircham Dyson Bell has appointed Harriet Morgan as a partner in its Private Wealth team.
Harriet joins the firm from Reed Smith where she has been a tax partner since 2006.
She has experience of having advised on all types of UK and international tax issues, particularly involving banking and asset finance, private equity and real estate. She has also advised on personal tax issues for a number of high net worth individuals, many of whom are non-UK domiciled.
She will report to Helen Ratcliffe, Head of Private Wealth
DLA Piper announced today that Liga Hoy has joined the firm as a principal economist for the International Tax practice in San Francisco.
Hoy joins DLA Piper from Franklin Templeton Investments, where she served as the director of global transfer pricing in its Corporate Finance unit. There, she assisted in the development and implementation of global transfer pricing policies across multinational jurisdictions and advised on pricing solutions to support complex products and financial services. Prior to that, she served as a transfer pricing economist at Barclays Global Investors, principal economist at the consulting firm CRA International, and senior economist at the US Treasury, Internal Revenue Service. She is particularly experienced in transfer pricing issues relating to the Financial Services and High Technology industries.
Hoy received a Master’s degree in International Economics from University of California and a B.S. degree in Quantitative Economics from Stanford University. She is involved in several professional organizations, including the Tax Policy Institute, Tax Executives Institute, the International Fiscal Association, and the American Bar Association, among others. Ms. Hoy serves as Honorary Consul for Latvia in Northern California and is a member of the American Chamber of Commerce. Ms. Hoy is active in the Baltic community, serving on the Advisory Board of Directors of the Latvian American Business Association of California.
“We are delighted to have Liga join us as part of DLA Piper’s international tax group,” said David Colker, global head of the Tax Practice. “She will join our existing US economist team in New York, Chicago, Los Angeles, San Diego, and Silicon Valley.”
Michael Tobin, formerly vice president – tax for Vertis Communications, has joined Lee Enterprises, Incorporated (NYSE: LEE), as director of tax.
Carl Schmidt, Lee vice president, chief financial officer and treasurer, said Tobin will lead all aspects of tax planning and compliance spanning the company’s local media operations in 22 states.
“Mike brings an impressive record of leadership and achievement in managing the continually growing complexities of federal, state and local tax requirements, and we’re delighted to gain his extensive expertise.” Schmidt said.
Before joining Vertis Communications in Maryland in 2007, Tobin was tax director at Banta Corporation in Wisconsin. Both are international commercial print and supply companies. He joined Banta in 1994 after 11 years as a senior tax officer at General Dynamics Corporation in St. Louis. His career includes accountant positions in St. Louis, Kansas City and Ireland. He is a graduate of the University of Kansas.
Lee Enterprises is a leading provider of local news and information, and a major platform for advertising, in its markets, with 46 daily newspapers and a joint interest in four others, rapidly growing digital products and nearly 300 specialty publications in 22 states. Lee’s newspapers have circulation of 1.2 million daily and 1.6 million Sunday, reaching nearly four million readers in print alone. Lee’s websites and mobile and tablet products attracted 25.6 million unique visitors in December 2013.
Baker Tilly has appointed Adam King as Head of Tax for its office in Milton Keynes.
Adam joined the Milton Keynes office in 1999, and since then has qualified as a chartered accountant and chartered tax advisor. More recently he has been managing the day to day operation of the tax team in the Milton Keynes office.
Adam specialises in exit and succession planning, profit extraction, capital allowances, research and development tax credits and international tax-assistance for UK businesses – as well as for non-UK companies coming to the UK.
Adam King said, ‘I’m delighted to be taking this role at such an exciting time for Baker Tilly. Our merger with RSM Tenon last year has provided us with new opportunities for growth, and I’m looking forward to working with the team to further strengthen and expand our tax offering for both new and existing clients within Milton Keynes.’
Terry Saunders, Office Managing Partner for Baker Tilly in Milton Keynes, said, ‘Adam is a great example of ‘home grown talent’, and it’s wonderful to see how far he has progressed during his fifteen years at the Milton Keynes office. With his many years of experience dealing with businesses within the region and significant knowledge of the local market, Adam will continue to be a real asset to our already successful tax team in Milton Keynes.’
PKF Littlejohn has strengthened its corporate tax team significantly with two senior appointments bringing the number of tax partners and staff to 25.
Tom Gareze has joined the firm as a corporate tax partner, bringing over 25 years’ experience. He was formerly a tax partner with Deloitte, before moving to PwC in 2004. For the last 4 years he has run hos won tax consultancy called Griffin Tax.
Tom specialises in working with private companies with UK and overseas shareholders, AIM listed and private equity backed businesses. He has considerable experience in advising companies and their shareholders on structuring their activities and on undertaking tax efficient reorganisations, mergers and acquisitions and disposals. Commenting on his appointment, Tom said: “I am delighted to be joining PKF Littlejohn at this time when the tax landscape remains complex and challenging for many of their clients, and I look forward to working with them and my new colleagues”.
Catherine focuses on providing tax compliance services to SMEs, and specialist advice around R&D, patent box, exit strategies and share schemes. Her experience includes employment taxes, share buy-backs, reorganisations, tax investigations and SEIS/EIS structuring.
Carmine Papa, PKF Littlejohn’s Managing Partner, said “We are delighted to bring two such experienced professionals into PKF Littlejohn. Their specialist knowledge will be a major asset as we continue to grow our tax practice both here in the UK and internationally.”
Baker & McKenzie has announced the appointment of Maricla Pennesi as a partner in its tax practice in Italy.
Maricla Pennesi comes from DLA Piper where she was a partner and has been head of the tax practice. She has 20 years of experience within the context of the Big 4 accountancy firms. Her practice focuses on international taxation, business reorganization, digital economy and tax risk management, providing assistance to multinational corporations on matters often subject to tax litigation, such as the existence of hidden permanent establishments, profit allocation and transfer pricing.
Massimo Giaconia, head of Baker & McKenzie’s tax practice in Italy, commented, “We are excited about Maricla’s joining. She complements an already strong tax team as we look to continue to grow the practice here in Italy.”
With the arrival of Maricla Pennesi, the total number of professionals in the Italian tax team increases to 30, of which four are partners.
Dr Axel Mühl (42) joined Luther’s Stuttgart Team as a partner on 1 April 2014. Dr Mühl is a specialist in corporate and corporate-related tax law. In his 13 years of practice, Dr Mühl has focused on advising internationally oriented medium- sized enterprises and groups on M&A transactions, complex restructurings and succession planning procedures.
“Luther offers the ideal platform for me to provide comprehensive advice to my clients”, said Dr Axel Mühl about his move to Luther: “In particular, my clients will benefit from Luther’s excellent infrastructure, full-service approach and international focus”.
As a graduate in commercial law (Wirtschaftsjurist), a specialist lawyer for commercial and corporate law (Fachanwalt für Handels- und Gesellschaftsrecht) and a specialist lawyer for tax law (Fachanwalt für Steuerrecht), Dr Mühl focuses on providing corporate law and corporate-related tax law advice. These expertises are invaluable when dealing with corporate restructurings and succession planning. The same applies to the transactions that Dr Mühl handles. He advises both German clients on foreign investments and also foreign investors, from, for example, Russia, China, the United Arab Emirates or Switzerland, on investments in Germany.
“Our strategy in Stuttgart is to further develop the comprehensive advice that we already offer to large mid-sized companies and family-run enterprises. Therefore, it is extremely important that we strengthen our corporate practice area further”, said Dr Ulrich Philippi, Head of Luther’s Stuttgart office. “With the addition of Dr Mühl, we are coming one step further to achieving our goals: he is an experienced and knowledgeable colleague who will contribute greatly to developing the Stuttgart office further.”
Dr Axel Mühl worked for Haver & Mailänder, one of the most prestigious law firms in Stuttgart, since 2003; he became a partner in 2007. Dr Mühl studied law in Bayreuth (Germany), where he also obtained his doctorate in European law in 2003. He was admitted to the German Bar in 2000. He is a specialist lawyer for tax law (Fachanwalt für Steuerrecht), a graduate in commercial law (Wirtschaftsjurist) and a specialist lawyer for commercial and corporate law (Fachanwalt für Handels- und Gesellschaftsrecht).