Portrait

Ivins, Phillips & Barker, Chartered has announced that Heléna Klumpp has joined the firm as a partner in its Washington D.C. office. Ms. Klumpp, who brings to the firm over 20 years of broad-based tax experience, joins the firm’s Corporate Tax and Federal Tax Policy groups.

“Helena brings to Ivins a wealth of technical knowledge and practical experience in cross-border transactions, spin-offs and other complicated corporate tax situations, as well as leadership skills necessary to help the firm efficiently move projects along successfully and achieve the results our clients have come to value,” said Ivins partner Jeffrey Moeller. “Helena’s extensive experience as a successful corporate tax executive adds an important practical dimension to the Ivins advisory team,” added Ivins attorney Hank Gutman.

Prior to joining Ivins, Ms. Klumpp was vice president and head of tax for Baxter International, a U.S.-based medical device and services company with operations in over 70 countries. While at Baxter, Ms. Klumpp co-led the internal team responsible for the tax structuring and functional division of resources related to the 2015 spin-off of Baxter’s bioscience division, Baxalta Inc. (subsequently acquired by Shire PLC). She worked extensively on the post-acquisition integration of Gambro AB, a $4B Sweden-based dialysis company, and advised on numerous repatriation planning, supply chain, and business development initiatives throughout her tenure with the company. Initially serving as tax counsel to Baxter, Ms. Klumpp was for eight years primarily responsible for managing the company’s relationship with the IRS, and she was heavily involved in crafting the company’s positions and strategy on tax legislative issues and liaising with aligned industry groups.

Ms. Klumpp, a graduate of Georgetown University Law Center, spent the first eight years of her career as a tax and project finance attorney in the Washington D.C. office of Chadbourne & Parke, where she advised clients in the energy industry on cross-border transactions and in obtaining governmental rulings on tax credit structures. An avid writer, Ms. Klumpp has also served in senior editorial roles with leading tax publishers Bloomberg BNA and Tax Analysts, where she was editor of the company’s flagship publication, Tax Notes.

Ms. Klumpp attended Illinois Wesleyan University on a full-tuition talent scholarship for her work as a violinist, graduating in 1993 with a B.A., magna cum laude, in music and political science.

Saffery Champness has announced that Richard Cartwright has taken on the role as head of the firm’s Bristol office. Richard takes over from incumbent David Lemon.

Richard joined Saffery Champness from PWC in 2002, becoming partner in 2007. He advises a broad range of clients from wealthy individuals, families and trustees of landed estates, to senior executives, professional partnerships and owner-managed businesses on a range of tax services.

A well-known figure in the industry both locally and nationally, Richard is a regular speaker at professional events addressing issues such as Capital Gains Tax, Inheritance Tax and the use of trusts as they relate to agricultural and rural businesses and their owners.

Richard’s appointment follows a period of significant growth for the Bristol team, and the firm’s South West operations more broadly, which has seen staff numbers double in three years. In addition to a broad range of accounting and tax services, Saffery Champness’s Bristol office provides market-leading expertise and knowledge in a number of areas specific to its diverse portfolio of clients.

The outgoing David Lemon will continue in his role as Partner with responsibility for the Southern Regional Group of offices and accordingly sits on the Management Board. Richard will continue to advise clients across the South West alongside his new duties as head of the Bristol office.

Rob Elliott, Managing Partner at Saffery Champness, commented:

“We are pleased to announce Richard’s appointment as head of our Bristol office. His promotion is a testament not only to his considerable experience and achievement over more than a decade with the firm, but also to our culture of nurturing and promoting talent. We look forward to his leadership further enhancing the flourishing Bristol office and our offering to clients in the region.”

Richard Cartwright added:

“It is a privilege to be able to serve as head of Saffery Champness’ Bristol office. Having been brought up in Devon and now living in Cornwall, the South West is close to my heart and it is immensely gratifying to see the ongoing success of the firm in the region. I am looking forward to helping the office unlock new opportunities and future growth, while continuing to deliver outstanding services to our clients.”

 

Erez Tucner TaxErez Tucner has joined Holland & Knight in New York as a tax partner in the firm’s Corporate, M&A and Securities Practice Group. Mr. Tucner advises on international, corporate and personal tax matters. Most recently, he was a partner with Chadbourne & Parke LLP.

Mr. Tucner works with clients in structuring and negotiating the tax aspects of domestic and cross-border mergers and acquisitions. He has extensive experience advising clients on forming and structuring private equity and hedge funds and their investments, including those in Latin America, Europe and the Middle East. Mr. Tucner also has represented clients before the Internal Revenue Service, the New York State and other state tax authorities, and the New York State Tax Appeals Tribunal in tax controversy matters.

“Erez is an outstanding addition to our corporate transactional and private wealth teams in New York, as well as our Latin America and Israel practices,” said Amy Leder, the leader of Holland & Knight’s New York Corporate, M&A and Securities Practice Group and executive partner of the office. “The firm’s growing private equity practice will also benefit from his significant experience advising funds.”

Mr. Tucner received an LL.M. degree in taxation from the New York University School of Law, and a law degree and bachelor’s degree in economics from Haifa University in Israel.

Michelle Jewett TaxStroock has announced the arrival of Michelle M. Jewett, an attorney with substantial experience in domestic and international tax matters.  She joins as a partner in the firm’s New York office.

Formerly a partner with Morrison & Foerster, Ms. Jewett brings a broad-based tax practice with a focus on real estate, corporate and partnership transactions, financial instruments, private fund structures and intellectual property.  She structures domestic and cross-border, taxable and tax-free real estate and private equity investments, as well as diverse forms of private funds, leveraged leasing deals, mergers and acquisitions, mortgage-backed securities, foreign investments in the U.S. and outbound investments by domestic companies.

Ms. Jewett also provides counsel on tax aspects of bankruptcies and financial restructurings, timber and hedge funds and life settlements.  In addition, she frequently advises on tax issues associated with energy and infrastructure investments and has significant experience in the highly specialized area of energy and renewable energy credits.

“Our clients look to us for guidance and solutions on a wide range of tax issues, particularly in the real estate, corporate and financial restructuring sectors,” said Jeff Keitelman, Stroock’s co-managing partner.  “Michelle Jewett makes a superb addition to our deep bench of transactional tax advisors.  Her wealth of experience with both U.S. and cross-border transactions, coupled with her knowledge of sophisticated tax structures and strategies, will prove invaluable to our clients and their growing needs.”

Ms. Jewett has been a featured panelist at numerous real estate, investment and tax conferences, where she has discussed fund strategies, REIT and FIRPTA rule changes, liquidating assets and complying with regulatory updates and developments.

“Stroock has one of the strongest transactional tax practices in the country – the firm has expertise across so many specialties and industries,  I am excited to be a part of the team,” noted Ms. Jewett.  “Stroock’s excellent reputation provides an ideal platform for my practice.”

Stroock’s Tax Practice Group provides broad expertise in corporate and individual taxation, helping clients navigate specialized tax issues that arise in their business transactions.  Providing the hands-on service of a tax boutique supported by the resources of a Wall Street law firm, Stroock attorneys help clients develop tax solutions that meet their sophisticated needs.  In addition, major real estate owners and developers seek the firm’s tax advice on construction, development and ownership issues, as well as in structuring tax-efficient strategies for investment in U.S. real estate through REITs, corporations, joint ventures and other vehicles.

Ms. Jewett is recommended as a leading lawyer by Legal 500 and IFLR1000 and was named as a Rising Star by Law360.  She received her J.D. from Harvard Law School and her B.A. from Stanford University.

Armanino LLP, the largest independent accounting and business consulting firm based in California, today announced that Nghi Huynh has joined the firm as a tax partner in its San Jose office and Todd Northrup has joined as a tax partner in its Woodland Hills office.

“We’re investing in adding depth and local resources to our already strong corporate tax offering. Nghi and Todd bring strong expertise and a record of leadership to our clients,” said Andy Armanino, managing partner of Armanino LLP. “With their addition to the partnership, we’re better poised to service fast-growing private and public companies, many with complex international operations and provision needs.”

Nghi Huynh Transfer PricingNghi will manage the firm’s transfer pricing practice. She brings nearly two decades of transfer pricing tax expertise to the firm. Before joining Armanino, Nghi was a managing director at both PwC and KPMG. She will work with multinational enterprises to establish pricing strategies for cross-border transactions and addresses complex issues that arise when operations expand to multiple tax jurisdictions such as tangible and intangible assets, as well as intellectual property. She earned a bachelor’s degree in political science from the University of California, Berkeley and a master’s degree in taxation from Golden Gate University. Nghi is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Todd will support the firm’s tax provision practice in Southern California. He brings 20 years of experience with tax provision and compliance, including 13 years at both KPMG and Ernst & Young. He specializes in servicing a wide variety of public and private companies, both entrepreneur-owned and investor-backed organizations, in the technology, entertainment, manufacturing and distribution sectors. He earned a bachelor’s degree in accounting from California Polytechnic State University – San Luis Obispo and a master’s degree in business taxation from the University of Southern California. Todd is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Weidema van Tol has announced the appointment of Frederic Dupont .

An experienced tax attorney with over 16 years of experience, including 12 years in Luxembourg, Frederic has joined Weidema van Tol as head of its Real Estate and Luxembourg Tax practice. Frederic is based in the firm’s Luxembourg office. Frederic was previously Country Managing Partner and Head of Tax in Luxembourg for a well known international French law firm (Jeantet) , International Tax Director and Head of Capital Markets Practice for a multinational tax advisory firm based in Luxembourg (Atoz) and also worked for Deloitte and Clifford Chance.

In addition to his extensive direct and indirect tax background, Frederic has experience in real estate investment structures, cash pooling, intellectual property, investment funds, restructuring and structured finance. He has provided advice to entrepreneurs, private equity firms and multinational groups. Frederic is described in The Legal 500 ranking for the year 2016 as providing “an impeccable service to fund clients on tax-structuring issues” and that he is “excellent at real estate-related tax issues”.

Examples of transactions closed by Frederic during 2016 include a real estate asset acquisition in Germany with a deal value of EUR 700M, a real estate asset transaction in Belgium with a deal value of EUR 300M as well as multiple real estate acquisitions or restructuring transactions in several other European countries.

In commenting on his appointment, Frederic said:
“I am delighted to be joining Weidema van Tol and its global network which has established an excellent base of clients in Luxembourg. I look forward to working closely with its outstanding team and to continuing the growth of its Real Estate and Tax practice.”

Frank Weidema, Managing Partner of Weidema van Tol, added:
“It gives me great pleasure to welcome Frederic to Weidema van Tol. I am certain that his excellent technical skills and hands-on approach to client service will be a valuable addition to our firm. His background is a perfect complement to that of Faruk Durusu, Luxembourg Office Managing Partner, and the rest of our team”.

Faruk Durusu commented:
“Frederic is simply the right match in order to support the growth of the firm and the need of its clients for more multijurisdictional, sophisticated, dedicated and creative corporate legal and tax advisory services.”

Frederic holds a master’s degree in Business Law from University Paris II (Assas), an LLM in Business Law from the University of Munich and a Business Law Master (DJCE) and Postgraduate Diploma (DESS) in Business and Tax Law from the University of Strasbourg. He is admitted to the bar in Paris and Luxembourg.

Moore Stephens Doeren Mayhew has announced its merger with Emerson & Partner U.S. Tax GmbH based in Zurich, Switzerland effective January 1, 2017.

Clinton L. Emerson, CPA, owner of Emerson & Partner U.S. Tax GmbH has joined Moore Stephens Doeren Mayhew as a director in the International Services Group and continues as managing director of the Zurich office. Barbara M. Emerson continues her role as Director of Finance, HR and Administration. The merger adds 10 professionals. For 2017, Emerson & Partner U.S. Tax GmbH will be known as Moore Stephens Emerson GmbH.

Joseph A. Amine, CPA, Director at Moore Stephens Doeren Mayhew commented:

“Our merger with Emerson & Partner U.S. Tax GmbH is the first step in expanding the international footprint of our firm and enables us to better serve our clients. Clint Emerson and Barbara Emerson will provide the key leadership roles we need to develop and expand our presence in Europe.”

Client Emerson“For the past 10 years, we have been quietly working here in Zurich providing our clients around the world with the peace of mind that comes with satisfying their U.S. tax compliance requirements,” says Clint Emerson (pictured right).  “Now, as a member of the Moore Stephens network, we are even more capable. We look forward to utilizing our new resources to provide our existing and future clients with even better service.”

Moore Stephens Doeren Mayhew assists privately-controlled businesses—and the families who own them—in building and preserving wealth by providing privileged access to specialists, knowledge, and the highest quality personal service. Our firm combines a breadth of international audit, assurance, tax and consulting services with local market knowledge and international strength. Moore Stephens Doeren Mayhew is an independent member firm of Moore Stephens North America, which is itself a regional member of Moore Stephens International Limited (MSIL).

Deloitte’s Multistate Tax Controversy Services Practice has announced the hiring of Jack Trachtenberg in New York and Brian Toman in San Francisco. 

“We continue to grow our tax controversy services practice by attracting top talent who help clients understand complex, technical tax regulatory and litigation issues,” said Valerie Dickerson, partner, Deloitte Tax LLP, who leads Deloitte’s Washington National Tax-Multistate practice. 


Jack Trachtenberg
is a principal in Deloitte Tax LLP’s Multistate Tax Controversy Services practice in New York. 
He will focus on all aspects of New York State and City tax controversy matters for corporations and passthroughs, including income/franchise and sales and use tax. Jack brings deep experience serving high-net-worth individuals in personal income tax matters, including residency. He also advises clients on New York State and New York City tax matters, having successfully litigated cases before the New York State Division of Tax Appeals, the New York State Tax Appeals Tribunal and the New York State Supreme Courts. Before joining Deloitte, Jack was a partner at Reed Smith LLP focused on corporate income, franchise, gross receipts, sales and use and personal income taxes.

In 2009, the Governor of New York appointed Jack to serve as the first Deputy Commissioner and Taxpayer Rights Advocate at the New York State Department of Taxation and Finance. In this role, Jack created and implemented the state’s Office of the Taxpayer Rights Advocate, which intervenes on behalf of taxpayers facing intractable tax disputes. 

Brian Toman is a special advisor in Deloitte Tax LLP’s Multistate Tax Controversy Services practice in San Francisco. He brings 40 years of experience focused on state and local tax controversies, tax planning and transactional matters in California. Brian served as the chief counsel of the California Franchise Tax Board (FTB) from 1997 to 2002, and for the past 12 years, has been a partner at Reed Smith LLP leading its California tax practice.

He has represented clients before the Supreme Court of California, Court of Appeal and Superior Court, as well as the FTB and Board of Equalization (BOE). Brian has a national reputation for his deep knowledge and experience in apportionment of income, unitary business and California residency matters.