King & Spalding has established a Paris tax practice with the addition of partner Aurélia de Viry, an expert in French real estate and corporate tax law, as the firm expands its tax offerings throughout Europe. De Viry joins King & Spalding from Clifford Chance, where she was a counsel.
“Aurélia has built a strong reputation in the marketplace over the past decade, and we are pleased to welcome her to the firm,” said Ken Fleuriet, managing partner of King & Spalding’s Paris office. “Her expertise in French tax law will be a great benefit to our international clients, especially those in Europe. We expect Aurélia to work closely with our offices in London, Frankfurt and the Middle East, as well as some of our U.S.-based international real estate fund clients, on a broad array of tax advice.”
De Viry advises in all areas of tax, including international taxation and the tax aspects of real estate investments, acquisition finance, structured finance, group restructuring and acquisitions. She is also an expert on VAT matters, particularly in relation to real estate and financial transactions. She received a Masters I degree in Management and Business Law from the Université Pantheon Assas Paris II, a Masters I degree in International Tax and Business Law from the Université Paris IX Dauphine and a Masters II degree in International Tax and Business Law from the Université Pantheon Assas Paris II.
King & Spalding’s tax practice covers the full range of tax issues presented in planning and executing complex business transactions in both domestic and cross-border settings, including acquisitions, dispositions, joint ventures, financings, restructurings and investment fund formations. In addition to advising on corporate, partnership, and international tax matters, the firm’s tax practice provides advice on the employee benefits and executive compensation aspects of business transactions and post-transaction integration. Lawyers in the tax practice also work with the firm’s global real estate team — in Paris led by Benoît Marcilhacy, Pascal Schmitz and Alexandre Couturier — which has earned an international reputation for its creative structuring of clients’ transactions, from property acquisitions and development to mergers and acquisitions and complex equity and debt financing.
“King & Spalding’s growing real estate market share offers an attractive long-term platform for my tax practice, as does the firm’s strong European real estate finance practice,” said de Viry. “I am delighted to join a talented team of lawyers in Paris, and I look forward to contributing to the firm’s continued success in Europe.”
DLA Piper has appointed Richard Hopkinson-Woolley, Laurence Rogers and Neville Wright to its Real Estate sector. The three partners join the firm from BLP.
Neville Wright is a tax lawyer with particular specialisation in property tax. He has extensive experience in mergers and acquisitions, structured finance, corporate reorganisations, all aspects of tax planning for property acquisitions and disposals, joint venture structuring, financing or refinancing of properties and capital allowances. Neville advises a wide range of property owners and occupiers including hoteliers, self-storage operators, care home operators and commercial property owners and developers.
Sir Nigel Knowles, Global Co-CEO at DLA Piper, said: “We are delighted to welcome Richard, Laurence and Neville to DLA Piper. The real estate market both in the UK and internationally has been growing steadily for the last year and this trend looks set to continue. The addition of this impressive team is a significant step in the implementation of the firm’s strategic commitment to the Real Estate sector.”
David H. Kirk, former tax attorney in the Office of Chief Counsel of the Internal Revenue Service (IRS), joined Ernst & Young LLP’s Washington, DC office as an Executive Director in the Personal Financial Services practice. While at the IRS, Kirk was one of the principal authors of the net investment income tax (NIIT) regulations under Section 1411 of the Internal Revenue Code and also with respect to guidance addressing S corporation issues.
As part of the firm’s National Tax Department, Kirk will lead efforts to assist clients in addressing the new net investment income tax from both a planning and compliance perspective. In addition to his role relative to Section 1411, Kirk will serve as a key subject matter professional in the EY Global Personal Tax Planning network and work more broadly on matters related to S corporation, trust and personal taxation.
“David’s 15 years of experience and his role at the IRS on key new tax regulations will help our clients gain valuable insights into planning and reporting considerations,” said Michael Mundaca, Co-Director of National Tax for Ernst & Young LLP and Co-Director of the EY Americas Tax Center. “His knowledge and experience will be especially valuable to clients and colleagues as they understand and address the new NIIT in particular.”
In the Passthroughs and Special Industries division since 2008, Kirk served as a technical resource to regional IRS attorneys and examiners and the US Department of Justice (Tax Division) in civil and criminal tax matters.
Throughout his career, Kirk has focused on the taxation of individuals, trusts, S corporations, partnerships and financial planning for high-net-worth family groups. Prior to joining the IRS, he was a tax attorney at Arnold & Porter LLP, where he provided tax and legal structuring advice to individuals, businesses and investors.
From 1998 to 2007, he worked at Deloitte Tax LLP and assisted private clients on domestic and international income and pass-through taxation issues. In 2005, he joined Deloitte’s National Tax Private Client Advisors practice in Washington, DC.
Kirk has spoken at industry conferences and participated on panels for universities, personal finance institutes and bar associations.
Kirk earned a Bachelor of Science in Accounting from Syracuse University. He received a J.D. from University of Pittsburgh, where he was the co-founder of The Pittsburgh Tax Review. He also earned a LL.M. in Taxation from Georgetown University Law Center, and has served as an adjunct professor in the same program since 2009. Kirk is the author of forthcoming tax treatise on the Section 1411 tax expected to be published later this year.
Kirk is licensed as a Certified Financial Planner and Certified Public Accountant in the District of Columbia and New York. He is a Bar Member for District of Columbia and Pennsylvania
Mettler is also an Assistant Professor of the Practice teaching at Fairfield University, and formerly led PwC’s international tax learning and education program.
“We are privileged to have Kathi join WTP. She has a rare talent that blends the international tax technical skills of a Big Four director, with a natural aptitude for teaching complex material, and is the perfect choice to head our training programs,” says Michael Minihan, co-founder and partner at WTP Advisors.
Mettler was drawn to WTP Advisors because of its distinctive business model that ensures each client project is staffed with more senior leaders than junior staff.
“Unlike the Big Four, at WTP, there are no learning curve costs that are passed to clients, and this precept mirrors the value that I place on the importance of relationships. It is connections and trust that help give clients’ comfort that WTP is the best advisor for their needs in that they want to create a long-term relationship that is more of a partnership, instead of merely a service provider relationship,” says Mettler.
In addition to teaching, Mettler will also engage in client service projects, as well as business development at WTP Advisors.
Kathi, while at PwC, was responsible for international tax L&E curriculum, which was a part of PwC’s overall training curriculum that was ranked #1 in Training Magazine’s annual Training Top 125 list for 2008, 2009 and 2010. At WTP, she will develop a new curriculum for professional staff that all tax associates will complete. Unlike previous training, this curriculum will be activity-based instead of lecture-based, and will follow the life cycle of how a typical client grows its business and expands.
“With Kathi on board, we’re ensuring that we continue to enhance our trainings, furthering our evolution of the best training for our staff, and raising their level of value added to clients,” says Minihan.
Ryan has announced that David O’Keeffe has joined the Firm as Director of Research and Development.
Mr. O’Keeffe will be based in Ryan’s London office and specialises in helping companies maximise the benefits of their Research and Development (R&D) tax relief claims. His appointment extends Ryan’s international income tax capabilities and positions it across the growing R&D markets within the UK and Europe. The UK is considered one of the great global innovation centres, and the UK government is actively promoting innovation through grants, R&D tax allowances, and beneficial patent and intellectual property incentives.
Mr. O’Keeffe was formerly a partner at KPMG, where he established a specialist R&D tax team. He was also a founding member of its Global R&D Tax Incentives Group and a member of the Steering Group, with responsibility for coordinating the Europe, Middle East, and Africa region. He has been involved with the UK’s R&D tax relief regimes since the initial consultations on the introduction of the Small and Medium Sized Enterprises relief and enjoys a strong reputation with Her Majesty’s Revenue and Customs (HMRC); Her Majesty’s Treasury; and the Department of Business, Innovation, and Skills. Over the years, he has provided input and consultation to several industry organisations and trade bodies. He has been a member of HMRC’s R&D Consultative Committee since its inception. In addition, he sits on the Chartered Institute of Taxation’s Corporate Tax Technical Sub-Committee and chairs the R&D Working Group of that sub-committee. Mr. O’Keeffe was the only R&D tax specialist to have input into Sir James Dyson’s influential report, “Ingenious Britain: Making the UK the leading high tech exporter in Europe.” This report is now seen as the catalyst for the recent reform of the UK’s R&D Tax Relief regimes. Mr. O’Keeffe continues to play a prominent role in many aspects of the taxation of innovation and intangibles, having been involved in the recent consultation on the new Patent Box regime in the UK, the Intellectual Property aspects of the Controlled Foreign Companies reform, and the new above-the-line R&D Expenditure Credit.
“David is an internationally recognized R&D tax specialist, and we are delighted that he has joined our team of London-based international tax professionals,” said Jilly McCullagh, Ryan Principal, United Kingdom Operations. “He has played a key role in the evolving structure of UK tax credits on R&D and will add tremendous value for our clients.”
“Ryan already provides tax services to many of the world’s leading global companies, and the addition of David O’Keeffe will deliver tremendous value through additional international tax strategies and best practices,” said Brendan F. Moore, Ryan President of Europe, Asia, and Latin America Operations. “The trust that Ryan has earned by delivering superior results for these multinational clients drives our commitment to continue the rapid expansion of our Firm’s international tax presence.”
“David O’Keeffe is an industry-recognized European R&D specialist, and his leadership will ensure that our global clients have direct access to the most innovative suite of tax services for improving profitability and cash flow,” said G. Brint Ryan, Chairman and CEO of Ryan. “We will continue to acquire the very best international tax talent to support our premier global clients in countries all over the world.”
Hazel Platt has been promoted to tax partner at Grant Thornton. She is based in Milton Keynes office and joined the firm in 2011 from Baker Tilly, where she was a partner.
She has wide ranging corporate tax experience, having worked with international groups, both those headquartered in the UK with operations in the US and continental Europe and those headquartered abroad with subsidiary operations in the UK. She has also worked with smaller UK based corporates, some of which have been private equity backed and also with owner managed and family owned/run businesses.
Kaman Corporation today announced that Michael J. Lyon has been appointed to the position of Vice President – Tax, reporting to Robert Starr, Senior Vice President and Chief Financial Officer.
Lyon succeeds John Lockwood in the position and joins Kaman from Gerber Scientific, a manufacturer and worldwide distributor of integrated automation equipment and software, where he served as Vice President – Corporate Tax. At Gerber he was the senior tax executive responsible for worldwide transaction planning, transfer pricing, accounting for income taxes, tax compliance and supervision of tax audits.
Prior to joining Gerber, Lyon was Tax Director for Lydall, Inc., a diversified manufacturer with operations in the U.S., Europe and Asia. Before assuming his role at Lydall, he was Tax Manager at Deloitte Tax, LLP and prior to that, Director of Taxation at the Top-Flite Golf Company and Sr. Tax Manager at Dexter Corporation. He also previously served as Tax Manager at Coopers & Lybrand and Senior Accountant at Downey, Sweeney, Fitzgerald & Co.
“Mike brings an impressive range of domestic and international experience in the tax area, and I know he will play a critical role in Kaman’s future,” stated Starr. “His demonstrated record of success supervising tax functions in multinational corporation settings as well as public accounting make him a valuable addition to the Kaman team,” he added.
Lyon received his J.D. from Western New England College School of Law and was admitted to the Massachusetts Bar shortly after his graduation. He is a CPA and earned his B.S.B.A. in Accounting from Western New England College. Mike and his wife reside in Springfield, Massachusetts.
Rosen Group has hired Carolina Graterol to be their new Global Head of Tax & Transfer Pricing.
Carolina has extensive in house tax experience. She was Head of Tax for Latin America with Sanofi before moving to Nissan as a Senior Tax & TP Manager for Europe. Most recently she has worked with different parts of the Carlsberg Group covering tax, TP and supply chain issues.
The Rosen Group is a worldwide provider of cutting-edge solutions in all areas of the integrity process chain eg oil and gas pipeline systems and above-ground storage facilities.