Prime Minister Stephen Harper has announced the following appointment:
The Honourable Eugene Rossiter, Associate Chief Justice of the Tax Court of Canada since 2008, has been appointed Chief Justice of the Tax Court of Canada. He was first appointed to the Tax Court as a Judge in 2006 after a long and successful career in private practice. He replaces Chief Justice Gerald J. Rip.
Justice Rossiter received a Bachelor of Business Administration from St. Francis Xavier University in 1974 and a Bachelor of Laws from Dalhousie University in 1978. He was called to the Bar of Prince Edward Island in 1978, and was appointed Queen’s Counsel in 1991. Justice Rossiter has been President of the Prince Edward Island Law Society, member of the Prince Edward Island Supreme Court Rules Committee, Director of the Canadian Chamber of Commerce, Governor of the Atlantic Provinces Economic Council, Governor of the Prince Edward Island Junior Achievement, member of the Partnership Board of Stewart McKelvey, and Chairman of the Partnership Board of Stewart McKelvey.
Justice Rossiter is a founding Director and Secretary-General of the International Association of Tax Judges, and has served as its President since 2011.
Vinson & Elkins has announced the promotion of eight lawyers to its partnership, effective January 1, 2015. Only one tax partner is being elevated, David Cole in the Houston office.
David Cole handles tax aspects of domestic and international matters for corporations, partnerships and high net worth individuals. He represents clients in all phases of tax disputes, from audit to IRS appeals to litigation.
In his transactions practice, Cole has counseled foreign issuers in their initial public offerings of publicly-traded MLP interests. His clients span a number of industries, including oil and gas exploration and production, offshore drilling, private equity funds, domestic and foreign manufacturing, shipping, real estate and medical devices.
Cole has represented multinational corporations in developing and implementing transfer pricing strategies and disputing proposed transfer pricing adjustments in IRS appeals and U.S. Tax Court. His experience includes providing tax advice on Seadrill Partners’ $220 million IPO; Seadrill Partners’ $380 million second equity offering; and KNOT Offshore Partners’ $180 million IPO. Cole graduated from University of Texas School of Law in 2002 and received his bachelor’s degree from the University of Texas in 1992.
Withers is launching in Australia under the name Withers SBL. This company is an alliance with the tax boutique Balazs Lazanas & Welch and SBL Shmith. Withers is also making a direct hire for this new practice – Rita Chowdhury – who is an immigration lawyer with leadership experience at Deloitte and Bakers.
BLW was started by three former tax partners of Baker & McKenzie, John Balazs, Gina Lazanas and Paul Welch (who is no longer with the firm). Th focus is on income tax, GST, dispute resolution and trusts and estates.
Gina Lazanas is amongst the mostly highly regarded practitioners in GST, a fact attested to by her appointment as the Chairperson of the Taxation Institute’s GST Subcommittee. Before joining Baker & McKenzie as a partner, Gina was a partner at PricewaterhouseCoopers and before that at Firmstone & Feil.
Gina’s extensive experience with the old sales tax, where litigation was a common way of resolving disputes with the ATO, has translated well into the GST environment and Gina has found herself at the forefront of a number of complex cases that are testing the limits of the GST.
John Balazs was a tax partner at Baker & McKenzie, Sydney for 10 years from 1998, and the senior tax partner for most of that time. John has established himself as a leading practitioner in income tax, with a particular emphasis on international tax.
A graduate of the University of Sydney, John has a Master of Laws (First Class Honours).
Prior to joining Baker & McKenzie, John was a partner of Ernst & Whinney and then Ernst & Young before joining Price Waterhouse Europe as a partner. Whilst with Price Waterhouse, John led the tax practice in Hungary in the period immediately following the end of communism.
Feargal has served on the PwC Leadership Team and has been Head of the Firm’s Tax practice for the last four years. Feargal has worked extensively with technology and multinational companies, mostly concentrated on the US West coast, where the Firm has developed a successful practice. He also advises some of Ireland’s leading public companies.
Feargal has been a Partner since 1996. He is a Fellow of the Institute of Chartered Accountants in Ireland, an Associate of the Irish Tax Institute and a graduate of University College Dublin.
Speaking on his election, Feargal O’Rourke, said: “I am honoured and delighted to have been elected by my fellow Partners to lead the Firm for the next four years. I look forward to supporting our clients and ensuring we continue to be the Firm of choice for the best people and the best organisations.”
Commenting on Feargal’s election, outgoing Senior Partner, Rónán Murphy, said: “I congratulate Feargal on his election as Senior Partner and I wish him every success. This is an exciting time and the improving economy provides a strong base for the Firm to continue to grow and prosper. I look forward to supporting Feargal and the Firm through the transition and in the future.”
PwC is Ireland’s largest professional services Firm with total revenues of over €300 million on an all-Ireland basis and employing over 2,800 people.
Equiom has appointed Ken Chapman as its London Director.
Ken will join Equiom in January 2015, having previously held the positions of Head of Wealth Planning and Intermediaries at Credit Suisse and Head of UK Wealth Structuring at Merrill Lynch.
Ken has an extensive background in financial services with a particular focus on wealth and asset management for high net worth individuals. He is a regular speaker at professional private client conferences and has worked with a global client base, helping them to structure and coordinate their complex financial affairs. His particular expertise lies in working with international families based in the UK and helping to structure their financial affairs.
Reflecting on his appointment, Ken commented: “London is arguably now the world’s major financial centre for wealthy international families and also in many cases where they choose to centre their lives. I am particularly looking forward to helping Equiom increase its share of this exciting market.”
Sheila Dean, Equiom Group Managing Director, commented: “Ken has a dynamic approach to business and a successful track record. His experience will be an invaluable addition to Equiom and I look forward to welcoming him to the team”.
Genevieve Larson has joined Withers in San Francisco as a partner, with effect from November 2014.
She joins from Farella Braun + Martel, where she has worked for the past 6 years as a Family Wealth Attorney.
Genevieve counsels individual clients on estate planning, business succession planning, philanthropy and probate and trust administration. To implement plans tailored to meet the objectives of clients in disposing of assets in a tax efficient manner, she drafts sophisticated revocable trusts and irrevocable trusts. She also assists clients in succession planning for family owned business entities, including the implementation and maintenance of governance systems designed to meet the family objectives. In addition, her experience includes guiding fiduciaries through all aspects of probate and trust administration, including settlement of disputes and probate litigation.
Genevieve also counsels public charities and private foundations. She assists clients in establishing tax-exempt organizations and obtaining federal and state tax exemption. Her practice includes advising organizations on best practices in governance and operations, fundraising and tax compliance.
For many clients, Genevieve provides business and tax advice structured specifically to the markets in which her clients work. She has gained a deep understanding of the agriculture industry, and in particular, the wine and fruit and nut tree production. With clients located throughout California’s vast agricultural hot beds of Napa, Sonoma, Sutter and Mendocino counties, her industry experience provides an understanding of the roles and responsibilities of successful businesses, and the importance of tax strategies and effective, open succession plans to the long-term health of a family-owned business.
As part of the continued growth of its South Florida practice, Cherry Bekaert has hired Stephen Danner, Lourdes De Los Santos and Michael DeSiato as Tax Partners to the Firm’s Coral Gables office.
Formerly with CBIZ Inc. and Mayer Hoffman McCann P.C., Danner and DeSiato join Cherry Bekaert after a recent acquisition that also included 23 associates. Prior to her arrival, De Los Santos was a tax director at a national public accounting firm.
“As we continue our expansion efforts in the South Florida market, it is essential for the Firm to have professionals with a strong connection to our local communities,” says David W. Appel, Managing Partner of Cherry Bekaert’s South Florida practice. “The addition of Steve, Lourdes and Mike helps broaden Cherry Bekaert’s reach into the market with seasoned tax professionals known for delivering valuable solutions and advice to their clients.
A member of Cherry Bekaert’s Real Estate & Construction industry group, Stephen Danner provides guidance to partnerships and limited liability companies for real estate activities. Possessing over 30 years of national and regional public accounting firm experience, he has helped numerous closely-held companies reduce their current income taxes while planning for a successful transition or sale of the business. Also an expert in tax and estate planning with an emphasis on preserving wealth, Danner is well versed in creating charitable planning strategies related to estate planning and creditor protection. Danner received a Bachelor of Arts in Economics and Master of Business Administration at Tulane University. A licensed Certified Public Accountant and Certified Fund Specialist, he is a member of the American Institute of Certified Public Accountants (“AICPA”) and Florida Institute of Certified Public Accountants (“FICPA”). Danner is also a board member, treasurer and chair of the Finance Committee of Carrfour Supportive Housing, and board member, Executive Committee member, chair of the Endowment Committee, and Investment Committee member of the United Way of Miami Dade.
With more than 20 years of public accounting experience, Lourdes De Los Santos specializes in serving middle-market companies and being a trusted advisor for personal tax planning and compliance needs. Her taxation expertise includes closely-held businesses, partnerships, S-Corporations, financial institutions, high-net-worth individuals, real estate and construction industries and multistate large corporations, as well as international tax compliance. Earning a Bachelor of Accounting degree and Master of Science degree in Taxation, De Los Santos is a graduate of Florida International University. A Certified Public Accountant, she maintains professional memberships with the AICPA, FICPA and Estate Planning Council of Greater Miami. Within the South Florida community, De Los Santos is heavily involved in the Greater Miami Chamber of Commerce and as a board member with the March of Dimes’ Miami-Dade Monroe Chapter.
A member of the Firm’s Real Estate & Construction industry group, Michael DeSiato focuses on tax planning and compliance for growing middle-market companies. With over 35 years of public accounting experience, he advises clients on asset and estate tax planning, tax reduction strategies, tax credits and incentives, and personal financial and exit planning matters. Further, DeSiato has experience working with clients in the real estate, construction, manufacturing, distribution, travel and broadcast industries. Holding specialty designations including Certified Public Accountant, Certified Exit Planner and Certified Financial Planner, DeSiato is a member of the AICPA, FICPA and Construction Financial Management Association. In addition to speaking at various conferences for professional organizations, he has authored articles on tax matters for local and national publications, is treasurer of the Construction Financial Management Association (Miami-Dade Chapter), and was former president of the Greater Miami Tax Institute. An alumnus of Florida International University, DeSiato received a Bachelor of Accounting degree and Master of Science degree in Taxation.
FTI Consulting announced today the appointment of Clare Hartnell as a Senior Managing Director in the Company’s European Tax Advisory practice. Clare will focus on real estate tax, working closely with Marvin Rust.
Clare has more than 25 years of experience in advising businesses in the real estate sector on taxation. Most recently, Clare sat as Global Leader of Grant Thornton’s Real Estate & Construction practice, where for 13 years she helped companies augment their value and navigate changing taxation policies. At FTI Consulting, Clare will advise property businesses ranging from regeneration projects to significant investors and developers on commercial and tax issues.
Commenting on today’s announcement, Marvin Rust, Head of the European Tax Advisory practice at FTI Consulting, said, “Clare is the perfect fit for our practice. The team currently provides a range of services to the real estate sector, including tax advisory, due diligence and transactional support. Clare’s experience in providing commercially-driven tax advice complements the service we provide to clients looking to increase the value of their businesses.”
Commenting on her appointment, Clare Hartnell said, “I am delighted to be joining FTI Consulting, a leader in real estate advisory services. The Company’s Tax Advisory practice and Strategic Communications segment both act for a number of household names in the real estate sector, whom I look forward to working with.”