[private] Lyerly has joined Nexsen Pruet as a member (partner). He will be based in Charlotte and practice in the firm’s Tax and Estate Planning Groups.
Prior to joining Nexsen Pruet Lyerly was a partner at PricewaterhouseCoopers in Charlotte. During his 20 years with that firm he advised high-net-worth clients on matters related to taxation, estate planning, wealth transfer and charitable giving.
“Robert joining our firm is very exciting as we focus on strengthening Nexsen Pruet’s presence in North Carolina,” said Sean Phelan, managing member of Nexsen Pruet’s Charlotte office. “Client service is always the top priority. Bringing onboard an experienced tax attorney and certified public accountant in Charlotte combined with opening our Raleigh office one year ago is indicative of our commitment to serving all of our clients across the Carolinas.”
Lyerly is a member of the North Carolina Bar Association and the Mecklenburg County Bar. He is a Certified Public Accountant and is a member of the American Institute of CPAs and the North Carolina Association of CPAs as well as past president and current member of the Charlotte Estate Planning Council.
He earned his A.B. Accounting degree, valedictorian, from Pfeiffer University and his M.B.A. and law degree from the University of North Carolina at Chapel Hill.
Lyerly and his wife, Sandy, live just south of Charlotte in Indian Trial. They have three adult children. Lyerly has been active in church, community and charitable affairs and has served as a coach and as a board member of youth athletic organizations in the Charlotte area[/private]
Nexsen Pruet, LLC is one of the largest law firms in the Carolinas, with more than 170 attorneys and offices in Columbia, Charleston, Greenville, Hilton Head, and Myrtle Beach, S.C. as well as Charlotte, Greensboro, and Raleigh, N.C. Founded in 1945, Nexsen Pruet provides a broad range of legal services to the business community and represents companies and other entities in local, state, national, and international venues.
The Internal Revenue Service today announced the selection of [private]Michael Danilack as Deputy Commissioner (International) for the Large and Mid-Size Business Division.
In his position, Danilack will oversee a wide range of issues relating to international tax matters. These include ensuring consistent tax treatment of U.S. taxpayers concerning international issues, providing timely and effective implementation of tax treaty and tax information exchange and advising the Large and Mid-Size Business Commissioner on issues involving international tax administration.
“Michael brings 25 years of experience and broad expertise inside and outside the government to this critical position,” said Steven T. Miller, IRS Deputy Commissioner for Services and Enforcement. “In addition to his work in the private sector, Michael has also previously served in one of the key IRS legal positions supporting international tax law. As recent months have illustrated, globalization continues to increase the importance of international tax issues, and Michael is well positioned to help our efforts.”
Danilack comes to the IRS from the Washington, D.C. office of Burt, Staples and Maner, LLP, a law firm that specializes in international tax law. Prior to this, he worked as a principal at Deloitte Tax, LLP, focusing on cross-border tax matters. From the mid-1990s to 2000, Danilack served as IRS Associate Chief Counsel (International) overseeing the legal staff responsible for the interpretation, enforcement and litigation of all international provisions of the U.S. revenue laws. Prior to this, he served as an assistant to the IRS Commissioner.
Danilack received his undergraduate degree from University of Pennsylvania in 1982 and earned a J.D. and LL.M. degree from New York University School of Law.[/private]
Baker & Hostetler LLP have announced that[private] Paul Schmidt has been appointed firmwide Chair of Baker Hostetler’s Tax Group. Schmidt succeeds Jeffrey Paravano, who was recently named Managing Partner of the firm’s Washington, D.C., office.
Schmidt is former legislation counsel to the Joint Committee on Taxation and has served as the firmwide practice team leader for the firm’s International Tax Practice Team and as Coordinator of the Tax Group for the Washington, D.C., office. Schmidt will continue his practice which includes representation of several FORTUNE 500 corporate clients in industrial, energy, and commodities businesses, as well as financial institutions in connection with international tax issues.
In his new role, Schmidt will oversee the client service, strategic planning, quality assurance, growth and development of the nearly 80-attorney group, as well as oversee the Group’s Coordinators in all 11 offices. Among the largest law firm tax practices in the United States, Baker Hostetler’s Tax Group includes attorneys who have served in senior positions at the Department of Treasury, the IRS, the Department of Justice, the Joint Committee on Taxation and in various other positions in the Executive Branch and on Capitol Hill.
“Paul’s extensive experience, in both the private sector and with a government agency, give him the knowledge and perspective to lead our national Tax Group,” said Steven Kestner, national Executive Partner of the firm. “Paul’s deep understanding of tax law and its implications for our clients make him ideally suited to lead the Group. I am confident he will continue to build on the success of one of Baker Hostetler’s strongest and largest practices as it plays a key role in our forward looking strategy of smart growth.”
“I am looking forward to continuing to build on the strength of our national Tax Group,” Schmidt said. “From international tax and controversy, to shelter compliance and private wealth, our Tax Group is among the nation’s elite. Clients are also finding that our Benefits, Executive
Compensation and Government Policy practices, all within the Tax Group, are extremely valuable resources during this time of legislative change.”[/private]
About Baker Hostetler
Founded over 90 years ago in 1916, Baker Hostetler is among the nation’s 100 largest law firms with 600 attorneys coast to coast. The firm has 11 offices nationwide: Chicago, Cincinnati, Cleveland, Columbus, Costa Mesa, Denver, Houston, Los Angeles, New York, Orlando and Washington, D.C. Its five primary practice groups are Business, Employment, Intellectual Property, Litigation and Tax. For more information, visit the website: www.bakerlaw.com
Sutherland Asbill & Brennan LLP has announced that [private]Richard A. Hartnig has joined the firm as Of Counsel in the Tax Practice Group, based in the Atlanta office. Mr. Hartnig, who recently retired from PricewaterhouseCoopers, will advise clients regarding international tax matters, including the tax aspects of cross-border mergers, acquisitions, divestitures, reorganizations, financings, cash repatriations and intercompany transactions.
“Richard has extensive experience managing and resolving international tax matters as a result of his years at the IRS and with PricewaterhouseCoopers,” said Tax Practice Group Leader Jerome B. Libin. “He is a valuable addition to our group, and our clients will benefit from his knowledge in the international tax field.”
Mr. Hartnig has more than 30 years of experience providing tax advice to Fortune 1000 and major inbound companies, including leaders in the insurance, energy, paper and building products sectors. Mr. Hartnig has also served with the IRS Office of Chief Counsel, and was formerly a partner at Troutman Sanders in Atlanta.
Sutherland’s prominence in tax dates back to the founding of the firm more than 85 years ago. Today, our tax practice is composed of more than 85 attorneys representing many of the world’s largest and most prominent corporations – including more than 20 of the Fortune 100 – in every industry sector and in virtually every area of tax law, on the federal, international, state and local levels.[/private]
ABOUT SUTHERLAND ASBILL & BRENNAN LLP. _Sutherland Asbill & Brennan LLP is a law firm with global reach known for solving challenging business problems and resolving sophisticated legal issues for many of the world’s largest companies. Founded in 1924, the firm handles matters throughout the United States and worldwide. Seven major practice areas—corporate, energy and environmental, financial services, intellectual property, litigation, real estate, and tax—provide the framework for an extensive range of focus areas, allowing Sutherland attorneys to serve a diverse client base that ranges from small and medium-sized start-up businesses to a significant number of Fortune 100 companies.
[private]Nick Dunnell and Rhoddy Voremberg have joined Farrer & Co as partners within the private client team as part of the ongoing investment in the firm.
Nick specialises in onshore and offshore trusts and personal tax planning, including inheritance tax, capital gains tax and income tax. He advises trustees and individuals (particularly foreign domiciliaries) on tax, succession and wealth protection generally, including tax efficient structures for holding UK properties and other assets, and how to remit funds to the UK without undue exposure to tax. He also advises foreign resident individuals on pre-immigration planning and UK residents on becoming resident outside the UK.
Rhoddy advises on estate planning, all aspects of UK trusts, succession and taxation. He specializes in advising landowners on preserving their estates, family succession, heritage property, land development and other aspects of the diversification of estate businesses.
Jim Edmondson, Head of the Private Client team said, “In addition to their technical expertise both Nick and Rhoddy bring considerable understanding of the needs of clients in their particular sectors. Nick will be working with our International Private Wealth and Entrepreneurs and Families in Business groups whilst Rhoddy will bring his significant experience in advising landed estates including complex land development schemes to further enhance our Landed Estates group.[/private]
Plum Creek Timber Company, Inc. (NYSE:PCL) announced today that [private]Bob Jirsa has been named vice president, government relations; he will continue to oversee the company’s government relations program. John Hobbs has been named vice president, investor relations and will continue to lead the company’s investor relations function. Dan Tucker has been named vice president, tax and will continue to lead
the company’s tax department.
“These appointments recognize the significant contributions Bob, John and Dan have made to creating long-term value for Plum Creek,” said Rick Holley, president and chief executive officer. “In their respective roles, each has continually demonstrated the highest level of professionalism and responsibility, and our constituencies recognize their performance. They have served the company well for many years and these appointments recognize their commitment and dedication.”
Jirsa joined Plum Creek in 1994 as director, corporate affairs. Prior to that, he was with Alaska Airlines, serving as vice president of public affairs, and with ARCO as director of government affairs. Hobbs joined Plum Creek in 2001 as director of investor relations. He previously was the director of investor relations with Georgia Pacific in Atlanta. Tucker joined Plum Creek in 1998 as director of tax. Prior to that, he was a senior tax manager at PricewaterhouseCoopers and Ernst & Young.
Plum Creek is the largest and most geographically diverse private landowner in the nation with approximately 7 million acres of timberlands in major timber producing regions of the United States and wood products manufacturing facilities in the Northwest., Inc. (NYSE:PCL) has announced that [private]Bob Jirsa has been named vice president, government relations; he will continue to oversee the company’s government relations program. John Hobbs has been named vice president, investor relations and will continue to lead the company’s investor relations function. Dan Tucker has been named vice president, tax and will continue to lead
the company’s tax department.
“These appointments recognize the significant contributions Bob, John and Dan have made to creating long-term value for Plum Creek,” said Rick Holley, president and chief executive officer. “In their respective roles, each has continually demonstrated the highest level of professionalism and responsibility, and our constituencies recognize their performance. They have served the company well for many years and these appointments recognize their commitment and dedication.”
Jirsa joined Plum Creek in 1994 as director, corporate affairs. Prior to that, he was with Alaska Airlines, serving as vice president of public affairs, and with ARCO as director of government affairs. Hobbs joined Plum Creek in 2001 as director of investor relations. He previously was the director of investor relations with Georgia Pacific in Atlanta. Tucker joined Plum Creek in 1998 as director of tax. Prior to that, he was a senior tax manager at PricewaterhouseCoopers and Ernst & Young.[/private]
Plum Creek is the largest and most geographically diverse private landowner in the nation with approximately 7 million acres of timberlands in major timber producing regions of the United States and wood products manufacturing facilities in the Northwest.
[private]San Diego-based wealth management firm Rowling, Dold & Associates LLP (RDA) joined Moss Adams Wealth Advisors LLC, the wealth management division of Moss Adams LLP.
The combination boosts Moss Adams Wealth Advisors assets under management (AUM) to more than $1 billion—an impressive milestone given the current economic climate—and an important threshold in operational scale and market presence.
The RDA team is led by Sheryl Rowling, Certified Public Accountant and Personal Financial Specialist (CPA/PFS), who joins Moss Adams as a partner. According to Rowling, “Joining up with Moss Adams will allow us to focus on what we do best—enhancing the wealth of our clients—while gaining valuable new resources and support.”
Rowling holds an M.B.A. in finance and a B.S. in accounting from San Diego State University and has provided tax and financial planning advice since 1979. Active in her field, Rowling has been named a Top Wealth Manager by Bloomberg (2004-2009) and Best Personal Wealth Manager by San Diego Business Magazine (2005-2009). She was also named one of the nation’s top 250 financial advisors by Worth magazine and listed as one of Accounting Today’s Top 100 Most Influential in Accounting. Her book, Tax and Wealth Strategies for Family Business, published by CCH, is a leading publication among financial professionals
Like Moss Adams Wealth Advisors, RDA provides comprehensive financial planning and investment management to business owners and high net worth individuals, integrating all aspects of an individual’s business and personal wealth.
“Given the RDA client approach and philosophy,” says Rebecca Pomering, Chief Executive Officer of Moss Adams Wealth Advisors, “there probably isn’t a more ideal fit out there for Wealth Advisors. We are committed to the highest caliber of wealth management and are focused on premier client service and growth in each of our core markets. This combination will allow us to expand our market presence in Southern California with a firm that is a perfect fit for us and our clients.”
Co-advisor Lisa Saxton, CFP, joins Moss Adams Wealth Advisors as Financial Advisor after having been with RDA for eight years. Additional team members include Amanda Baker, Associate Advisor, and Sylvia Fitzgerald, Administrative Assistant. [/private]
Moss Adams Wealth Advisors LLC is an independent investment advisory firm registered with the U.S. Securities and Exchange Commission, and an affiliate of Moss Adams LLP. Moss Adams Wealth Advisors has provided personal wealth management, financial planning and insurance services since 1988.
[private]Dr Juanita Brockdorff has been appointed partner at KPMG. Ten years ago, Dr Brockdorff graduated as a lawyer from the University of Malta, following which she proceeded to read for a Master’s degree in Inter-national Tax Law at the University of Leiden in The Netherlands. After obtaining the degree summa cum laude, she returned to Malta where she joined KPMG in 2002. At KPMG, Dr Brockdorff has dealt with and continues to deal with international corporate tax issues, with her advice covering both direct and indirect taxation. She is particularly interested in the EU’s impact on tax law. Her work has been published in international tax journals such as European Taxation, EC Tax Review, Intertax, and Captive Review. She also contributed to A Decade of Case Law, a collection of essays on international tax published by the International Bureau of Fiscal Documentation.
Dr Brockdorff regularly delivers presentations about taxation, both locally and overseas, and for a number of years she lectured the Advanced Taxation module for the Association of Chartered Certified Accountants, and in the course leading to the Advanced Diploma in International Taxation issued by the UK Chartered Institute of Taxation. Dr Brockdorff also acts as examiner of tax dissertations submitted to the University of Malta, serves on the Council of the Institute of Financial Services Practitioners and is a member of the International Fiscal Association.
Hat tip: The Malta Independent Online
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