Deloitte, the business advisory firm, has today announced the appointment of expatriate services expert, [private]Martin Dwyer. Martin joins as a director within the firm’s global employer services group following a 35-year career at HM Revenue & Customs (HMRC).
Martin was the former head of HMRC’s expatriate employer compliance unit and senior operational adviser to the HMRC expatriate forum. He is reunited at Deloitte with three former HMRC expatriate specialists: Harvey Smith, Jason Mather and Rob Pearce giving the firm a unique insight into HMRC’s approach to expatriate taxation.
Robert Hodkinson, international assignment services leader at Deloitte, says: “We are delighted to welcome Martin Dwyer to the firm. His vast knowledge and intimate understanding of compliance with HMRC’s expatriate policy will be a great asset to our clients.
“This group of former HMRC specialists, now joined by Martin, have in excess of 50 years valuable experience in directing, leading and concluding HMRC expatriate enquiries, and provide Deloitte with a unique insight into HMRC’s strategic approach to expatriate taxation, risk assessment, case selection and the intervention process.”
Martin Dwyer comments: “As a team, we will be able to assist clients in all aspects of expatriate enquiry handling, for example employer compliance reviews by HMRC. We will also be able to aid companies in reducing the possibility of HMRC employer interventions by assessing their exposure to risks, and focusing on potential areas of weakness in processes and systems that are subject to the recently introduced Senior Accounting Officer regulations.”[/private]
Fasken Martineau, a leading international business law and litigation firm, announced today that[private] Christopher Steeves has joined as a partner with the firm’s Tax group.
Prior to joining Fasken Martineau, Chris managed the tax practice of another major Canadian law firm in Toronto.
“Chris’ decision to join our firm is a great boost to our busy tax practice in Toronto. Chris is widely recognized for his expertise in tax law and he brings great leadership skills,” said Wally Palmer, the firm’s managing partner in Ontario.
Best Lawyers in Canada has recognized Chris as one of Canada’s leading tax lawyers. PLC Which Lawyer? also recommends Chris in Ontario, noting his strong focus on advising on the tax issues arising out of cross border transactions for clients across a broad range of industries.
Chris brings more than 15 years of experience with a wide array of tax matters, including business structures and tax planning, international tax and cross-border issues, securities and corporate finance, transfer pricing, and tax disputes. He also has significant experience with the financial services sector and public-private partnership (P3) projects.
Chris completed both his undergraduate degree and his law degree at Queen’s University.[/private]
About Fasken Martineau DuMoulin LLP
Fasken Martineau, which ranks among the three largest law firms in Canada, is a leading international business law and litigation firm. With over 650 lawyers, the firm has offices in Vancouver, Calgary, Toronto, Ottawa, Montréal, Québec City, London, Paris and Johannesburg. For additional information, please visit the firm’s website at www.fasken.com.
Niche recruitment specialist, Pure Search & Selection, has announced the appointment of interim recruitment consultant Georgina Norris to the Taxation Interim team in the UK. Georgina will supplement the market-leading Interim Taxation team specialising in the placement of junior to mid-level candidates within financial services on an interim and fixed term contract basis.
Georgina joins after a successful period at a well-known listed recruitment company where she built relationships for clients ranging from investment and retail banks through to asset management and private equity firms in London.
Charles Ferguson, Managing Director of Pure Search & Selection commented, “Georgina’s strong record in interim recruitment for financial services firms in London compliments our mission to continue to be the UK’s leading permanent and interim taxation recruitment consultancy by offering our clients an efficient, knowledgeable and friendly service. Georgina embodies our culture and mission, making her an excellent addition to the now four-strong team of interim tax recruitment experts.
Pure Search & Selection’s Taxation division has 17 dedicated recruiters focussing on all areas of qualified tax recruitment, in-house and practice, in the UK, EMEA and Asia Pac regions.
EagleBank is proud to announce the addition of[private] Steven M. Wiltse, to its Northern Virginia Advisory Board. The Northern Virginia Advisory Board represents the Bank in the Northern Virginia market, and its members act as liaisons between the Bank and the community.
Mr. Wiltse is a co-founder of Argy, Wiltse & Robinson, P.C. and has over 25 years of diversified tax experience, with expertise in the government contracting, technology, real estate and other service industries. As a tax partner, he is responsible for overseeing and managing proactive tax planning activities, addressing complex tax issues, and providing tax compliance services for closely held corporations and partnerships. Throughout his career, Mr. Wiltse has managed numerous tax engagements for both large and small corporations and partnerships. He has provided tax consultation services to a variety of clients on numerous complex business issues and transactions, including reorganizations, tax-free exchanges and mergers and acquisitions.[/private]
Eagle Bancorp, Inc. is the holding company for EagleBank, which commenced operations in 1998. The Bank is headquartered in Bethesda, Maryland, and conducts full service banking services through fourteen offices, located in Montgomery County, Maryland, Washington, D.C. and Northern Virginia. The Company focuses on building relationships with businesses, professionals and individuals in its marketplace.
Ogier, a leading offshore legal and fiduciary services firm, announced today the appointment of [private]Zac Lucas to Partner in the firm’s British Virgin Islands office.
“Ogier seeks to appoint the finest practitioners in their chosen fields and Zac is both a leader and innovator in the Private Wealth and Trust world. His appointment signifies our ongoing commitment to the evolution of the BVI office and market, and Ogier’s dedication to the provision of service excellence.”
The latest in a series of significant lateral hires, Mr. Lucas joins Ogier from Harney Westwood & Riegels in BVI where he was a Partner and Head of the Trusts team. Previously, he practiced at Russell – Cooke Solicitors in London where he focused on tax and estate planning for high-net-worth families and individuals.
Michael Fay, Managing Partner of Ogier BVI added, “Ogier seeks to appoint the finest practitioners in their chosen fields and Zac is both a leader and innovator in the Private Wealth and Trust world. His appointment signifies our ongoing commitment to the evolution of the BVI office and market, and Ogier’s dedication to the provision of service excellence.”[/private]
Ogier remains unique as the only offshore firm that has a substantive presence in each of the four leading offshore centres – BVI, Cayman, Guernsey and Jersey.
Orrick Hölters & Elsing announced today that on April 1, 2010 [private]Jutta Schneider will join the firm as partner in its Tax Group, resident in Frankfurt.
“As corporate and M&A activity begins to revive, having high-quality, global tax support is absolutely critical for the growth of our corporate finance practice,” said George Wolf, chair of Orrick’s Tax Group. “Jutta is an experienced tax lawyer with a valuable mix of both cross-border finance and corporate tax work.”
“Our German transactional practices continue to expand as we have taken on several significant corporate transactions recently,” said Arno Frings, head of Orrick’s German offices. “Jutta’s experience, entrepreneurial approach and skill-set align well with our practice and client mix.”
Previously with Clifford Chance and its German predecessor firm Pünder, Volhard, Weber & Axster for more than 17 years, Jutta Schneider has a wide range of experience advising on German and international finance and corporate related tax matters.
“Orrick’s culture and strategic direction make me very enthusiastic about this move,” said Jutta Schneider. “Orrick’s platform will allow me to rapidly expand my practice and play a key role in the development of our German domestic and cross-border transactional practices.”
Jutta Schneider is admitted to practice as attorney-at-law in Germany and New York and as a German tax advisor. She attended law school at Philipps University in Marburg, Germany and earned her LL.M. degree from the University of Virginia in 1991.[/private]
A former Fortune 500 company division director and experienced trusts and estates lawyer who focuses on estate and gift taxation, generation-skipping tax and charitable planning has joined Fulbright’s Trust and Estates practice.
[private]Glen Eichelberger joins Fulbright as a partner from Merrill Lynch, where he served as the head of the Family Office Services, a division of Merrill Lynch’s Private Banking and Investment Group.
“Glen has a strong track record in trusts and estates and brings experience as a lawyer and trusted client advisor across a variety of financial and legal issues,” said Steven B. Pfeiffer, the Chair of Fulbright’s Executive Committee.
With almost 20 years of experience, Eichelberger’s practice is dedicated exclusively to wealth transfer planning. He focuses on complex estate and philanthropic planning for clients of substantial wealth. Eichelberger also has experience educating clients on available estate planning options and techniques, overseeing the implementation of client estate plans and managing the ongoing administration of all aspects of such plans. Additionally, he has a solid background in overall risk management and insurance planning, family business entity consulting, philanthropic planning and administration.
“Glen is an ideal fit given his unique experience with the financial industry and his extensive understanding of trust and estates issues that families and individuals face,” said Jack Allender, head of Fulbright’s Tax Department. “Fulbright’s trust and estates lawyers offer strategic counsel to those looking for guidance related to complex wealth succession planning and estate administration matters. We are pleased to have Glen join our team.”
Fulbright’s Trust and Estates practice group handles a wide range of legal matters for private clients involving tax sensitive estate planning and estate administration, trust administration, charitable gift planning, advice for charitable organizations and related planning and litigation matters. Fulbright has long recognized the importance of superior legal advice for executors of estates, fiduciaries and trustees. The firm’s experienced lawyers continue to uphold this standard by demonstrating high quality client service.
“Fulbright’s highly regarded trusts and estates practice together with its focus on client service made it the right next step,” Eichelberger said. “I am proud to join such a distinguished team of lawyers who share my desire to provide counsel and service, which exceeds client expectations.”
Eichelberger is the immediate past chair of the Houston Bar Association’s Probate, Trust and Estate Section. He is a Certified Public Accountant and received both his B.B.A. and his M.B.A. from Baylor University and his J.D. from the University of Houston Law Center.[/private]
Morgan Lewis today announced the addition of [private]Kimberley Reeder—a leading State and Local Taxation (SALT) practitioner—to the firm’s Tax Controversy and Consulting Practice, resident in Northern California. Kim is a leading State and Local Taxation (SALT) practitioner, whose experience advising corporations on state tax issues in California and across the country will add significant depth to the firm’s capabilities in Silicon Valley and beyond.
“As the states continue to aggressively pursue tax dollars, Kim—who has earned a national reputation for advising major corporate clients on complex state and local tax planning and controversy issues—fits perfectly with our group’s vision of providing integrated controversy, consulting, and policy advice to our clients,” said Gary Wilcox, head of the firm’s Tax Controversy and Consulting Practice and former IRS Deputy Chief Counsel.
Prior to joining Morgan Lewis, Kim was a tax principal at KPMG and the partner in charge of state and local tax for its Bay Area Business Unit. In that role, Kim managed approximately 25 state and local tax advisors and consulted on numerous California and multistate income/franchise and sales tax issues arising in the context of controversies, compliance, and financial reporting. She also has a substantial range of experience representing clients in state and local tax controversy and litigation matters. Her prior law firm experience includes Baker & McKenzie and McDermott, Will & Emery.
“Kim and I worked together at my prior firm on a number of occasions, and she provided invaluable assistance to many Fortune 500 clients on state and local tax issues,” noted Mary “Handy” Hevener, a partner in the firm’s Employee Benefits and Executive Compensation Practice. “With so many employers facing state payroll audits, Kim’s experience will serve our clients well.”
The firm’s West Coast tax practice has grown steadily since its founding just over three years ago with the arrival of two former Fenwick & West partners. “Kim’s client-centric touch will enhance our collaborative team approach to solving client issues,” said international tax partner Bart Bassett. “Kim is looking forward to further expanding her practice as she moves into a law firm with deep bench strength in controversy and litigation,” added Bill Colgin who, like partners Miriam Fisher and Mark Matthews in Washington, D.C., is a former Justice Department lawyer and a nationally known tax controversy expert.
Kim arrives at Morgan Lewis as the firm marks the seventh anniversary of its expansion into Northern California, which the firm celebrated in Menlo Park last week. “Kim is yet another top-level addition to our growing pool of talent in the Palo Alto office,” said Tom Kellerman, Managing Partner of Morgan Lewis’s Palo Alto office and a partner in the firm’s Business and Finance Practice.[/private]
