International law firm McDermott Will & Emery today announced that it has named Dwight N. Mersereau as a partner in its U.S. and International Tax practice group, based in the Firm’s Washington, D.C. office. A prominent Washington tax practitioner, Mr. Mersereau has served inside the Internal Revenue Service and has been involved in shaping tax policy through legislation, U.S. Department of the Treasury regulation projects, revenue rulings, and private letter rulings He joins the Firm from the Washington office of Miller Chevalier.
Often consulted by policy makers grappling with difficult tax accounting issues, Mr. Mersereau has represented individual clients, industry associations, and client coalitions before Congress, the Treasury, and the Internal Revenue Service (IRS). He focuses his practice on large, multinational corporate clients in high-stakes policy, planning, and controversy matters. These projects typically involve complex, highly technical tax accounting issues often involving billions of dollars. Mr. Mersereau also represents clients involved in controversies with the IRS at all levels of the proceedings, including during examination, at Appeals, and in litigation before the United States Tax Court.
“It is a real pleasure to welcome Dwight to the Firm” said Lowell D. Yoder, partner and head of McDermott’s U.S. and International Tax practice group. “He is well known in Washington for the impressive results he obtains for his clients, which have included many of the country’s best-known manufacturers, financial institutions, retailers, and construction companies. Dwight brings an in-depth understanding of both tax policy and complex tax accounting issues to his work, which makes him particularly valuable in Washington.”
Mr. Mersereau’s government experience includes four years of service in the Internal Revenue Service’s Office of the Associate Chief Counsel (Income Tax & Accounting) from 1995 to 1999. Prior to that he served as Head Trial Counsel at the Charleston Naval Base and as a lawyer in the U.S. Navy’s Office of the Judge Advocate General.
A frequent speaker on tax matters, Mr. Mersereau is also a former Adjunct Professor of Law, Georgetown University Law Center. He received his J.D. from the University of New Mexico School of Law and holds a Master’s degree in Taxation from the University of Florida College of Law. Mr. Mersereau is admitted to practice law in the District of Columbia and the State of New Mexico. He is also admitted to appear before the United States Tax Court and the Supreme Court of New Mexico.
McDermott Will & Emery has one of the largest and most comprehensive law firm tax practices in the world, advising its clients on all tax-related areas, including corporate, tax controversies, employee benefits, private clients, state and local taxation, and international matters. The Firm’s depth of experience and sophisticated resources enable it to serve its clients’ every tax need. McDermott provides comprehensive tax services to clients, which means more time spent solving their tax problems and less time managing outside tax professionals.
Groom Law Group, Chartered, a Washington, D.C.-based law firm that focuses exclusively on employee benefits law, announced today that Juan Luis Alonso – a widely respected attorney with broad-based expertise in Puerto Rico employee benefits matters, has joined the Firm.
Before joining Groom Law Group, Alonso spent over a decade at McConnell Valdes LLC in Puerto Rico, most recently serving as Chair of the Employee Benefits team. He has an extensive background in the design and qualification of Puerto Rico and U.S. qualified and non-qualified retirement plans, ERISA litigation support, and Puerto Rico, U.S. tax code and ERISA compliance, including fiduciary issues. Alonso, who is also a CPA, worked for a Big 4 accounting firm for three years as a tax consultant before joining McConnell Valdes.
“Adding Juan Luis to our Plan Design and Taxation Group fits the firm’s strategic expansion plans – consistent with our goal to provide clients with ‘one-stop benefit services’ from a single location in the nation’s capital,” explains the Firm’s managing partner, John McGuiness.
McGuiness notes that many of the firm’s Fortune 500 clients maintain pension and savings plans for their Puerto Rico workers, and many other firm clients invest the funds of Puerto Rico plans. Groom has advised clients on plan qualification, distribution taxation, and ERISA issues on Puerto Rico plan matters for many years. Most recently, Groom has spearheaded efforts to persuade IRS and Treasury policymakers to provide relief for Puerto Rico plans to invest alongside their U.S. counterparts. Alonso’s expertise will greatly enhance Groom’s ability to meet client needs in this important area.
Extensive 2011 changes in the Puerto Rico tax code have further harmonized the plan qualification rules in the U.S. and Puerto Rico. McGuiness adds, “Juan Luis’ knowledge of Puerto Rico law – and of Hacienda’s policies and procedures – will complement and add substantial value to Groom’s practice in this area, benefitting firm clients.” Alonso will continue to be actively involved with Puerto Rico legislative and regulatory officials when working from the firm’s D.C. office.
Groom’s Plan Design and Taxation Group has a national reputation for its expertise in the design and operation of all forms of employee benefit programs. The firm provides services to Fortune 500 companies, trade associations, government entities, tax-exempt organizations, churches, and financial institutions – working with them to create and maintain a wide variety of employee benefit programs that adhere to the highest regulatory standards.
About Groom Law Group
Groom Law Group, Chartered ( www.groom.com ) is the premier employee benefits law firm in the United States with 55 attorneys dedicated to this dynamic and complex area of law. Groom provides clients with cost-effective, creative, and practical solutions to sophisticated benefits and tax law challenges.
Blusource has announced the merger of fellow accountancy recruiter Raynorwest into its group, forming Blusource Accountancy.
This new division will cover all levels and disciplines in professional practice firms and in house tax.
Blusource a prominent brand with the professional services community, throughout the Midlands, currently recruits within the Legal, Finance and Banking sectors from offices on Colmore Row, Birmingham.
Blusource Accountancy will build on what Raynorwest and Blusource has successfully been a part of for many years; continuing to support and develop the local business communities with regular events and sponsorship. Blusource are Patrons of Birmingham Forward, incorporating Birmingham Future.
Marie Weston joins as Managing Partner of the new business, whom will spearhead the growth of the practice in the West Midlands overall including two new sub divisions Blusource Tax and Blusource CF – a boutique recruiter for the Corporate Finance world.
Andrew Springhall CEO, added “the scale of Blusource’s operation gives the newly formed company: Blusource Accountancy, the opportunity to further improve the relationships and services offered to firms across the region, whilst maintaining the independence and flexibility that our clients both value”
Photo: Marie Weston, Managing Partner of Blusource Accountancy
Flick Gocke Schaumburg has appointed 5 New Partners as of January 2012
Associated partners Dr. Jens Eggenberger, Dr. Torsten Engers, Dr. Michael Hendricks, Dr. Carsten Schlotter and Marc Schmidt will become equity partners as of 1 January 2012. At the same time, six of the firm’s associates will join the ranks of the associated partners, and two associates will be appointed new directors of FGS Wirtschaftsprüfungsgesellschaft.
“These appointments reflect our continued progress along the path of mainly organic growth by promoting extremely capable, entrepreneurially-minded and particularly dedicated lawyers and economists,” explains Professor Thomas Rödder, Managing Partner of Flick Gocke Schaumburg. “We are proud of the outstanding achievements of our young colleagues and are delighted that we have been able to offer our professionals better-than-average prospects of becoming partners for many years.“
In the past few years, Flick Gocke Schaumburg has regularly appointed three to four equity partners from its own ranks. From January 2012, the partners of the firm will number 79, including 41 partners within the meaning of the German Act on Professional Partnerships (PartGG). The firm also has over 160 associates practicing in the areas of legal, tax and audit consultancy at its offices in Bonn, Berlin, Frankfurt and Munich.
The new equity partners as of 1 January 2012 are:
Dr. Torsten Engers was born in 1973 and works at the Frankfurt office. He qualified as a lawyer in 2003, has been a certified tax consultant since 2006 and is an expert advisor on international tax law. His work mainly focuses on issues of international tax law, the structuring of foreign investments in Germany, M&A and corporate reorganizations as well as the taxation of real-estate investments. Torsten Engers is also a lecturer at the University of Frankfurt.
Dr. Michael Hendricks was born in 1968 and is based in Bonn. A lawyer since 2001 and a certified tax consultant since 2006, his areas of specialization include litigation and procedural law, European and international tax law, business taxation and the taxation of reorganizations. He is a member of the German Tax Law Society and the International Fiscal Association. He has been a lecturer in international and European tax law at the University of Passau since 2007.
Dr. Carsten Schlotter was born in 1974 and works at the Bonn office. He has been a lawyer since 2004 and a certified tax consultant since 2009. He specializes in corporate reorganizations, accounting law, international tax law, the taxation of artists and athletes, constitutional aspects of tax law and tax litigation. Carsten Schlotter is a member of the German Tax Law Society.
Marc Schmidt was born in 1969 and is based in Bonn. He has been a certified tax consultant since 1998 and a public auditor since 2000. His field of expertise comprises auditing, accounting law, tax
audits and M&A transaction services. As well as working as an advisor, he lectures at the Federal Financial Academy in Brühl.
The following associates have been appointed associated partners:
Dr. Tanja Schienke-Ohletz, lawyer and certified tax consultant, Frankfurt. Jeanette Witte, public auditor and certified tax consultant, Bonn. Dr. Markus Adick, lawyer, Bonn. Dr. Marc Alexander Göb, lawyer, Bonn.
Dr. Carsten Lange, certified tax consultant, Bonn. Dr. Peter Möllmann, lawyer and certified tax consultant, Berlin.
The following associates will become new directors of FGS Wirtschaftsprüfungsgesellschaft from 1 January 2012:
Johannes Kracke, public auditor and certified tax consultant, Bonn. Christian Stürke, public auditor and certified tax consultant, Bonn.
CMS DeBacker promotes Olivier Querinjean to partner
Belgian law firm, CMS DeBacker, today announced Olivier Querinjean’s promotion to partner in the
firm’s Tax practice.
Olivier, who joined the firm in 2001, specializes in national and international tax law. He has particular
experience of the tax aspects of M&As, restructurings, transfer pricing and structured financings and has developed extensive expertise in international tax agreements and expat taxation. Olivier is particularly interested in cross-border transactions, advising companies, senior management and shareholders. He assists private clients in the organisation of their tax and estate matters. In this
context he negotiates agreements with tax authorities and conducts both administrative and judicial
The firm’s Tax practice, headed by Didier Gregoire, now numbers six lawyers, including two
partners. The team advises both companies and private clients, dealing with all aspects of tax law,
Stanislas van Wassenhove, Managing Partner, said: “Olivier is a brilliant, highly reactive lawyer with
a keen understanding of client needs and I would like to commend him for it. Working relentlessly, he
developed a cutting-edge expertise in a very technical field and is appreciated for his solid yet
creative solutions. His nomination again demonstrates that CMS DeBacker’s supportive and
encouraging environment genuinely gives trainees a shot at making partner.”
Olivier holds a law degree from the Université Catholique de Louvain (2000) and a special tax law
degree from the Ecole Supérieure des Sciences Fiscales (2001). In addition, he is a member of the
International Fiscal Association (IFA) and lectures on tax law at the Facultés Universitaires de Mons
Donaldson Company, Inc. DCI +0.64% , announced today that its Board of Directors has elected Daniel J. King to Director of Tax, effective immediately.
King, 39, is replacing Miles Anderson, who was promoted to Director, Global Planning and Analysis, in November. King joined Donaldson in April 2007 as Manager of Tax. Prior to joining Donaldson, King worked at Robert Bosch LLC, Telex Communications, and PricewaterhouseCoopers LLC. King graduated with both a Bachelor’s degree in Accounting and a Master of Business Taxation degree from the University of Minnesota.
About Donaldson Company, Inc.
Donaldson is a leading worldwide provider of filtration systems that improve people’s lives, enhance our Customers’ equipment performance, and protect our environment. We are a technology-driven Company committed to satisfying our Customers’ needs for filtration solutions through innovative research and development, application expertise, and global presence. Our over 12,000 employees contribute to the Company’s success by supporting our Customers at our more than 100 sales, manufacturing, and distribution locations around the world.
Mason Hayes & Curran have announced the appointment of David Burke as a Partner in their tax team. The team works with overseas counsel on complex transactions using Ireland as a platform for global economic activity.
Mr Burke was previously a senior manager with Macquarie Bank.
He joins existing tax partners John Gulliver and Robert Henson.
For Credit Suisse on their ‘Titan Europe’ commercial mortgage backed securitisation (CMBS) programme using Irish issuer vehicles
For Citigroup, Deerfield, CQS and JP Morgan on collateralised loan obligation (CLO) transactions involving Irish and other issuers
For Barclays on proposals to acquire a portfolio of German distressed debt
For UBS as arrangers of a securitisation of UK ground rents
For Swiss Re and Munich Re on their catastrophe bond programmes
For banks and hedge funds on derivative, repo and stock lending transactions
Developing structures for an investment bank to acquire various assets, including mobile telecommunication towers located in Ireland and pan-European car leasing portfolios
For Barclays, RBS, HBOS and Lloyds, writing finance and operating leases of ships and aircraft and the subsequent hive-down and disposal of the lease portfolios
Assisted counsel on the leading tax case of BMBF v Mawson (disputed claim by Barclays for capital allowances on Bord Gais’ gas interconnector)
Matt joins with 12 years industry experience, having originally trained with another “Big 4” firm. In his role at Diageo, Matt was responsible for leading the business risk and transfer pricing for the group including establishing and managing its global transfer pricing policy, processes and documentation. Additionally he managed a number of transfer pricing audits across the globe including here in the UK.
KPMG’s UK Transfer Pricing team also welcomes Komal Dhall, a partner from KPMG’s US Transfer Pricing practice, who recently joined the team on a two year secondment. Komal has considerable experience in a whole range of Transfer Pricing issues affecting large corporates. One of her main roles will be to strengthen the links between KPMG’s London and the New York practices.
John Neighbour, who has led the UK Transfer Pricing team since 2007, has been appointed deputy leader of KPMG’s global GTPS practice. Taking advantage of the unique reputation he has in the global market (having previously held senior positions at the OECD and HMRC) John will work with the rest of the Global Transfer Pricing Services leadership to build KPMG’s Transfer Pricing services internationally.
With John Neighbour’s move to this global role, Stuart McDougall, who joined KPMG in the UK from Procter and Gamble in 2006, has taken over leadership of KPMG’s Transfer Pricing practice in the UK. Stuart brings his experience in industry and from leading the regional KPMG Transfer Pricing team to the challenge of growing this fast moving area.
Stuart McDougall, head of transfer pricing at KPMG in the UK, said: “I am delighted to be taking on the leadership role at the UK transfer pricing practice and to welcome Matt and Komal to our team. As businesses become ever more multi-national and complex, transfer pricing is becoming increasingly important and there is growing demand for advice in this area. We have enjoyed solid growth under John Neighbour’s stewardship and I look forward to working with colleagues to continue that success.”