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Goodwin Procter today announced that Ben Eaton has joined the firm as a partner in its London office. Eaton comes to Goodwin from Allen & Overy in London.

As a member of the firm’s Tax Practice, Eaton’s initial focus will be on tax matters involving investment funds and real estate transactions. He has considerable experience advising on the tax aspects of numerous types of funds, including private equity, infrastructure/renewables, debt, hedge and real estate. In addition to his multi-sector expertise in the fund formation area, he has advised clients on all aspects of real estate work, including investment, financing, development and leasing as well as cross-border transactions.

“We are delighted to have Ben join Goodwin as we continue to expand our client offering in London,” said Regina M. Pisa, Chairman of Goodwin Procter. “His experience in handling complex and sophisticated tax matters for clients on a wide range of substantial transactions further extends our ability to offer clients a comprehensive, sector-focused group of specialists in the real estate and private equity industries.”

“Ben’s arrival is the latest piece of our London build, supporting our strategic plan and adding to our existing capability in funds, real estate and financial services regulatory work.,” added David Evans, London Office Chair.  “He brings deep sector and cross-border expertise to our practice as we continue to grow our transactional team.”

Eaton has significant experience advising funds, banks and sovereign wealth clients based in Asia, Europe, the Middle East and the United States on investment, financing, development, leasing, fund formation and debt matters.

He is a member of the Stamp Duty Subcommittee of The Law Society and of the Stamp Taxes Practitioners Group, and a former member of the Tax Committee of the Investment Management Association and is admitted as a solicitor of the Supreme Court of England and Wales. Eaton received his LL.M from Selwyn College, Cambridge University; his Law Society Finals from College of Law, Chester; and his BA from Selwyn College, Cambridge University.

Goodwin’s London office currently advises clients on all aspects of fund structuring and investment in the real estate sector, including segregated accounts/investment management mandates, joint ventures, club deals, multi-investor funds and private M&A.

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Zahir Nathani joins PKF East Africa as Tax Director

On November 21, 2012, in PKF, PwC, by Chris Bale

Zahir Nathani joined PKF East Africa as Tax Director this month. Zahir will be based from Nairobi.

Zahir, who trained in tax in the UK, moved to Africa in 2007 when he joined PwC Zambia. After 3 years he moved internally and has most recently been working as a senior tax manager with PwC in the Qatari tax practice.

He will running the tax advisory tax practice for the entire East African region (Kenya, Uganda, Tanzania and Rwanda) with a view to growing the business to be the number one tax practice in the East Africa region. Zahir will also be involved in furthering PKF EA horizons into Zambia, Malawi and Southern Sudan in the near future.

PKF East Africa has currently the largest local client base in Kenya and Uganda and the aim will be to sustain and take this tax practice to the next level.

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Baker Tilly in Bury St Edmunds/Chelmsford has lured Fiona Cross from Chantrey Vellacott in London. She joins as a Tax Partner and will focus on the Firm’s corporate tax offering in the region.

Fiona has extensive experience of working with Owner Managed Businesses and in particular in advising on corporate reorganisation, restructuring, acquisitions and disposals, as well as providing tax advice to a number of companies floating on AIM and EIS investor tax relief.

She is a member of the International Tax and Corporate Tax Sub-Committees of the Chartered Institute of Tax’s Technical Committee.

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Janice Kong has joined CBH as Tax Director of the Firm’s Transaction Advisory Services Practice.

Janice will work closely with clients in designing tax efficient acquisition structures and executing tax due diligence designed to identify key risks to be considered in any acquisition or divestiture. Janice has extensive experience in addressing the tax aspects of complex transactions. She has advised private equity firms, public companies, and strategic parties in a variety of industries such as government contracting, professional services, manufacturing and distribution, renewable energy, and life sciences.

Prior to joining CB&H, Janice served as a tax director in the transaction advisory services practice of a national accounting and consulting firm. Additionally, Janice has Big Four experience advising clients on merger and acquisition matters covering a wide range of issues such as E&P analysis, Sec. 338 elections, Sec. 382 limitations, and post-merger integration.

Janice earned a Bachelor of Arts in Political Science from Rutgers University and a Juris Doctorate with a concentration in Tax Law from the University of Baltimore School of Law. She is a member of the District of Columbia Bar Association, Maryland Bar Association, U.S. District Court for Maryland, and U.S. Tax Court. Janice is also a frequent speaker and published author on tax law matters.

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Choate today announced that all of the partners in the Private Client Practice at Wilmer Cutler Pickering Hale and Dorr LLP will move to Choate.  It is anticipated that the partners will be accompanied by associates and other staff, and that WilmerHale’s entire Private Client Practice will move to Choate.  The WilmerHale team that is joining Choate includes partners Jennifer C. Snyder, Nan Giner, Michael L. Fay, and Brian W. Monnich.

The WilmerHale Practice will move to Choate on or about December 1, 2012.  They will join Choate’s wealth management team of over 50 people, which includes lawyers, investment professionals, tax preparers, trust and estate administrators and other client service staff.

“We have a long and deep relationship with WilmerHale, and are thrilled to add this outstanding team of top-notch wealth management professionals,” said William Gelnaw and John Nadas, co-managing partners at Choate.  “Bringing together our two preeminent wealth management practices will benefit all of our clients, and will enable us to continue to grow materially this priority practice area at Choate.”

Choate’s Wealth Management Group works closely with Choate Investment Advisors, the firm’s registered investment advisor subsidiary, to provide clients with objective, integrated solutions to their wealth management needs.  Choate’s seamless “one-stop” approach to wealth management provides clients with world-class, institutional quality investment management services that are fully integrated with their tax, trust and estate planning and administrative needs.

“The transition of our private client practice makes good business sense for our team and for Choate,” said Susan Murley, co-managing partner, WilmerHale.  “As a stand-alone practice at WilmerHale, we are pleased to see our private client team joining a law firm that has an established, robust and industry-leading reputation in wealth management.  We wish members of our private client practice well as they make this transition.”

Choate’s Wealth Management practice has been nationally recognized as one of the leading practices of its kind by US News & World Report.  Choate Investment Advisors is regularly ranked as one of the top wealth advisory firms in the country.  Recent rankings include: Barron’s 2012 Top 100 Independent Wealth Advisors, AdvisorOne 2012 Top Wealth Managers, and Forbes Magazine’s Top 50 Fee Only Registered Investment Advisors.

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Former KPMG Tax Partner is the new Head of ATO

On November 13, 2012, in ATO, KPMG, by Chris Bale

The Australian Government has announced the appointment of Mr Chris Jordan as Commissioner of Taxation. He will be appointed for a seven-year period and will start in the position in January 2013.

Mr Jordan is currently Chair of the Board of Taxation. He has been a member of the Board of Taxation since its inception in September 2000, becoming Deputy Chair in January 2005 and then Chair in June 2011.

Mr Jordan was previously Chair of KPMG New South Wales and Partner in Charge of the New South Wales Tax and Legal Division of KPMG.  He also served as Chair of the Business Tax Working Group and Chair of the New Tax System Advisory Board.

 

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Collins Barrow Toronto recently appointed Matthew Wilson as the newest member of its US Tax Advisory practice. Matthew works with Canadian businesses to ensure comprehensive corporate planning as they expand into, operate within, or exit the US. He also assists with US personal cross border planning as it relates to US citizens, permanent residents and non-residential aliens.

“With more people doing business in the States, there is a growing need for US tax advisory services,” says Matthew. “The professionals at Collins Barrow work closely with businesses and private individuals to ensure their cross border plans address the challenges associated with international tax laws.”

Matthew brings more than 20 years of US taxation experience to his role as Partner in the US Tax Advisory practice. Matthew has extensive experience with US tax consulting, including M&A planning, cross border inbound and outbound planning, US federal and state compliance and state and local income and sales/use tax issues. A graduate of Bowling Green State University and the University of Toledo, he obtained his MBA and Masters in Tax in 1998, and his US CPA designation (Ohio) in 1991.

  • US corporate and commercial tax consulting, including M&A structuring and corporate planning for Canadian businesses expanding into, operating or exiting the US
  • US tax compliance including corporate, partnership, personal, state & local, and federal and state initiatives to help US taxpayers become compliant with filing and reporting requirements
  • US tax due diligence in connection with business acquisition planning
    US state & local planning including issues associated with income as well as sales/use tax
  • Outbound US tax planning including issues surrounding controlled foreign corporations, Subpart F income inclusions and PFICs
  • US personal cross border planning including issues related to US citizens, permanent residents and non-resident aliens as well as the acquisition of US real estate

“We are proud to have Matthew on board to deepen the extent of in-house US tax expertise available through Collins Barrow,” says Harry Blum, Managing Partner. “As part of our growth strategy, both regionally and nationally, we are breaking with tradition to provide specialty services that aren’t typically available through mid-sized firms. It’s another way that we are adding value for our clients, so they can depend on advice and services from Collins Barrow regardless of where business takes them.”

The move represents an important step in Collins Barrow’s overall strategy to lead the middle market by delivering a wide range of specialized services, which includes US Tax. Prior to joining Matt was a senior tax manager with KPMG in Halifax.

 

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Ross Welland has joined Littlejohn.

Ross has worked in tax for over 25 years, the last ten as a tax partner most recently with Haines Watts.

“Working with owner managers is fascinating,” says Ross. “They often have great stories to tell about how they have built their business, and their enthusiasm is infectious. Their business and personal lives are often closely intertwined, so you have to be able to give them the full picture. If you can show that you understand their business and personal goals, and give them clear, concise solutions to their tax issues, they do really appreciate it.”

At a business level, Ross has advised on profit extraction, planning for exit including flotation, retaining key employees through share schemes, property purchase, and expanding the business through acquisition. At the same time he has worked with owners personal issues such the tax implications of divorce, and retirement plans. Much of his work has an international dimension.

Paul Hopper, Littlejohn’s managing partner said, “We are committed to growing our tax practice and providing specialist expertise to both our business and private clients. Ross brings a wealth of experience and an in-depth understanding of owner-managed businesses, particularly in the international context. We are delighted to have him on board.”

Ross is a member of both the ICAEW (where he sits on the tax faculty SME sub-committee) and the Institute of Taxation. A chartered accountant, he holds the Advanced Diploma in International Taxation issued by the Institute of Taxation.

 

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