Fred Adam leaves KPMG to join Foley & Lardner

On December 15, 2012, in Foley Lardner, KPMG, by Chris Bale

Foley announced this week that Frederic J. Adam  has joined the firm’s Tax & Individual Planning Practice as a partner in its Silicon Valley office. Prior to joining Foley, Fred was a tax partner in the International Corporate Tax group of KPMG LLP.

With more than 18 years of experience, Fred has handled complex international tax matters for companies in a variety of industries including private equity, financial services, retail, pharmaceutical and life sciences. He has advised corporations and individuals on high-level international inbound and outbound tax planning and the various tax issues involved with mergers and acquisitions, post transaction integration services, and management of large and small projects on a global scale. Additionally, Fred has represented clients large and small in relation to domestic transactional tax issues and tax controversy matters through audit and appeals.

“Fred has a well-established presence in Silicon Valley and a distinguished track record handling international tax matters on behalf of his broad client base,” said Paul A. Stewart, managing partner of Foley’s Silicon Valley office. “His vast experience will be a valuable resource to our local office as well as the firm’s national tax practice.”

“Fred’s extensive background in tax planning will strengthen Foley’s already impressive national tax practice,” said John B. Palmer, chair of Foley’s national Tax Department. “We are excited to have an attorney of Fred’s caliber join our talented team.”

Fred has recently led large tax planning and implementation projects for clients involving intellectual property and other related technical issues. During his career, he has conducted a wide range of tax services, including earnings and profits and foreign tax credit planning reviews for both private and public corporations.

He received a J.D. at the University of Denver College of Law with Honors, and an LL.M in Taxation from New York University School of Law. He received a B.A. from the University of California at Berkeley. Before entering private practice, Fred served as attorney-advisor to the Honorable William M. Fay of the U.S. Tax Court.

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DLA Piper today announced that Patrick Connolly has joined the firm’s Tax practice as a partner in the Los Angeles office.  

Connolly joins DLA Piper from PricewaterhouseCoopers (PwC) LLP, where he was a principal in the International Tax Services group. He focuses his practice on complex international tax matters and transactions for various industries with a strong emphasis on the technology sector.

“As we continue to grow our practice on a global scale, Patrick’s substantial experience will be a valuable asset to our clients and colleagues,” said David Colker, global and US chair of DLA Piper’s Tax practice. “Additionally, his sophisticated knowledge and skill set in the technology sector will broaden our capabilities in Southern California.”

Connolly’s addition continues the expansion of DLA Piper’s Tax practice, which includes the recent arrival of international tax lawyer Dharmesh Pandya in the firm’s Silicon Valley office.

“We are extremely pleased to welcome a lawyer of Patrick’s caliber in Tax to our growing office,” said Perrie Weiner, co-managing partner of the Los Angeles office. “His extensive international tax work in the technology sector is well-known and he will be a tremendous addition to our talented group of lawyers.”

Prior to PwC, Connolly worked as a tax attorney in the Boston office of Sullivan & Worcester LLP. He received a J.D. from the University of San Diego School of Law and a LL.M in Tax from Boston University School of Law. He also serves as an adjunct professor at Chapman University School of Law, where he teaches a graduate level program on the taxation of international transactions.

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What Tax Training Courses Are Available In the UK?

On December 13, 2012, in Articles, by Chris Bale

Say what you want about taxes.  Obviously most people don’t like them.  But the fact is that most people choose discretion over valor and go ahead and pay them.  If there is a positive side to it, it does create a lot of opportunity for those who want to learn how to do it.  But what kind of tax training courses are available in the UK?

First of all, let’s look at how much information seems to be available:

Here’s some count numbers for certain search terms on Google:

“Tax training UK”                                      10 results

“Tax training courses UK”                         1 result

UK tax preparation training                    6,000,000+ results

How to prepare UK income taxes          12,000,000+ results

“How to prepare UK income taxes”      10 results

Let’s change the search term a little, OK?  How about ‘tax preparation jobs in UK’?

Tax preparation jobs in UK                      3,000,000+ (much better, eh?)

“tax preparation jobs in UK                     Only 1!! (go figure, eh?)


(NB:  Exact Match queries indicated in quotes.  Broad Match queries shown without quotes.)


So, we can readily see that it’s not a heavily advertised term on Google.  Or at least it appears that way.  Upon closer inspection however we do see that training does exist.

The Broad Match search for ‘tax preparation training in UK’ comes up with 210,000,000 results and in looking through them find various online and offline courses for tax preparation at both the personal and business level.

For personal taxes you find such titles as:

  • Personal and Employment Tax Update
  • Personal Tax Update
  • Property Taxation
  • Residential and Domicile Tax Aspects
  • Tax Planning for High Income and High Net-Worth Individuals

The listings for business and corporate tax subjects are much more extensive, including such diverse titles as:

  • Business Tax Update Webinar
  • Capital allowances—UK Regine and Planning Issues
  • Construction Industry Tax Explained
  • Double Taxation Treaties
  • HM Revenue Investigations
  • International Tax Planning
  • And many more

Several companies have tax preparation training centers, strategically located across the country, that offer classes in a variety of taxation issues and specialties.

So….it appears that tax preparation training is available.  As one might expect, many companies are willing to offer on-the-job training although you can’t expect to get paid a lot.  The real payment comes in the form of the training and experience.  By astute career management and showing your willingness and eagerness to learn one could undoubtedly move ‘up the ladder’ in proficiency, responsibility and compensation.

One thing is for sure….taxes will always be around, people don’t want to do them, so there will always be work in that particular field.





Dunkin’ Brands Group, Inc. , the parent company of Dunkin’ Donuts and Baskin-Robbins, has announced the appointment of Maryanne Knott as Vice President of Tax.

Maryanne will hold responsibility for Dunkin’ Brands’ foreign, Federal, state and local tax strategies. She will report to Paul Carbone, Chief Financial Officer for Dunkin’ Brands.

Ms. Knott joins Dunkin’ Brands from Deloitte Tax LLP of Boston, where she served for more than 12 years in a number of roles, most recently as Director. She led engagement teams for public and closely-held companies in the retail, consumer products and telecommunications industries.

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Geller & Company, a premier strategic financial advisory firm, has announced that Tricia Levin has been named Partner in Charge of Geller Tax Services (GTS).  Ms. Levin will be responsible for developing and shaping the tax business strategy for the firm and its clients.  She will also play a key role as part of the executive team of Geller Family Office Services LLC (GFOS), the firm’s family office and wealth advisory business, and help guide its strategic direction.

Ms. Levin joins Geller & Company from Deloitte’s Private Company Services practice in New York where she spent more than seventeen years serving high net worth individuals and families, as well as private equity firms, including the firm’s largest private equity client.  Ms. Levin’s wide-ranging experience with partnerships, LLCs, and S-corporations enabled her to deliver value in many ways, including LP/LLC agreement review, entity and transaction structuring, income tax planning, and negotiating with IRS and state taxing authorities for some of Deloitte’s most complex private equity tax engagements, as well as the funds’ general partners and other ultra-high net worth individuals.  She also provided valued technical and investor relations guidance to her clients.

Martin Geller, founder and Chief Executive Officer of Geller & Company and GFOS, said, “We are delighted to welcome an executive of Tricia Levin’s caliber as the new Partner in Charge of GTS.  Tricia has a record of delivering superb advice to sophisticated tax clients, as well as excellent technical skills and competencies across multiple tax areas.  We are extremely impressed with Tricia’s leadership and inter-personal skills, and look forward to her further building the team and mentoring talent at all levels of GTS.  Bringing Tricia to Geller is an important step in our efforts to continuously enhance our capabilities, performance and service level for each of our clients.”

Ms. Levin said, “A cornerstone of Geller’s financial advisory practice is the talent of the firm’s tax professionals who have delivered excellent value-added services for both individual and entity level relationships.  It is a privilege to become part of the Geller organization and I look forward to working with the various tax professionals to continue to grow the firm’s premiere corporate, partnership and non-profit tax and private wealth management businesses.”

Ms. Levin joins a GTS team comprised of more than 40 tax professionals with experience in tax disciplines ranging from corporate federal, state, local and international compliance, as well as planning for Fortune 500 size companies and tax advisory value added services such as state and local tax audit planning, R&D tax credits, and cost segregation studies.  The GFOS team has over 50 talented professionals who have extensive family office and wealth advisory experience.  By the end of 2012, based on the efforts of this team, GFOS is expected to have in excess of $5 billion in AUA and $1.5 billion in AUM.

To capitalize on its success in developing clear insights into often complex financial issues, Geller has enhanced its talent base by continually hiring high quality professionals in various aspects of its business.  In recent years, GTS has been significantly strengthened through a number of key hires, including Christopher Clabby, Director of Tax Advisory Services, and Stan Trotta, Director of Family Office Tax.  GFOS has been enhanced through the addition of professionals such as Rob Wedeking as Chief Investment Officer, Susan W. Sofronas as Senior Client Relationship Partner, Era Jacqueline Yoo as Client Relationship Partner, and Jonathan Barbato as Director of Manager Selection.  Geller & Company also recently named Jerry Leamon, who most recently was Global Managing Director for Deloitte, as Vice Chairman of its Advisory Board.  Each of these individuals has had a long and successful career and has been extremely successful in working in Geller’s collaborative culture and helping the continuous strengthening of the organization.

Ms. Levin is a Certified Public Accountant with a master of science in taxation from Fordham University (2001) and a bachelor of business administration in accounting and finance from Emory University (1995).  She is a member of the AICPA and NYCPA Society.

About Geller & Company   Founded in 1984, Geller & Company is a strategic financial advisory and wealth management firm that has long-standing relationships with its clients and works closely with them to understand their specific needs and deliver a suite of services across its business segments.  The services offered include strategic and operational CFO services; financial reporting and accounting; technology; tax advisory services and compliance for corporations, partnerships, nonprofits and individuals; and family office and wealth management services.  Geller’s clients include businesses, non-profits and high-net-worth individuals and families.


Dharmesh Pandya moves from KPMG to DLA Piper

On December 3, 2012, in DLA Piper, KPMG, by Chris Bale

DLA Piper today announced that Dharmesh Pandya has joined the firm’s Tax practice as a partner in the Silicon Valley office.

Most recently a Managing Director with the International Corporate Services practice at KPMG LLP, Pandya advises companies based both in the US and Asia. He has experience in transfer pricing, mergers and acquisitions, international tax structuring, and other related areas. He also counsels US multinationals on their global operations. In addition, he has coordinated inbound projects for Asian multinationals investing in the US.

“Dharmesh is a highly regarded lawyer who has established a broad international tax practice that will serve as a tremendous resource to our platform and global client base,” said David Colker, global and US chair of DLA Piper’s Tax practice. “His strong ties to Indian-based companies will also be integral in helping to expand our already strong capabilities in Northern California and across the US.”

“The scope of Dharmesh’s practice nicely complements our international tax team,” said Sang Kim, co-managing partner of the Silicon Valley office. “His arrival reinforces our continued commitment to strategically growing the Silicon Valley office across a number of key practices. He will also be well served by DLA Piper’s global platform, which will allow him to expand his client base both nationally and globally.

Prior to KPMG, Pandya worked at Ernst & Young in the Asia Pacific Business Group and served as director of the Indian Tax and Business Advisory Group.

He received his law degrees from Harvard Law School and the University of Bombay. In addition to being admitted to practice in California, he is licensed as a Solicitor with the law societies of England and Wales and India.

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