“Greg Knarr comes to us with over ten years of experience specializing in R&D Credits,” says Senior Managing Director and CEO Dhaval Jadav. “We’re excited and thrilled to add Greg to our team as part of our continued efforts to offer best-in-class service to our CPA Partners. He will be an asset to the region and the firms that alliantgroup is privileged to work with.”

Greg Knarr enters alliantgroup as a frequent featured speaker and an author on a number of topics related to the availability and utilization of the R&D Tax Credit. Having worked across several industries, he implemented fully-integrated tax solutions into the leading CPA firms throughout the country, and will now bring this level of expertise to alliantgroup’s CPA Partners.

Before joining alliantgroup, Knarr worked with over 100 CPA Firms across the nation as the founding partner of Hull & Knarr, with a concerted effort in the R&D Tax Credit for the Midwest region of the U.S, with a specialization in Indiana and Ohio.

Richard brings more than 20 years of indirect tax experience to the role. Over the course of his career he has led global assignments with a focus on international VAT for major US and European multinational companies. He also has particular expertise in managing VAT technology applications projects and leading the implementation of indirect tax reporting tools globally. He is well versed in negotiating at senior levels with tax authorities and managing tax cases to ECJ, VAT Tribunal and the High Court. Prior to joining Taxand, Richard led the Indirect Tax Compliance and Risk practice of Deloitte and previously was head of the Indirect Tax team with Arthur Andersen.

Richard will be supported by Alain Recoules, a partner with Taxand France, Arsene Taxand, as Deputy Leader of the Taxand Global Indirect Tax Service Line. Alain is an expert in VAT and international trade regulations, an ERP specialist and has in-depth knowledge of the retail, leisure, computer services and banking and fund management industries at a European level. Before joining Taxand, Alain was joint head of Landwell’s VAT/Customs practice and prior to this position, led the VAT/Customs practice that he created at Andersen Legal. Taxand’s policy is to review its global service line leadership every two years to ensure continuous development. Indirect Tax is one of Taxand’s eight global service lines. Others include International Tax, Tax Litigation, Transfer Pricing, Transaction Tax, Real Estate Tax, Compensation, Equity and Employment Tax and Individual Tax.

Frederic Donnedieu, Chairman of Taxand, said:

“We are delighted to appoint Richard and Alain to lead Taxand’s Global Indirect Tax Service Line. While of course they have both been with Taxand, actively contributing to our global indirect tax service provision for some time, I am looking forward to working even more closely with them in their new roles. We are fortunate to have them leading our award-winning team of seasoned indirect tax professionals helping our clients boost their profitability and minimise risk.”

The forum will draw on the expertise of eight leading figures from across the tax profession, to look at how tax policy is developed, legislated and implemented, to ensure that the UK’s Tax system fosters a competitive environment for business. Chaired by the Exchequer Secretary David Gauke MP, the forum will meet bi annually.

Chris Sanger joined Ernst & Young as a Partner in 2005. He was formerly an adviser to HM Treasury, advising the Chancellor of the Exchequer, Junior Ministers and Special Advisers on the reform of the business taxation system. He is now Global Head of Tax Policy at Ernst & Young, Chairman of the Tax Faculty of the Institute of Chartered Accountants in England and Wales, and Vice-Chairman of the Management of Taxes committee of the Chartered Institute of Taxation.

Vincent Oratore is a financial services partner at Ernst & Young, and works with a multinational portfolio of clients. Vincent specialises in advising the financial services sector on the tax implications of transactions in the capital markets. In addition to his role at Ernst & Young, Vincent is also President of the Chartered Institute of Taxation and a Liveryman of the Worshipful Company of Tax Advisors.

Commenting on his appointment, Chris Sanger said: “In an environment where multinational companies can often work as easily from Switzerland as they can from the UK, maintaining the UK’s competitiveness is a major challenge for the Coalition government. Competitiveness is about a lot more than just the headline rates of tax. In order to remain an attractive destination for business, UK tax policy needs to address the tax base and tax administration.”

Vincent Oratore added: “It is really encouraging that, through this group, reforms to tax policy making will be informed by those in the profession. Through consultation and the combined experience of the forum’s members, we can help provide a framework for tax policy that provides both certainty and clarity in the short term and beyond.”

With a mandate to strengthen the UK Tax team and support the strategic growth of the Corporate, Real Estate and Finance practices in the UK and the US, Stephen will lead and expand a team that provides a full range of tax services, including advice on transactional matters, asset finance, structured finance, corporate reorganisations, capital markets and IPOs, VAT, property and Inland Revenue investigations.

Stephen is a highly-experienced tax lawyer who has worked on all aspects of corporate tax and structured transactions in the UK and US markets. Prior to joining DLA Piper, Stephen was a partner in the International Tax Services group at Ernst & Young. Before that he was a managing director in Deutsche Bank’s Structured Capital Markets group, following 18 years as a tax partner at Freshfield Bruckhaus Deringers. At Deutsche Bank AG’s London branch Stephen worked on front office origination of investment and financing transactions for the UK and US markets, and infrastructure. At Freshfield Stephen advised on all aspects of corporate taxation but specialised in structured transactions and insurance business.

In recent years DLA Piper has strengthened its tax capabilities around the world, recruiting international tax experts in New York, Los Angeles, France, Poland, Russia, Germany and Italy. Stephen’s arrival builds on that trend and will see DLA Piper expand its UK team and develop the range of tax services it provides to its clients.

“Stephen joins our tax practice at an exciting time as we are expanding our capabilities globally and his arrival will enable us to enhance the service we offer to our clients in the UK and internationally, said Roderik Bouwman, EMEA Head of Tax at DLA Piper. Roderik continued: “Our UK tax practice is an important part of our broader tax offering and with Stephen’s experience and leadership we will build our UK team in order to leverage the capabilities of our global platform.”

Andrew Darwin, EMEA Managing Director at DLA Piper, said: “We tried to hire Stephen two years ago and are therefore very pleased that he has now agreed to join us. Tax is a growing part of our practice, both in Europe and globally, and we believe Stephen will make a significant contribution to its future development, bringing a combination of expertise, experience and client relationships.”

The Chancellor has appointed a Board of tax experts who will be responsible for leading the work of the OTS over the next year. The Board Members are Michael Jack (Chairman) and John Whiting (Tax Director).

Their responsibilities will be to identify areas where complexities in the tax system for both businesses and individual taxpayers can be reduced and to publish their findings for the Chancellor to consider ahead of his Budget.

The OTS will undertake two initial reviews over the coming year. They will focus on tax reliefs and small business tax simplification (including IR35). The OTS will publish the initial findings from their work on reliefs in late autumn and on small business tax by the 2011 Budget.

The OTS will also draw on external expertise from the tax and legal profession over the coming months. These experts will focus on specific areas of complexity in the tax system and provide additional advice to the OTS.

The Government is committed to making the UK the most competitive country in the G20 and to reducing the complexity in the tax system. Over the past decade, the tax code doubled to more than 11,000 pages and the UK slipped from 7th to 13th in the World Economic Forum’s Global Competitiveness Index between 1997 and 2009-10.

This trend needs to be reversed, and the OTS is an important part of making the tax system work better for the taxpayer.

Chancellor George Osborne said:

“The previous Government took a complex tax system and made it even worse. A decade of meddling and intervening has made the tax affairs of millions of families and businesses across the UK extremely complicated. We need to sort out this mess.

“Two years ago I promised to create the Office of Tax Simplification. Today, we’re delivering on that promise. With its independent, expert advice it will be a permanent force for a simpler tax system.

“Simpler, more competitive taxes will help us show the world that Britain is open for business.”

The Rt Hon Michael Jack, the Chair of the OTS, said:

“Entrepreneurship should never be stifled because of an overly complex tax system. That’s why I am delighted that the Government have committed themselves to looking at ways to simplify the tax system, with an initial focus on small businesses.

“Simplification in a complex world is a real challenge, but it’s one that has to be addressed if the tax system is not to hinder the economy’s ability to grow.”

John Whiting, the Tax Director of the OTS, said:

“I’ve long argued that we need a simpler tax system in the UK, so I’m delighted to be given the opportunity to take forward the Government’s commitment in that direction.

“In our complex world a truly simple tax system for all is probably impossible, but working towards a simpler system will help all who deal with it: taxpayers, especially the unrepresented, tax advisers and tax authorities.”

Ozanus, who most recently was the U.S. firm’s west region managing partner – tax, succeeds Shaun Kelly, who will remain on the firm’s management committee, as he takes on another senior role for KPMG LLP, as the vice chair-operations.

LeSage succeeds Frederick “Rick” Smith as national managing partner – tax. Smith has assumed a key role within KPMG International. As vice chair – tax, Ozanus will be a member of the firm’s management committee and will direct a team of more than 4,000 KPMG tax partners and professionals. Prior to heading the west region for tax, he served as southwest area managing partner and managing partner of KPMG’s Dallas office. Ozanus has been lead partner for a wide range of public and private domestic and international companies, with a particular focus on private equity. Ozanus is a member of the Texas and American Institutes of Certified Public Accountants and is a graduate of Texas A&M University. Active in the Dallas community, he serves as chairman of the board, United Way of Metropolitan Dallas, as a board member of the Cox School of Business, and as vice-chair of Texas Heart Hospital Baylor Plano.

“We’re looking forward to Scott’s leadership during this important period for our tax practice and KPMG’s clients – as companies cope with legislative and regulatory changes, and seek clarity in complex challenges related to transfer pricing, restructuring, renewable energy and a variety of other areas,” Veihmeyer said. Henry Keizer, deputy chairman and COO of KPMG LLP said, “Scott Ozanus and Jeff LeSage are highly prepared to take on their new responsibilities leading the tax practice. Most important, they have an unwavering commitment to professionalism and client service, along with the strong team-building skills required to lead our national tax team of partners and professionals.” J

The Düsseldorfer partner Dr. Lutz Schmidt (47) will replace Hölzemann. Edelmann and Schmidt know each other from their time together in the former leading German tax law firm Haarmann Hemmelrath & Partner. “The leaders complement each other with their specialisations, so that almost the entire spectrum of Noerr’s tax advice is represented at the head of the Tax and Private Clients Department”, said Dr. Tobias Bürgers, Noer Co-speaker.

The department provides the following services:

• corporate and group tax
• restructuring
• acquisition structuring & joint ventures
• finanzing & leasing
• fund structuring
• VAT
• international & European tax law
• tax compliance
• private clients & succession planning

Schmidt became a Noerr partner on 1 May 2009. He came with a five-member team from a Düsseldorf tax boutique.

No least because of the arrival of that team, Noerr’s Tax, Advisory and Private Clients Department is well-positioned in all German offices. But not only there. In Central and Eastern Europe too, the law firm offers tax advice at the highest level in all its offices. Approx. 60 tax advisors, auditors and lawyers exclusively advising on tax law, 12 of whom (not including Hölzemann) are partners, belong to the department.

The transaction is structured as a tender offer to be followed as soon as possible by a merger.  The deal, which is subject to customary closing conditions, is expected to close in the fourth quarter of 2010 and will position Tyco Electronics’ Network Solutions segment as a leading worldwide supplier of broadband connectivity products.  Tyco Electronics Ltd. is a global provider of engineered electronic components, network solutions, specialty products and subsea telecommunication systems.

The Sutherland team is led by Tax Partner Robert S. Chase II in Washington, D.C., and includes Tax Partners H. Karl Zeswitz, Jr. and Michael R. Miles, both in Washington, D.C.

“WTP and Hopkins share similar expertise and philosophies. We have a wealth of ‘big four’ experience but prefer stronger relationships with our clients which in turn lead to tangible, valuable results for their companies,” says Ian Boccaccio, co-founder and principal of WTP Advisors.

And both WTP Advisors and Hopkins Consulting have a history of winning clients away from the big four because of their ability to respond on a dime, their efficiency, and their technical know-how.

However, while most of WTP Advisors’ existing clients have international operations, they tend to engage the big four for their tax compliance and accounting needs abroad.

“They do this for convenience, because the big four can provide global coverage,” explains Boccaccio, “however, we hear that some clients are dissatisfied with the cost and quality of the product they receive so we want to provide a WTP alternative to these clients for their international needs, much in the way we market an attractive alternative in the United States.”

In short, bringing a WTP branded UK firm to market for its clients will give WTP Advisors the foot-in-the-door it needs to compete for international business. Hopkins has existing relationships with firms in Europe and in Ireland that WTP will seek to leverage.

“We are thrilled to be a part of WTP Advisors,” says Simon Hopkins, CEO and founder of Hopkins Consulting, “WTP’s expansion reflects its rapid success in this space, and supports the philosophy that people prefer a hands-on approach that emphasizes practical advice based on technical detail.” Hopkins began the consultancy after working for more than a decade with Ernst & Young, one of the largest tax consultancies in the world. While there, he worked with major multinational corporations including Coca-Cola, Harley-Davidson, Times Mirror, GB Airways and DKNY.

Mr. Panebianco joins Cambridge Trust Company of New Hampshire as an attorney with more than fifteen years’ experience in trusts and estates planning. Most recently, Mr. Panebianco served as a director at Cleveland, Waters and Bass, a pre-eminent law firm in New Hampshire, widely recognized for its statewide business practice.

“We are excited to have Michael join the Cambridge Trust team,” said Todd D. Mayo, President of Cambridge Trust Company of New Hampshire. “With the continued growth of our wealth management practice, Michael’s expertise in trust and estate law will be a tremendous asset to Cambridge Trust Company of New Hampshire, and he will be a valuable resource for our clients.”

In addition to his expertise in trusts and estates, Mr. Panebianco also specializes in nonprofit law and serves on the Executive Committee of the New Hampshire Estate Planning Council and as Co-chair of the Community Bridges Family Support Council. He previously served as an Adjunct Professor of wills, trusts and estates at Franklin Pierce Law Center in Concord, New Hampshire.

Mr. Panebianco received his B.A. from Le Moyne College and earned a J.D. from Hofstra University School of Law and a LL.M. in Taxation from Georgetown University. He is in the process of relocating to the seacoast area of New Hampshire with his wife and two young children.

About Cambridge Trust Company of New Hampshire

Cambridge Trust Company of New Hampshire, a division of Cambridge Trust Company, offers wealth management services at two New Hampshire locations, Concord and Exeter. Cambridge Bancorp and its subsidiary, Cambridge Trust Company, is one of New England’s leaders in wealth management with more than 120 years of experience and $1.4 billion in assets under management.

Leading Welsh accounting firm, ktsowensthomas, has appointed a tax strategy specialist to its team as the firm continues to widen their tax consultancy services.

Stephen Williams, 38, from Cardiff, joins the team as Head of Tax Strategy, having previously advised on all aspects of business, property and personal tax for Clifford Chance LLP and PriceWaterhouseCoopers.

A qualified solicitor, Stephen has specialised in corporate tax planning and structuring, financing and refinancing tax strategies and high value corporate transactions and reorganisations, eventually gaining experience at Senior Associate level at Clifford Chance.

Now responsible for the strategic development of the ktsowensthomas tax practice, Stephen will be utilising his wealth of experience in corporate and personal tax to help raise the profile of the firm’s taxation practice and to strengthen its service offerings.

On his appointment, Stephen said: “I am delighted to be joining such a dynamic and forward thinking firm and I look forward to putting my experience in advice and consultancy to good use with the diverse client base that ktsowensthomas has built.

“The firm is very well positioned in the market, even more so in the current economic climate, when clients are searching for value for money. Well placed to deliver a three dimensional service to the South Wales business community and beyond, this is a firm which has the ability to take on bigger businesses, at far more competitive rates; a firm which I am, consequently, extremely excited to be joining”.

Craig Blackmore, Director of ktsowensthomas said: “I am confident that Stephen will make a significant contribution to the team. He brings with him an in-depth knowledge of taxation and an understanding of tax implications from the perspective of both a qualified solicitor and a tax adviser.

“Not only will he be able to offer our clients quality commercial advice, but he will be able to work with businesses that require commercially oriented, specialist transactional tax and structuring planning. Consequently, our offering will be greatly strengthened with Stephen’s input”.

ktsowensthomas is a firm of three-dimensional accountants and tax advisors with a head office in Cardiff and a regional office in Aberdare.

Mr. Nagel was formerly of counsel in Sullivan & Worcester’s Washington, D.C., office.

“Walt is a nationally recognized expert in multistate taxation of major corporations with particular expertise in telecommunications taxation,” said Lee A. Zoeller, Practice Group Leader of Reed Smith’s State Tax Group. “Telecommunications currently is an in-demand area, and he will add additional strength to the firm’s growing state tax team.”

With the addition of Mr. Nagel, Reed Smith’s State Tax Group has more than two dozen lawyers in Chicago, Los Angeles, New York, Philadelphia, San Francisco and Washington, D.C. All have specialized industry or geographic expertise.

Mr. Nagel, a past chair of the American Bar Association’s Committee on State and Local Taxes, built his practice on his extensive knowledge of, and experience with, the state tax matters affecting telecommunications companies, including tax policies and major tax controversies faced by the nation’s largest communications-focused corporations. He has a strong background in the corporate sector, including service as Vice President and General Tax Counsel for MCI. He was also President of Peracon, an electronic commerce company. His expertise extends to providing advice to technology- and Internet-focused companies.

“The combination of Reed Smith’s preeminent, nationwide, state tax practice and its expansive geographic footprint provide precisely the right platform from which to expand my practice,” said Mr. Nagel. “In addition, the firm currently serves many of the nation’s top telecommunications firms, with whom I look forward to developing strong relationships. I am confident my capabilities will be of benefit to the firm’s clients.”

Mr. Nagel has counseled the Multistate Tax Commission on the development of a model telecommunications income-tax statute. He has also published numerous books and articles in his areas of expertise. A 1984 graduate of Rutgers University Law School, he earned an M.B.A. from Rutgers in 1988, and an LL.M. in Taxation from Georgetown University Law School in 1990.

“Many of us have worked with Walt over the past two decades,” said Washington, D.C. tax partner, Don Griswold. “He is a very talented tax professional, who we know will be able to help us continue the growth of this important practice, as well as contribute to our overall reputation for excellence.”

Goldcorp is North America’s fastest growing senior gold producer. Its low-cost gold production is located in safe jurisdictions in the Americas and remains 100% unhedged.

Effective from 1 July 2010, Don Mavin will become Managing Partner of the enlarged London BTG Tax business, responsible for the further development of the Tax practice in the South East region. Don was formerly National Head of the Tax Disputes & Litigation group at Vantis Plc and brings with him his Customs Investigation and Litigation team of Allan Brown and Martin O’Neill, Directors, and Simon Sutcliffe and Ian Manly, Consultants.

Peter Fairchild, also joins BTG Tax from Vantis Plc as Partner, providing private client tax advice. Peter’s extensive expertise in the Sports sector complements BTG Tax’s existing national expertise in this area and will provide a strong platform from which to develop this offering in the London market.

Ric Traynor, Executive Chairman of Begbies Traynor Group said:
“We are pleased to welcome such a high calibre team of tax experts, further enhancing the Group’s existing national presence in the specialist tax market.”

“Their addition represents a significant expansion of our London Tax business and we look forward to supporting their successful integration, providing a strong platform from which to further develop BTG Tax.”

Commenting on the appointment, Managing Partner, Simon Wilks, says “We are delighted to welcome Andrew on board to help further grow our tax practice which now has over 30 professionals in areas as diverse as corporate, employment, charitable and private tax as well as VAT. To attract such a high calibre and well-known name in the profession demonstrates our increased presence in the market-place and our commitment to providing proactive and commercial tax advice to our clients.”

Andrew says: “I am extremely excited about this opportunity; haysmacintyre has established a very strong presence in the corporate SME sector, and has grown its work in the corporate finance field, particularly with the small caps. With 25 years’ experience working with these types of clients – as well as those in areas where haysmacintyre is really well known such as charities and private clients – I very much look forward to leading the team. As the UK economy picks up, clients will be looking for practical and commercial tax advice to ensure that they lead the UK out of the downturn”.

Andrew’s appointment brings the number of partners to 24, with some 160 staff and places the firm as one of the leading independent professional services firms in the UK.

Chris Campbell focuses his practice on federal and state tax controversy representations and general state and local tax matters. He has substantial experience handling audits, appeals and refund litigation in connection with income taxes, sales and use taxes, property taxes, employment taxes, business license taxes and occupancy taxes.

A significant portion of Campbell’s practice has involved advising on the tax consequences of restructuring transactions and handling tax audits and litigation for companies in bankruptcy. In addition, Campbell routinely provides a broad range of federal and state tax advice in connection with commercial transactions, mergers and acquisitions and entertainment-related corporate work.

Campbell represents a diverse group of clients, including retailers, wholesalers, manufacturers, producers of raw materials, utilities, lenders, television networks, motion picture studios, independent production companies and individuals. He has particular experience with clients in the aviation industry, including aircraft leasing companies, charter companies and managers of fractional programs.

“We have been looking to strategically grow our tax practice in the area of tax controversy and litigation and Chris brings substantial expertise in these areas,” said John T. Frankenheimer, co-chairman of the firm. Co-Chairman Michael Beck added, “We handle a great deal of real estate and entertainment-related tax work, and we’ve built an excellent reputation for providing advice about tax aspects of corporate and financial services. Chris and Ryan and the work they do will fit neatly into our established team here.”

Campbell was previously counsel at O’Melveny & Myers. He earned his J.D. from the University of Michigan, cum laude. He earned his B.A. in Economics at Dartmouth College.

Austin was previously an associate at O’Melveny & Myers and an extern at the U.S. Department of Justice, Civil Tax Division (2005). He earned his J.D. from the University of Michigan, magna cum laude and Order of the Coif. He received an M.A. in Philosophy from the University of Notre Dame and a B.S. in Philosophy, cum laude, from the University of Utah.

Taking up the appointment at the Association’s AGM today, Simon Braidley said:

“It is a great honour and privilege to become the President of the ATT.

“Founded 21 years ago, the ATT has now come of age. Our 21st year is the ideal launch pad to further promote the Association to our members and potential members. The majority of our branches will be hosting special 21st anniversary events. I look forward to attending as many of them as possible.

“A priority of my presidential year is to ‘engage the membership’. The surveys undertaken in 2009 have helped the ATT Council and its committees appreciate what our members and students want from us. As a result we are developing a strategy to take the Association through the next stage of its adult life. This includes our new website, overseas examination centres and the appointment of our first Technical Officer. I believe John Kimmer’s appointment will strengthen the ATT’s influence and impact on government and other policy makers.

“Additionally, the AGM has just ratified a special resolution allowing for the introduction of a new membership category of Fellow. The title of Taxation Technician (Fellow) for suitably qualified members is a fitting development in our 21st year.”

Simon succeeds David Stedman as President. He is himself succeeded as Deputy President of the ATT by Andrew Meeson (who is also chair of the ATT’s Technical Committee). Stuart McKinnon is the Association’s new Vice President.

Ms. McClellan has been with the Firm since 1998 and has extensive experience in advising large multinational companies on a broad range of international tax and tax controversy matters, with emphasis on transfer pricing.

In her new role, Ms. McClellan will be responsible for transfer pricing matters, planning, audits and other controversies related to GE Treasury’s intercompany financial transactions.

“We congratulate Holly on her new position at General Electric,” said Len Terr, head of the Firm’s North America Tax Practice Group. “Holly has been an integral member of our world-class transfer pricing team, and we are proud to see one of our own take on such an important position.”

“Fiduciary Trust is experiencing record growth as demand for our time-tested, full-service wealth management capabilities continues to increase,” said vice chairman and general trust counsel, Gail Cohen, who oversees the firm’s relationship management professionals. “Inter-generational wealth transfer is becoming increasingly complex as families look to establish legacies and hand the reins over to the next generation. Mary’s experience providing customized solutions to multi-generational families is an excellent complement to Fiduciary Trust’s holistic approach to managing our clients’ wealth.”

“Our growing team reflects the firm’s commitment to strategically expanding our business,” added Fowler. “Lisa’s in-depth knowledge of our industry, combined with her high energy and enthusiasm, will certainly contribute to our efforts as we look to build on the momentum of the past two years and work to build enduring relationships with our clients.”

Davey joins the firm with more than 25 years of wealth management experience. As a senior relationship manager, she is responsible for managing the delivery of the firm’s in-house expertise and global resources to best meet the multi-generational needs of clients and their advisors. Prior to joining Fiduciary Trust, Davey held positions of increasing responsibility at Citibank and Chase before taking over as managing director in the multi-family office division of U.S. Trust Company. She joins Fiduciary Trust from Morgan Stanley Trust where she was executive director of the Family Wealth Group. Davey earned her Bachelor of Science degree in 1985 from Fordham University and is a board member and finance committee member of the Mercy Center in the Bronx, NY.

Marcus joins Fiduciary Trust with more than 25 years of wealth management experience. She is responsible for building new investment and trust relationships with individuals, families and foundations. Prior to joining the firm Marcus was a managing director at Lehman Brothers/Barclays Wealth Management. Previously, she worked 18 years at U.S. Trust Company advising families with entrepreneurial wealth. In addition, Marcus was a senior tax accountant at Arthur Young. Marcus earned her Bachelor of Science degree in 1984 from Washington University in St. Louis. She is a board member of the Jewish Family Service of Northern New Jersey and a Washington University North Jersey Regional cabinet member. She holds Series 6, 7, 63 and 66 securities licenses.

Fiduciary Trust Company International, a leading wealth management firm, has served individuals, families, endowments and foundations since 1931. The firm specializes in strategic wealth planning, investment management, trust and estate services, as well as tax, custody and banking services. The firm and its subsidiaries maintain offices in New York, Miami, Los Angeles, San Mateo, Sarasota, St. Petersburg, Washington, D.C., Wilmington, London, Hong Kong and Grand Cayman. For more information, please visit fiduciarytrust.com.

WTS Alliance was the first global network of independent tax firms, formed in 2003. It was founded by German tax advisory firm WTS, headquartered in Munich. WTS World Tax Service is one of the largest German firms in its industry with more than 400 employees. It has six German offices from Frankfurt and Düsseldorf to Hamburg.

WTS Alliance selects one member firm per country and now has 27 member firms and strong partners in more than 90 countries. It is rapidly expanding to meet the demand for tax consulting services of international and major medium-sized companies all over the world, and Australia is its latest destination.

WTS Australia has been established by a former big four senior tax partner, Cameron Allen, as CEO with a former colleague, Julie Ling, and is currently in a drive to recruit talent and admit new specialist tax partners. Mr Allen has 20 years of professional tax consulting experience and has worked on a number of large transactions in his career, including corporate restructures, public floats, trade sales and ATO negotiations. He is highly regarded by clients for his ability to provide high level, innovative and practical tax advice on complex, and often demanding, transactions. He has extensive corporate and international tax experience and more recently has focussed on clients in the manufacturing, life science and technology sectors.

Commenting on the new Australian WTS member firm, WTS Alliance spokesperson and Chairman of WTS in Germany, Fritz Esterer said, “Australian companies will now have more choice when it comes to choosing experienced independent tax advisers rather than looking to the traditional global audit firms for tax services”.

WTS Australia CEO Cameron Allen is excited about the challenge and opportunity to build a national tax services firm and is delighted to be part of the WTS Alliance. He said the Australian market was long overdue for an independent tax services firm with a strong global network where personalised service and practical and innovative advice is paramount. “Our independence allows our people to focus on providing tax advice without the burden of supporting an audit practice or conducting time-consuming conflict evaluations”, Mr Allen said. “Similarly, clients will also see the benefit of a dedicated tax services firm that focuses solely on the client’s tax needs without the distraction of large firm bureaucracy and administration. We intend to build a practice that excites our people which in turn will result in greater satisfaction for our clients.”

About WTS Alliance
WTS Alliance is coordinated by the German firm WTS AG Steuerberatungsgesellschaft The international consultancy network has outstanding tax expertise with 27 Alliance members in 92 countries

Focusing on international transfer pricing, Patton has assisted multinational corporations in a variety of industries with IRS or foreign tax authority transfer pricing and other tax disputes, as well as in planning major cross border transactions. He was instrumental in obtaining the world’s first Advance Pricing Agreement (APA) and has assisted clients in negotiating over 100 APAs. He has also been active in dispute resolutions for clients in Examination, Appeals and through Competent Authority procedures.

“Mike is a nationally recognized advisor in utilizing the Competent Authority and APA processes to achieve greater financial stability and cash flow certainty for multinational companies who are facing material transfer pricing issues,” said David Colker, global chair of DLA Piper’s Tax practice. “He is well-respected within the tax community, including the IRS, and will be a tremendous asset to clients who are negotiating agreements.”

“Mike comes from a tax service industry leader and brings with him tremendous knowledge and experience,” added Michael Meyer, managing partner of DLA Piper’s Los Angeles office. “He will be a valuable addition to our growing Tax practice on the West Coast.”

Prior to joining Ernst & Young, Patton was an attorney in the IRS Chief Counsel’s office for 15 years, where he was responsible for technical issues, regulations and litigation related to transfer pricing. He was also the lead US Treasury negotiator in many matters with foreign governments and US possessions for tax information exchange agreements.

“Mike is a highly regarded practitioner who has developed one of the most sophisticated tax practices in all of California,” said Michael Lebovitz, a partner in the Los Angeles Tax practice. “We are pleased to add an attorney of his caliber to the Los Angeles office.”

Patton received a B.A. and J.D., with honors, Order of the Coif, from the University of Maryland and an LL.M. in Taxation from Georgetown University Law Center.

Edward (Ed) Vergara is based in Withers’ New Haven office and works primarily with multi-national families making domestic and cross-border succession planning decisions. In addition to providing domestic and international estate planning advice, Ed has extensive experience advising with respect to investment or migration into or out of the United States. He has particular expertise advising those families and individuals whose affairs include a Latin American element and is a fluent Spanish speaker. Ed also advises U.S. beneficiaries of foreign trusts and foundations, as well as fiduciaries managing structures for the benefit of U.S. persons.

Kirschenbaum is a recognized legal authority in the area of transfer pricing strategy and planning, and related tax controversy resolution. He represents U.S. and foreign-based multinational companies in a wide variety of industry sectors, including software, semiconductor, pharmaceutical, defense, financial services, and retail. A significant part of Kirschenbaum’s practice involves advising high-tech companies based in Silicon Valley. Miller & Chevalier has a long history of advising companies on the West Coast in the tax, employee benefits, litigation, and international trade areas. With the addition of Kirschenbaum and in light of the continued growth of Miller & Chevalier’s client base on the West Coast, the firm is establishing a presence in Palo Alto to provide enhanced service to these clients.

“We are so pleased to welcome Bob Kirschenbaum to the firm,” said Marianna Dyson, Chair, Miller & Chevalier. “He brings a wealth of significant government, industry and private practice experience in the transfer pricing area that will greatly benefit our multinational clients.”

Before joining Baker & McKenzie, Kirschenbaum was Team Leader for the Advance Pricing Agreement (APA) Program of the Internal Revenue Service (IRS). At APA, he was Japan Case Coordinator for the IRS Competent Authority negotiations and was responsible for negotiating and consummating approximately 40 unilateral and bilateral APAs.

“Transfer pricing is one of the most significant issues currently facing global enterprises,” said Patricia Sweeney, Chair of Miller & Chevalier’s Tax Department. “Bob is a recognized leader in the field and has an established reputation for his work helping companies to plan and defend their transfer pricing strategies, while structuring their businesses in a tax-efficient manner. In addition, he shares our commitment to exceptional client service, providing practical advice to meet client needs. Bob will be a valuable addition to our skilled team, which includes lawyers who have both senior government and private practice experience navigating complex matters in the international tax area.”

Transfer pricing presents challenging high-stakes tax issues and planning opportunities for multinationals today and is a critical component of proactively managing global tax obligations. It is also an area of intense focus by U.S. and foreign tax authorities, and significant disputes can arise. Some disputes can be prevented through careful planning or through APAs with one or more tax authorities, while others can be resolved through effective negotiation with taxing authorities and the mutual agreement process under tax treaties. Kirschenbaum has extensive experience assisting multinational companies in designing and implementing transfer pricing strategies and in resolving disputes proactively. His prior government experience serves him well in dealing with taxing authorities around the world.

Gertzman is widely recognized as one of the nation’s preeminent lawyers in the area of tax accounting, and his treatise, Federal Tax Accounting, is considered the leading authority on the topic. He has advised clients on the full scope of tax accounting issues and his industry experience covers virtually every major sector of the economy. His advice has often been sought by the U.S. Department of the Treasury and the Internal Revenue Service (IRS), and his writings have been cited in a number of court decisions.

“We are so delighted to welcome Steve to Miller & Chevalier,” said Marianna Dyson, Chair of Miller & Chevalier. “He brings an absolute wealth of knowledge and instant credibility in the area of tax accounting.”

“In addition to Steve’s recognized experience in tax accounting and his reputation for achieving extraordinary results for his clients, he has a reputation for great integrity in his dealings with the IRS and clients,” said Patricia Sweeney, Chair of Miller & Chevalier’s Tax Department. “The addition of such a preeminent legal authority strengthens and deepens our existing tax accounting capabilities and provides clients with an incredible level of knowledge, experience and value. Miller & Chevalier is extremely well positioned to advise clients in the current environment.”

Congress remains focused on identifying new sources of tax revenue, placing the IRS under ever-increasing pressure to close the “tax gap.” At the same time, the IRS is shifting much of its own investigative role to taxpayers themselves, putting unprecedented emphasis on transparency and disclosure. Pressure from other sources, including FIN 48, adds to the increasing stresses faced by corporate tax departments to “get it right.”

In this environment, however, getting it right is not always enough. By centralizing issue management, the IRS has changed dramatically the traditional dynamic encountered by taxpayers in defending their tax positions. This new landscape is particularly acute in the tax accounting area. Many of the issues identified by the IRS as raising the highest compliance concerns — and most likely to attract scrutiny on audit — are tax accounting issues. This heightens considerably the pressure on businesses in preparing, and equally importantly in defending, their tax accounting positions.

Completing today, the acquisition sees circa 300 staff augment the existing RSM Tenon teams, adding up to an estimated £27 million to the firm’s annual fee income, for a total cash consideration of approximately £7.0 million.

The deal brings significant extra Audit, Tax and Advisory work across the three locations, especially to RSM Tenon’s London operation, reflecting the Group’s commitment to growth in the Capital.

Andy Raynor, the Chief Executive of RSM Tenon Group PLC said

“We have always admired the underlying businesses within Vantis, continuing to deliver outstanding client service to entrepreneurs despite the difficulties of the holding company. The resilience and skill of the people joining our teams is reflected in their loyal client following. This is a seamless fit with our own operations.”

The Vantis deal comes less than 6 months after the merger with Bentley Jennison at the end of last year, reinforcing RSM Tenon’s reputation for being one of the most dynamic accountancy firms in the UK today. Raynor commented:

“With acquisitions in the last six months totaling almost £100m of potential revenue, RSM Tenon has demonstrated the ambition for growth that we have always encouraged in our clients. Our ability to act quickly in completing this advantageous transaction has been aided by the continuing successful integration of our earlier RSM Bentley Jennison acquisition. Processes created and tested in that merger will be activated immediately by our dedicated teams.”

RSM Tenon is a leading provider of accounting and business advice in the UK and internationally. RSM Tenon is the 7th largest accountancy and business advisory firm in the UK, employing over 3000 people across 50 offices. RSM Tenon is the UK member of RSM International*, the 6th largest global accounting network with over 700 offices across more than 70 countries.

“Kathy brings to Cooley a robust tax litigation practice and a sterling reputation as an advisor on a wide range of tax law issues,” said Alan Levine, partner in charge of Cooley’s New York office. “She joins a highly regarded tax team that has built a reputation for its depth of experience handling tax controversies and the tax structuring of business transactions.”

Appearing in federal appeals courts, the United States Tax Court and U.S. district courts, Pakenham represents and advises clients in civil tax litigation, criminal tax litigation, summons enforcement litigation, tax compliance and government agency consultations. She is the youngest law firm partner listed in the Chambers USArankings for Tax Litigation. Already this year, Pakenham has tried two cases in U.S. Tax Court.

“We are delighted to have such a talented attorney joining Cooley’s tax practice,” said Stephen Gardner, head of Cooley’s New York tax practice. “Her experience handling a broad range of tax controversies, as well as her strong reputation among New York’s financial institutions, will immediately make her a valuable member of our tax group.”

Pakenham joins Cooley from White & Case LLP, where she was a partner. She earned her J.D., magna cum laude, from Brooklyn Law School and her LL.M. in Taxation from New York University School of Law.

Darren joined the firm as a trainee in 1999, and qualified in 2001 as a solicitor in England and Wales. He has a broad tax practice, with particular expertise in employment tax and private equity.

Schneidman brings to WTAS a wealth of experience in providing counsel to clients with regard to structuring and operation of private investment funds, advising high net worth foreign investors with regard to U.S. investments and activities, and assisting both U.S. and non-U.S. corporate clients in tax-efficient structuring of their business operations. He has had significant involvement with issues of U.S. international tax policy and tax reform, including chairmanship of the American Bar Association’s (ABA) U.S. Activities of Foreigners and Tax Treaties Committee and co-chairmanship of the ABA’s Task Force on International Tax Reform. Prior to joining WTAS, Schneidman held positions with Foley Hoag LLP; Spengler, Carlson, Gubar, Brodsky & Frischling LLP; and Willkie Farr & Gallagher LLP, and has written and spoken extensively on international tax matters.

“Many of our clients have interests beyond the boundaries of the United States. Len’s expertise is a great resource for those clients whose business or personal transactions have multinational implications,” said Joe Comeau, the Office Managing Director in Boston.

“We are glad to have Len on board. He will bring additional depth to our international practice and his extensive experience will add real value to our clients and our firm,” commented WTAS CEO, Mark Vorsatz.

“Understanding tax policy on the domestic and international level, as well as its direction, is the key driver for business planning. The level of sophistication and expertise that John brings in this regard is a coup for our clients,” said Marc D. Teitelbaum, national chair of Sonnenschein’s Taxation Practice. “John’s distinguished service in government provides him with an exceptional background in the key administrative and legislative tax matters on the international level that will be critical for the next dozen years and beyond.”

Harrington joined the Treasury Department in 2001 and served as international tax counsel from 2007-2009. In that role, he worked extensively with the IRS on regulations and other guidance dealing with the foreign tax credit, subpart F, transfer pricing, cross-border activities and other international tax issues. He led tax treaty negotiations and drafted and reviewed technical explanations and revisions to existing treaties. Harrington also served as the United States representative at meetings of the Organisation for Economic Co-operation and Development (OECD) Committee on Fiscal Affairs and at World Trade Organization meetings on tax-related trade disputes.

“In light of the increasing focus on major tax policy changes, especially in the international context, joining the firm with the pending SNR Denton global combination just months away is an exceptional opportunity,” said Harrington. “The reputation of Sonnenschein’s tax and policy practices already made the firm stand out for me, and I am delighted to be part of building the next phase, during which international tax considerations truly will be an important factor for clients in every global business sector.”

Harrington began his legal career in private practice in Washington. He earned a J.D. degree from Columbia University School of Law, where he was a Harlan Fiske Stone scholar, and a B.S. degree from the University of Florida.

With more than 700 lawyers and other professionals in 13 offices in the United States and Europe, Sonnenschein Nath & Rosenthal LLP (SNR) serves the legal and public interest needs of many of the world’s best-known and most admired businesses, nonprofits and individuals.

On June 9, 2010, the partnerships of both SNR and UK-based Denton Wilde Sapte LLP (Denton) approved a combination to form SNR Denton, to become effective on September 30, 2010. The combination joins complementary practices with a disciplined focus on meeting evolving client needs in eight key sectors: Financial Institutions and Funds; Energy, Transport and Infrastructure; Insurance; Real Estate, Retail and Hotels; Technology, Media and Telecommunications; Health and Life Sciences; Manufacturing; and Government. With its focus on quality, the combination will include 1,400 lawyers and other professionals in 18 countries and 33 locations across four continents, including the US, UK, Europe, the Middle East, Russia and the CIS, South-East Asia, and a network of exclusively associated firms in Africa.

In his new role, Mr. Neborak will be responsible for all of Willis’ global finance functions, including corporate accounting and reporting, financial planning and analysis, tax, treasury and investor relations.

“Mike is an outstanding CFO with broad experience in the financial services sector,” said Mr. Plumeri. “He brings great skill and deep background to our senior management team and joins Willis at an important moment in our company’s history. With Mike helping to lead the charge, we will continue to build on our successes and work to accelerate our growth, while we maintain our expense discipline and further strengthen our balance sheet.”

“I’m thrilled to be joining Willis, one of the great names in insurance and one of the best-run firms in the industry,” said Mr. Neborak. “Willis has built a global platform for serving its clients and has the capabilities and expertise to capitalize on the opportunities ahead as economic and market conditions improve. I look forward to being a part of the Willis success story and to joining the team that’s driving its future growth.”

Mr. Neborak joins Willis from MSCI Inc., a leading provider of investment decision-support tools for institutional investors, where he was CFO and part of the senior management team that took the company public in November 2007. Prior to joining MSCI, Mr. Neborak worked for Citigroup and its predecessors from 1982 to 2006, most recently as divisional CFO for the Global Operations and Technology Group and the Alternative Investments Group. From 1982 to 2000, Mr. Neborak held senior positions in the investment banking group at Salomon Smith Barney, focusing on insurance and the broader financial services sector. He began his career as an accountant with Arthur Andersen & Co.

Mr. Neborak holds a Bachelor of Arts degree in economics from Lafayette College, Easton, Pa., and an M.B.A. from the Stern School of Business at New York University.

Speaking at the announcement, Ronan Murphy, Senior Partner, PwC said:

“As a Firm we continue to support our clients to position their organisations for the economic upturn and ensure they emerge as strong businesses for the future. The admission of Yvonne to the partnership will strengthen our Financial Services team as we continue to serve our domestic and international banking and insurance clients.”

Yvonne Thompson works with the PwC Financial Services Tax Practice in Ireland, specialising in the corporate taxation of banking, insurance and leasing operations. With over 15 years’ experience, she has significant experience in advising on domestic and international taxation matters, including international tax structuring through Ireland, foreign tax transaction issues and the taxation of capital market transactions.

Yvonne is a fellow of the Institute of Chartered Accountants in Ireland.

“Ed Kroft is recognized as one of the top tax litigators and one of the leading experts in transfer pricing disputes in Canada,” said Brock Gibson, the Firm’s Chair. “Having Ed and Deborah join our Tax Controversy & Litigation Group is a welcome addition for Blakes. They will complement and enhance our renowned transfer pricing practice led by Janice McCart. Our Tax Group has won the International Tax Review’s Tax Firm of the Year Award for 2008 and 2009. Now that Ed and Deborah have joined our Firm, it will only increase our ability to better service our clients.”

Mr. Kroft has appeared in the Supreme Court of Canada, Federal Court of Appeal, Tax Court of Canada and B.C. Supreme Court. He also handles audit and appeals work with the Canada Revenue Agency and is involved in dealing with competent authorities in Canada and around the world on tax treaty and transfer pricing matters. Mr. Kroft also brings his extensive experience in representing multinational clients in the negotiation and conclusion of advance pricing arrangements. He is a member of the Rules Committee of the Tax Court of Canada and is a former governor of the Canadian Tax Foundation and a former chairperson for the Tax Subsection of the British Columbia branch of the Canadian Bar Association.

He is recognized in many ranking publications including: Chambers Global: The World’s Leading Lawyers for Business 2010 (Band 1 in the area of tax litigation), The 2010 Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada, The Lexpert Guide to the Leading US/Canada Cross-border Corporate Lawyers in Canada, International Tax Review: World Tax 2010 published by Legal Media Group, The Canadian Legal Lexpert Directory 2010 and The Best Lawyers in Canada 2010. He has written more than 50 articles and papers on taxation and corporate law subjects for the Canadian Tax Foundation and other organizations. He is an adjunct professor of tax law at the University of British Columbia (UBC), the course director of Tax Administration and Litigation at Osgoode Hall Law School (LL.M. program), and the recipient of the Adam Albright Award for outstanding teaching at UBC.

Deborah Toaze is both a chartered accountant and a lawyer and is a member of the Canadian Bar Association and the Canadian Tax Foundation. Ms. Toaze represents clients in tax disputes involving the Canada Revenue Agency at the audit and appeals stage and in court. Ms. Toaze works extensively in the transfer pricing area in the resolution of disputes with government authorities and advises on transfer pricing matters in mergers and acquisitions. She also has extensive experience in the taxation of financial institutions and financial products. She previously held tax positions in industry, including the position of vice-president of taxation at a major Canadian institution.

Ms. Toaze regularly writes on tax matters and speaks at various tax conferences and seminars. She received her B.A. from Queen’s University in 1974, her M.BA. from McMaster University in 1976, her LL.M. from Osgoode Hall Law School in 2001, and her J.D. from the University of Toronto in 2004.

* Heidi Miller, head of Treasury & Securities Services (TSS), has been named President of International.
* Michael Cavanagh, Chief Financial Officer, will succeed Ms. Miller as Chief Executive Officer of TSS.
* Doug Braunstein, head of Investment Banking, Americas, will succeed Mr. Cavanagh as Chief Financial Officer.

“Over the years at JPMorgan Chase we have worked hard to build a highly talented senior management team,” said Jamie Dimon, Chairman and CEO. “In developing great leaders and building a strong company, we focus on continually broadening the experience of our executives and working to deploy their talents and expertise across the organization. Our firm has developed an excellent management bench, and today’s moves reflect our goal of building on our team’s experience and providing them with new opportunities to make our company even better.”

As part of today’s announcement, the company has created the new role of President of International. JPMorgan Chase has built a world-class international banking franchise, but the company believes prospects for further growth in all of our businesses outside the United States are significant. This important new role will augment – not replace — business lines around the world, helping them accelerate and prioritize their efforts and their investments for growth.

Working with her senior colleagues, Ms. Miller will develop a comprehensive and coordinated international business strategy and growth plan – ensuring that the company identifies opportunities for growth all over the world; accelerates its expansion in countries like China, Brazil, India, and Russia; seeks out opportunities in other emerging economies; properly resources and governs lines of business and functions; continues the build-out of local branches; and cuts out any bureaucracy and inefficiencies.

Ms. Miller will take the lead in further expanding our global Corporate Bank, managing it in close coordination with Investment Bank CEO Jes Staley as well as with TSS Head Mike Cavanagh. As part of her new responsibilities, Ms. Miller will also chair a newly formed International Operating Committee, consisting of the firm’s senior global leaders, and she will focus on growing our international branches across lines of business.

Jamie Dimon said, “The breadth and depth of Heidi’s international business and leadership expertise are virtually unmatched in our industry, and I’m very excited about her taking on this important new role.” Regarding her new responsibilities, Ms. Miller added, “JPMorgan Chase is uniquely positioned for extraordinary success and growth globally if we work together and execute well, and I’m very fortunate to be leading this effort.”

Mike Cavanagh, who has been the company’s Chief Financial Officer since 2004, will become CEO of the TSS business. As CFO, Mr. Cavanagh provided broad leadership throughout the company’s major merger integration efforts, and he played a key role in helping the company successfully navigate the financial crisis over the past few years.

“Mike Cavanagh has done an outstanding job as CFO of our company and has built one of the most respected financial teams in banking,” said Jamie Dimon, adding, “Mike is well-suited to build on Heidi’s success as the new head of TSS, one of our six major businesses.”

Mr. Cavanagh said, “I am grateful for the opportunity I’ve had to be CFO of JPMorgan Chase through such interesting and tumultuous times, and I want to thank all of my Finance colleagues for their hard work and support over the past six years. At the same time, I couldn’t be more excited about the opportunity to succeed Heidi in leading our TSS business, and I look forward to building upon her success.”

Doug Braunstein, who has served as head of Investment Banking for the Americas, will become Chief Financial Officer and a member of the firm-wide Operating Committee. Prior to heading Investment Banking, Americas, Mr. Braunstein served in a number of senior Investment Banking roles, including as head of Global Mergers and Acquisitions. He has been a member of the firm’s Executive Committee since 2005.

“Doug is a tremendous leader and has helped build our leading client franchise within the Investment Bank over the past decade. I’m very proud of the talent we have developed at our firm, and it’s great news that we have someone with Doug’s exceptional client experience, seniority and seasoned financial thinking to take on the critical role of CFO,” Dimon said.

Mr. Braunstein added, “I am truly honored to take on this important role. I am committed to working closely with our entire Operating Committee to continue to maintain our fortress balance sheet, including our focus on risk management, capital strength and liquidity, strong loan-loss reserves, and clear and transparent reporting and accounting.”

The company will shortly announce a successor to Mr. Braunstein as head of Investment Banking, Americas.

With the M&A team Karolina was responsible for tax advice on transactions conducted by private equity and venture capital funds, restructuring of capital groups, development of tax-effective structures for acquisition and financing of investments, and for tax-optimal exit strategies for sale of enterprises and shares by institutional and individual investors.

Currently, Karolina serves as the vice-chair of the National Audit Board of the Polish National Chamber of Tax Advisers.

David Jervis, Eversheds global head of tax commented:

“Karolina is well known in the Polish marketplace and having worked with Eversheds a number of times before, we knew she would be a great asset to the team. Karolina has been tasked with growing our Polish tax practice over the coming months to build on our European tax capabilities in line with our client service excellence strategy.”

William brings with him 20 years of experience in tax services. He previously worked with big four firms in the UK, Hong Kong and China.

William’s expertises are tax due diligence and transaction-related tax advisory work. He also specialises in cross-border tax advisory work. While working in Shanghai, he had advised many domestic companies in their offshore acquisitions and was involved in the largest state-owned enterprise restructure.

William is a chartered accountant from the ICAEW.

“I am honored to have this opportunity and look forward to building on the work that has already been accomplished to position the firm’s New York office as the adviser of choice for businesses and investors from across the country and around the world,” said Mr. Andersen, who assumes his new role immediately.

“Patton Boggs enjoys a unique reputation among U.S. law firms, providing innovative solutions to the issues facing leading national and international enterprises at the intersection of law, business, regulation and public policy,” Mr. Andersen said.

The attorneys in the New York office bring experience and fine-tuned skill sets to bear on transactions and controversies connected to the nation’s financial hub, Mr. Andersen said. The office provides a gateway to the firm’s resources for international companies seeking to open or expand a presence in the United States.

In his new role, Mr. Andersen will work closely with James E. Tyrrell, Jr., who serves as the regional managing partner for the New York and New Jersey offices.

“Richard brings sharp business acumen to the table,” Mr. Tyrrell said. “We expect the office to grow in new directions under his leadership with more clients seeking law firms that possess a strong grasp of pending federal regulations and the intersection of Wall Street and K Street.”

Stuart M. Pape, the managing partner of the firm’s nine offices, noted that Mr. Andersen’s deep well of experience and knowledge about tax, finance and international law make him an invaluable asset to clients.

“Richard will play a vital role on our leadership team as our New York office continues to grow in both size and prominence,” Mr. Pape said.

The New York office is active in domestic and international corporate reorganizations; acquisitions and divestitures; joint ventures and technology transfers; commercial, asset-based and structured finance; securities offerings and other corporate finance transactions; project financings and privatizations; and private equity and investment funds. Its experienced litigation team provides advice and representation in civil, commercial and criminal law matters, including securities disputes, mass tort actions, commercial arbitration and internal and governmental investigations.

Mr. Andersen has nearly three decades of experience in both domestic and international tax matters. He received his B.A., magna cum laude, from Columbia University and his law degree from Columbia Law School. Mr. Andersen received his L.L.M. in taxation from New York University School of Law, where he has taught international tax law in the Graduate Tax Program.

“We are pleased to welcome Tom to Beneficial. He brings a strong range of financial experience as well as a solid reputation,” said Gerard P. Cuddy, President and Chief Executive Officer of Beneficial Mutual Bancorp, Inc. “We are confident his skill set and expertise will contribute to Beneficial’s continued stability and growth.”

Mr. Cestare previously served as Executive Vice President and Chief Accounting Officer of Sovereign Bancorp, Inc., the parent company of Sovereign Bank, headquartered in Reading, Pennsylvania with approximately $83 billion in assets. During his tenure with Sovereign, Cestare successfully led financial integrations for two major acquisitions; improved operating inefficiencies and helped to restructure Sovereign’s balance sheet. Prior to joining Sovereign in 2005, Cestare was a Partner with the public accounting firm of KPMG LLP. He began his career in 1990 with Arthur Andersen LLP where he served as Staff Auditor, Audit Manager and Senior Manager.

“I am excited to be joining Beneficial,” said Mr. Cestare. “I look forward to furthering Beneficial’s 157-year mission of educating customers to do the right thing financially.”

Mr. Cestare is a Certified Public Accountant and received his BS in Accounting from the University of Delaware.

These new hires include: Vice Presidents Richard V.L. Cooper and Debashis Ghosh in Chicago; Vice President Kathrine Kimball and Principal Aaron Bone in California; Vice President Brad Rolph in Toronto; Principal Nicole Bordeleau in Boston; Principal Alberto Pluviano in Paris; and Principal Paul Wilmshurst in London. In addition, Guy A. Kersch and Gregor Bruggelambert have become senior consultants to the Transfer Pricing practice in London and Frankfurt respectively.

“The global economy requires that international businesses address a range of transfer pricing concerns, and Charles River Associates offers comprehensive transfer pricing services to assist companies around the world,” said CRA’s President and Chief Executive Officer Paul Maleh. “The consultants we have hired in our Transfer Pricing practice bring exceptional expertise in their field and deep knowledge about the unique transfer pricing issues facing many industries. It is our pleasure to welcome them to CRA.” “We view transfer pricing as an excellent long-term growth opportunity for CRA,” Maleh said. “These new consultants greatly expand our practice’s global capabilities in both North America and Europe.”

The senior-level consultants who have joined the Transfer Pricing practice since September 2009 include:

Vice President Richard V.L. Cooper has more than 30 years of transfer pricing experience. Dr. Cooper has testified as an expert witness before such bodies as the US Tax Court, the US International Trade Commission, and the US Congress. He was named “one of the world’s leading transfer pricing advisors” by The International Tax Review/Legal Media Group. Dr. Cooper has taught undergraduate and graduate courses in such areas as international business, international tax, econometrics, and price theory at Georgetown University, the University of California at Los Angeles, and the Rand Graduate Institute, among others. He lectures regularly on such topics as international business strategy, transfer pricing, international finance, countertrade, doing business in China, and export trading companies. Prior to joining CRA, he was a managing director with Houlihan Lokey. He holds BA and MA degrees in Economics from the University of California at Los Angeles, and a PhD degree in Economics from the University of Chicago.

Vice President Debashis Ghosh has 14 years of experience providing business advisory services in transfer pricing and business analytics, using analytical approaches to leverage internal and external data, and developing customized tools to assist in strategic decision making. Dr. Ghosh has started and led economic consulting and business analytics practices, and he has participated in projects involving transfer pricing, business process improvement, strategic costing, business process outsourcing, and litigation support/expert testimony. Prior to joining CRA, Dr. Ghosh was a director with Houlihan Lokey. He holds a BA degree in Economics from Presidency College in Calcutta, India, and MA and PhD degrees in Economics from Rice University.

Vice President Kathrine Kimball has 16 years of experience in international and domestic transfer pricing, including documentation, planning, and controversy defense as well as supply-chain-based tax planning. She has served multinational clients in a range of industries and managed a multitude of global, pan-European, pan-Asian, and North American international supply chain projects. Prior to joining CRA, Ms. Kimball was a partner with Ernst & Young, where she was responsible for building the Global Transfer Pricing and Tax Effective Supply Chain Management (TESCM) Practice in San Francisco, which earned the 2008 International Tax Review Best Transfer Pricing Practice in North America during her tenure. She was also the founding practice leader of the Global Transfer Pricing and TESCM Group as well as the US Transfer Pricing Desk in Belgium. Ms. Kimball holds a BBA degree from Loyola Marymount University, and a MBA degree from the College of William and Mary.

Vice President Brad Rolph has over 20 years of experience as an economist, including 15 years as a transfer pricing specialist. Mr. Rolph is one of Canada’s leading transfer pricing advisors; he has helped numerous multinational companies prepare for and defend a variety of intercompany transactions across diverse industries. In addition to preparing transfer pricing studies for documentation and audit purposes, Mr. Rolph has led planning, implementation, taxpayer-initiated adjustments, voluntary disclosure, litigation, competent authority, and advance pricing arrangement (APA) assignments. Prior to joining CRA, Mr. Rolph was a partner and the chief economist of the National Transfer Pricing Group at Deloitte & Touche in Canada. Before that, he was an economist with the tax policy and fiscal policy branches of the Ontario Ministry of Finance. He holds a BA degree in Economics from Wilfrid Laurier University, and a MA degree in Economics from Queen’s University. Mr. Rolph has also completed the course work and theory comprehensive exams in Economics at the PhD level.

Principal Aaron Bone has 10 years of experience participating in global transfer pricing remediation for Fortune 500 companies and coordinating global transfer pricing engagements including documentation, planning, headquarters cost allocation, IP migration, FIN 48 analyses, and provision review. Prior to joining CRA, Mr. Bone was with Ernst & Young and PricewaterhouseCoopers, where he assisted with various international tax planning projects as well as transfer pricing and international tax services. Mr. Bone is also a licensed attorney with the State Bar of California. He holds a BA degree in English and Political Science from Drew University, and a JD degree from the University of California Davis School of Law.

Principal Nicole Bordeleau has 10 years of experience as a transfer pricing expert specializing in strategizing, managing, and implementing corporate transfer pricing policies that help clients mitigate risk, optimize efficiency, and support business operations. She has provided transfer pricing consulting services for national and multinational companies in an array of industries, including industrial equipment, consumer products, medical equipment, pharmaceutical, financial services, computer software, management services, and retail grocery. Prior to joining CRA, Ms. Bordeleau was the director of transfer pricing at Covidien, a multi-national healthcare products company, and before that, she was with KPMG’s economic consulting services group. She holds a BA degree in Economics from Dalhousie University, and a MBA degree from Loyola University.

Principal Alberto Pluviano has over 18 years of transfer pricing experience with extensive international experience in the development and implementation of transfer pricing policies. Mr. Pluviano has dealt with challenging transfer pricing issues in many countries, including developing new methodologies, supporting business restructurings, and managing large transfer pricing audits to successful conclusions. He has led centralized transfer pricing teams, directed country teams, and liaised regularly with tax authorities in many countries. Prior to joining CRA, Mr. Pluviano was head of transfer pricing in Europe for IBM. He holds a degree in Business Administration, specialization in Finance from Universita’ Bocconi, Milano, Italy.

Principal Paul Wilmshurst has over 10 years’ experience helping multinational groups in a variety of industries with many different transfer pricing issues. His experience ranges from designing practical documentation solutions to efficiently mitigate risk, to helping companies defend contentious transfer pricing arrangements. Mr. Wilmshurst’s tax efficient supply chain work has included identifying and valuing different types of intangibles, assessing and modeling economic risks, and designing commercial transfer pricing policies. Prior to joining CRA, Mr. Wilmshurst was a senior transfer pricing economist at KMPG and Deloitte. He holds a BSc degree in Economics from Manchester University, and a MSc degree in Econometrics and Mathematical Economics from London School of Economics.

Senior Consultant Gregor Bruggelambert is professor of economics and international business relations at the Dortmund University of Applied Science and Arts. Dr. Bruggelambert is a transfer pricing expert and economist with more than a decade of experience. He has authored many articles on topics in the field of transfer pricing and is a regular speaker at conferences and seminars. Dr. Bruggelambert is highly experienced in all aspects of transfer pricing, from cost allocation over the design of controlling based transfer pricing systems to the remuneration of intangibles. His work has been prepared in the context of documentation studies, planning assignments, and in the audit defense of transfer pricing systems. In addition, he has extensive experience dealing with the German tax authorities, including in relation to APA negotiations. Previously, Dr. Bruggelambert held positions at Henkel AG & Co. KGaA, including as head of global transfer pricing and head of supply controlling. At KPMG, Dr. Bruggelambert co-led the creation of the transfer pricing team in Dusseldorf. He holds a doctoral degree in economics from the University of Essen.

Senior Consultant Guy A. Kersch is a tax and transfer pricing professional with more than 25 years of experience. As a current member and former vice-chair (business) of the European Joint Transfer Pricing Forum, he is actively involved in developing pragmatic, non-legislative solutions to transfer pricing issues within the EU. Mr. Kersch has applied his transfer pricing expertise in many areas such as mergers and acquisitions, tax optimization planning, and tax audit in various industries, including chemicals, agricultural products, construction, engineering, and pharmaceuticals. He is a member of the Tax Policy Group of BusinessEurope, the Tax Committee of the Business and Industry Advisory Committee to the Organization for Economic Cooperation and Development, the Working Group Ecofin and the Tax Committee of the Business Federation Luxembourg, and the International Bar Association. He is also a founding member and former president of the European Chapter of the Tax Executive Institute. Mr. Kersch is a former senior transfer pricing counsel at Grant Thornton. He is fluent in English, German, French, and Luxembourgeois.

About Charles River Associates (CRA)

Charles River Associates(R) is a global consulting firm specializing in litigation, regulatory, and financial consulting, and management consulting. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues.

Bill Dodwell, head of tax policy at Deloitte, considers what tax measures the Chancellor is expected to focus upon in the Emergency Budget:

Capital Gains tax
Most of the focus has been on the increase in capital gains taxation, with ‘generous exemptions for entrepreneurial activities’. We hope that shares owned by employees and unquoted shares in trading companies will benefit from lower rates. Both make vital contributions to entrepreneurial activities. We also hope to see relief for the effects of inflation – either through indexation (increasing the original base cost to allow for inflation), or through taper relief (reducing the gain, depending on the ownership period). Interestingly, the Office for Budget Responsibility forecasts lower CGT yields than previously calculated by the Treasury, due to lower prices for shares and property. This forecast definitely shows it will be hard to achieve the original hope of an extra £1bn-1.5bn annually from CGT.

Personal Allowances and National Insurance Contributions
The two big give-aways are the increase in personal allowances and the increase in NIC thresholds. Personal allowances are normally increased by the rate of RPI, in September. If we assume that inflation is about 3%, this would suggest an increase of around £200 (worth £40 for a basic rate payer) and it’s no doubt possible that the Chancellor may wish to announce a round £1,000 increase. Normally, increases in personal allowances benefit taxpayers at their marginal rate – so £200 for a basic rate taxpayer and £400 for a higher rate taxpayer. However, there have been signals that the benefit might be the same – £200 – for both higher rate and basic rate taxpayers. This adds to complexity in the tax system – but is cheaper to implement.

It is possible that the Chancellor will announce the married couples’ allowance put forward by the Conservatives. Under the Coalition agreement, the Liberal Democrats have agreed to abstain, rather than vote against the proposal. The allowance is intended to permit a spouse/civil partner with income below the personal allowance to transfer up to £750 of the unused allowance, provided that the recipient is a basic rate taxpayer. Consequently, the maximum benefit will be £150. Increasing the personal allowance will mean more married couples/civil partners will benefit. It’s thought that about one third of married couples will benefit from the allowance.

It’s likely we know what will happen to NIC. The rates for employers, employees and the self-employed will go up by 1% and the thresholds will be increased by £570 over the personal allowance for employees (the Labour Government plan) and £1,092 for employers (the Conservative plan). This should mean that employers would actually see an NIC reduction for employees earning up to £21,000 and employees earning up to £20,000 would benefit as well. Those earning above these thresholds would pay more.

VAT
The fourth major area of focus is VAT. Many expect that further tax increases will be needed. Consequently, it’s thought that there will be an increase in VAT – partly, no doubt, as the previous Government increased income tax and national insurance. Increasing the standard rate of VAT to 20% would cost someone on average earnings about £150pa.

We do not favour widening the VAT base, through adding VAT at 17.5%, in place of zero-rating. The key categories are food (£11bn); new housing (£4bn); public transport (£2.5bn) and water/sewerage (£1.3bn). Additionally, increasing the 5% charge on domestic fuel to 17.5% would raise £3.6bn. The difficulty with imposing VAT on these items is that the burden would fall disproportionately on the least well-off. Although benefits and tax credits could be increased to compensate the average household, the fiasco over the abolition of the 10% income tax band demonstrated that at least 1 million people (mainly those without children) do not receive benefits or credits.

Taking together the effect of a personal allowance increase of £1,000, the NIC changes and a VAT rise to 20%, those on median earnings (about £23,000) or below would be no worse off and those on more modest incomes could be £200pa better off. The top half of the earnings spectrum would see tax rises.

Pensions
The previous Government decided to cap tax relief on pension funding in respect of higher earners (principally those with income over £130,000). Regrettably the method chosen is complex and arbitrary. It has attracted widespread criticism from employers, pension providers and advisers. Most have suggested that a much better approach to reduce the cost of tax relief on pensions would be simply to set a much lower cap on annual pension contributions – say, £50,000. This would be much easier to understand; would not give anyone marginal tax rates of 100% and would not give pension trustees and employers significant implementation costs. We know that the new Government has been asked to reconsider the approach and it is to be hoped that a plan of this sort will be adopted.

Corporation tax reforms
Businesses will be keen to hear more about George Osborne’s five year plan to reform corporation tax. The Chancellor signalled at his recent speech to the CBI that his ambition is for the UK to have the most competitive corporate tax regime in the G20. This will clearly include rate reductions, a lighter CFC regime (the rules which charge UK tax on low-taxed overseas profits of UK groups) and incentives for managing intellectual property (patents, trademarks, brands and other intangible assets)in the UK.

At the same time, the Chancellor may consider implementing the proposals from the Dyson review, which include redirecting R&D tax credits towards Hi-tech companies, small firms and start-ups, as well as supporting manufacturing. Equally, it’s thought that part of the cost of these benefits will be paid through reducing some allowances. It’s clear that the Government will be issuing a discussion document for business to debate.

At the same time, we hope to hear more about the plans for a Patent Box regime (a special tax rate of 10% for royalties from patents) and also how the Government proposes to take forward the current plans to reform CFCs and the taxation of foreign branches. This latter area is critical for the insurance industry, which is facing changes to its capital requirements, in the Solvency II regime. Solvency II is pushing insurers to conduct their business through branches, rather than subsidiaries. Without an exemption for the income from foreign branches, insurers may well move activities to other EU states, which do offer an exemption or low taxation.

The Coalition agreement set out several other areas for consideration, including: anti-avoidance; the taxation of non-domiciled individuals; and the approach to taxing contractors and small business. Whether we see Discussion documents in these areas is doubtful, given the short time that the Treasury has had to consider such a wide range of complicated tax issues.

Mr. Stevens’ practice involves all areas of federal taxation, focusing on the US and international tax aspects of acquisitions and dispositions, post-transaction integration of acquired businesses and intellectual property licensing and planning. In addition, he has advised foreign entities on the tax efficient structuring of their investments in the US, including issues such as withholding tax, FIRPTA, treaty analysis, and compliance with US reporting requirements.

Mr. Stevens also has extensive experience in advising on multi-jurisdictional affiliated group restructurings, foreign earnings repatriation, subpart F and PFIC planning, foreign tax credit utilization, supply chain restructuring, cross-border tax arbitrage and other global tax minimization strategies.

“Jonathan has a strong skill set to further our core competency in tax and to expand our capabilities in areas of significant interest to our multinational clients, especially in international tax planning and tax planning for mergers and acquisitions,” said Len Terr, Chair of the Firm’s North American Tax Practice.

Commenting on his move, Stevens said, “Baker & McKenzie’s global tax practice will provide an excellent platform from which to discharge my work with multinational clients.”

Prior to joining Jones Day, Mr. Stevens was Senior Manager in the International Corporate Services Group with KPMG LLP in New York. He received a J.D. from Temple University in May 1997 and a B.S. in Business Administration (magna cum laude) and B.A. in History (cum laude) in May 1994 from the University of Richmond.

“We welcome Jonathan to the Firm,” said New York Managing Partner James C. Colihan. “His strong technical background and extensive experience advising on and executing international and transactional tax-related projects for major multinational companies fit well within the Firm’s core strategy.”

Recently, Baker & McKenzie’s New York office has added a three-person outsourcing team of lawyers led by Edward J. Hansen and including D. David Jackson and Jessica Lipson. Mr. Hansen has nearly two decades of experience representing clients in complex information technology and business process outsourcing transactions. The Firm also expanded its arbitration and commercial litigation capabilities with the joining of Junghye June Yeum as a partner.

Mr Todd, a specialist in Jersey financial services tax, will work alongside Neil Oliver providing clients with a wide-ranging service offering across the local, UK and international tax arenas.

Gary joins a growing Ernst & Young team and brings with him extensive knowledge of local tax, gained from 25 years’ experience at the States of Jersey Taxes Office. During this time he was involved in policy development and revising Jersey’s tax law.

Five years ago Gary made the transition from the public sector to KPMG.

“This is a time of great change for the Island as Jersey’s corporate tax system comes under review,” said Gary.

“As we await the launch announcement for the zero-ten policy consultation document this is a welcome opportunity to examine where Jersey is and ensure that we have the right tax system for Jersey.”

A Jerseyman, upon finishing his schooling in the island, Gary joined the Jersey Tax Office in 1979. Having qualified as a Chartered Tax Adviser (CTA) in 1998, he successfully worked his way up to the position of Fiscal Policy Director.

This role came at a time of much development for the island and its taxation policies including the Income Tax Instalment System (ITIS), the taxation of benefits in kind, penalties for late filing of tax returns and restriction of interest paid. He was also involved in the initial stages of planning zero-ten as the States began to formulate its policies, so is particularly well placed to understand the implications of any changes.

Channel Islands’ managing partner, Andrew Dann said: “Gary’s appointment is a reflection of our dedication to providing the highest levels of service in response to the growing demand for expert advice.

“This is a time when the Channel Islands are seeing historic changes to their corporate tax regimes as well as enormous changes to the tax legislation within the UK. Gary will provide clients with the insight, advice and guidance they require not only at a corporate level but also with regards to personal tax implications, drawing on his extensive experience and expertise of Jersey tax.”

Brian has over 15 years of experience helping organizations accomplish business results and maximize profitability through financial and human capital solutions. During the last 4 years, Brian has partnered with CPA firms, architects, attorneys and real estate investors capture over $50M in tax benefits through cost segregation, Energy Certification, R&D tax credit and WOTC programs. Brian earned a Bachelor of Science degree in Advertising from Bradley University in Peoria, IL. He is actively involved in his community and regularly participates in local ICPAS and USGBC events.

He has worked with privately held and publicly traded companies in a number of industries, particularly construction, real estate and hospitality. John also has significant experience with companies that specialize in alternative energy and transportation and logistics. His knowledge of those industries and his passion for service will complement the skills of Barnes Dennig’s Construction and Real Estate Service Teams.

After 15 years as a tax partner at a national firm, John was attracted to the opportunity to join an organization that is committed to the region and work with clients who are committed to growth.

“I like entrepreneurial companies,” he said. “Companies that are buying something, doing something, companies that are active.”

John is an authority on pass-through entities, including Real Estate Investment Trusts. His articles have appeared in the Journal of Taxation, The Tax Advisor and Construction Accounting and Taxation, among others, and he has been a featured speaker for the National Association of Real Estate Trusts, the Association for Corporate Growth and the U.S. Green Building Council.

“I have always been impressed by his tax knowledge and professionalism,” said Bill Cloppert, Managing Director at Barnes Dennig. “I know he will be an asset to our Construction and Real Estate clients and believe he will fit nicely into our culture.”

John earned a Bachelor’s degree from Wright State University and a Masters in Taxation from the University of Cincinnati. He lives in Hyde Park with his wife and children.

True Partners recruited Gallagher for this position as part of its broader efforts to double its business organically over the next four years, according to the firm’s chief executive officer, Cary McMillan.

“Susan fits very well into our unique culture at True Partners, which is built around having senior-level counselors work closely with our clients on complex tax advisory engagements,” said McMillan. “Susan has the enthusiasm and leadership skills to help us continue to attract and grow the best professionals and keep our teams working together to solve complex client problems for years to come.”

Gallagher brings extensive experience in strategic development through the design and implementation of marketing and sales programs to drive growth. In her new role with True Partners, she will lead the U.S. region, work closely with each market to drive growth, maintain client satisfaction and help set the firm’s overall business strategy.

“With the tax environment becoming more complex – both for public, as well as private, companies – corporations have a real opportunity to re-examine and improve their tax strategies. True Partners is ideally positioned to meet this need,” said Gallagher. “I’m truly delighted to be joining this dynamic firm with such talented leadership and staff, especially at this vital point in the firm’s evolution.”

Gallagher has more than 26 years of experience in professional services and is recognized nationally in the consulting market, with a diverse range of clients heavily focused on Fortune 500 companies. She has provided analysis on international and inter-company pricing disputes, calculated potential damages in trade secret cases and identified the features and impact of intricate fraud schemes.

“We are very pleased with the success of our portfolio company, True Partners, and are excited about the addition of a new chief operating officer,” said Reeve Waud, founder and managing partner, Waud Capital Partners. “We are confident that the senior leadership in place will help drive True Partners’ continued success and growth.”

Before joining True Partners Consulting, Gallagher worked at Huron Consulting Group, where she was one of the 25 founding managing directors of the company. She was responsible for driving growth nationally in the legal business and played a key role in developing the strategies to initiate and sustain relationships with clients and legal counsel.

Gallagher also served as the head of client relationship development for Arthur Andersen’s Chicago office, where she restructured the marketing function to align it with the various business units.

Gallagher received a Bachelor of Business Administration from St. Mary’s College in Notre Dame, Indiana. She is also a certified public accountant in Illinois.

Bertino has more than 20 years of experience in state income tax issues, including multistate income franchise taxes, jurisdiction to tax, tax base, apportionment of income, unitary taxation, business/non-business income, state filing options and federal and state income tax incentives. His clients have included Fortune 500 and mid-size companies in such diverse industries as manufacturing, retail, financial services, real estate, and transportation.

“I look forward to playing a leadership role in the Los Angeles office and providing tailored solutions to help clients minimize their state income tax and implement tax planning,” said Bertino. “It’s exciting to bring complementary expertise to True Partners, one of the largest tax-only firms in the U.S.”

In addition to serving clients within the state income tax industry, Bertino will provide a range of consulting services, including mergers and acquisition transactions, state tax accrual reviews, and representation for companies before state tax authorities and administrative boards.

“At True Partners, we recognize the importance of attracting top talent to continually strengthen our offering and to provide first-rate tax consulting services to our top-tier clients,” said Cary McMillan, chief executive officer of True Partners. “The experience Tom brings will be an integral part of our success in providing our clients with a significant presence on the west coast with the very best tax and business consulting services.

Prior to joining True Partners Consulting, Bertino worked with PricewaterhouseCoopers and KPMG in Los Angeles and Costa Mesa, California.

Bertino received a Bachelor of Science degree in Accounting and Finance from University of Arizona and received a Juris Doctorate degree from the Loyola Law School in Los Angeles. He is a member of the California State Bar.
About True Partners Consulting LLC
True Partners Consulting is a world-class tax and business advisory firm that helps large public and private enterprises navigate complex financial regulations without the Sarbanes-Oxley created conflicts inherent in offering both tax consulting and audit services. The firm provides a broad range of tax services, including analysis and counsel concerning the tax impact of business issues such as organic or acquisition-driven growth, filing practices, business restructuring or bankruptcy. The firm also conducts refund reviews, negotiate tax incentives, analyzes clients’ tax exposure and prepares responses to audit inquiries, in addition to helping clients address compliance issues.

The firm has offices in Chicago; New York; Los Angeles; San Jose, Calif.; Tampa, Fla.; Boston; and London. There are also member firms with headquarters in the following cities: Paris; Turin, Italy; Barcelona, Spain; Beijing and Hong Kong, China; Singapore; Munich, Germany; and The Netherlands; through the True Partners Consulting International Network.

Dominique Thormann, born in 1954, began his career as a credit analyst at Chase Manhattan Bank in New York in 1979, before going on to hold several international positions in Rome, Milan and Paris. He joined Renault Crédit International in 1989 as International Treasurer and took charge of Investor Relations for Renault in 1994. In 1999 he joined Nissan Motor Co. Ltd. in Tokyo as Deputy General Manager, Investor Relations and Financial Strategy. He went on to become Vice President, Global Communications and Investor Relations and then, in 2004, Senior Vice President in charge of Administration and Finance for Nissan Europe, based in Paris. He joined Nissan North America on July 1, 2006 as Senior Vice President in charge of Administration and Finance. He was appointed Chairman of RCI Banque in October 2009.

Dominique Thormann graduated with a BA in International Relations from Johns Hopkins University (USA) in 1975. He is also a graduate of the JHU School of Advanced International Studies in Washington D.C. and obtained a diploma in international relations in Bologna, Italy in 1977.

Mr. Chang Camacho practices tax and customs law and has worked at Chevez Ruiz Zamarripa y Cía. S.C. as an associate in its international trade practice and at Deloitte & Touche, where he opened the firm’s Guadalajara foreign trade and customs practice. He was also national managing partner for the customs and trade practice at national level at BDO Hernández, Marrón y Cía. as well as managing director for the firm’s Guadalajara office.

Mr. Chang Camacho graduated from Universidad de Guadalajara.

Deloitte Touche Tohmatsu (DTT) is an organization of member firms around the world, devoted to excellence in providing professional services and advice, focused on client service through a global strategy executed locally in nearly 150 countries. With access to the deep intellectual capital of over 160,000 people worldwide, Deloitte delivers services in four professional areas – audit, tax, consulting and financial advisory services – and serves more than half of the world’s largest companies, as well as large national enterprises, locally important clients and successful, fast-growing global growth companies.

The Opportunity

This is an excellent opportunity to join an established, collaborative, highly regarded, successful, 150 strong and growing Transfer Pricing practice and make your mark as a strong leader. Given the revenue opportunities in the local Chinese TP market, this role represents a genuine opportunity to be promoted to Partner within 1 -2 years.

The Challenge

To build on our successes, leverage our global tax network and local clients, solve complex problems, build and grow a successful team, develop client relationships, nurture talent, create value for our top clients and ultimately, play to win in the market. In meeting this challenge, you will receive full support from Transfer Pricing leaders and the wider Tax practice in China.

Specific responsibilities include:-

• Driving growth by developing long term profitable relationships with high value clients
• Accountability for client relationship management with key teams, exercising appropriate risk management
• Negotiation of all business deals and pricing strategy
• Leading and managing the execution of TP tax engagements
• Building and developing a team of TP specialist tax professionals in a ‘hands on’ collaborative manner

Fundamental to success will be strong business development, talent development and client management skills. First class communication skills are a must, as is technical competence, inspirational leadership and an acute orientation to client service excellence.

The ideal candidate will be an Economist, with 8-12 years in the tax or transfer pricing arena. He or she will have a professional services background or served as an in-house specialist. ACA/CA/Tax Inspectors with full Technical Training course/Law qualification/CTA (or equivalent), Economics PhD are all advantageous.

Proficiency in Mandarin is a pre-requisite for the role. Experience of working in China is advantageous, as is international experience in Transfer Pricing.

Ideal location is Beijing, but Shanghai may be an option.

The Rewards

Numerous. Astounding. Relentless. Unimaginable.

This is a critical position for the firm. As such, it offers an attractive compensation package, including base salary, performance related bonus and company benefits.

To apply for this opportunity please click here

David Sproul, UK head of tax for Deloitte, commented: “Deloitte strives to provide clients with a consistently high quality service. These promotions demonstrate our commitment to invest in talent of the highest calibre to continually strengthen the depth of specialist knowledge within the tax practice, even in a tough economic environment. Congratulations to these eight new partners and three associate partners for gaining this achievement.”

There have been eight promotions to partner:

Pippa Booth – based in London, Pippa is a member of the tax transformation, risk and co-sourcing team and has extensive experience of tax accounting and compliance and reporting outsourcing. She also specialises in tax risk and transformation of tax compliance and reporting processes including implementation of technology solutions. Pippa leads the Deloitte tax accounting competency group for the UK and EMEA and is a corresponding member on the Tax Advisory Panel for the Accounting Standards Board. Pippa joined Deloitte in 1998.

Andy Brook – a member of the tax depreciation team with over 12 years experience. Andy specialises tax issues in respect of property expenditure and heads up this team in the regions. He has extensive experience of working with a broad range of sectors, with particular expertise in the utility, gaming and health care sectors. Andy joined Deloitte in 2002 and is based in Birmingham.

Stephen Brown – based in the mergers & acquisitions practice in London, Stephen specialises in advising private equity and infrastructure fund clients on the tax aspects of their international acquisitions and disposals. A graduate of the University of Manchester, Stephen joined Deloitte in 2001 after initially training with the National Audit Office.

Christie Buck – based in Reading, Christie is an international corporate tax specialist. His particular expertise lies in providing tax advice to overseas headquartered groups investing into the UK. A graduate of Oxford University, Christie has been with Deloitte for eight years, including three years leading the Deloitte UK tax desk in New York.

Sue Holmes – a corporate tax specialist in our national financial services team, Sue leads our financial services tax practice across the North. Sue advises on a wide variety of tax issues for building societies, retail banks, insurers and investment and wealth management businesses. During the last 12 months, she has been extensively involved in providing tax advice on a number of restructuring transactions, particularly in the building society sector. Sue joined Deloitte in 2002 and is based in the Leeds office.

Anbreen Khan – based in London, Anbreen is an indirect tax specialist and lawyer with expertise dealing with tax disputes. Anbreen has an impressive record for successfully advising on landmark VAT cases including Marks & Spencer Plc; Association of Investment Companies; and, The Rank Group Plc. She has been at the heart of some fundamental changes in UK VAT law, winning The ‘Tax Journal Rising Star Award’ in 2008 and with her team twice the Best VAT team award in 2007 and 2009. Anbreen is responsible for indirect tax dispute resolution and has built an EMEA Deloitte team of experts in tax disputes and controversy across the network.

David McNeil – based in Geneva, David leads the tax accounting and tax management consulting group for Deloitte in Switzerland. He has over 14 years of experience working with multinational groups on both UK, Swiss and international tax projects including, tax process and risk management projects, as well as in tax reporting and compliance under IFRS, US GAAP, UK GAAP and Swiss GAAP. Prior to commencing his training as a chartered accountant, David studied pharmacology at University College London at both undergraduate and postgraduate level, and worked with Glaxo within their Neuropharmacology research team.

Marcus Rea – based alongside the reorganisation services practice in London, Marcus specialises in providing tax advice on reorganisations and reconstructions (particularly under-performing companies) and to companies in or facing insolvency. He has over 14 years’ experience dealing with corporate transactions and providing tax consulting advice in this area. He also sits on the tax committee of the Association of Business Recovery Professionals. Marcus joined Deloitte in 2005.

In addition, three tax specialists have been promoted to associate partner. They are:

Andrew Cox – based in London, Andrew provides corporate tax advice to the energy sector. Focussing primarily on utility companies, Andrew advises both UK based and inbound companies on tax planning opportunities, tax related M&A advice and tax accounting support.

Ashley Hollinshead – a member of the business tax team in Birmingham specialising in entrepreneurial businesses. Ashley advises businesses and their owners on the complex interaction of corporate and personal taxes. He has a particular focus on taxes in the real estate market and matters affecting professional practices. Ashley joined Deloitte in 2002.

Claire Wayman – a member of the global employer services team, specialising in international personal tax and advises multinational employers on all areas of global mobility. Claire has over 20 years of experience working with a wide range of global expatriate populations in a diverse array of sectors having spent 12 years working overseas herself. Claire joined Deloitte in 2001 and is based in London.

The transition will take place in phases. Odile Fallenius will start work at Vinge in February next year following her maternity leave. The three associates Lina Hansson, Tora Hansjons and Paul Dali will start at Vinge following the expiration of their notice periods at Linklaters.

Odile Fallenius has brought her colleagues with her from Linklaters, which was recently awarded the title of Sweden’s Best Tax Advisers by the well-renowned publication, International Tax Review.

“It really is going to be interesting to start at Vinge and work with their tax group. The experience gained from working at Linklaters has given me this possibility to progress in my career. I am looking forward to starting work at Vinge,” says Odile Fallenius.

“We are very happy that we successfully managed to recruit Odile and her colleagues to Vinge despite fierce competition from other firms. The recruitment will further strengthen our tax group and make Vinge one of the leading tax law firms,” says Michael Wigge, Vinge’s Managing Partner.

Following the recruitment, Vinge’s tax law group consists of approximately 20 lawyers.