King & Wood Mallesons has announced the appointment of former Eversheds tax partner, Clive Jones .
Clive, who was London Head of Tax at Eversheds, had planned to establish a boutique firm on leaving the Firm, offering both high-end structuring and mainstream real estate services to clients. Instead he has decided to join KWM as part of a team move with William Naunton (real estate) and Corneliu Medevi (structured real estate).
He will be starting in January and all three new hires will support the firm’s strategy focussing on structured, high-end real estate.
Clive advises on both direct and indirect tax and has particular expertise relating to real estate and finance transactions. In his role as Head of Tax he spent much of his time advising on structured real estate transactions and investment structures.
Law firm Madgwicks has announced the appointment of leading taxation practitioner Tom May, to grow the firm’s taxation practice.
A senior taxation lawyer with a long-standing and highly reputable taxation practice, Tom is one of only a handful of lawyers in Australia who successfully combines his extensive taxation expertise with his substantial litigation experience.
Practising almost exclusively for more than 30 years in the areas of taxation disputes and litigation (including tax audits), as well as taxation planning, and complex trust and estate planning issues, Tom has given advice in relation to almost every area of both Federal and State taxation to a very large range of clients including public and private companies, local government, incorporated associations, private individuals and charitable groups.
Tom has also advised and drawn agreements in relation to a very large range of commercial matters, often as a result of issues arising from taxation advice. This is particularly so in the forestry industry where he has advised many clients who have made investments in forestry operations in various States throughout Australia. He has also advised some of the largest forestry public company groups in relation to aspects of their activities.
Tom has run cases in Federal and State Courts and Tribunals. He has been the solicitor in three landmark cases where the taxpayers have succeeded against the Australian Taxation Office (ATO).
A former Partner and Managing Partner/Chairman of Herbert Geer (now Thomson Geer), Tom’s appointment complements Madgwicks’ taxation and litigation teams in servicing business clients with disputes and advice that involve complex tax issues.
“A critical factor in achieving the best outcomes for our clients is having the depth of talent and experience that our clients can rely on. Tom’s appointment is important in bringing both the taxation and litigation expertise together, particularly when unforeseen ATO or SRO issues arise,” said Peter Kennedy, Madgwicks’ Managing Partner.
“My professional goal is to provide the most appropriate approach and informed advice to clients, whether in negotiating with the ATO or SRO, and in dealing with matters where knowledge of tax law is essential,” said Tom.
“We are delighted that Tom is joining Madgwicks. Tom’s experienced background and talent will be of tremendous benefit to our clients,” said Peter.
Tom has been a member of the Law Institute of Victoria Taxation and Revenue Committee for many years and is a long standing member of the Council of the Law Institute. He was a former Trustee of the Monash University Superannuation Fund and a member of the Council of Monash University for more than 25 years.
From time to time, Tom has contributed articles and has spoken at (and chaired) conferences in Melbourne, Sydney and Launceston on tax litigation and for the Taxation Institute of Australia, the Law Institute of Victoria and commercial providers on taxation matters.
Ryan has announced that the Firm has signed an agreement to acquire WTP Advisors (WTP).
Michael Minihan (pictured) and Ian Boccaccio, co-founders of WTP, will join the Ryan executive leadership team as Principals to support the integration and drive continued growth and international expansion. Ian Boccaccio will also serve as Principal and Practice Leader of Ryan’s International Tax practice.
The acquisition will add a team of experienced tax professionals to provide additional knowledge and client support across multiple practice areas, including international tax, credits and incentives, state and local tax, and federal tax. WTP’s core capabilities in international tax compliance and tax provision services will drive growth in Ryan’s rapidly expanding International Tax practice.
It also adds a large complement of respected companies to Ryan’s portfolio of clients across the world. Revenue generation and accelerated return on investment will be realized by offering WTP clients additional access to the Firm’s integrated, single-source solution of more than 45 global tax practices for improving cash flow and minimizing tax liabilities.
“WTP clients will benefit tremendously from the unparalleled tax knowledge, expertise, and commitment to client service that our newly combined team of tax professionals will provide,” said Michael Minihan, Partner and Co-Founder of WTP. “This acquisition will support a new phase of international growth and expansion for Ryan, and the legacy professionals of WTP will play a key role in our future success,” said Ian Boccaccio, Partner and Co-Founder of WTP.
“This acquisition represents another key milestone in the successful execution of our global growth strategy,” said G. Brint Ryan, Chairman and CEO of Ryan. “As we continue to build market leadership in tax services through acquisition and organic growth, we remain committed to providing our clients world-class service and superior results.”
Certain assets associated with WTP, including the WTP Exchange and Worldwide Trade Partners, LLC entities, will remain independent and are not included in the acquisition. The parties expect that the transaction will close by the end of November.
McGladrey has announced that David Kautter has joined the Firm as partner in charge, Washington National Tax, succeeding Rick Bailine who will retire Dec. 31, 2014. Kautter will be based in the firm’s Washington, D.C. office.
Prior to joining McGladrey, Kautter was the managing director of the Kogod Tax Center at American University, a nonpartisan research institute focused on tax issues affecting small businesses, entrepreneurs and middle-income taxpayers. During his tenure, Kautter also served as the executive in residence in the department of accounting and taxation at the Kogod School of Business.
Kautter previously served as Ernst & Young’s Director of National Tax, the chief operating executive for the firm’s national tax practices. He managed strategic direction, day-to-day operations, and the quality of technical advice provided by the firm’s national tax practices, comprised of more than 1500 professionals in over 60 U.S. and global locations. He was also responsible for maintaining the firm’s relationships with tax writing committees and staff on Capitol Hill, in the U.S. Treasury Department, the Internal Revenue Service National Office, law firms, other major accounting firm’s tax practices and the media. Kautter also served as Legislative Counsel to U.S. Senator John C. Danforth.
“We are thrilled that Dave is bringing to McGladrey clients his deep level of knowledge and understanding of important tax issues impacting businesses,” said Jeff Johannesen, national line of business leader, tax services, for McGladrey. “His proven track record of serving clients of all sizes and his insights into the federal legislative and regulatory process will enhance our ability to meet and exceed the needs of our middle market clients who will now have access to this nationally recognized taxation thought leader.”
Kautter holds a B.B.A. in accounting, with high honors, from the University of Notre Dame, and a J.D. from Georgetown University Law Center. He is a certified public accountant, licensed in the District of Columbia, and is a member of the American Institute of Certified Public Accountants. He is also a member of the District of Columbia Bar and the American Bar Association, and is a Fellow of the American College of Employee Benefits Counsel. Kautter has published more than 50 articles on various areas of federal taxation.
Picture courtesy of Kogod School of Business
Gary Ashford has just been recruited by London law firm Harbottle & Lewis, as a partner. He joins from Kinetic Partners where he has been for just 1 year and 4 months. Prior to this Gary was National Head of Tax Investigations at RSM Tenon.
Gary Ashford is a partner in the Private Capital group. He advises high-net-worth individuals, trusts and corporate clients on a range of complex tax matters.
Gary’s specialisms include advising clients in relation to:
HMRC enquiries and tax investigations
Large tax disputes
Offshore tax matters
Corporate tax structuring and re-structuring
Developments in global transparency
Various FACTA, inter-governmental agreements
Gary is a fellow of the Chartered Institute of Taxation (CIOT) and sits on the CIOT Council. He is a current member of the Professional Standards sub-committee. He represents CIOT on the Professional Affairs Committee of the Confederation Fiscale Europeen (CFE), the umbrella body for tax advisers in Europe, and sits on the CFE General Assembly. Additionally Gary is a committee member of the ICAEW Tax Investigation Practitioners Group.
Gary is not a lawyer – he trained with HMRC as a Tax Inspector. He is also a Fellow of the CIOT. He will be working alongside Glen Atchison who leads the tax practice and is also Managing Partner of the firm.
PwC US has announced the appointment of Brian Lukasik as the new Tax Leader for the firm’s Florida market. Based in Tampa, Lukasik brings over 23 years of experience to the role having served a diverse set of clients across multiple industries, including automotive and industrial products, as well as clients in the firm’s Private Company Services group.
“As a seasoned tax professional, Brian is fully invested in providing high quality services to his clients, as well as providing growth opportunities for his team members,” said Mario de Armas, Managing Partner of PwC’s Florida market. “Brian is a respected leader both inside and outside the firm and brings a wide breadth of experience with a strong motivation to build and leverage relationships. His appointment further demonstrates our commitment to our clients and the advancement of our people in the Florida market.”
In addition to his role as Tax Leader for Florida, Lukasik will continue to provide global tax compliance and consulting services to Fortune 1,000 companies based in Florida. Throughout his career Lukasik has developed specialties in international tax, acquisitions and divestures, foreign structuring and IRS examinations and audits. Lukasik joined PwC in 2001 as a Tax Director in the firm’s Detroit office and was admitted to the firm’s partnership in 2004.
Lukasik earned his bachelor’s degree in accounting from Wayne State University. He is a Certified Public Accountant in the states of Florida, Wisconsin and Michigan and a member of the Florida Institute of CPAs.
“We are fortunate to have such a strong leader in our market,” continued de Armas. “With his leadership, we will continue to grow our tax practice and drive high levels of client satisfaction throughout Florida.”
Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, has announced the launch of Mariner Consulting.
Mariner Consulting is a tax advisory affiliate that provides comprehensive compliance services, proactive, creative tax consulting and year-round tax planning for a wide range of clients.
Led by managing partners Robert (Bob) Soza, CPA, and Stephen Creed (pictured), CPA, and with offices in Leawood, Kansas, and Tulsa, Oklahoma, Mariner Consulting plans to expand to other markets where Mariner Holdings has a presence.
Bob Soza was a tax partner with Arthur Andersen in Tulsa, where he worked for 32 years. In 2009 he joined Grant Thornton as a tax partner and later retired from the Firm. Steve Creed also worked with Grant Thornton in Tulsa, where he was a director within the tax group.
According to Martin C. Bicknell, chief executive officer of Mariner Holdings, “The launch of Mariner Consulting is in direct response to feedback we’ve received from our clients that they require additional assistance with tax planning and advice related to tax strategies. We could not be more thrilled to welcome to our firm Bob, Stephen and the rest of the Mariner Consulting team. These are established industry professionals who will provide our clients with personalized services designed specifically to meet their needs. In addition, we look forward to bringing additional professionals on board and supporting them with leading benefits and resources to ensure they are in a position to provide exceptional services to our clients.”
“I am thrilled to be a part of launching Mariner Consulting with Mariner Holdings,” said Bob Soza. “Mariner has an excellent track record of delivering unique solutions to meet clients’ specific needs and that is what we strive to do from a tax standpoint. It is an exciting time for our associates and our clients, as we actively enhance both our services and our team. I look forward to what the future holds.”
GAMCO Investors, Inc. has re-hired Vince Capurso into the management team of GAMCO as General Tax Counsel.
He will also re-assume the position of Executive Vice President and Chief Financial Officer of GGCP, GAMCO’s controlling shareholder.
Vince originally joined GAMCO in 2000 as Vice President and Tax Counsel and GGCP in 2001 as Executive Vice President and Chief Financial Officer.
“We are delighted to have Vince rejoin us and we are confident that his proven cross- functional skills will continue to provide great value to all our constituents, clients, teammates and shareholders”, said Mario J. Gabelli, CEO of GAMCO.
A CPA and tax attorney, Vince has led the tax function and participated in numerous transactions of Fortune 500 and multinational companies during his career of over three decades as a senior financial executive in multiple industries.
Most recently Vince was Senior Vice President, Tax and Senior Tax Counsel of AMC Networks Inc. (NASDAQ:AMCX). During Vince’s tenure of more than three years, AMC Networks was spun-off from Cablevision and completed a $1 billion international acquisition of Chellomedia from Liberty Global.
Before AMC Networks, Vince led the tax function of Barnes & Noble for over five years during its digital and international expansion. Prior to joining GAMCO in 2000, Vince led the tax function of global investment banking and private equity firm Wasserstein Perella Group, Inc. for over five years.