4 new tax partners at Sutherland
Posted By Chris Bale on January 6, 2010
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MWE welcomes back former tax partner
Posted By Chris Bale on January 6, 2010
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McDermott Will & Emery has one of the largest and most diversified state and local tax practices in the United States. The unique strength of our State and Local Tax Group is a product of the depth and breadth of our technical abilities combined with the experience and ardor of our advocacy and negotiation skills. We serve the needs of our clients regardless of the jurisdiction, issue, or procedural stage involved. With offices located across the United States, our State and Local Tax Group is uniquely positioned to advise and represent multi-state businesses on virtually any state and local tax matter, including structural and transactional planning, administrative and judicial resolution of controversies, and legislative initiatives and lobbying.
Gardere Wynne Sewell LLP welcomes John T. Woodruff as a partner in the Tax Practice Group in the Houston office.
Posted By Chris Bale on January 6, 2010
Gardere Wynne Sewell LLP welcomes John T. Woodruff as a partner in the Tax Practice Group in the Houston office.
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JH Cohn hires new tax partner
Posted By Chris Bale on December 18, 2009
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Former KPMG Tax Partner joins Sutherland Asbill & Brennan
Posted By Chris Bale on December 18, 2009
Sutherland Asbill & Brennan LLP announces that
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Sutherland’s prominence in tax dates back to the founding of the firm 85 years ago. Today, Sutherland’s tax practice is composed of more than 85 attorneys representing many of the world’s largest and most prominent corporations – including more than 20 of the Fortune 100 – in every industry sector and in virtually every area of tax law, on the federal, international, state and local levels.
New CFO at Unilever
Posted By Chris Bale on December 17, 2009
Huet, 40, currently Chief Financial Officer at Bristol-Myers Squibb, will join the business on 1st January 2010. He will be proposed for election to the boards of Unilever NV and PLC at the Annual General Meetings in May 2010.
Paul Polman, Unilever Chief Executive said “We are delighted to have attracted a candidate of Jean-Marc’s talent and experience. He joins Unilever at an exciting time. His background and expertise will be important in helping us realise the growth ambitions we have for the future.”
Michael Treschow, Unilever Chairman said, “I am extremely pleased to welcome Jean-Marc to Unilever. His experience in the corporate and financial world will be a great asset to the business.”
Mr Huet said “I’m delighted to be joining Unilever. Paul Polman has set an ambitious vision for the company and I’m looking forward enormously to the challenge.”
Reed Smith Promotes Tax Partner in Philadelphia
Posted By Chris Bale on December 16, 2009
Philadelphia-based
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Reed Smith is a global relationship law firm with nearly 1,600 lawyers in 23 offices throughout the United States, Europe, Asia and the Middle East. Founded in 1877, the firm represents leading international businesses, from Fortune 100 corporations to mid-market and emerging enterprises. Its lawyers provide litigation and other dispute resolution services in multi-jurisdictional and other high-stakes matters; deliver regulatory counsel; and execute the full range of strategic domestic and cross-border transactions. Reed Smith is a preeminent advisor to industries including financial services, life sciences, health care, advertising, technology and media, shipping, energy trade and commodities, real estate, manufacturing, and education. For more information, visit reedsmith.com
New Head of TP at CMS
Posted By Chris Bale on December 15, 2009
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The tax team at CMS Cameron McKenna has a global perspective on tax, understanding different regimes across Western and Central Eastern Europe, where the firm has an extensive footprint. The team is aligned across the firm’s sector groups, providing a full range of advice, from bespoke cross-border structuring to drafting and negotiating tax indemnities.
Former PwC Senior Tax Partner & CEO joins board of Apollo Group Inc
Posted By Chris Bale on December 13, 2009
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About Apollo Group, Inc.
Apollo Group, Inc. is one of the world’s largest private education providers and has been in the education business for more than 35 years. The Company offers innovative and distinctive educational programs and services both online and on-campus at the high school, undergraduate, graduate and doctoral levels through its subsidiaries: University of Phoenix, Institute for Professional Development, College for Financial Planning, Western International University, Meritus University, Insight Schools and Apollo Global. The Company’s programs and services are provided in 40 states and the District of Columbia; Puerto Rico; Canada; Latin America; and Europe, as well as online throughout the world (data as of August 31, 2009).
IRS appoints Director for Research, Analysis and Statistics
Posted By Chris Bale on December 10, 2009
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PwC Tax Director rejoins Miller Canfield
Posted By Chris Bale on December 8, 2009
Miller Canfield has announced that tax lawyer,
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SARS Commissioner is new head of ATAF
Posted By Chris Bale on December 7, 2009
The Commissioner for the South African Revenue Service,
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Background Information about ATAF
The idea of establishing ATAF is the result of deliberations at a conference attended by African tax commissioners from 30 countries and representatives of international organisations and donors who met in Pretoria, South Africa in August 2008 to discuss Taxation, State Building and Capacity Development.
During deliberations at the Pretoria conference it became clear that a new way of thinking about tax collection in Africa was required. Delegates increasingly became aware of the need to think beyond tax collection as a purely technical or administrative exercise, and rather to understand that the broader role of domestic resource mobilisation is support of social and economic development. In addition delegates realised that the efficient and effective administration of tax collection had wide-ranging political significance in entrenching accountability, promoting democratic governance and state building as it focuses on the relationship between the taxpayer and the government.
The conference mandated a steering group of seven countries (Botswana, Cameroon, Nigeria, Ghana, Rwanda, South Africa and Uganda) to work towards the establishment of the forum. In the build-up to the launch, several ATAF technical events have been held and projects begun in collaboration with ATAF’s development partners, including the African Development Bank (AfDB), the Organisation for Economic Cooperation and Development (OECD), the German Agency for Technical Cooperation (GTZ) and the International Tax Dialogue (ITD).
McGrigors takes 2 former tax partners from KPMG
Posted By Chris Bale on December 7, 2009
National law firm McGrigors has appointed
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New Commissioner designate for Taxation and Customs Union, Audit and Anti-Fraud
Posted By Chris Bale on December 2, 2009
President Barroso has appointed
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Windes & McClaughry Partner appointed Chair for the Office of Professional Responsibility Subgroup (OPR) for the Internal Revenue Service Advisory Council (IRSAC).
Posted By Chris Bale on December 2, 2009
Windes & McClaughry Accountancy Corporation, a leading Southern California accounting and consulting firm with 83 years in business, has announced that
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About Windes & McClaughry
With 83 years in business, Windes & McClaughry has 19 partners, and more than 140 employees in two offices located in Long Beach and Irvine. The firm offers a full range of services, including: audit and assurance, cost segregation, employee benefits, estate and trust planning, human resources recruiting and consulting, and tax planning,
Latham & Watkins make up just 2 tax partners this year
Posted By Chris Bale on December 1, 2009
Latham & Watkins has announced just 2 new tax partners in its round of promotions this year.
The tax attorneys elected to the partnership are:
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Hoge Fenton Jones & Appel taps Deloitte Tax Partner
Posted By Chris Bale on December 1, 2009
Hoge Fenton Jones & Appel, a leading Northern California law firm, today announced that
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About Hoge Fenton:
Since 1952 Hoge Fenton has been synonymous with excellence in advocacy representation. Today we provide a single source of outstanding legal service to businesses and individuals for their most important needs, including business formation and transactions, bankruptcy, mergers and acquisitions, intellectual property, real estate and land use, labor and employment law, estate planning and wealth management, complex family law matters, and pretrial, trial, and appellate representation in all areas of law.
BLP boost private client team again
Posted By Chris Bale on November 27, 2009
Berwin Leighton Paisner (BLP) has recently recruited two senior tax associates,
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New VP Tax & FR at Ball
Posted By Chris Bale on November 24, 2009
Ball Corporation has announced that
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Ball Corporation is a supplier of high-quality metal and plastic packaging for beverage, food and household products customers, and of aerospace and other technologies and services, primarily for the U.S. government. Ball Corporation and its subsidiaries employ more than 14,500 people worldwide and reported 2008 sales of approximately $7.6 billion.
Deloitte UK establishes new tax Dispute Resolution Group
Posted By Chris Bale on November 24, 2009
Deloitte has established a new market-leading Dispute Resolution Group to help its clients respond to HM Revenue & Customs’ (HMRC) radically changing approach to tax disputes.
The team, led by indirect tax specialist
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Baker Tilly Virchow Krause and Beers + Cutler merge
Posted By Chris Bale on November 21, 2009
Baker Tilly Virchow Krause, LLP (Baker Tilly*) and Beers + Cutler have announced the merger of the two firms, effective December 1, 2009.
Beers + Cutler, based in the Washington, DC region, will serve as the firm’s east coast hub as Baker Tilly continues its national expansion. The combination of these two well-respected firms will result in a $250+ million firm with more than 1,400 team members, making it the 13th largest accounting and consulting firm in the U.S.1
“When we look for merger partners, we focus on the quality of the people and the reputation of the firm. There are many synergies between Baker Tilly and Beers + Cutler, and we see Washington, DC as a critical market as we continue to develop the Baker Tilly brand in the U.S.,” said Tim Christen, CEO of Baker Tilly. “As independent members of Baker Tilly International, we have been colleagues for many years, and together, we believe in the power of the network and the value it brings to our clients around the world.”
Beers + Cutler Managing Partner Ed Offterdinger will serve as Regional Managing Partner of the firm’s East Coast practice and will serve as Vice-Chairman of the firm’s Management Committee.
“Merging with Baker Tilly will allow us to better serve our clients while providing additional opportunities for our people,” Offterdinger said. “Many of our clients have business needs that are becoming increasingly complex, and they have high expectations of us. Access to Baker Tilly’s deep expertise and quality resources will strengthen our ability to meet our clients’ tax, assurance and business advisory needs.”
On June 1, 2009, the former Virchow, Krause & Company, LLP changed its name to Baker Tilly Virchow Krause, LLP, becoming the exclusive U.S. branded firm in the Baker Tilly International network. The transition to the Baker Tilly brand is a commitment by the firm to meet the ever-changing global needs of its clients.
“Merging with Beers + Cutler, also an independent member of Baker Tilly International, will enhance our ability to serve clients and strengthen the brand in the U.S.,” Christen said.
With staff totaling more than 1150, Baker Tilly provides a wide range of accounting, tax, assurance and consulting services. The firm currently has offices in Chicago, Detroit, Minneapolis, New York and throughout Wisconsin.
Beers + Cutler was founded in 1976 and has grown to a firm of more than 260 people. It will continue to operate from its Vienna, VA location. Beers + Cutler has established a reputation as a leading accounting and advisory firm in the Washington, DC region by providing tax, assurance and consulting services.
“The merger is about creating opportunities,” Offterdinger added. “In looking out at the next five and ten years, it will become increasingly important to have a national and global platform to maintain a competitive advantage in the marketplace.”
Baker Tilly International is the world’s 8th largest network made up of 145 high quality, independent accounting and business services firms in 110 countries, with more than 25,000 professionals. The combined worldwide revenue of independent member firms exceeds $3 billion.
New tax partner at Eversheds CH
Posted By Chris Bale on November 19, 2009
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New CFO and Treasurer at Gencor
Posted By Chris Bale on November 19, 2009
Gencor Industries, Inc. (Nasdaq:GENC) has announced the appointment of
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Gencor Industries is a diversified heavy machinery manufacturer for the production of highway construction materials, synthetic fuels and environmental control machinery and equipment used in a variety of applications.
New Tax Director at Friend LLP
Posted By Chris Bale on November 19, 2009
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Friend LLP offers a broad range of professional advice and services to clients. These include Audit, Tax and Corporate Finance. as throughout the UK.
Outside Counsel Solutions attracts tax attorney from Paul Weiss
Posted By Chris Bale on November 19, 2009
Outside Counsel Solutions, a full-service law practice, has announced that tax attorney
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Senior Japanese Tax/TP specialist joins NERA in LA
Posted By Chris Bale on November 19, 2009
NERA Economic Consulting, a leading global provider of economic research and analysis in business, legal, and regulatory matters, has announced that
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Emma Haley helps to create new STEP qualification
Posted By Chris Bale on November 18, 2009
Private Client law firm Boodle Hatfield has helped the Society of Trust and Estate Practitioners (STEP) with its new qualification and education programme for financial advisers.
The STEP Certificate for Financial Services (Trusts and Estate planning) was launched on
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About Boodle Hatfield
Boodle Hatfield is a 29-partner law firm, which practices from offices in central London and Oxford. Its main departments are property, private client and tax, corporate, family, litigation and employment.
Boodle Hatfield strengthens private client team
Posted By Chris Bale on November 16, 2009
Boodle Hatfield has strengthened its 30 strong Private Client practice with the appointment of contentious partner
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About Boodle Hatfield
Boodle Hatfield is a 28-partner law firm, which practices from offices in central London and Oxford. Its main departments are property, private client and tax, corporate, family, litigation and employment.
Duncan Cotterill hires new tax lawyer
Posted By Chris Bale on November 16, 2009
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Janice Fredric, chief executive of Duncan Cotterill, said the firm had an impressive taxation team which was attracting high calibre work throughout New Zealand.
“We believe there has been a gap in the market for highly technical and sophisticated taxation advice. The work undertaken on the philanthropic bond issue required an extremely innovative approach and underlines the expertise of our team.”
Cleary Gottlieb Steen & Hamilton LLP appoints new tax partner in London
Posted By Chris Bale on November 11, 2009
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About Cleary Gottlieb
Founded in 1946 by lawyers committed to legal excellence, internationalism and diversity, Cleary Gottlieb Steen & Hamilton LLP is a leading international law firm with approximately 1,100 lawyers around the world.
Hammonds Tax Partner jumps ship
Posted By Chris Bale on November 10, 2009
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Tax Partner joins board of Sterling Bancorp
Posted By Chris Bale on November 10, 2009
Sterling Bancorp (NYSE: STL), parent company of New York City-based Sterling National Bank, today announced the appointment of
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About Sterling Bancorp
Sterling Bancorp (NYSE: STL) is a New York-based banking and financial services company with assets of $2.1 billion. Established in 1929, the Company’s principal banking subsidiary, Sterling National Bank, has successfully served the needs of businesses, professionals and individuals in the NY metropolitan area and beyond. Now in its 80th year, Sterling is well known for its focus on business customers, an extensive and diverse product portfolio and a high-touch, hands-on approach to customer service.
Sterling offers working capital lines, asset-based financing, factoring, accounts receivable financing and management, payroll funding and processing, equipment leasing and financing, commercial and residential mortgages, import trade financing, a wide array of depository products and cash management services, trust and estate administration and custodial account services.
Wilmington Trust hires new MD into Wealth Advisory Services
Posted By Chris Bale on November 6, 2009
Wilmington Trust, one of the USA’s leading wealth management firms, announced that
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Wilmington Trust Corporation (NYSE: WL) is a financial services holding company that provides Regional Banking services throughout the mid-Atlantic region, Wealth Advisory Services for high-net-worth clients in 36 countries, and Corporate Client Services for institutional clients in 88 countries. Its wholly owned bank subsidiary, Wilmington Trust Company, which was founded in 1903, is one of the largest personal trust providers in the United States and the leading retail and commercial bank in Delaware. Wilmington Trust Corporation and its affiliates have offices in Arizona, California, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Vermont, the Cayman Islands, the Channel Islands, London, Dublin, Frankfurt, Luxembourg, and Amsterdam.
Tax Lawyer named Managing Partner at Washington Office of Baker & Hostetler LLP
Posted By Chris Bale on November 5, 2009
Baker & Hostetler LLP has announced that
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“We’re expanding in Washington, D.C., our New York office is now nearly 100 lawyers and continues to grow, and we will soon announce additional expansion plans,” Kestner said. “Our financial strength, including our lack of debt, enables us to continue our measured growth strategy even in this challenging economic climate.”
Bird & Bird promotes one international tax lawyer to partnership
Posted By Chris Bale on November 4, 2009
International law firm Bird & Bird has announced the promotion of an international tax lawyers to the partnership. As of 1 November, Bird & Bird has a total of 215 partners.
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Senior Expatriate Tax Professional Joins James & Cowper
Posted By Chris Bale on November 4, 2009
Thames Valley accountants and business advisers James Cowper has strengthened its Private Client team in Reading with the appointment of
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James Cowper LLP is one of the Thames Valley’s leading firms of accounting and business advisers. It has offices in Newbury, Oxford, Reading and Henley and a client base of over 3,000 businesses and private individuals. It advises a diverse range of businesses and private tax clients, ranging from start-up ventures to blue chip plcs and private individuals. James Cowper’s membership of Kreston International gives clients access to one of the world’s largest accountancy and business advisory associations, enabling the firm to deliver informed, strategic advice in an international as well as a regional and national context.
Former HOT at ICN gets CFO job at Watson
Posted By Chris Bale on November 1, 2009
Watson Pharmaceuticals jas announced that R. Todd Joyce has been named Senior Vice President and Chief Financial Officer (CFO) effective immediately. Mr. Joyce succeeds Mark W. Durand, who has departed as CFO for personal reasons. On July 27, 2009, Watson announced that Mr. Durand had taken a leave of absence for health reasons, and named Mr. Joyce as Acting Principal Financial Officer.
Mr. Joyce joined Watson in
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Watson Pharmaceuticals, Inc., (NYSE: WPI) is a global leader in the development and distribution of pharmaceuticals with a broad portfolio of generic products and a specialized portfolio of branded pharmaceuticals focused on Urology, Gynecology and Nephrology (Medical).
Iron Capital adds Wealth Management capability
Posted By Chris Bale on November 1, 2009
Iron Capital Holdings, a venture focused private equity services firm, has announced the launch of Iron Capital Wealth Management, a new division that will offer financial advisory services to high net worth individuals.
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Headquartered in San Francisco, Iron Capital is pioneering an investment model
that will provide significantly enhanced access and liquidity to the
venture-backed private company and public markets. Iron Capital is a
comprehensive venture focused private equity services firm that provides the
traditional services of venture capital combined with the flexibility of
capital resources provided with a fully licensed investment bank. Iron Capital
Partners works with companies involved in IT infrastructure, software, SaaS,
mobile technologies, digital media, and clean technologies. Marrying Venture
Capital activities with its registered broker dealer, Iron Capital Securities,
LLC, allows the Iron Capital companies to offer a full spectrum of services to
growth companies.
New MD at Lazard Wealth Management
Posted By Chris Bale on November 1, 2009
Lazard Wealth Management, a subsidiary of Lazard Ltd (NYSE: LAZ) has announced that
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Lazard, one of the world’s preeminent financial advisory and asset management firms, operates from 39 cities across 24 countries in North America, Europe, Asia, Australia, Central and South America. With origins dating back to 1848, the firm provides advice on mergers and acquisitions, strategic matters, restructuring and capital structure, capital raising and corporate finance, as well as asset management services to corporations, partnerships, institutions, governments and individuals.
Eric Solomon and John Samuels Honored for Sound Tax Policy Work
Posted By Chris Bale on October 29, 2009
The Tax Foundation will today present its Distinguished Service Awards to Eric Solomon, who served in the U.S. Treasury Department as Assistant Secretary (Tax Policy) from December 2006 to January 2009, and John Samuels, former Treasury Department Deputy Tax Legislative Counsel and Tax Legislative Counsel from 1976-1981.
The awards will be presented at the Tax Foundation’s Annual Dinner celebrating the 72nd anniversary of its founding on Thursday, November 19, 2009, at the Four Seasons Hotel, 2800 Pennsylvania Avenue NW, Washington, DC. The reception begins at 6 p.m., and dinner starts at 7 p.m.
Solomon has more than 30 years of tax experience in private practice and government service. As a principal in
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The Tax Foundation is a nonpartisan, nonprofit organization that has monitored fiscal policy at the federal, state and local levels since 1937.
AICPA Honors David A. Lifson With Arthur J. Dixon Memorial Award
Posted By Chris Bale on October 28, 2009
David A. Lifson is the recipient of the 2009 Arthur J. Dixon Memorial Award, the highest award given by the accounting profession in the area of taxation. The award, given by the Tax Division of the American Institute of Certified Public Accountants, was presented at the AICPA’s Fall Tax Division Meeting in Washington, D.C., on Oct. 28 by Alan R. Einhorn, chairman of the AICPA Tax Executive Committee.
Lifson has dedicated his career to tax planning, management and business advisory services for small and medium sized businesses and for high net worth individuals. Lifson was co-managing partner of
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The American Institute of Certified Public Accountants (www.aicpa.org) is the national, professional association of CPAs, with more than 360,000 members, including CPAs in business and industry, public practice, government, and education. It sets ethical standards for the profession and U.S. auditing standards for audits of private companies; federal, state and local governments; and not-for-profit organizations. It develops and grades the Uniform CPA Examination.
CHS Tax Director moves internally
Posted By Chris Bale on October 28, 2009
CHS, a leading energy, grains and foods company, has announced that it has named
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CHS Inc. (www.chsinc.com) is a diversified energy, grains and foods company
committed to providing the essential resources that enrich lives around the
world. A Fortune 200 company, CHS is owned by farmers, ranchers and
cooperatives, along with thousands of preferred stockholders across the United
States. CHS supplies energy, crop nutrients, grain, livestock feed, food and
food ingredients, along with business solutions including insurance, financial
and risk management services. The company operates petroleum
refineries/pipelines and manufactures, markets and distributes Cenex® brand
refined fuels, lubricants, propane and renewable energy products. CHS is
listed on the NASDAQ at CHSCP.
Tax Search Firm, Maven Partners, expands its capabilities
Posted By Chris Bale on October 28, 2009
Maven Partners has announced the appointment of Matthew Leedham to its Board and as joint Managing Partner. Leedham, who trained as a chartered accountant, has worked in the recruitment industry for 18 years with Michael Page Plc where he was a founder Director and Head of the Executive Search practice in London until he resigned earlier this year.
At Maven Partners, Leedham will focus on searches for senior finance executives at both Board and Partner level for his clients. Here he will naturally complement Managing Partner Rob Stephenson who focuses on senior Tax appointments. Commenting on his appointment Leedham said: ”Maven Partners provides a wonderful opportunity to work alongside Rob who is widely regarded as one of the most talented recruiters in the tax field, and to be supported by excellent research. It will also allow me to work with far greater creativity and flexibility with my clients – which will be very important as we continue in these challenging economic conditions.”
Managing Partner, Rob Stephenson elaborates: “We are delighted to add Matthew’s extensive recruitment experience to our client offering. We are now able to offer comprehensive recruitment solutions to professional service organisations across multiple service lines”.
Maven Partners was founded earlier this year and specialises in the recruitment of both permanent and interim executives in the disciplines of finance and tax. Amongst several innovative moves Maven Partners offers clients greater risk sharing arrangements on fees beyond the typical industry standards.
For further information contact Matthew Leedham on 0207 061 6422 or 07787 574244
RPC hires new Head of Tax Disputes
Posted By Chris Bale on October 27, 2009
Reynolds Porter Chamberlain LLP (RPC) has announced a major new lateral hire: Partner,
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New VP Tax at Ashland
Posted By Chris Bale on October 27, 2009
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Ashland Inc. (NYSE: ASH) provides specialty chemical products, services and
solutions for many of the world’s most essential needs and industries. Serving
customers in more than 100 countries, it operates through five commercial
units: Ashland Aqualon Functional Ingredients, Ashland Hercules Water
Technologies, Ashland Performance Materials, Ashland Consumer Markets
(Valvoline) and Ashland Distribution. To learn more about Ashland, visit
www.ashland.com.
Bakers taps TP Economist from EY
Posted By Chris Bale on October 26, 2009
Baker & McKenzie has appointed Nigel Dolman as a Senior Economist to its Global Transfer Pricing practice in London.
Nigel joins the Firm after spending nearly ten years at
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The Baker & McKenzie Transfer Pricing practice helps clients navigate complex transfer pricing issues and implement transfer pricing strategies. The practice has been global leaders in managing major tax issues for almost 50 years, giving it unique insights into anticipating and preventing tax risks.
Liu Tianyong elected as a director of the Fiscal Law and Tax Law Association
Posted By Chris Bale on October 25, 2009
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New International Tax Hires at China Tax Boutique
Posted By Chris Bale on October 25, 2009
Hwuason is pleased to announce 2 new tax hires. On 9 October 2009 Ms
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CIOT recognises veteran tax advisers
Posted By Chris Bale on October 24, 2009
The Chartered Institute of Taxation has recognised seven elder statesmen of the industry who have been CIOT members for 50 years, presenting them with certificates of merit at a prestigious ceremony at the Guildhall in the City of London.
The award took place as part of the CIOT’s twice yearly admissions ceremony, which will also include the welcoming of 52 new Chartered Tax Advisers (CTAs).
The new members and 50 year veterans were presented with their certificates by CIOT President Andrew Hubbard.
Andrew Hubbard said:
“I am delighted to be able to honour the contribution made by these veteran tax professionals.
“They have seen huge changes in taxation since they joined the Institute. Back in 1959 there was no capital gains tax, corporation tax or VAT. Total tax receipts were less than £10 billion compared to more than £500 billion today.
“The Institute itself was a lot smaller too, with only 3,000 members compared with almost 15,000 today. The Institute’s third branch opened that year, in Birmingham. Now we have 35 branches, from the west country to Scotland, and even in Australia and the far East. And of course we now have our Royal Charter, which we received in 1994.
The seven veteran members of the CIOT who will receive certificates of merit from CIOT President Andrew Hubbard at the Guildhall are:
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Aviva appoints Patrick Regan as CFO
Posted By Chris Bale on October 24, 2009
Aviva plc (“Aviva”) has announced the appointment of Patrick Regan as chief financial officer (CFO). Patrick will join Aviva during February 2010 and will become a member of the group board.
Patrick is currently group chief operating officer and chief financial officer of Willis Group Holdings (“Willis”), the global insurance broker. Patrick joined Willis as CFO in 2006 and took on the additional responsibilities of COO last year. He recently established Willis Capital Markets & Advisory and is chairman of that business.
Patrick has deep experience of the financial services sector gained in both the UK and USA over 21 years. His previous roles include group financial controller at RSA and finance & claims director, UK general insurance for AXA. He has also held senior finance roles at GE and specialised in corporate finance and investigations at Grant Thornton.
Andrew Moss, group chief executive commented: “I’m delighted that Pat will be joining my executive team. He has a deep understanding of the insurance business and a track record of leading change to improve financial performance and reporting. He brings a global perspective and a disciplined and highly strategic approach. These are key qualities as we seek to realise Aviva’s full potential and establish ourselves as a global group.”
Patrick Regan said: “I’m very excited to be joining Aviva at this key point in the group’s development as a global company. Aviva is a great company which has significant future potential. I’ve been very impressed by both the quality of the organisation and the people that I have met during this process, and I very much look forward to working with Andrew and his team.”
Patrick will succeed Philip Scott who steps down as executive director and chief financial officer of Aviva at the end of 2009, after a career spanning 36 years with the group.
