Roxana Popel has joined CMS Romania as head of its recently created tax department.
Popel started her tax career with PwC in Romania in 1999 and she progressed to Tax Director grade. She has been seconded to the Sydney office and, more recently, to the Ministry of Finance where she was Advisor to the Secretary of State.
Popel specializes in several areas including corporate tax, cross-border tax structuring, tax auditing and due diligence. Over the years she has advised clients from several industries with a focus on consumer goods and retail, agriculture, manufacturing and utilities.
Lattice Incorporated, a cloud-solutions provider of inmate management network systems for corrections facilities, has announced the appointment of Robert Wurwarg to its Board of Directors.
Robert Wurwarg is an attorney and business advisor with more than 35 years of experience in the tax and corporate law aspects of a broad range of sophisticated business transactions including mergers, acquisitions, dispositions, restructurings, joint ventures and other investments.
He has a unique combination of international law firm, Big-Four accounting firm and business experience at senior levels. Most recently, until his retirement, he was a senior tax principal in Deloitte & Touche LLP’s Mergers and Acquisitions Practice in New York and had been a tax partner at Dechert for 10 years.
He has played a lead advisory role in hundreds of transactions and legal projects and wide ranging industries and subject matters, having a transaction value well in excess of $30 billion. Wurwarg received an LL.M in Taxation from New York University’s School of Law, a J.D. from the Georgetown University Law Center, and an M.A. from Johns Hopkins University’s Paul H. Nitze School of Advanced International Studies.
Andrew Shepherd has joined EY Manchester as an Executive Director and leader of the North West Private Client practice.
His experience involves advising entrepreneurs, wealthy families, their trusts and family companies/partnerships in all areas of personal taxation. He has advised on many transactions assisting shareholders and management teams to exit (or buy into) businesses.
Andrew joins from Deloitte Manchester where was Director, Private Clients. He is legacy Andersen.
EY has hired Karen Kirkwood as a tax partner. She will be based from the Bristol office but lead the tax practice for of the South West.
Karen was formerly with PwC in London where she was a Tax Director in the M&A group. She had been with PwC for 16 years.
Her new role will involve working with mid-market, listed and privately owned businesses, advising on sustainable tax strategies, managing tax risk and opportunity, and meeting reporting obligations. She will oversee all tax services including the audit of tax, core compliance and bespoke tax advisory services. She will also continue to advise on corporate acquisitions and disposals, private equity funded buy-outs and investments, cross border structuring and financing and corporate restructuring.
Andersen Tax has announced the addition of Bob McDonald as a Managing Director in the Alternative Investment Funds Practice in the Chicago office.
Bob has extensive experience in the real estate industry and in the private equity industry including tax due diligence, acquisition and disposition structuring, fund structuring, structuring complex partnership and joint venture arrangements, planning for debt workouts and restructurings, partnership allocation issues and planning, as well as general federal tax consulting for various operating companies.
Prior to joining Andersen Tax, Bob was with KPMG for 21 years, where he served as a Partner in the Federal Income Tax Group and as the Midwest Area Tax Services Leader for the real estate, construction, and the hospitality industries. After KPMG, Bob served as a Managing Director at True Partners.
“Bob fills a critical gap in our Commercial Practice with his expertise in real estate transactions and acquisition due diligence,” said CEO, Mark Vorsatz. “We are looking forward to him joining our team; his strong commitment to excellence will make him a great asset to the firm.”
“Bob’s real estate and private equity fund expertise along with his commitment to providing outstanding client service reflects our commitment to build depth in the Alternative Investment Fund and Commercial practices of our firm,” said Joe Karczewski, Central Region Office Managing Director.
Osborne Clarke has today launched a dedicated private wealth practice for high net worth individuals and families across the world.
The practice is led by new partners Stuart Janaway and Andrew Goodman, with further appointments to follow throughout 2015.
Andrew joins Osborne Clarke from Taylor Wessing, where he was a Partner in its Private Client Group. Stuart joins Osborne Clarke from a boutique private client firm, New Quadrant Partners, where he was a partner. They will serve the firm’s UK and international clients across Osborne Clarke’s offices.
The practice will provide the full range of private client advice, including international tax and estate planning, immigration, property advice and, when needed, litigation support. The team will work closely with other departments of the firm to provide seamless advice to clients on their personal, business and charitable concerns.
Commenting on their appointment, Stuart said: “Osborne Clarke has a terrific reputation for representing entrepreneurial and fast growing businesses. Managing the wealth they generate is an important part of the advice and support the firm provides. Both Andrew and I are excited by the opportunity to build a dedicated private client practice that reflects the entrepreneurial approach of the firm.”
Ray Berg, UK Managing Partner, Osborne Clarke adds: “Stuart and Andrew’s arrival at Osborne Clarke is the first step in creating a new, innovative private client offering that reflects the culture and approach of our firm. Andrew and Stuart both have first class reputations and are well-known and respected in the industry. We look forward to the contributions they will bring.”
Andrew brings to Osborne Clarke considerable expertise and experience in advising UHNW individuals and their families. He regularly acts for multinational families with cross-border interests on investment structures and succession planning, as well as representing trustees in the UK, Jersey, Guernsey, Switzerland and the Cayman Islands. Andrew also has extensive experience in philanthropy, establishing and advising family foundations and larger charities alike.
Stuart also acts for UHNW international families, trust companies, charities and private banks. He spent part of his career at AllianceBernstein, a large US investment management company, where he was head of its UK private client business, and has subsequently built a strong US private client base. He also has significant experience in advising on private investment funds and tax efficient investment structures.
London law firm Hamlins has recruited Fionnuala Lynch as a tax partner.
Fionnuala Lynch, who joins from Cubism Law, will add a tax specialism to Hamlins corporate practice, enabling the firm to provide clients with a full service offering on corporate and real estate transasctions.
Fionnuala Lynch has over 15 years’ experience as a tax lawyer at two Magic Circle firms and Goldman Sachs. Before joining Cubism Law as a tax lawyer, she spent 6 years as Counsel in the Tax Department of international law firm, Reed Smith LLP. Fionnuala advises on all aspects of corporate and individual tax with clients ranging from house-hold names such as Microsoft and BBC to high-net worth individuals. She is also particularly adept at advising tech and other start-ups.
Fionnuala also has experience acting as General Counsel for MBI International & Partners, a global organisation with a combined asset value of over £9bn which operates in the hotel and leisure industry throughout Europe, the Middle East and North Africa.
Hoffman & Associates has announced that Kim Hoipkemier has become a partner of the firm, effective January 1, 2015.
Kim joined H&A in 2011 bringing with her extensive experience in estate planning and representation of high end clients. She currently specializes in the areas of wills, trusts, estate administration and probate.
“Kim has become engaged in our practice in a relatively short period of time and helps define our compelling brand to clients, vendors and other professionals,” commented Mike Hoffman, founding and managing partner.
Mrs. Hoipkemier is a magna cum laude undergrad from the University of Georgia and a cum laude graduate from the University of Georgia School of Law. She is a member of the Fiduciary Law Section of the State Bar of Georgia and a member of the Wills Clinic through the State Bar of Georgia Young Lawyers Division.
About Hoffman & Associates
Hoffman & Associates is a boutique law firm established in 1991 specializing in estate planning and probate and tax and business law. Expertise in these areas comes from a dedicated staff of both attorneys and CPAs delivering personalized service and sound financial guidance. Hoffman & Associates prides itself in having a standalone tax practice and attorneys licensed in Georgia, Florida, North Carolina and Tennessee.