Blank Rome has announced that David J. Moise and Jill E. Misener have joined the Firm in the Tax, Benefits, and Private Client group in New York. Mr. Moise joins the Firm as a partner with over 30 years of experience and a robust federal, state, and local tax practice. Joining Blank Rome as of counsel, Ms. Misener also has significant experience in tax procedure and controversy. Both come to Blank Rome from Withers Bergman LLP.  

“We’re thrilled that David and Jill have joined Blank Rome,” said Alan J. Hoffman, Chairman and Managing Partner of the Firm. “David’s team is well-known for its straightforward and honest approach to tax controversy. I know that our clients will appreciate David’s pragmatism as well as his understanding of the risks and rewards associated with our clients’ most sensitive tax issues.”

Mr. Moise focuses on federal, state, and local tax examinations, appeals, and litigation matters, as well as federal and multi-state voluntary disclosures. He also has significant experience with tax collection procedures, including tax liens and levies, as well as collection administrative appeals, installment agreements, and offers in compromise. Further, he has extensive capabilities with regards to various treaty issues, such as disputes between the United States and the United Kingdom, resolving key issues and working with Competent Authority to avoid duplicative taxes. 

“We’re excited to join Blank Rome,” said Mr. Moise. “Blank Rome has a terrific, national platform that will enable us to expand upon the work we do and the clients we serve, particularly as it relates to partnership and corporate controversy matters. With offices across the country and a wide range of practices that are challenged by tax issues, we’re eager to begin collaborating with our new colleagues at Blank Rome.”

Ms. Misener represents high-net-worth individuals and entities before federal and state tax authorities in controversy resolution matters, bringing her experience in examinations, administrative appeals, voluntary disclosures, and collection matters with her to Blank Rome. Ms. Misener has also advised and represented clients residing outside the United States with U.S. tax issues, and has guided numerous clients through the IRS’s various offshore voluntary disclosure programs.

“David and Jill will be great additions to the practice as they are respected attorneys who are extremely well-versed in tax law at both the federal and state levels,” said Cory G. Jacobs, Chair of the Tax, Benefits, and Private Client group. “On a daily basis, David and Jill handle tax issues that require interface with the IRS, and they know federal procedures inside and out. With tax reform forthcoming, David and Jill are well-positioned to help our clients navigate any future changes to U.S. tax policy.”

Mr. Moise received his B.A. from Syracuse University, his J.D. from Pace University Law School, and his LL.M. in Taxation from Boston University School of Law. He is a member of the American Bar Association Tax Section and the New York Bar Association Tax Section.

Ms. Misener received her B.S. from Washington & Lee University, her J.D. from the University of Kansas School of Law, and her LL.M. in Taxation from New York University School of Law. She is also a member of the American Bar Association Tax Section, the New York Bar Association, and the Federal Bar Association. 

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Phllippe Norre KPMG Indirect TaxKPMG Middle East has announced the recruitment of Philippe Norre to lead the Firm’s indirect tax practice in both Bahrain and Qatar .

Mr Norre joins from PwC London, where he has been a tax partner for the past 4 years. At PwC he was the UK and Global Indirect & Transactional Tax Compliance, Reporting and Technology Leader as well as leading the Indirect Tax team within PwC’s UK Tax Reporting & Strategy Centre of Excellence.

This is a return home for Mr Norre, who worked as a tax partner with KPMG from 2003 to 2012. He spent much of this time in the Budapest office but was also Acting Head of Indirect Taxes in the Middle East from 2008 to 2012. He therefore has a deep understanding of the region’s business environment and has advised several GCC government ministries on the development and implementation of their VAT laws and tax authority infrastructure.

Matheson, the leading Irish law firm, has appointed 12 new partners in its largest partner promotions round in over a decade.

Included in the list are two tax partners:


Matthew Broadstock TaxMatthew Broadstock

Matthew advises in relation to Value Added Tax (both at an Irish and EU level), Customs and Excise queries and Relevant Contracts Tax across various industries on contentious and non-contentious issues.

Matthew is a qualified solicitor and a member of the Law Society of Ireland as well as being a non-practicing member of the Bar Council of England and Wales and a member of the Honourable Society of Lincoln’s Inn and a qualified solicitor in England and Wales.


Kevin Smith Tax MathesonKevin Smith

Kevin advises financial institutions, investment banks, investment managers and institutional investors on all tax aspects of financial services in Ireland, including securities transactions, debt capital markets, cross-border financing and derivative transactions. Kevin also advises many of the world’s largest aircraft leasing companies on tax aspects of carrying on aircraft leasing business in or from Ireland.

Kevin is a qualified solicitor and a qualified tax consultant and is a member of the Law Society of Ireland and the Irish Taxation Institute. Kevin previously worked in the group tax department of Deutsche Bank in the City of London.

Ka Sen Wong TaxAllen & Overy has announced the promotion of 24 lawyers to partner across its global network, the largest number since 2008. Effective as of 1 May 2017, the promotions are across 11 offices in 10 countries covering six practice groups in the business.

Only one new tax partner has been promoted: Ka Sen Wong, who is based in Sydney.

Ka Sen provides expert income tax advice across a range of industries, including funds, property, infrastructure, private and public M&A, financial services, banking, and capital markets.

Legal Media Group has nominated Ka Sen as a Rising Star in his field, as published in the LMG Rising Stars 2016.

Managing partner Andrew Ballheimer comments: “We’ve had a very busy year and are investing strongly across our network. Following a string of high profile lateral hires, it’s fantastic to be able to promote some of our most senior lawyers to meet client demand. It gives me great pleasure to welcome each of the candidates to the partnership and I would like to congratulate them on reaching this milestone in their career.”

Adolfo Zunzunegui taxAllen & Overy has announced the addition of new partner in Spain, Adolfo Zunzunegui, who will lead and direct the tax law practice in Madrid.

With almost 20 years of experience in the field, Mr. Zunzunegui joins Allen & Overy from Ernst & Young, where he was a partner, responsible for the firm’s legal and tax department in Spain. Previously, he worked with Garrigues and Freshfields.

Over the course of his career, Mr. Zunzunegui has advised numerous financial entities in a consulting capacity on asset financing processes and structured finance. Similarly, he has specialised in international tax structuring and has participated in complex and innovative M&A transactions.

He is a recognised expert in the field of debt structure product design, and has a wide experience of derivatives. Furthermore, over the last year he has advised on some of the Spanish market’s most significant transactions, such as Bankinter’s integration of Barclay’s Portuguese business; on the sale of a Spanish investor’s holding in the Sura Group; and the refinancing of Pascual.

Mr. Zunzunegui is considered one of the leading lawyers specialising in tax law in Spain, according to both Chambers & Partners and Legal 500.

Antonio Vázquez-Guillén and Ignacio Ruiz-Cámara, managing partner for Allen & Overy in Spain, said, “Adolfo is a perfect fit for A&O’s Spanish practice. We are certain that his natural leadership qualities, coupled with his prestige in the marketplace, will provide a significant boost to our local tax team.

Mr. Zunzunegui, added, “Leading the Allen & Overy Spanish tax department offers an exciting challenge, not only as a result of the firm’s current excellent position, its incredible staff and the potential to develop my practice, but also the opportunity to work within a truly integrated network of reputable tax professionals, together with experts in other disciplines spread throughout the globe.”

The appointment of Adolfo as partner follows that of Fernando Torrente, who recently joined to lead A&O’s commercial and capital markets practice in Spain.  A&O now have 13 partners and a total of 140 people across  Madrid and Barcelona.

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8 new tax partners made up at CMS

On April 26, 2017, in CMS, by Chris Bale

CMS has announced that it has appointed 48 partners in its 2017 global promotions round. Of these 48 partners, the following eight partners are in the Tax group: 

Herman Boersen (Amsterdam, Netherlands)

Stephane Bouvier (Paris, France)

Mark Cagienard (Zurich, Switzerland)

Pierre Carcelero (Paris, France)

Dimitar Hadjiveltchev (Paris, France)

Diego de Miguel (Madrid, Spain)

Johann Roc’h (Paris, France)

Christophe Vézinhet (Paris, France)

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Elan Keller TaxReed Smith LLP has announced the addition of Elan Keller as a tax partner in the firm’s Global Corporate Group in New York.  Keller was most recently a tax partner with the New York office of Arnold & Porter Kaye Scholer LLP.  

“Elan is an outstanding addition to our team in New York and beyond,” said Matt Petersen, co-leader of Reed Smith’s Global Corporate Group.  “His significant experience will allow us to expand work for our existing clients, and further market our overall tax capabilities locally, nationally and globally.”

Keller advises clients on a broad range of tax matters, including tax-efficient structuring in cross-border and domestic M&A transactions; the U.S. aspects of inbound and outbound operations; multi-jurisdictional corporate transactions, including restructuring, reorganizations and distributions; transfer pricing, capital markets and structured finance transactions; infrastructure and leasing transactions; and oil, gas, and natural resource transactions.  He also advises clients on matters relating to tax audit management, including representing clients involved in IRS audits and external financial statement audits, and tax audit planning.

He received his LL.M. in Taxation from New York University School of Law; his J.D. Cum Laude from Syracuse University College of Law; and his B.S. in Accounting from the University of Delaware. Prior to joining Arnold & Porter Kaye Scholer, Keller was a partner at Caplan & Drysdale Ltd.  Previously, he held positions at Macquarie Holdings (USA) Inc., American International Group, Inc. and KPMG.  Keller is also a certified public accountant.

“Our office here in New York continues to add incredible talent,” said Cindy Minniti, managing partner of Reed Smith’s New York office. “Elan’s 15-plus years of tax experience – both in-house and at one of the Big Four – gives him a unique perspective, one that will be of great benefit to our clients.”

Reed Smith’s Global Corporate Group is the principal practice group housing the firm’s capital markets, mergers & acquisitions, private equity, corporate governance, executive compensation and employee benefits, emerging growth/venture capital, private fund formation, transactional tax, and wealth planning practices. The group also supports overlapping industry teams, including automotive, energy, entertainment & media, financial services, hospitality, life sciences, health care, and shipping, to ensure that our attorneys have the industry-specific experience that clients require. This structure, coupled with the firm’s commitment to developing long-term client relationships, ensures that Reed Smith’s Global Corporate Group can consistently provide the same high standard of service, regardless of the place, practice or industry where services are delivered.

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Danny Vermeiren VertexVertex Inc has hired Danny Vermeiren as VAT Director. His appointment coincides with the company’s European expansion.

Mr Vermeiren has held a number of senior in-house positions. He was Director of Indirect Tax at Ideal Standard International and more recently Director of Global Indirect Tax Transformation at Ingersoll Rand. Since June 2016 he has been working as an independent consultant.

Speaking to Tax Grotto about his new role, Mr Vermeiren commented:

“It is exciting times for Vertex as we move forward with our European expansion. I am happy and honored to be a part of such a great team !”

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