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.
Susan Andrews Casillas has returned to EY’s Los Angeles office as an Executive Director in Tax for the Private Client Services practice.
Casillas worked at EY for four years in the estate tax group before moving on to other client service positions including Tax Director at PwC and Tax Partner at Temo Arjani, LLP.
Most recently she was Senior Wealth Strategist with Credit Suisse in Los Angeles, assisting clients and prospects with estate, gift, charitable and income tax planning.
Clarke Willmott has recruited Jane Halton as a Partner in the Private Client Team. She joins from Gateley LLP in Birmingham, where she worked in the Private Client Team for the last 14 years.
Jane specialises in wills, trusts, estate planning, estate administrations and powers of attorney. She also deals with the creation and administration of trusts, as well as dealing with the winding up of complex and taxable estates.
- Working with Accountants and Financial Advisors to produce Estate Planning Solutions for those clientswho have sold businesses and related generational planning.
- Deputyship applications and addressing the need for a statutory will.
- The Administration of estates subject to Inheritance Tax using Deeds of Variation where appropriate.
Jane will be working alongside Anthony Fairweather, Liz Smithers and Carol Cummins who are supported by a further 13 lawyers, paralegals and administrative assistants.
Anthony Fairweather, Partner and Managing Director of the Private Client team, said: “I am delighted that Jane has joined us to further strengthen our presence in the Bristol market where our client focused clear thinking approach has led to a 65% growth in turnover in the last three years making us one of the largest Private Client teams in the area”.
LJ Group, a multi family office business, has hired Marc Farror as a Partner and Head of its Trust & Fiduciary team. Marc is based in London and his team provides structuring solutions for clients from London, the Isle of Man, Switzerland and Singapore.
Prior to joining LJ Group, Marc was a Director at JTC Group in Guernsey. Before that he was Head of Business Development at Vistra in Jersey.
Andersen Tax has promoted several staff to Managing Director grade in the San Francisco, Seattle, West Palm Beach, New York and Boston offices.
In the San Francisco office, Mamie Chew and Stephen deHaan were promoted to Managing Director, both part of the Private Client Services group. They will join the team of 21 Managing Directors in the San Francisco office.
In the growing Seattle office the promotions include Jan Armstrong, Scott Beauchene and Lance Vanetta, part of the Private Client Services group, Valuation Services group and State and Local Tax group, respectively.
In the Boston office, Susan Delgado joins the team of eight Managing Directors. She is part of the Private Client Services group.
Sue Delgado has over 18 years of experience advising high net worth individuals, their families and closely held businesses. Her practice focuses on tax consulting and compliance services for individuals, fiduciaries and related entities. Her experience includes developing and implementing multigenerational wealth transfer plans, addressing multistate fiduciary tax issues, determination of qualified small business stock status of securities, tax issues related to individuals working abroad as well as foreign nationals working in the United States, and gifting strategies to accomplish family objectives.
“It is always exciting to announce new promotions. Sue has been an integral part of our tax practice,” notes Office Managing Director, Joe Comeau. “Sue is a true partner and has been someone we have been able to count on to deliver quality service to our clients time and time again.”
Sue also served as a member of the Andersen Tax Individual Specialty Team. She has served as a member of the Manager Advisory Committee and Training Committee and continues to be involved in local office training and national training on topics such as hedge fund reporting, foreign tax credit calculation and tax impact of financial instruments.
The West Palm Beach office added Allison Davis and Patricia Cooper to its team of three Managing Directors in the Florida office. Both Allison and Patricia are part of the Private Client Services group.
Allison Davis has over 14 years of experience providing professional tax services. Her practice areas include tax consulting and compliance for corporations, pass though entities and tax exempt organizations as well as individuals. Allison has worked with companies in the insurance, professional services, construction, and real estate industries. She also has experience with trade associations, public charities, and private foundations.
“Allison and Patricia are assets to the clients we serve in our market,” noted Office Managing Director Randy Macpherson. “Allison has broad technical skills related to ultra-high net worth families and business entity work and Patricia is a technical resource for our fund entities and international matters – both of which are critical aspects of delivering superior quality of service to our clients.”
Trish Cooper has over 25 years of experience providing tax services. Her practice areas include income tax planning and tax return compliance for individuals, trusts, partnerships and closely-held business entities. Trish also works on tax planning and tax return compliance for our corporate and international clients and is a specialist with our hedge fund and “fund of funds” clients. She also has expertise in dealing with the unique issues associated with tax-exempt organizations.
In the New York Metro practice, John Maragoudakis and Adam Levy have been promoted. John is part of the Commercial Services practice, and Adam is in the Investment Consulting Services group.
John Maragoudakis has over 11 years of experience in delivering lead federal and state tax compliance and consulting solutions to a broad range of commercial clients in various industries including private equity, fund of funds, family offices, investment management, professional services, online media, restaurant chains, manufacturing, and agriculture. John specializes in partnership and corporate tax matters including general tax compliance, planning, corporate structuring/choice of entity consulting, federal and state audits, and state and local tax issues.
Adam Levy leads the Andersen Tax Investment Consulting Services practice in the New York office, providing independent and objective investment consulting and wealth management services to high net worth individuals, corporate executives and family business owners. He is a CFA Charterholder and Certified Financial Planner with over 12 years of experience advising clients on issues relating to investment consulting, financial planning and retirement planning.
Private capital law firm Lawrence Graham will promote five senior associates to partner on 1 May 2014. On the same day the firm will complete its merger with Wragge & Co to form Wragge Lawrence Graham & Co.
One of the lucky five is Daniel Ugur:
Daniel Ugur is a private capital lawyer specialising in international succession planning, family governance matters, and advising on the UK tax implications associated with investing in the UK and moving to or leaving the UK. He has a growing international client base, specifically across North and South Asia and he divides his time between Lawrence Graham’s offices in London and Singapore.
He has recently been advising on the succession of the family business for a number of substantial families in Asia and Europe. These matters have involved complex multi-jurisdictional structuring issues, governance matters, and international tax considerations.
Collyer Bristow LLP has announced that it has recruited experienced international private client tax specialist William Hancock from Speechly Bircham, where he has been a partner since 1999. His appointment commences on 17 March 2014.
William said “Collyer Bristow has always enjoyed a strong reputation for its international private client work and I am excited to be joining an established team at a time when the firm is looking to further expand its work in this area.”
William advises a range of wealthy individuals, trusts, private banks and family offices on the establishment and on-going administration of estate planning structures. In 2012 he was seconded to Switzerland for a period of 12 months to assist with establishing a new private client office in Zurich.
William’s work extends to multi-jurisdictional issues not only for individuals in their personal capacity but also as trustees and his work often encompasses advice to private offices, overseas banks, trust corporations, charities and not for profit organisations
Commenting on the move, John Saner, Senior Partner at Collyer Bristow said “I am delighted that William is joining the firm – he brings with him a wealth of experience that will help us to increase the breadth of services we provide to our clients in the UK and Internationally.”
David H. Kirk, former tax attorney in the Office of Chief Counsel of the Internal Revenue Service (IRS), joined Ernst & Young LLP’s Washington, DC office as an Executive Director in the Personal Financial Services practice. While at the IRS, Kirk was one of the principal authors of the net investment income tax (NIIT) regulations under Section 1411 of the Internal Revenue Code and also with respect to guidance addressing S corporation issues.
As part of the firm’s National Tax Department, Kirk will lead efforts to assist clients in addressing the new net investment income tax from both a planning and compliance perspective. In addition to his role relative to Section 1411, Kirk will serve as a key subject matter professional in the EY Global Personal Tax Planning network and work more broadly on matters related to S corporation, trust and personal taxation.
“David’s 15 years of experience and his role at the IRS on key new tax regulations will help our clients gain valuable insights into planning and reporting considerations,” said Michael Mundaca, Co-Director of National Tax for Ernst & Young LLP and Co-Director of the EY Americas Tax Center. “His knowledge and experience will be especially valuable to clients and colleagues as they understand and address the new NIIT in particular.”
In the Passthroughs and Special Industries division since 2008, Kirk served as a technical resource to regional IRS attorneys and examiners and the US Department of Justice (Tax Division) in civil and criminal tax matters.
Throughout his career, Kirk has focused on the taxation of individuals, trusts, S corporations, partnerships and financial planning for high-net-worth family groups. Prior to joining the IRS, he was a tax attorney at Arnold & Porter LLP, where he provided tax and legal structuring advice to individuals, businesses and investors.
From 1998 to 2007, he worked at Deloitte Tax LLP and assisted private clients on domestic and international income and pass-through taxation issues. In 2005, he joined Deloitte’s National Tax Private Client Advisors practice in Washington, DC.
Kirk has spoken at industry conferences and participated on panels for universities, personal finance institutes and bar associations.
Kirk earned a Bachelor of Science in Accounting from Syracuse University. He received a J.D. from University of Pittsburgh, where he was the co-founder of The Pittsburgh Tax Review. He also earned a LL.M. in Taxation from Georgetown University Law Center, and has served as an adjunct professor in the same program since 2009. Kirk is the author of forthcoming tax treatise on the Section 1411 tax expected to be published later this year.
Kirk is licensed as a Certified Financial Planner and Certified Public Accountant in the District of Columbia and New York. He is a Bar Member for District of Columbia and Pennsylvania