Sheppard, Mullin, Richter & Hampton LLP has announce the addition of a robust state and local tax practice group to its nationwide tax practice: Partner Roburt J. Waldow, who joins the firm from Jones Day, and Special Counsel Greg Turner, most recently VP & Senior Tax Counsel at the Council On State Taxation (COST). Waldow will be based in the firm’s Orange County office and Turner will be based in Sacramento.
“We are pleased to welcome Roburt (pictured) and Greg to the firm. Their broad range of state and local tax expertise will allow us to service the totality of state and local tax issues our clients face. We will be able to leverage Roburt’s depth of experience in complex state tax controversy, tax planning, and transactional matters, and Greg’s extensive experience working with state legislatures and state tax agencies to resolve complex tax matters in a manner best suited to our clients’ particular needs,” said Guy N. Halgren, chairman of Sheppard Mullin.
“Roburt and Greg add depth and strength to our firm-wide tax practice. Roburt’s banking industry knowledge and expertise dovetails well with our robust finance and banking practice. Greg brings twenty years of State Capitol experience working to address state legislative and regulatory issues facing business taxpayers. Both Roburt and Greg are well known within the SALT community and among a very small group of practitioners regularly engaged with legislative and administrative representatives to address state tax issues facing corporate taxpayers,” added Keith R. Gercken, chair of Sheppard Mullin’s Tax practice group.
“I am thrilled to join Sheppard Mullin, a dynamic firm deeply rooted in California but with a global reach. We think the firm is the perfect platform for growing what we intend to be one of the nation’s leading multi-state and local tax practices,” Waldow stated.
“I couldn’t agree more,” added Turner. “Sheppard Mullin recognized that the state and local tax arena is itself quite dynamic. Client needs may range from traditional transactional, planning, and administrative controversy to litigation or legislative and regulatory engagement. Sheppard Mullin is now uniquely positioned in the SALT community to address the totality of those issues.”
Waldow’s practice involves a broad array of SALT related services, regularly representing clients in controversy matters, from audit through litigation, and advising clients on transactional and planning matters.olved both administrative and judicial controversy as well as administrative, legislative and ballot measure advocacy. In addition to working on state tax controversy and planning matters, as a registered lobbyist, his role will include assisting clients in connection with proposed legislation, regulations, and ballot measures relating to state tax and local tax.
Turner is a sought after speaker on state and local tax issues, particularly in relation to the scope of state and local tax authority. From regular presentations at COST conferences across the country and leading COST’s robust regional meetings in the west, he also is a regular speaker at conferences sponsored by the California State Bar, Tax Executives Institute (TEI), the Federation of Tax Administrators (FTA), the Western States Association of Tax Administrators (WSATA) and San Jose State University’s “High Tech Tax Institute.”
McDermott announced this week that Alysse McLoughlin has joined the Firm as a partner in its State and Local Tax group, resident in the New York office. In addition, the Firm welcomes Richard Call, formerly with Morrison Foerster, as Counsel in the same group in New York.
Ms. McLoughlin has broad experience advising clients on state and local tax issues, and particular skill working with financial services companies. Mr. Call focuses on state and local tax litigation before administrative and judicial bodies, at all levels and in multiple states, with respect to income, franchise, gross receipts, and sales and use taxes. Ms. McLoughlin, who practiced at McDermott from 1996 to 2006, returns to the Firm from Barclays, where she served as the company’s Head of State Tax for six years. In this role, she was responsible for all state taxes at Barclays, including income, franchise, sales and use, and excise tax issues. Her responsibilities included establishment of state tax return filing positions and reserves, participation in the financial statement process, and the handling of all state tax audits.
After her time with McDermott, Ms. McLoughlin worked at the Internal Revenue Service (IRS) as an attorney in the Chief Counsel division. After the IRS, she served as state tax counsel at Lehman Brothers in New York. Ms. McLoughlin joined Barclays Capital after Lehman filed for Chapter 11 bankruptcy protection in September 2008.
Mr. Call has focused on state and local tax at large firms for several years. He is a frequent publisher on state and local tax issues and has spoken on state and local tax issues in multiple forums.
“We’re delighted that Alysse and Richard have both decided to join the Firm at this time, as we continue to strengthen our world-class team of state and local tax practitioners,” said Jane May (pictured), partner and head of McDermott’s State and Local Tax Practice Group. “Alysse’s in-depth experience both as a practitioner and head of the state tax department of a prominent financial institution will enable us to enhance the sophisticated service we provide to our clients. Rich’s experience will be particularly valuable to our clients as they consider business restructurings and the impact of new state legislation on their current business operations.”
Ms. McLoughlin is admitted to the New York State Bar. A graduate of Fordham University School of Law, she received her LL. M. from New York University School of Law and her Bachelor’s degree from SUNY Binghamton. Mr. Call is admitted to the New York State Bar. He is a graduate of New York University School of Law. He received his LL. M. and B.A. from Brigham Young University.
Sutherland Asbill & Brennan LLP announced today that Leah Robinson joined the firm’s State and Local Tax (SALT) practice as a partner in New York. Prior to joining Sutherland, Ms. Robinson was a partner at McDermott Will & Emery LLP.
Ms. Robinson advises clients in state and local tax planning, policy, controversy and litigation across a wide range of industries, including the financial services, insurance, energy, technology and retail sectors. Nationally recognized for her advocacy in tax disputes with New York State, New York City and New Jersey, she also has represented clients in front of departments of revenue throughout the country. Ms. Robinson provides national state tax strategy for clients on the full range of state tax matters, including nexus, income tax apportionment and combination planning, sales tax characterization of products, and audit defense, controversy and litigation. She advises on a variety of sales and use tax issues, from the taxability of digital goods to the treatment of temporary help services. She also has handled income tax litigation associated with the constitutionality of New Jersey’s controversial “throw out” apportionment rule.
Ms. Robinson previously served as a tax attorney with the IRS Office of Chief Counsel in New York City, where she was part of the strategic trial attorney litigation team handling the largest § 482 transfer pricing controversy in history. Her transfer pricing experience will enhance significantly the Sutherland SALT team’s controversy experience, as an increasing number of states are seeking to challenge state taxpayers’ intercompany charges and structures.
“We are thrilled that Leah is joining our SALT practice,” said Sutherland Managing Partner Mark D. Wasserman. “To have someone of Leah’s caliber and experience join our team is evidence of the strength of our nationally dominant and leading state and local tax practice. Leah’s significant tax controversy and litigation experience, especially in New York and New Jersey, will further bolster our New York team and greatly benefit our clients.”
Sutherland has been a leading adviser on state and local tax issues for more than 60 years and maintains one of the largest SALT practices in the country. Sutherland SALT serves as national state tax counsel to some of the world’s largest companies, including nearly 30 of the Fortune 100 and numerous other industry-leading businesses, advising clients on state and local tax consulting, planning, compliance, litigation and policy matters. The team works with clients on the full spectrum of issues and tax types, including income, property, sales and use, and telecommunications taxes.
Grant Thornton LLP has named Mark Arrigo as leader of the firm’s Atlanta State and Local Tax (SALT) practice, effective Aug. 1.
Most recently, Arrigo was based in Grant Thornton’s Tampa office and led the Florida SALT practice since 2010. He will continue to serve as the Southeast region SALT leader after his relocation to Atlanta. He has nearly 25 years of experience providing both public and private companies with a variety of services, including controversy resolution, analysis of mergers and acquisitions, tax provision consulting and state tax planning and restructurings.
“Mark has been instrumental to the success of the firm’s Florida SALT practice for the past four years,” said Mike Stokke, office managing partner of Grant Thornton’s Atlanta practice. “We’re confident that his vast experience and proven leadership skills will be key to leading the growth and driving the strategy of the Atlanta SALT practice. He will be an invaluable asset to our office, our clients and the Atlanta business community.”
Prior to joining Grant Thornton, Arrigo served as the partner-in-charge for the Florida SALT team at KPMG LLP. He is a frequent speaker at SALT conferences, including the National Multistate Tax Symposium, the Georgetown State and Local Conference and various Florida Institute of Certified Public Accountants (FICPA) Tax Conferences.
Arrigo is a certified public accountant in Florida and Louisiana, a member of the American Institute of Certified Public Accountants and past chair of the FICPA State Tax Section. He serves on the Florida State University accounting advisory board, is a graduate of Leadership Tampa and a board member and first vice-chair of Tampa’s Museum of Science and Industry.
He received a master’s of business administration degree from Tulane University and a bachelor’s degree in finance from Florida State University.
Mike Goral, J.D, LL.M recently joined Weaver, as the partner-in-charge of state and local tax (SALT) services. He will lead the firm’s SALT practice out of the firm’s Dallas office.
“Mike’s exclusive concentration and experience in SALT services will provide a platform for Weaver to rapidly continue the expansion of our state and local tax practice throughout Texas and the United States,” said Clint Siddons, partner-in-charge of tax and strategic business services.
Goral brings years of experience in state and local tax matters involving income/franchise, sales/use taxes, credits and incentives in all states. He has extensive knowledge in various industries including manufacturing, telecommunications, hospitality, high-tech, transportation and real estate.
Most recently, Goral worked as a director at PricewaterhouseCoopers LLP as the SALT practice leader responsible for new business development and management of the Fort Worth, Austin and Little Rock markets. He also managed large engagements with various multistate tax matters involving income/franchise and sales/use taxes including corporate restructurings, audits, voluntary disclosure agreements, letter rulings, multistate compliance matters and reverse sales tax audits.
“Mike’s depth of knowledge and his experience in this area make him a good fit for Weaver,” said, Tommy Lawler, Weaver’s managing partner and CEO. “We know that our clients will significantly benefit from his presence, and we welcome him to our firm.”
Goral’s professional memberships include the Institute of Professionals in Taxation. He often presents taxation topics at professional organizations and has been published in numerous legal and business tax publications.
Goral earned a Master of Laws (LL.M), an internationally-recognized postgraduate law degree that, in his case, specializes in tax law from Emory University School of Law in Atlanta, Ga., a Juris Doctor (J.D.) from Cumberland School of Law in Birmingham, Ala., and a Bachelor of Science degree in mathematics and psychology at The University of Alabama in Tuscaloosa, Ala.
Giles Sutton has joined the McGuire Wood’s tax and employee benefits practice as a partner in Washington, D.C. This announcement comes on the heels of the hire of Barbara Spudis de Marigny, who joined the group in the firm’s Houston office in November.
Sutton, who previously headed Grant Thornton LLP’s state and local tax technical services practice and retail industry team, will focus his practice on multistate aspects of corporate income and franchise taxes, mergers and acquisitions and sales tax issues, and other corporate tax matters impacting an array of companies, including retailers, pharmacies, grocery stores and chain restaurants.
Also a certified public accountant, Sutton brings more than 20 years of experience advising Fortune 40 and middle-market companies on corporate restructurings, gross receipts taxes, global supply chain-based tax planning, and the interaction of federal international tax law with state and local tax laws.
“Giles is a nationally recognized state and local tax lawyer and accountant and he is a wonderful addition to the team as we continue to grow and expand our national practice,” said Craig Bell, chairman of McGuireWoods’ tax and employee benefits practice.
“Giles’ deep experience representing clients, particularly in the retail and food and beverage industry, will complement the firm’s work in these areas,” added Steven Kittrell, managing partner of the firm’s Washington office and former chair of its tax and employee benefits practice.
Giles frequently lectures at COST’s Advanced Sales Tax School and IPT’s Advanced State and Local Income Tax School and has taught TEI’s State and Local Income Tax course. He earned his J.D. cum laude from Northern Illinois University College of Law in 1998 and his LL.M. in taxation with distinction from Georgetown University Law Center in 2002.
Shirley Sicilian has joined KPMG as national director of state and local tax controversy in the firm’s Washington National Tax (WNT) practice. Sicilian will help oversee the delivery of indirect tax and the income/franchise tax controversy services to the firm’s clients on a nationwide basis.
“We’re extremely pleased to have Shirley join our WNT team at a time when many of our clients are experiencing increasing tax controversies at the state and local level,” said Brian Stromen, Partner-in-Charge of KPMG’s State and Local Tax practice. “We know that our clients will benefit from her extensive experience, technical knowledge and integrity.”
Prior to joining KPMG, Sicilian served as general counsel at the Multistate Tax Commission for the past seven years. In this role, she headed the legal division responsible for providing advice and assistance to the interstate governmental agency, whose membership includes 47 states and the District of Columbia. She was the author of a number of amicus curiaebriefs in state and federal appellate courts, including the U.S. Supreme Court, and managed staffing for Commission committees, including those responsible for the development of model business tax laws.
Before joining the commission in 2003, Shirley spent eight years at the Kansas Department of Revenue. During that time, she served as director of Policy and Research before being promoted to general counsel with responsibility for providing legal counsel to the Secretary of Revenue and representing the Department before the Kansas legislature.
Sicilian, who will be based in Washington, D.C., holds a Juris Doctorate and both a Master’s degree and a B.A. degree in economics from the University of Kansas.
Ned Leiby, a CPA, CFE with 25 years’ experience in multistate and local tax issues for large multinational corporations and middle market businesses, has been chosen to lead the Chicago office of WTP Advisors, where he will oversee the Midwest region’s growth and client service in all areas. WTP Advisors is an award-winning global tax and business advisory firm.
“Ned’s level of expertise in state and local tax issues is critical for companies who are trying to steer through an increasingly complicated tax landscape in the U.S.,” says Ian Boccaccio, partner and co-founder of WTP Advisors.
“The states continue to grapple with how to tax industries driven by technology such as cloud computing and other transactions entered into over the internet. While most businesses want uniformity amongst states in this regard, in actuality there is increasing lack of uniformity amongst states which will only continue to create more traps for the unwary,” says Leiby.
Ned Leiby has 25 years of experience in providing value-added tax services to Fortune 1000 and middle market businesses. Ned is a graduate of Loyola University of Chicago and previously held leadership positions at a national accounting firm and served as managing director for the tax and business consulting division of American Express.
Ned specializes in state and local tax (“SALT”) matters including income/franchise, sales & use tax and unclaimed property. He assists his clients in various areas including: research and planning, compliance, nexus reviews, voluntary disclosures, audit defense, M&A due diligence for SALT issues, reverse audits, project outsourcing, tax system implementation and litigation support. His industry experience encompasses manufacturing/distribution, utility & renewable energy, retail, leasing, financial institutions, real estate, private equity, service organizations, internet retailers, and software/technology.