The Policy Resolution Group (PRG) at Bracewell & Giuliani LLP announced today that Curtis Beaulieu is joining PRG as Senior Counsel in its Washington, D.C. office. Beaulieu will provide federal legislative and regulatory advice to the firm’s industry and non-profit clients on a broad range of tax policy matters.
Beaulieu joins PRG from Capitol Hill, where he served since 2011 as tax counsel for the Senate Finance Committee. As tax counsel, he co-wrote the Tax Reform Option Paper on energy taxes for Senate Finance Committee members, organized hearings on income distribution and oil and gas tax expenditures, including intangible drilling costs, dual capacity, and the Section 199 manufacturing deduction, and negotiated extension of expiring tax provisions involved in the “fiscal cliff,” including “tax extenders,” RA/JGTRRA tax rates, and the estate and gift tax.
Beaulieu has wide-ranging Capitol Hill experience working for both the Senate and the House. Prior to working on the Senate Finance Committee staff, he served as tax counsel to Senate Finance Committee Ranking Member Orrin Hatch (R-Utah) from 2008-11 and, in 2007-8, to Representative Jim McCrery (R-Louisiana), who was then ranking member on the House Ways & Means Committee. He also worked in various legislative capacities for Representative Sam Johnson (R-Texas) and Senator David Vitter (R-Louisiana).
“Curt is a dedicated professional with a proven track record in understanding the challenges and complexities of the U.S. tax code. I’ve always valued his expertise and counsel and know he’ll do well in this new endeavor,” said Senator Hatch.
“We are excited to have Curt join the team,” said PRG Head Scott Segal. “His experience on tax policy, particularly related to energy, natural resources and manufacturing issues, will greatly benefit our clients. As Congress and the Executive Branch continue to discuss and debate a wide range of tax issues, from comprehensive tax reform to extenders and inversions, Curt will strengthen our practice with his skills and almost decade-long experience in serving as a top tax policy advisor on Capitol Hill. He is also highly respected by both Democrats and Republicans in Congress and throughout the private sector.”
“We proudly welcome Curt to our firm’s tax team,” said Liz McGinley, head of Bracewell & Giuliani’s tax section. “Our corporate clients are increasingly focused on the federal tax implications of their current operations and strategic initiatives. Curt’s tax policy experience, together with our strong transactional tax capability, will allow us to provide exceptional service to our clients.”
“I am delighted to join Bracewell’s Policy Resolution Group,” said Beaulieu. “I was attracted to PRG by the firm’s unique comprehensive service model of offering legal, advocacy, and communications services under one roof, as well as its outstanding reputation in Washington for substance and knowledge of tax and other issues.”
Beaulieu received an LL.M. from Georgetown University Law Center; a J.D. from the California Western School of Law; and a B.S. in Communications from the University of Texas.
Formed in 2011, the Policy Resolution Group at Bracewell & Giuliani helps clients around the world navigate our complex federal landscape, creating and implementing successful strategies to achieve our clients’ government relations objectives. PRG provides counsel and services in Legislative and Regulatory Affairs, Information Gathering and Political Analysis, Strategic Communications and Legal Representation.
McDermott Will & Emery has announced that Philip D. Morrison has joined the Firm as Counsel in its U.S. and International Tax Practice Group resident in the Washington, D.C. office.
Mr. Morrison recently retired as a principal at Deloitte Tax LLP where he led Deloitte’s U.S. international tax quality control effort. In that position he provided tax planning and compliance advice to international tax practitioners, directed training on international tax issues, and acted as a liaison with the federal government. Prior to joining Deloitte, Mr. Morrison was a partner at another leading international law firm.
From 1989 to 1992, Mr. Morrison served as the U.S. Department of the Treasury’s international tax counsel, the government’s chief legal advisor on international tax matters (including international tax legislation and regulations), chief negotiator of tax treaties, and director of the Office of International Tax Counsel. He also represented the U.S. at the Organisation for Economic Co-operation and Development and at other multilateral tax fora. Earlier in his career, he served as counsel to the U.S. Senate Finance Committee.
Mr. Morrison has more than 30 years of experience as a tax lawyer, with over 20 years exclusively in international tax. He will focus his practice on international tax, including inbound and outbound planning, treaty issues, transfer pricing and controversy work.
“We are delighted to welcome Phil to the Firm,” said Lowell S. Yoder, partner and head of McDermott’s US & International Tax Practice Group. “Phil is a leading authority on some of today’s most complex international and U.S. tax issues. With the rapid growth of our international tax practice, Phil brings to the Firm considerable knowledge and expertise that will be of tremendous value to our clients with business interests around the globe.”
“With more than three decades of sophisticated tax experience, Phil further deepens our capabilities and strengths as a leading firm in international tax,” added McDermott tax partner Blake Rubin, partner and head of McDermott’s Washington Tax Practice. “Clients operating around the world today are facing increasing challenges and uncertainties in the tax arena. Phil enhances our ability to provide the best counsel and advice available.”
Mr. Morrison is a member of the Committee on U.S. Activities of Foreigners and Tax Treaties of the American Bar Association’s Tax Section, The Tax Council, the tax committee of the National Foreign Trade Council, the International Fiscal Association, and a Washington-based international tax study group. He has regularly been selected as a leading tax advisor and a leading transfer pricing advisor for the International Tax Review/Legal Media Group’s expert guides. He has spoken and published widely on various international tax subjects and is a regular contributor to the Tax Management International Journal’s “Leading Practitioner Commentary.”
Mr. Morrison received his J.D. from Harvard Law School (with honors) and his A.B. (with high honors) from Princeton University.
KPMG LLP has named John P. Gimigliano as principal in charge of the Federal Legislative and Regulatory Services (FLRS) group of its Washington National Tax (WNT) practice.
Gimigliano succeeds Hank Gutman, who is assuming other responsibilities within the firm.
“John’s outstanding career in government and here at KPMG makes him uniquely qualified to assume the leadership role in Federal Legislative and Regulatory Services,” said Steven R. Lainoff, principal in charge of the firm’s Washington National Tax practice. “His knowledge, leadership and skills will further enhance the work of this important part of our Tax practice, as it provides clients with news, issue-focused commentary and insights on breaking developments in tax legislation.”
Prior to joining KPMG, Gimigliano served as senior tax counsel for the U.S. House of Representatives’ Committee on Ways and Means and as staff director for its Subcommittee on Select Revenue Measures. During his tenure on the Committee he was involved in the drafting, negotiation and enactment of several pieces of tax legislation, including the Energy Policy Act of 2005, the Tax Increase Prevention and Reconciliation Act, the Katrina Emergency Tax Relief Act of 2005, the Tax Relief and Health Care Act of 2006 and several others.
Gimigliano’s principal responsibilities on the House Ways and Means Committee focused on issues involving energy, cost recovery, accounting methods, tax credits, corporate reorganizations, the corporate alternative minimum tax, net operating losses and several other areas.
“Tax touches almost every line of a company’s balance sheet, which means that the regulatory and legislative proposals and changes occurring almost every day in the U.S. and internationally are critical information for leaders in all businesses and industries,” said Gimigliano. “With the focus on tax and budgetary reform in the U.S., and tax transparency discussions around the world, this is an extraordinarily important time for KPMG to work with our clients in understanding why and how these changes may impact their companies,” he said.
Gimigliano received a Master of Laws (LLM) degree from Georgetown University Law Center, a Juris Doctor (JD) degree from the University of Cincinnati College of Law and a Bachelor of Arts (BA) degree from Miami University. An adjunct professor at the Georgetown University Law Center, Gimigliano is a frequent speaker at tax conferences and commentator in the media.
King & Wood Mallesons SJ Berwin (we need an abbreviation please) has announced three counsel promotions within its Paris office, including tax lawyer Gwenaël Kropfinger.
Gwenaël specialises in the tax structuring of company acquisitions, leveraged buyouts (LBOs), real estate investments, restructurings and refinancings for investment funds and corporate groups. He has particular expertise in investment fund structuring, both French and foreign (FPCI, partnerships, SICAR, FIS) for various assets (private equity, real estate and infrastructure funds). He also assists funds in the implementation of co-investment schemes or incentive plans for their management teams.
He speaks French, Italian and English.
President Obama has announced his intent to nominate Cary Douglas Pugh as a Judge to the United States Tax Court.
“Cary has demonstrated unwavering integrity and a firm commitment to public service throughout her career,” said President Obama. “I am proud to nominate her to serve on the United States Tax Court.”
Cary D. Pugh works as Tax Counsel at Skadden Arps, based in Washington. She focuses her practice on a wide range of administrative and legislative matters. She represents clients in all stages of audit and controversy before the IRS and on published guidance and tax policy matters before the Treasury Department and Congress. She also advises clients on planning and compliance issues, as well as energy tax matters.
Prior to joining Skadden in June 2005 as counsel in the Tax Group, she served as special counsel to the chief counsel of the IRS where she advised on published guidance, tax administration and controversy matters, and led the chief counsel’s expedited guidance program. Ms. Pugh was responsible for coordinating chief counsel implementation of the American Jobs Creation Act and was involved in developing guidance relating to the domestic manufacturing deduction, nonqualified deferred compensation, dividend repatriation, tax shelter disclosure and reporting requirements and penalty provisions. While with the Office of Chief Counsel, Ms. Pugh also worked on the design of the revised Schedule M-3, the IRS policy regarding tax accrual workpapers and Circular 230. In addition, she was involved in tax shelter and tax-shelter promoter initiatives and administration of the penalty provisions. Previously, Ms. Pugh served as tax counsel to the Senate Finance Committee, where she was responsible for advising committee members on individual and business tax issues, including international tax, corporate tax, pass-through entities, S corporations, tax accounting, tax-exempt bonds, energy tax and tax shelters.
Ms. Pugh has been a frequent speaker on bar panels and before industry groups on a variety of published guidance and tax administration topics, including tax accrual workpapers, the tax shelter disclosure and reporting regulations, application of penalties, attorney-client privilege and Circular 230.
David Marschke has joined KPMG Tax Law to launch an office in Brisbane.
David Marschke was previously a tax partner at McCullough Robertson, where he has worked for almost 12 years. His new position is that of special counsel. KPMG Tax Law is a boutique tax law firm affiliated with KPMG.
This follows the appointment last October of the Herbert Smith Freehills litigation partner, Sarah Dunn, who joined KPMG Tax Law in Sydney as a partner.
We reported on TaxGrotto about the departure of Peter Poulos from KPMG last year, which one assumes triggered these two senior hires.
Olaf van der Donk, former Head of Tax at A&O in Amsterdam, is joining Clifford Chance as Counsel to the tax group.
Mr van der Donk has worked with the Dutch Revenue as a Tax Inspector before joining EY in 1991, where he later made partner. In 2002 he joined A&O and was with them for 10 years. Since leaving he has developed a property rental business in Piemonte, where he is also Head Gardener.
The Board of Directors of The Coca-Cola Company today elected Robert J. Jordan Jr. as a Vice President. Jordan will succeed William D. Hawkins III as General Tax Counsel, who announced he will retire in March 2014 after 15 years of service with the Company.
In his current role, Robert J. Jordan Jr., 53, serves as Deputy Tax Counsel for the Company, focusing on international tax matters in the Pacific and Latin America Groups, and overseeing various other functions within the Corporate Tax Department.
Jordan began his career with the Company in 1994 and has assumed roles of increasing responsibility. Prior to joining the Company, Jordan was a tax manager in the New York office of Arthur Andersen. He holds a Bachelor’s degree from University of Pennsylvania’s Wharton Business School, a Juris Doctorate from St. John’s Law School and a Master of Laws in Taxation from NYU Law School.
The Company today also announced Vice President and General Tax Counsel William D. Hawkins III will retire in March 2014. A well-respected leader within the organization, Hawkins, 57, joined the Company in 1998 as a Senior Tax Counsel working with North America and Western Europe. In 2008, he assumed his current role as Vice President and General Tax Counsel for the Company
Prior to joining the Company, Hawkins was a tax partner with the Washington office of White and Case LLP. Hawkins received his Bachelor of Arts and Juris Doctorate degrees from Wake Forest University and a Master of Laws in Taxation from Georgetown University Law Center.