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dla piper tax jobsDLA Piper announced yesterday that Kathryn Keneally is joining the firm’s global Tax practice as chair of its Civil and Criminal Tax Litigation group. She arrives in October as partner in the New York office.

Recognized as a national leader in the tax and criminal defense bar, Keneally served as Assistant Attorney General for the Tax Division of the US Department of Justice from 2012–2014, where she was responsible for the work of over 350 attorneys. During her tenure, she developed a groundbreaking program to redress past wrongdoing by foreign banks, and she worked closely with federal and state regulators on a precedent-setting prosecution of a large financial institution. She also developed and implemented a comprehensive approach to civil and criminal tax enforcement. Attorney General Eric G. Holder recognized her achievements by awarding her the Edmund J. Randolph Award for outstanding service to the Department of Justice and the nation, the highest honor that the Attorney General may award to a department employee.

“We are pleased to welcome Kathy, who served as the nation’s top tax prosecutor, to our tax and white collar teams,” said Heidi Levine, co-managing partner of DLA Piper’s New York office. “Her impressive accomplishments in government and private practice will be an asset to the firm and our clients here and around the world.”

Prior to her service at the Department of Justice, Keneally represented businesses and individuals before the IRS and other government agencies. She was the lead trial counsel in a precedent-setting gift tax case, and has litigated extensively in the Tax Court and before state and federal courts in tax, litigation, and criminal matters. She has served as a Vice Chair of the American Bar Association Section of Taxation, and chaired two of the Section of Taxation’s Committees – the Committee on Civil and Criminal Tax Penalties, which addresses matters relating to civil and criminal tax litigation, and the Committee on the Standards of Tax Practice, which addresses ethics standards for tax practitioners. She is currently a chair of the National Institute on Criminal Tax Fraud and the National Institute on Tax Controversy.

“Kathy’s in-depth tax and enforcement background uniquely positions her to handle the most complex matters, from both regulatory and litigation perspectives,” said David Colker, global and US chair of DLA Piper’s Tax practice. “She is an ideal fit for our global platform and will be a great asset for a broad range of international matters.”

Keneally earned her LL.M. in Taxation from NYU School of Law, her J.D. from Fordham University School of Law, and her B.S. from Cornell University.

Photo source: Paul Caron: http://taxprof.typepad.com/taxprof_blog/2014/05/kathryn-keneally-.html

Cornelia Schnyder has joined Andersen Tax in Washington, D.C. as a Managing Director in the firm’s National Tax Office.

This is the fifth addition to the Andersen Tax National Tax Office in the past year.

Cornelia has over 17 years of experience focused on tax issues affecting partnerships and other passthrough entities and their owners.

Before joining Andersen Tax, Cornelia held several positions with the federal government. Most recently, she was a Special Counsel to the Associate Chief Counsel (Passthroughs and Special Industries) at Internal Revenue Service’s (IRS) Office of Chief Counsel. In that role, she had responsibility for regulations and other administrative guidance ranging from partnerships, S corporations, trusts, energy credits, and excise tax issues as well as assisted the IRS and the Department of Justice in litigation matters. She was also an Attorney-Advisor in the Office of Tax Legislative Counsel at the U.S. Department of the Treasury (Treasury), where she worked on tax reform issues and various partnership and S corporation projects, including regulations for the net investment income tax.

Prior to joining the IRS and Treasury, she was counsel with McKee Nelson LLP, advising large companies in transactions involving partnership, corporate, consolidated, and foreign tax issues. She also assisted in tax controversy matters. She began her career as an Attorney-Advisor to Judge Wright of the United States Tax Court.

“We are excited to have Cornelia join the practice. She brings a wealth of experience with Sub K, Sub S, and the new NII tax, and will be a terrific resource for our clients,” said Mark Vorsatz, Andersen Tax CEO.

“Cornelia’s deep experience in passthroughs, in both government and the private sector will add a dimension to our National Tax team,” said Ellen MacNeil, leader of the Andersen Tax National Tax Office. “We are focused on building the depth and range of specializations of our National Tax Office and having Cornelia join our firm demonstrates our commitment.”

Cornelia received a Bachelor of Science in Accounting from Jacksonville University and a Juris Doctorate and a Master of Laws in Taxation from the University of Florida Levin College of Law. She is a member of both the Florida and District of Columbia Bars.

pwc tax jobsPwC has appointed Bradley Phillips as an asset management tax director. Bradley will focus on advising investment funds and asset managers on a range of tax issues.

Bradley has nearly 25 years of experience in tax and joins from Herbert Smith Freehills LLP where he was a tax partner mainly focussed on M&A and other corporate transactions, tax disputes and investment funds.

He currently sits on the LexisNexis Tax Professional Support Lawyer (PSL) Board and was previously Chair of the City of London Law Society Revenue Law Committee.

Tim McCann, asset management tax leader at PwC, commented:

“I am delighted that Bradley is joining our team. Bradley’s expertise will benefit our clients across a whole range of tax issues which are currently affecting investment funds and asset managers.”

His new role will focus on:

• Structuring listed investment funds (including UK investment trusts and offshore funds)
• Private investment funds (including private equity, real estate and debt funds)
• Advising asset managers on structuring their own affairs (including carry structures)
• Asset manager M&A transactions

Akin Gump issued a press release yesterday confirming that the London and Frankfurt offices of Bingham McCutchen will join the Firm. In additional some partners from Hong Kong are also moving across. The total number of partners switching allegiance is 22 and more lawyers are expected to follow.

Sebastian Rice, who will be managing partner of Akin Gump’s London office, commented, “The synergies of our combined international practices, together with the incoming team’s strength in London, make this union strategically compelling. The combined European and Asian capabilities will not only considerably improve our client offerings in multiple jurisdictions, but also provide significant leverage in terms of our ability to present ourselves to potential clients here in London, in Hong Kong and in established and emerging markets across the globe.”

The only tax partner known to be moving at this stage is Stuart Sinclair.

Stuart advises on all aspects of corporate tax, focusing on domestic and international restructurings and reorganisations, mergers and acquisitions, structured finance arrangements, and financial instruments. He is recommended in leading industry publications including Chambers UK, Chambers Europe and Chambers Global. Experience includes:

  • Represented the noteholders on the €1.3 billion financial restructuring of the Quinn Group, one of the largest multijurisdictional corporate groups in Ireland
  • Advised a US-based distressed debt firm in connection with the restructuring of £500 million of debt in Crest Nicholson Holdings Limited, the parent of one of the UK’s largest house builder groups
  • Advising a worldwide bondholder group in respect of the nationalisation and restructuring of three major Icelandic banks — Kaupthing, Landsbanki and Glitnir
  • Advised the mezzanine consortium, headed by Apollo, Cerberus, Park Square Capital and Goldman Sachs, on the £2.6 billion restructuring of Britain’s largest betting and gaming group, the Gala Coral Group
  • Advised an ad hoc committee of senior secured noteholders on the debt restructuring and English law administration sale of Wind Hellas, a Greek telecommunications company
    Advised a group of senior lenders on the financial restructuring of Monier, a German roofing company
  • Advised Grandtop International Holdings Limited, the offeror, on the acquisition by way of public takeover of UK-based Birmingham City Football Club
  • Advised Japan-based Sumitomo Precision Products Co. Ltd. in its $56.6 million acquisition of Aviza Technology Inc., a semiconductor equipment producer headquartered in California
  • Advised the noteholders on the financial restructuring of Technicolor S.A. (formerly Thomson S.A.), a French media company

houston tax lawyer jobsGray Reed & McGraw has announced the addition of tax attorney Dan Kroll to the firm’s Houston office.

Dan’s practice concentrates on federal income tax, partnership and corporate law matters, primarily for private companies. Dan has particular expertise in tax, structuring and business issues facing the real estate industry from the developer’s perspective, as well as high net worth individuals and many other private businesses. Prior to joining Gray Reed, Dan was a partner and served for 20 years at Baker Botts.

Dan frequently counsels clients regarding the tax-efficient structuring of real estate investments and other joint ventures, as well as private business acquisitions and dispositions. Dan has special emphasis on partnership merger and acquisition transactions and compensating key employees through equity and bonus arrangements.

His diverse practice includes advising on joint venture formations and operations with pension funds and other tax exempt entities with respect to unrelated business income tax matters involving US and Canadian real estate investments by non-US persons. Dan regularly advises on “qualifying income” for real estate investment trusts and “dealer gain” issues for all types of real estate investors.

“Over the last 20 years, I have learned that my passion is getting to know and represent clients as individuals and partner with them to achieve their objectives in an efficient and direct manner,” Kroll said. “Gray Reed provides a platform for me to better serve my clients and to expand my practice to do more of the work I want to do. I’m looking forward to the next 20 years.”

Kroll is also a certified public accountant and an adjunct professor of law at the University of Houston Law School, where he teaches federal income tax consequences of real estate investments and transactions to L.L.M. students.

“Dan’s goals align very well with Gray Reed’s,” Gray Reed President and Managing Director Cary Gray said. “His work is highly respected and we are delighted he has chosen to join Gray Reed. His presence complements our tax practice and brings a new level of depth and expertise for our clients.”

Founded in 1985, Gray Reed & McGraw is a full-service, Texas based law firm with more than 120 lawyers practicing in Dallas and Houston.

Ogier Tax Jobs in LuxembourgOgier have announced that Caroline Bormans joined the Luxembourg office as a partner on 15 September 2014.

Caroline specialises in corporate tax, international tax structuring, mergers & acquisitions and relocation of companies, optimization of intellectual property rights, tax aspects of real estate investments, acquisition of distressed debt and all tax matters related to investment funds.

Caroline has extensive experience having worked for a Luxembourg corporate law firm as well as for EY and Deloitte in Belgium and Luxembourg and at her own boutique legal practice, CB Law, focusing on tax and general business law.

François Pfister, managing partner of Ogier Luxembourg said: “I am really delighted that Caroline has decided to join our team. We worked together in the past and I am sure that Caroline will be instrumental to the growth of our firm. Her experience, technical expertise and commercial mind set will further strengthen Ogier in Luxembourg”.

Caroline Bormans said “This is an exciting time to be joining Ogier in Luxembourg. The business has quickly established a reputation for providing top quality advice to its clients and I am looking forward to working with Francois, Dan and the whole Ogier team.”

Global Managing Partner, Nick Kershaw added “Our first 18 months in Luxembourg have been tremendously successful and Caroline’s appointment gives us greater breadth and depth to our services for our Luxembourg clients.”

Caroline speak English, Dutch, French, German and Luxembourgish fluently.

houston tax jobsJames (Jim) D. Reardon has joined Porter Hedges as a partner in the tax section of the corporate practice group. He has a diverse practice, advising both public and private companies on minimizing tax liabilities to achieve specific operational and transactional objectives. He also provides a full range of services to individual and corporate taxpayers who are undergoing audits or challenging assessments on appeal with the Internal Revenue Service and state tax authorities.

As a counselor to closely-held partnerships, limited liability companies, S corporations, and their owners, he assists businesses reduce or eliminate federal corporate income taxation and achieve specific business goals. As a counselor to publicly-traded corporations, he advises with respect to the consolidated return rules, tax-free reorganizations, recapitalizations, and withholding tax issues.

Mr. Reardon advises foreign corporations making investments or conducting business in the United States with respect to U.S. tax issues such as the Foreign Investment in Real Property Tax Act, effectively connected income subject to U.S. income taxation, the branch profits tax, and dividend withholding tax. He advises foreign lenders with respect to the portfolio interest exemption and Foreign Account Tax Compliance Act. He also counsels U.S. corporations and their executives doing business or setting up legal entities overseas.

In the energy industry, Mr. Reardon represents oil and gas companies and other investors making strategic acquisitions or divestitures. He provides personal and corporate income tax advice with respect to the extraction, transportation and processing of natural resources in the upstream, midstream and downstream sectors. He also advises on financial products, physical commodities and cross-border withholding tax and transfer pricing issues where national tax authorities have focused on global trading and hedging operations in the energy industry.

Outside of the energy industry, Mr. Reardon has structured partnership profit interests, non-qualified deferred compensation plans, and other executive compensation arrangements. He has also helped tax-exempt organizations form joint ventures with private companies, advised technology companies raising seed capital, and structured international licensing and distribution arrangements.

With the Internal Revenue Service and state tax authorities focused on raising revenue, Mr. Reardon provides a full range of services to individual and corporate taxpayers who are undergoing audits or challenging assessments on appeal. His work includes eliminating interest and penalties and filing refund claims. He counsels companies on how to implement legislative, regulatory and accounting changes that affect their businesses.

Representative Matters

  • Represented Swiss Fund in disposition of $500 million Bakken Shale oil and gas assets.
  • Represented Swiss Fund in disposition of California San Joaquin Valley oil and gas company.
  • Represented Swiss Fund in acquisition of $40 million of oil and gas assets in Argentina.
  • Represented Oman Oil Company in structuring disposition of $700 million of Kazakhstan oil and gas assets held in offshore entities.
  • Represented public utility company in disposition of nuclear power facilities and with respect to sale-leaseback transactions involving co-generation plants.
  • Structured sale of $1.6 billion pipeline partnership.
  • Obtained private letter ruling on tax-free spin-off of telecommunications company.
  • Structured sale of assets of $1.5 billion electronics distributor to Berkshire Hathaway.
  • Advised offshore funds with respect to investments in the US.
  • Advised US-based multinational companies on foreign holding company structures, including leverage, exit strategies and foreign tax credit management.

He received his J.D. from Boston College School of Law, LL.M. in Taxation from New York University School of Law, LL.M. in Corporate Law and Taxation from Universidad Pompeu Fabra (Spain), and an A.B. from Georgetown University.

law firm tax jobsSteele Raymond, a commercial law firm based on the south coast of the UK, has hired Sue Adams as tax partner.

Sue is dual qualified as chartered tax adviser as well as a solicitor, is a member of the Society of Trust and Estate Practitioners and Solicitors for the Elderly. She holds a distinction in the STEP Advanced Diploma in UK Tax for International clients.

She advises on tax planning, in particular inheritance tax and capital gains tax, for individuals, families owner managed businesses and charities. She also advises in connection with the creation of trusts for tax mitigation and family asset protection and the taxation of those trusts. Sue assists business owners with succession planning and companies and shareholders on shareholder protection. Her work includes the drafting of Wills, Trusts and Lasting Powers of Attorney, as well as applications in the Court of Protection.

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