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tax exempt organizations lawyer jobsDechert LLP has announced that Michael A. Lehmann has joined the firm as a partner in the International and Domestic Tax group. Lehmann, who will be resident in the firm’s New York office, was most recently a partner at Manatt, Phelps & Phillips LLP.

“Michael is a wonderful addition to our tax group. His highly developed practice will be of great benefit to our clients,” said Daniel Dunn, chair of Dechert’s tax practice.

Lehmann is an experienced tax and tax-exempt organizations lawyer with 25 years of private practice covering virtually every aspect of New York State and Delaware corporate and federal, state and local tax law relevant to tax-exempt organizations, and substantial experience with overall federal income tax law.

“I’m very pleased to join this dynamic and well-rounded team at such a highly respected firm,” said Lehmann. “My practice fits very well with the firm’s strengths in the financial and healthcare sectors as well as its future goals.”

Significant Representations

  • Advised many not-for-profit organizations in connection with mergers of not-for-profit corporations, acquisitions of other non-profits corporations, consolidations and combinations of not-for-profit corporations and conversions of type of organization utilizing a variety of creative and innovative structures tailored to the specifics of the organizations involved.
  • Represented numerous not-for-profit organizations in connection with structuring joint ventures, affiliations and strategic alliances with business entities, including forming limited liability companies, drafting joint operating agreements and forming partnerships.
  • Served as regular outside counsel to several private foundations, providing services in connection with both routine corporate level transactions as well as in connection with private foundation excise tax matters.
  • Obtained Section 501(c)(3) status for parents of multi-entity hospital systems, stand-alone hospitals, other health-related organizations, scientific research organizations, private foundations, arts organizations and other not-for-profit corporations.
  • Served as special counsel to several private foundations requiring formal legal opinions or private letter rulings on virtually all types of private foundation excise taxes (excess business holdings, self-dealing, taxable expenditures).
  • Assisted numerous Section 501(c)(3) corporations in planning and compliance related to unrelated trade or business income and unrelated debt financed income.
  • Advised Section 501(c)(3) organizations regarding the establishment of affiliated lobbying organizations, political committees and trade organizations.
  • Advised health care and other not-for-profit organizations in structuring lobbying activities, including compliance with Section 501(h).
  • Represented many Section 501(c)(3) organizations in fiscal agency arrangements with non-Section 501(c)(3) organizations.
  • Advised a wide variety of not-for-profit organizations on charitable fund raising structures and compliance, including forming auxiliaries, “friends of” organizations and related activities.
  • Advised not-for-profit educational and health organizations on formation and operation of offshore captive insurance companies.
  • Represented numerous not-for-profit organizations in structuring real estate investments and activities.
  • Advised not-for-profit managed care plans on the implications of insurance activities.
  • Represented numerous not-for-profit organizations in licensing arrangements and managing related tax issues.
  • Assisted numerous not-for-profit organizations in developing for-profit subsidiary and for-profit holding company structures.
  • Represented numerous not-for-profit and for-profit organizations in connection with obtaining private letter rulings on a variety of issues, including unrelated trade or business income, ERISA controlled groups, activities of qualified plans, status of VEBAs, taxation of real estate transactions, not-for-profit/for-profit joint ventures and tax ownership of leased equipment.
  • Advised several New York metropolitan area hospital systems on physician practice acquisitions, physician incentive compensation and physician recruitment and retention programs.
  • Assisted numerous not-for-profit corporations in IRS Form 990 planning and compliance.
  • Advised trustees and senior management of numerous Section 501(c)(3) regarding issues under the “intermediate sanctions” rules regarding executive compensation and other potential “excess benefit transactions”.
  • Obtained real property tax exemptions for many not-for-profit organizations.
  • Developed conflict of interest policies for a broad spectrum of Section 501(c)(3) organizations.
  • Represented numerous not-for-profit and for-profit corporations in audits and controversies involving federal, New York State and New York City tax authorities.
  • Served as institution counsel for a variety of tax-exempt bond offerings involving hospitals and health care related borrowers.
  • Served as institution counsel for a variety of debt restructurings involving transitions from taxable debt to tax-exempt debt, and vice versa.
  • Served as developer’s counsel and also as investor’s counsel in low-income housing development projects and low-income housing tax-credit projects.
  • Advised a wide spectrum of charitable organizations on establishing and maintaining endowment corporations.
  • Advised many Section 501(c)(3) organizations on complex charitable giving structures, such as charitable remainder trusts and charitable lead trusts.
  • Represented many non-profit organizations in obtaining and defending real property tax exemption, sales and other tax exemptions.

Lehmann is a graduate of Brown University (A.B., 1984), Columbia University School of Law (J.D., 1987) and New York University School of Law (LL.M., 1991). He is a member of the New York Bar.

tax lawyer jobsThe law firm of Bose McKinney & Evans LLP has appointed a new tax partner, Kevin A. Halloran.

Halloran has 22 years of legal experience, most recently as a partner in the firm of Bunger & Robertson in Bloomington, Ind. Previously, Halloran was a senior manager in the Mergers & Acquisitions Tax Practice at Ernst & Young in Chicago, Ill. He is also a Certified Public Accountant.

Halloran provides deal structuring for financial and strategic clients, including stock and asset acquisitions, corporate mergers, reorganizations and dispositions. He counsels business owners on the tax-efficient methods to acquire and dispose of business units. Halloran’s previous clients have included Fortune 500 companies, private equity groups and high-wealth closely held businesses. His deal experience includes transactions valued from several hundred thousand dollars up to several hundred million dollars.

Halloran also provides representation services to clients before various taxing authorities, and holds a CFF designation (certified in financial forensics) from the AICPA.

real estate tax lawyerReal estate law firm Crosbie Gliner Schiffman Southard & Swanson LLP (CGS3) has announced today the addition of experienced tax lawyer Phillip L. Jelsma as partner.

Most recently a partner at McKenna Long & Aldridge, Jelsma is widely recognized as one of California’s leading joint venture and tax attorneys, with a nearly 30 year background in real estate exchange transactions, syndications, nonprofit corporations and international tax planning.

According to Tom Crosbie, one of CGS3?s founding partners, Jelsma’s considerable range of experience will enable the firm to provide a broader range of services – solidifying its status as a best in class commercial real estate firm.

“Phil’s expertise will allow us to better advise clients on the initial structuring of real estate developments and investments, as well as on workouts, dissolutions and reorganizations,” Crosbie said. “With a practice focused on limited liability company structuring and partnership business tax planning, he brings a depth of experience that is unmatched in California, and we are excited to have him join our team.”

In addition to his law practice, Jelsma serves as an adjunct professor specializing in tax law at the University of San Diego School of Law and also as an expert witness on partnership, LLC and family business disputes. He was with McKenna Long & Aldridge LLP for 28 years and, prior to its acquisition by McKenna, a partner with Luce Forward Hamilton & Scripps.

Jelsma said he was attracted to CGS3 for its innovative business model, collaborative approach and congenial work culture. “I’m looking forward to being part of a team that anticipates the needs of its clients and works closely with them to make sound decisions which help ensure success in both the short and long term.”

Jelsma earned his J.D. from Stanford Law School and holds a Bachelor of Science degree in business administration from the University of Southern California.



Jerred Blanchard moves from EY to Baker & McKenzie

On February 6, 2015, in baker mckenzie, EY, by Chris Bale

Jerred Blanchard has recently joined Baker & McKenzie’s Tax Practice as Counsel in the Houston office, bringing with him more than 30 years of  experience advising U.S. and multinational corporations in the area of complex M&A transactions, US consolidated return regulations and a multitude of international tax planning issues.

“Jerred is considered one of the most knowledgeable attorneys in the US on corporate M&A transactions and particularly on consolidated return issues, having co-authored one of the leading treatises on that subject” said Thomas Linguanti, Chair of the Firm’s North American Tax Practice. “With his deep experience in complex transactional tax issues, Jerred will be an outstanding asset to our clients.”

Mr. Blanchard’s practice will continue to focus on federal income tax planning for corporations and shareholders, consolidated return regulations, the preservation of tax attributes in connection with insolvency proceedings and cross-border mergers and acquisitions.

“Jerred will augment our long-established and full service transactional practice in Houston. His prominence in the tax field, as well as his broad skill set, will further bolster and complement our highly-regarded tax practice in Houston and across North America,” said Jonathan Newton, Managing Partner of Baker & McKenzie’s Houston office. “We are proud to welcome him to the Firm and Houston office.”

Mr. Blanchard joins Baker & McKenzie from the Houston office of EY  He received his Bachelor of Arts from Yale University in 1973, his Juris Doctor from Vanderbilt University Law School in 1976, and his Master of Laws in Taxation from New York University School of Law in 1980. He was a member of the 11th District Advisory Committee to the Board of Directors of the Federal Reserve Bank at Dallas from 2010 through 2013.  In addition to his being co-author of one of the leading treatises on consolidated returns, Federal Income Taxation of Corporations Filing Consolidated Returns, Mr. Blanchard  has written numerous articles in professional journals on multiple corporate tax topics. He is also a frequent speaker at continuing legal and professional education programs around the US.

Squire Patton Boggs has hired Linda Pfatteicher as partner in its global Tax Strategy & Benefits Practice Group. She will be based in the firm’s San Francisco and Silicon ValleyFrom Clipboard offices. Ms. Pfatteicher was previously a partner at DLA Piper.

A specialist in international corporate tax, Ms. Pfatteicher focuses on tax and operational structuring, and US and foreign tax compliance, as well as large-scale cross-border mergers and acquisitions. She also supports clients on tax controversies and disputes, and on developing issues such as software-as-a-service revenue. After earning her LL.M. in Taxation from Georgetown, Ms. Pfatteicher spent over a decade with KPMG in San Francisco and Century City, where she advised on international tax matters.

Ms. Pfatteicher advises a wide range of businesses, from startups to large multinational corporations, in industries such as technology, medical devices, entertainment software and gaming, communications, manufacturing, shipping, oil and gas and consumer products. Among her recent transactions, she has assisted a major technology company in the expansion of its business in Australia, China, Brazil, Argentina, UK, France and Germany; advised a large IT software company on the creation of an intangible holding company outside the US to enable global expansion; and supported a US manufacturer on the acquisition of several overseas businesses including the structuring of a new holding company and post-merger business integration.

Bernhard Gilbey, global head of Squire Patton Boggs’ Tax Strategy & Benefits Practice Group, said: “We are delighted to have Linda join us. International corporate tax is one of our core strategic growth areas and one in which we already have a significant global footprint. Linda’s experience and in-depth knowledge of the international tax arena will further strengthen our cross-border corporate tax capabilities in the US. She has advised an impressive array of companies on structuring their businesses and addressing complex tax issues around the globe, dealing with tax regimes as diverse as China, India, Switzerland and the Netherlands. At a time of seismic change in the world of international tax, this experience will be critical to our many multi-national clients.”

Michael W. Kelly, managing partner of the firm’s San Francisco and Palo Alto offices, commented: “Linda is a welcome addition to our California team. Not only is she a widely respected international tax attorney but Linda also has nearly 20 years’ experience and insight of working closely with companies across the West Coast and in Silicon Valley – really understanding their industries and their business needs. She is already known to a number of our colleagues in the Asia-Pacific region, and her sector expertise fits well with our Global Corporate and IP and Technology practices.”

Boodle Hatfield has strengthened its Private Client and Tax team with the appointment of Baker & McKenzie partner Salpy Kouyoumjian.

Salpy, who joins the firm on 27 January, has a strong international client base with a particular focus in advising ultra high net worth individuals and families and trustees in Russia, CIS and the Middle East. She is fluent in Arabic, French and Armenian.

Salpy brings to Boodle Hatfield considerable experience in designing and establishing bespoke international asset-holding and wealth management structures including private trust companies, limited partnerships and family offices. She also has experience in advising entrepreneurs and senior executives on exit strategies for disposing of investments, share options and structuring and deferring UK tax in relation to both income tax and capital gains tax.

Commenting on her move Salpy said: “Boodle Hatfield is one of the world’s leading private client law firms with a first class domestic and international client base. I am looking forward to continuing my career with the firm and supporting its continuing growth.”

Sara Maccallum, Head of the Private Client and Tax and Senior Partner at Boodle Hatfield said: “We are delighted with Salpy’s decision to join Boodle Hatfield. We continue to be focused on further expanding our international private client offering and her excellent skills and client-base will be a great asset to our international team.”

luxembourg tax jobsThe partners of Elvinger, Hoss & Prussen have announced that Olivier Gaston-Braud has been made a partner as of 1st of January 2015.

Olivier Gaston-Braud has specialised for more than ten years in corporate tax, transactional and investment related tax matters including international tax planning, M&A, private wealth planning, both in direct and indirect taxes, as well as in transactional corporate aspects, and regulatory matters.

He is also a member of the IFA (International Fiscal Association) and of the IBA (International Bar Association). Olivier is one of the founders of Young IFA Luxembourg.

Before joining Elvinger, Hoss & Prussen, Olivier worked with another Luxembourg law firm (Molitor, avocats à la Cour) for four years, and before that was the head of corporate and tax structuring within a Luxembourg bank active in the Nordic market (Kaupthing Bank).


newcastle tax partner jobsHay & Kilner has appointed Wealth Management & Tax Planning lawyer, Alice Clewes, as a partner.

Alice, who joined Hay & Kilner 6 years ago, is one of a few solicitors in the region to hold the Chartered Tax Adviser qualification. She is also a member of the Society of Trust and Estate Practitioners.

Alice advises clients on all aspects of private capital work including:

Advising on and drafting Wills
Advising clients on lifetime Inheritance Tax planning which will involve optimising available reliefs and may include the creation of trusts and planning in respect of life policies and pension death benefits
Advising on and preparing powers of attorney and registering Lasting Powers of Attorney and Enduring Powers of Attorney with the Court of Protection
Estate and succession planning including advising on passing assets to the next generation
All aspects of estate administration and advising beneficiaries on redirecting entitlements under Deeds of Variation
Advising on and drafting trusts including trusts to protect assets from attack, trusts to utilise Inheritance Tax reliefs, trusts to pass assets to the next generation and shareholder trusts in respect of cross option agreements
Advising existing trustees on their obligations and responsibilities and assisting in the administration of on-going trusts
Alice is a member of the Chartered Institute of Taxation and a committee member of the North East England branch of the Chartered Institute of Taxation where she is involved with arranging the yearly education programme of seminars.

Hay & Kilner has one of the leading and largest Wealth Management teams in the North East and provides advice to an extensive private client base, including entrepreneurs and owner managers. Independently researched legal guide, Chambers UK praises the team for being “solid, pragmatic and dependable” and singles out Alice for being “keen and dynamic with impressive technical skills and the ability to prioritise”.


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