Hazel Platt has been promoted to tax partner at Grant Thornton. She is based in Milton Keynes office and joined the firm in 2011 from Baker Tilly, where she was a partner.
She has wide ranging corporate tax experience, having worked with international groups, both those headquartered in the UK with operations in the US and continental Europe and those headquartered abroad with subsidiary operations in the UK. She has also worked with smaller UK based corporates, some of which have been private equity backed and also with owner managed and family owned/run businesses.
A highly regarded group of 13 lawyers formerly with Heenan Blaikie in Toronto will join Baker & McKenzie. Led by Partners Kevin Rooney and Sonia Yung, the group augments the Firm’s Corporate & Securities, Tax, and Banking & Finance Practices.
Peter Clark focuses his practice on domestic and international tax law. He has considerable experience in the taxation aspects of asset securitizations, corporate finance, hedge funds and real estate development and ownership, mergers and acquisitions, reorganizations, transfer pricing and cross-border transactions, as well as estate planning for very high net worth families.
Mr. Clark has been recognized as a leading tax law practitioner in the 2011, 2012, 2013 and 2014 editions of The Best Lawyers in Canada (Woodward/White).
Burr Pilger Mayer has recruited Thomas Garigliano as a tax partner in the Santa Rosa and St Helena offices.
Tom now leads the North Bay Corporate Tax Practice, bringing more than 30 years of C-Corp, S-Corp. and partnership taxation experience, including mergers and reorganizations of these types of entities. Tom is responsible for ensuring exceptional client service and delivering corporate tax expertise to public and privately-held clients.
Tom works closely with food & beverage, winery & vineyard land, technology and other consumer product companies. He understands the complex business needs of companies from formation, rapid growth, merger and acquisition transactions to publicly-traded.
Prior to joining BPM, Garigliano was with KPMG, a global professional services firm providing audit, tax and advisory services. In addition to his role as Partner-In-Charge of KPMG’s San Francisco Tax Practice, his experience includes serving as KPMG’s Tax Lead Partner for Software and Electronics, and Financial Services, and Global Tax Outsourcing Practice, responsible for the management of tax accounting and tax compliance services for the subsidiaries of both domestic and foreign multi-national companies. In these roles, he has delivered corporate tax counsel to clients across a broad spectrum of sizes and industries including manufacturing, automobile, high-technology, and financial services.
Baker & McKenzie has elected 15 new partners in North America. In addition, the Firm also elected four attorneys to Counsel and one individual to Director Economist. The elections were effective January 1, 2014.
The Firm’s newly promoted tax professionals include:
Summer Austin is a partner in the Tax Practice, based in Washington, DC. Her practice focuses on international tax matters, including transfer pricing, tax dispute resolution, and international tax planning. She has extensive experience in addressing transfer pricing issues, both within the planning and dispute resolution context. Ms. Austin has also advised clients on a variety of international tax matters, including permanent establishment and other treaty matters, value chain transformation, and sourcing of income. Ms. Austin received her bachelors degree from the University of Texas at Austin and her J.D. from Harvard Law School.
Steven Hadjilogiou is a partner in the Tax Practice, based in Miami. He primarily focuses on general international tax planning, state and local tax planning, subpart F planning, treaty issues, general and international tax planning, as well as general partnership taxation. Mr. Hadjilogiou also provides counsel on local country tax, inbound and outbound transactional planning, and corporate and estate tax issues in numerous jurisdictions throughout the world. He received his bachelors degree, masters degree, J.D. and LL.M. from the University of Florida.
Dominika Korytek is a partner in the Tax Practice, based in San Francisco/Palo Alto. She advises companies on US federal income tax matters and international tax planning, particularly those related to domestic and international mergers, acquisitions and reorganizations, as well as foreign tax credit and subpart F planning. Ms. Korytek received her bachelors degree from Cornell University, her J.D. from Thomas Jefferson School of Law and her LL.M. from Georgetown University Law Center.
Matthew S. Mock is a partner in the Tax Practice, based in Chicago. He focuses his practice on representing clients at all stages of tax disputes — from audit through appeal — involving a wide variety of state and local tax issues, including sales tax, income tax, and franchise tax disputes. He also advises companies on the state and local tax aspects of corporate restructurings, and has extensive experience with unclaimed property. Mr. Mock received his bachelors degree from the University of Oklahoma and his J.D. from the University of Michigan Law School.
Reza Nader is a partner in the Tax Practice, based in New York. He focuses on international tax planning and transactions, advising clients on international mergers, acquisitions, dispositions, supply chain restructurings, investments, and joint ventures and alliances. He also advises clients on dispositions of US real property interests, foreign tax credit and subpart F planning, bankruptcy reorganizations, and income tax treaties, including competent authority matters. Mr. Nader received his bachelors degree from Schulich School of Business at York University, his J.D. from Emory University, and his LL.M. from Georgetown University Law Center.
Kristen B. Proschold is a partner in the Tax Practice, based in San Francisco/Palo Alto. She represents companies in all stages of tax controversies, advising companies facing potential tax controversies pre-audit, during the audit and administrative appeals, during alternative dispute resolution proceedings, and in U.S. Tax Court. Her client base includes companies with significant intellectual property, such as those from the software, semi-conductor, e-commerce and retail industries. Ms. Proschold received her bachelors degree from the University of Texas at Austin and her J.D. from the University of San Francisco School of Law.
Daniel J. White is a partner in the Tax Practice, based in Chicago. He advises clients on transfer pricing and other tax litigation matters, where he represents individuals and corporations in all stages of federal tax disputes with the IRS — from IRS audits to administrative appeals and US Tax Court litigation. Mr. White received his bachelors degree from Northwestern University, his J.D. from the University of Cincinnati College of Law and his LL.M. from New York University School of Law.
Elizabeth A. Yablonicky is a partner in the Tax Practice, based in Chicago. She advises US and foreign multinational companies on transfer pricing planning issues and related disputes. She represents companies negotiating Advance Pricing Agreements with the IRS and foreign tax authorities as well as in requests for double tax relief from the US Competent Authority. Ms. Yablonicky also advises clients on developing intercompany pricing policies. She received her bachelors degree from Rice University and her J.D. from Loyola University Chicago School of Law.
Elizabeth A. Lieb is counsel in the Tax Practice, based in San Francisco/Palo Alto. She advises on a variety of international tax planning matters for multinational corporations, including structuring and implementing international operations, such as intangible property arrangements, and manufacturing and services supply chains. She also advises on subpart F planning, tax treaties, and the tax aspects of multi-jurisdictional post-acquisition integrations and other corporate reorganizations. Ms. Lieb received her bachelors degree from the University of Iowa, her J.D. from California Western School of Law and her LL.M. from New York University School of Law.
Eric Torrey is a Director of Economics, based in Washington, DC. His practice focuses on transfer pricing consulting/restructuring, economic analysis and valuation, controversy support (audit and litigation defense), transfer pricing documentation, and negotiations with various tax authorities, principally in the context of Advance Price Agreements (APAs). Prior to joining the Washington, DC office, Mr. Torrey spent four years with the Firm’s Mexico City office helping to build the Latin America transfer pricing practice. Mr. Torrey received his bachelors degree from Vanderbilt University and his MBA from Georgetown University.
Locke Lord LLP is expanding its International Tax Practice with the addition of Partner Jaremi Chilton. Though he will be based in Houston, Chilton will work across the Firm to assist clients with his strong experience in international tax matters and commercial immigration work.
Chilton, who will be practicing in the Firm’s Corporate Department and Tax Practice Group, has worked extensively in cross-border transactions and foreign investment into the United States, as well as U.S. investments abroad. He has frequently worked with attorneys both within and outside the United States on complex tax transactions and other international matters.
“International tax regulations are a constantly changing and complex area of law,” said Houston Office Managing Partner Ken Simon. “Jaremi’s knowledge will be of great value to our clients.”
Chilton formerly worked as a Shareholder at Chamberlain Hrdlicka, and is licensed to practice in Texas and California.
He received his J.D. from Santa Clara University in 2001, an LL.M. in Taxation from Georgetown University in 2002 and a B.S. from Brigham Young University in 1998.
Chilton is a past Chair of the Houston Bar Association’s International Law Section, and is a member of the International Tax Forum of Houston, the Houston Bar Association’s Taxation Section, and the American Bar Association’s Taxation and International Law Sections.
Lisa Knee has jumped ship from Berdon to EisnerAmper. She was admitted to the firm as a Tax Group Partner in the Melville, Long Island, office, effective January 2014.
EisnerAmper CEO, Charly Weinstein, said that “for more than 20 years, Lisa has advised closely-held businesses and their owners across a number of industries. She has a deep understanding of their issues and the proven ability to help them achieve their goals.”
Knee works with clients on tax efficient ways to structure transactions, obtain financings and wealth transfers. In her role as an advisor to high net-worth individuals and closely-held businesses, she brings specific expertise in the hotel, real estate, private equity and restaurant industries.
Eric Altstadter, EisnerAmper’s Long Island partner-in-charge, adds that Knee is “very active in the Long Island business community; and has authored articles and provided commentary to regional and national media. Lisa’s knowledge of the marketplace makes her a valued addition to our growing practice on the Island.”
The partners of the tax boutique Gabelle LLP have announced that Caroline Fleet has joined the firm as a Director and Head of Property Tax.
Caroline is a Chartered Accountant and brings a wealth of experience, with over 15 years in the profession. Prior to joining Gabelle, Caroline worked at KPMG and specialised in the real estate industry. Clients ranged from institutional investors, developers to corporates, joint ventures and the collective investments. Caroline has particular experience in advising on trading v investment considerations, permanent establishment and holding structures.
The team at Gabelle has grown quickly and currently comprises:
UHY Hacker Young has announced an acquisition, re-brandings and the appointment of new tax partners.
Howard Spencer, Chairman of UHY Hacker Young, says: “UHY Hacker Young is an expanding and ambitious accountancy group and, as our reputation grows, clients are increasingly attracted by the additional expertise offered within our key technical centres and across our local offices. We are delighted to be starting 2014 with a bang, with a bigger and more visible presence across the country and some really exciting new senior appointments.”
UHY Hacker Young’s Scottish firm, Campbell Dallas LLP has recently acquired Aberdeen-based tax consultancy, Iain A Prentice, bringing five new professionals with significant experience of international tax to the firm, and helping Campbell Dallas extend its reach into one of the UK’s most important commercial cities.
In addition to the Scottish acquisition, UHY Hacker Young has recently boosted its profile across England and Wales. As of 1st January this year, the group’s Newport, Letchworth and Royston offices have all rebranded as UHY Hacker Young from their local firm names.
UHY Hacker Young also announces the recent appointment of several new tax partners (some already reported here on Tax Grotto):
- Simon Browning, who was recognised as one of the country’s Top ‘40 under 40’ tax professionals by Tolley’s Tax Journal in 2012/13 has joined the Nottingham office as a Tax Partner, bringing more than fifteen years’ tax experience at top four and top ten firms.
- In Manchester, Matthew Hodgson has been appointed as Tax Partner. He specialises in corporate tax issues including the tax aspects of corporate M&A and restructurings. He joins from a specialist automotive practice having previously spent over a decade at a top four firm.
- The London office has appointed Michael Avient as partner within the private client services team. He has previously held a number of senior roles within large firms and written for leading tax publications. He has significant expertise with complex tax planning and resolution of tax enquiries and investigations. Michael has had a number of notable successes especially for high profile clients and has been asked to supply expert reports and evidence in his areas of specialism.