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morgan stanley tax jobsBingham sees yet more departures with tax partners Hartman Blanchard (pictured) and Bradford Whitehurst leaving.

There is a connection between the two, because they both came from McKee Nelson, which merged with Bingham in 2009. Interestingly, they have both moved in-house – perhaps a sign of frustration with the law firm model ?

Hartman is now Head of US Federal Tax Controversy (Exec Director) at Morgan Stanley, having joined the bank last month.

Brad has joined Energy Transfer in Dallas as Executive VP, Head of Tax. Energy Transfer is a Texas-based company that began in 1995 as a small intrastate natural gas pipeline operator and is now one of the largest and most diversified investment grade master limited partnerships in the United States. Brad sits within one of the 4 publicly traded partnerships, Energy Transfer Equity.

Other tax partners who have left Bingham recently include Matthew Schnall and Daniel Nelson.

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.

After 20 years at Staples Rodway, Roger Thompson has become a founding partner at Bentleys Chartered Accountants Ltd. This is the first New Zealand office of the Bentleys association of independent accounting firms throughout Australia and New ZealandBentleys Tax Jobs

Roger will lead the taxation, trusts and corporate administration teams.

Roger has more than 30 years’ experience both as a chartered accountant and a lawyer. He has acted as professional advisor to a diverse range of high net worth individuals, small and mid-market businesses, as well as larger corporates including those in retail, property development and investment, manufacturing, superannuation, and professional services.

Roger’s specialist area in taxation consulting includes individual, trust and corporate taxation as well as FBT (fringe benefit tax) and GST (goods and services tax). He has particular expertise with the tax issues concerning trusts, property development and investment, trans-Tasman businesses, cross-border structures, PIEs (portfolio investment entities), CFCs (controlled foreign companies), FIFs (foreign investment funds), amalgamations, and other business restructuring.

Roger regularly presents seminars on a wide range of taxation issues and is co-author of CCH publications A Practical Guide to Taxing Property Transactions (all editions) and Fringe Benefits – A Practical Guide to Managing your Tax Costs (4th edition).

Roger’s also advises on and assists with the formation and administration of complying trusts, foreign trusts, LTCs (look through companies), and limited partnerships.

Services:
Taxation consulting and compliance
Trusts, LTCs, LPs formation and administration

Industries:
Property development and investment
Construction, engineering and related services
Trust and fiduciary providers
Retail

Professional memberships:
Member – Chartered Accountants Australia and New Zealand
Fellow – CPA Australia
Member –Institute of Directors in New Zealand Inc
Member(non-practising) Auckland District Law Society
Member STEP (Society of Tax and Estate Practitioners)
Member – IFA (International Fiscal Association)

Joseph F. Scutellaro has joined CohnReznick as a tax partner in the Firm’s Eatontown, NJ office.

Joe also brings with him three tax professionals: Shaune Scutellaro, manager; Thomas Cimochowski, senior; and Christopher Padulano, senior.

Prior to joining CohnReznick, Joe was a partner with Jump Scutellaro and Co. He specializes in working with clients in the financial services and technology industries, including high-net-worth individuals and attorneys. With almost 30 years of diversified public accounting experience, Joe has been involved in various aspects of taxation, including individuals, partnerships, S-corporations, large multistate consolidated tax returns, and international tax, as well as in tax practice management issues.

“Not only is Joe bringing with him a breadth of knowledge and expertise, he is also bringing a strong team, all of whom are a welcome addition in our efforts to expand our reach in the New Jersey area,” said Rose Ann Slawson, Office Managing Partner – Eatontown.

Joe is a member of, frequently speaks for, and contributes to the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants (NJSCPA), and Western CPE. He helped author the AICPA’s Tax Practice Quality Control Guide and contributed to the development of the NJSCPA’s New Jersey Law and Ethics course. Joe has taught this course more than 100 times since its creation in 2002. He is an active member of The Ashley Lauren Foundation, a New Jersey not-for-profit supporting children facing pediatric cancer. Joe received his Bachelor of Science degree in Accounting from Fordham University.

 

The international law firm Greenberg Traurig LLP has brought Matthias Edrich on as a shareholder to join the firm’s Tax practice and to support the Public Finance practice.

He is based in the Boston and Denver offices but serves clients nationally. Edrich advises state and local governments and nonprofit and for-profit clients concerning federal tax treatment of municipal bonds and corporate securities offerings, tax credit matters and has significant experience representing issuers in connection with Internal Revenue Service audits of tax advantaged financings. He also advises clients in connection with 501(c)(3) and other types of tax exemption applications concerning the formation of nonprofit corporations. Prior to joining Greenberg Traurig, Edrich served as tax partner at Kutak Rock.

“We are pleased to welcome a recognized leader in the tax and public finance areas,” said Terence P. McCourt, Managing Shareholder of Greenberg Traurig’s Boston office. “Matthias’ experience and legal knowledge are a great asset to our clients.”

Edrich also has experience providing tax advice with respect to financings for traditional state and local governmental facilities, hospitals and senior living facilities, development districts, student loans, residential rental housing facilities, manufacturing facilities, alternative energy and solid waste facilities, transportation, schools, libraries and fire districts. He has assisted with structuring New Market Tax Credit and Low Income Housing Tax Credit financings and financings relating to the investment tax credit and production tax credit for alternative energy projects. He frequently represents issuers in connection with Internal Revenue Service audits relating to tax-exempt bonds.

“Matthias brings a great deal of experience in tax-exempt financing and exempt organizations,” explains David G. Palmer, Managing Shareholder of Greenberg Traurig’s Denver office. “He has significant national reach in these areas of law, he understands our clients’ tax and financing needs, and will further support the firm’s strong reputation as a national leader in tax and public finance law.”

Edrich earned his LL.M. in Tax, his J.D. and MBA from the University of Denver and his B.S. from the University of Colorado at Boulder. Edrich currently serves as Vice Chair of the Tax Committee of the National Association of Bond Lawyers. He also served as an officer for the German American Chamber of Commerce – Colorado Chapter and provides general legal advice to German organizations interested in conducting business in the United States. Edrich is fluent in German and worked and lived near Munich, Germany.

M&A tax partner jobsWeiserMazars LLP has announced that, effective August 1st, Jules S. Reich has joined as a Partner within the Transaction Advisory Services Group, which assists companies and private equity firms as they purchase or divest themselves of businesses both domestically and globally.

Formerly a Partner in the Mergers & Acquisitions Group at PwC, Jules has more than 20 years of experience as a leader in corporate consulting – advising corporations and private-equity firms in a broad range of industries on mergers and acquisitions, complex structuring and tax efficient funding transactions in domestic, international and emerging markets.

“With Jules coming on board to join our Transaction Advisory Services Group, we are significantly strengthening our capability to serve the fast-growing corporate and private equity M&A sectors,” said Douglas A. Phillips, WeiserMazars’ Chief Executive Officer. “As M&A activity continues to increase worldwide, Jules’ vast knowledge and experience on a global level will help us deliver comprehensive, expert counsel that enables clients to make smarter strategic decisions.”

Jules received his Master of Law, Taxation from New York University School of Law, his Juris Doctorate from Benjamin N. Cardozo School of Law, and his Bachelor of Science in Accounting, cum laude, from Brooklyn College. He is a Certified Public Accountant and a Member of the New York State Bar Association.

“I look forward to working with WeiserMazars’ leadership to expand our international platform,” said Jules. “The firm has tremendous vision, which I am excited to be a part of.”

 

energy tax partners jobsTroutman Sanders LLP has announced that Adam Kobos has joined the firm as a tax partner in its Portland office. As part of his national practice, Kobos will collaborate with a number of the firm’s practice areas, including Energy, Project Finance, and Corporate. He also will work closely with the firm’s Orange County office as it expands the firm’s corporate practice in the region. Kobos joins Troutman Sanders from Stoel Rives.

Kobos represents clients in a wide variety of federal and state tax matters, with a primary focus in the energy industry. Kobos represents clients who develop, acquire, and invest in renewable energy projects (including wind, solar, geothermal, waste-to-energy, biomass, hydroelectric and other renewable energy generation facilities), energy storage facilities, and electric vehicle charging and other alternative fuel refueling facilities. He also has significant experience in representing alternative fuel producers, blenders, and sellers in connection with federal and state fuel excise tax matters, including registration and credit qualification matters. Kobos helps clients qualify for federal and state tax incentives and implements transaction structures that maximize the value of those incentives, including partnership flips, sale-leasebacks, inverted leases, prepaid PPAs, and other tax-efficient structures. Kobos also represents utility clients in a wide range of federal income tax matters.

“We are delighted that Adam has joined the firm as he is a great fit in a number of ways,” said Craig Kline, a leading renewable energy lawyer and a Troutman Sanders partner in New York. “He will be a great addition for our national corporate practice as he not only brings an insightful approach to tax law but also provides our Energy practice with additional bench strength focusing on our project finance transactions that use partnership structures.”

“I have been familiar with the quality of the lawyers and the caliber of the clients at Troutman Sanders for years,” said Kobos. “I am very excited by the opportunity to join a growing national firm that is doing such sophisticated work for its clients in the energy industry, and I am looking forward to growing the firm’s tax practice generally.”

“Adam is a fantastic addition for us,” said Lara Skidmore, office managing partner of the firm’s Portland office. “He not only broadens our corporate capabilities in this market, but he also increases the breadth of tax services we can offer to a wide variety of clients on the west coast and throughout the United States.”

Publications
“Recent Developments in the Taxation of Transferable State Tax Credits,” Journal of Corporate Taxation, July/Aug. 2011

“IRS Issues Settlement Guidelines for Application of Section 118 to Location Tax Incentives,” Journal of Corporate Taxation, May/June 2011

“Bosamia: The Tax Court Revisits Section 481 and Accounting Method Changes,” Journal of Corporate Taxation, Mar./Apr. 2011

“Bergbauer Expands the Danielson Rule While Narrowing Section 83,” Journal of Corporate Taxation, Sept./Oct. 2010

“Rev. Rul. 2009-39 Provides Guidance for Correcting Employment Tax Errors,” Journal of Corporate Taxation, May/June 2010

“Schering-Plough Corp. Createli Confusion,” Journal of Corporate Taxation, Jan./Feb. 2010

“ARRA Alters the Landscape of Renewable Energy Project Finance,” Journal of Corporate Taxation, Nov./Dec. 2009

“Proposed Regulations Extend ‘Share-by-Share Approach’ to Basis Recovery in Distributions,” Journal of Corporate Taxation, May/June 2009

“Final Regs. Simplify Continuity-of-Interest Rule for Insolvent Corporations,” Journal of Corporate Taxation, Mar./Apr. 2009

“Renewable Energy Aspects of the American Recovery and Reinvestment Act,” Biofuels International, Mar. 26, 2009 (coauthor)

“Rev. Rul. 2008-25 Refines (and Revises) the Law of Two-Step Acquisitions,” Journal of Corporate Taxation, Sept./Oct. 2008

“Federal Tax Incentives for Green Buildings,” Sustainable Land Development Today, July/Aug. 2008 (coauthor)

“Final Regulations Concerning Allocations of Boot and Basis in Reorganizations and Section 355 Distributions,” Journal of Corporate Taxation, May/June 2008

 

WilmerHale Tax Partner JobsWilmerHale has welcomed Matthew Schnall as a partner in the Boston office and a member of the Tax Practice Group.

Mr. Schnall represents clients in tax controversies, transactional planning, administrative ruling requests, and tax regulatory compliance. Mr. Schnall boasts substantial experience advising clients on the tax aspects of mergers and acquisitions, spin-offs and split-offs, equity and debt financings, registered and private investment funds, business liquidations, restructurings and workouts, as well as international and partnership tax issues. He has handled tax controversies before a variety of state and federal tribunals and joins WilmerHale from the Boston office of a major law firm.

“WilmerHale is a highly successful and widely-respected firm, I look forward to joining them.” noted Mr. Schnall. “I have worked with and across from WilmerHale’s tax lawyers in a number of contexts over many years. I have the utmost respect for them, and am excited to work as part of their team.”

Since 2004, Mr. Schnall has been recognized by Chambers USA as a leading tax lawyer in Massachusetts. He is also consistently ranked as a top tax lawyer by The Best Lawyers in America and among the list of Massachusetts Super Lawyers.

Mr. Schnall is an adjunct professor in the Boston University Law School Graduate Tax Program and speaks frequently on topics in federal, state and international taxation. He earned his JD from Harvard Law School and his AB from Harvard College.

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