Alvarez & Marsal Taxand has recruited Managing Director Darren Mills back into the firm. He joins from Dixon Hughes Goodman where he has been a tax partner for the past 20 months.
Based in New York, Mr. Mills first joined Alvarez & Marsal’s start-up tax advisory practice nearly a decade ago to help build a more responsive, entrepreneurial and world-class alternative to audit-based accounting firms subject to related conflicts of interest.
A&M’s U.S. tax practice was formed in 2004 to work with companies and investors, and help address complex domestic and international tax matters without audit-based conflicts of interest. To best service multi-national businesses, A&M also became a founding member of Taxand, the first international organization of leading independent tax firms that today has a presence in nearly 50 countries around the world.
With more than 20 years of experience working with multi-national corporations on federal and international tax issues, including cross border M&A and foreign tax credits, Mr. Mills has significant expertise structuring foreign investments and managing issues surrounding consolidated return regulations. In previous roles, he has worked across a variety of sectors including chemical, pharmaceutical, manufacturing, distribution and technology, and brings a deep understanding of Accounting for Income Taxes (ASC 740) technical issues.
Mr. Mills has in-depth knowledge of tax analytics, Subpart F, policy issues surrounding tax inversions and foreign tax credits. He helps clients address complex tax questions and advises on best practices for using tax data to add value.
“We’re finding that an increasing number of companies are behind in putting their tax processes in place and making this function more value-driven,” said Albert Liguori, a Managing Director with Alvarez & Marsal Taxand in New York. “Darren’s return to A&M and his experience in tax analytics demonstrates our emphasis on helping our clients capture and analyze data that allows them to make more informed decisions about their practices.”
Mr. Mills is a widely published industry thought leader and has also served as an Adjunct Professor in graduate taxation courses at the University of Baltimore and at Seton Hall University in South Orange, New Jersey. He is a Certified Public Account (CPA) in the Commonwealth of Virginia, the States of Florida and New Jersey and a licensed attorney in the State of New Jersey (inactive in the Commonwealth of Pennsylvania).
Grant Thornton has hired Layne Albert as a partner in the firm’s Tax practice, based in New York.
Layne has more than 25 years of experience in the financial services industry. He specializes in identifying, understanding and managing federal and state tax issues related to complex business transactions, including mergers, acquisitions, dispositions, financings, recapitalizations, securitizations, reorganizations and bankruptcies. He has extensive experience advising boards of directors and working closely with chief executive officers, chief financial officers, asset managers, banks, private equity investors, hedge funds, Internal Revenue Service staff and investment bankers.
“Layne brings to Grant Thornton extensive knowledge and experience delivering federal and state tax service offerings within the financial services industry,” said Frank Kurre, Grant Thornton’s Metro New York and New England managing partner. “He will be integral in continuing to expand our financial services tax capabilities throughout Metro New York and New England.”
Most recently, Albert was a managing director at Alvarez & Marsal Taxand LLC. There, he advised clients on the federal income tax ramifications of complex business transactions and tax department design and operations, including the creation and management of tax departments through adversity, assistance with Accounting Standards Codification (ASC) 740 accounting matters, including restatements and remediation, and Sarbanes-Oxley compliance. He was also responsible for developing their federal Tax practice in New York, which concentrated in the financial services, energy, manufacturing, engineering, procurement and construction industries. Previously, he was the vice president of Tax at Dynegy Inc. and Encompass Services Corporation.
Albert is a certified public accountant in Texas and a member of the Texas Bar Association. He received a juris doctor degree from South Texas College of Law, a master’s of laws degree in taxation from the University of Houston and a bachelor’s degree in business administration with a concentration in accounting from the University of Texas.
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Kirkland & Ellis International has announced that Jonathan Kandel will join the Firm’s London office as a partner in the Tax Practice Group.
“Jonathan is a leading tax partner who has a wide range of experience across private equity, fund formation, special situations and real estate investments,” said Jeffrey C. Hammes, Chairman of Kirkland’s Global Management Executive Committee. “His practice will significantly enhance our global tax offering to financial sponsors and credit funds.”
Mr. Kandel will join Kirkland from Weil, Gotshal & Manges’ London office, where he has worked since 2001. Prior to this he was an equity partner at Clifford Chance.
Lowenstein Sandler has strengthened its tax practice with the addition of Michael Walutes as a partner in the New York office.
Mr. Walutes’ practice focuses on advising public and private companies, debt and equity funds, REITs and other entities on the tax implications of various transactions. Michael joins the firm from Robinson & Cole LLP. Prior to Robinson & Cole, he was a partner in the New York tax department of Morgan, Lewis & Bockius. He also previously worked at Sullivan & Cromwell.
“Michael’s experiences will add great strength and new dimensions to the sophisticated counsel in a wide range of tax related areas. Additionally, this is an important area of growth for the firm and I’m delighted that Michael has joined Lowenstein Sandler,” said Gary Wingens, Lowenstein Sandler chairman and managing partner.
Michael earned his J.D. from Yale University School of Law, and his B.A., Phi Beta Kappa, from The Johns Hopkins University.
Simon Newsham has joined New Quadrant Partners, with effect from 1 June 15.
Simon initially trained with KPMG as a CTA and then qualified as a solicitor with Macfarlanes, where he worked for just under 4 years. He joined Dorsey & Whitney in 2002, becoming Head of Tax but resigned in 2005 to set up his own firm, which he ran for 8 years. Since Feb 2014 he has been co-head of tax at Winckworth Sherwood.
Simon’s work primarily involves:
-advising on the tax aspects on corporate mergers and acquisitions, joint ventures, reorganisations and international structuring;
– dealing with disputes with HMRC;
– implementing share options plans and equity incentives;
– claiming EIS and SEIS relief;
– advising on UK residence and non-domicile issues; and
– designing bespoke tax planning for large corporates, SMEs, OMBs and high net worth individuals both in the UK and overseas.
Simon often appears in the media and has been interviewed by Sky Sport and the BBC and has featured in publications such as the Financial Times, CityA.M., EuroWatch, Money Observer, PLC and the Tax Journal.
Perkins Coie has announced that Eliot L. Kaplan has joined the firm’s Corporate practice as partner in the Phoenix office, where he will help lead the business and tax practice.
Eliot concentrates his practice on international, federal, state and local tax issues, as well as real estate, private equity transactions, and mergers and acquisitions. He provides guidance on entity planning and structuring, fund formation, and business reorganizations and restructurings. A former attorney-adviser in the national office of the Internal Revenue Service (IRS), Eliot is familiar with regulations and revenue rulings and procedures, and regularly advises on complex tax issues, and tax controversies.
“The breadth of Eliot’s experience in tax and business transaction matters aligns perfectly with the capabilities and direction of the firm’s Corporate practice,” said Michael Glaser, firmwide Chair of the Corporate practice. “His proficiency working at local, national and international levels, in a range of industries, ensures that he will be an asset to a wide array of Perkins Coie’s sophisticated and demanding clients.”
Previously a partner at Squire Patton Boggs, Eliot is a Fellow in the American College of Tax Counsel, and a frequent lecturer on tax issues before audiences such as the American Bar Association, New York University Institute, and the California CPA Society. As adjunct professor of law at the University of Missouri at Kansas City School of Law, he has taught courses on the taxation of business organizations and partnerships. He earned his J.D. from Arizona State University and his LL.M. from Georgetown University; he received his B.A. from the University of Arizona.
Bär & Karrer has announced that it has hired a new tax partner, Susanne Schreiber.
Susanne joins from KPMG Switzerland where she headed the M&A tax team. She has wide-ranging expertise in corporate, international and M&A tax and has been involved in numerous domestic and international high-profile M&A transactions, post-acquisition reorganizations, restructurings, recapitalizations, acquisition financing and other tax planning.
Susanne has also vast experience in leading multinational tax teams in cross-border transactions. She worked for Hogan Lovells as a German attorney-at-law and tax advisor before she qualified as a Swiss tax expert. Susanne will join Bär & Karrer as co-head of the tax practice group.
Commenting on the appointment, senior partner Daniel Hochstrasser said: “We are delighted about the appointment of Susanne. She has a great market recognition, a reputation for excellence and a strong client following, which make her a valuable addition to our existing practice. We have ambitious plans for our tax practice group and we are confident that Susanne will play a key role in helping us deliver on them.”
International law firm Withers, operating as Withers Bergman LLP in the U.S., continues its U.S. expansion by hiring nine private client tax partners and a further 17 fee-earners in California. The firm is also opening new offices in San Diego, Los Angeles and Rancho Santa Fe in the process.
The majority of the new team joins the firm from the Private Client Services Group at McKenna Long & Aldridge and consists of well-respected and highly experienced trusts and estate planning, charitable giving and trusts and estate litigation lawyers. Withers Bergman’s California practice is also enhanced by litigation partner Michael Brophy, who joins from Russ August & Kabat, and Counsel Christine Steiner, who joins the firm from Sheppard Mullin Richter & Hampton.
“Our new California team provides a huge boost to our U.S. capabilities and, in addition to our recent East Coast hires, grows our American partnership size by nearly a third,” said Managing Director Margaret Robertson. “Our San Francisco office opened at the start of 2014, and an integrated technology, estate planning and real estate practice is winning work across the north of the state. The new team allows us to significantly extend our footprint across California, as well as provides real weight and strength for our clients in, and with interests in, the state.”
“We are extremely fortunate to have this large group of esteemed lawyers join our expanding West Coast team,” adds Chairman Ivan Sacks. “Their arrival, coming shortly after our exciting growth in Australia and Singapore, further enhances our international strengths and our strategic aim to be the world’s leading firm for advising owners and investors of private capital.”
New California offices
The new team will be based across California, joining Withers Bergman’s San Francisco office, as well as establishing new offices in Los Angeles, San Diego and Rancho Santa Fe, a high net worth community located northeast of San Diego, and will join with nine further non-legal professionals.
The Rancho Santa Fe partners are:
- Fred Vandeveer, who focuses on estate planning for large estates, complex probate and trust matters, charitable giving and representing tax-exempt organizations.
- Jeremy Crickard, who focuses on estate planning, including family wealth and transfer tax planning, probate matters, business succession planning and charitable planned giving.
- Michelle Graham (pictured right), who focuses on international estate planning and tax planning strategies, as well as representing family businesses in succession planning and structuring transactions.
- Steve Chidester, who focuses on estate planning, trust and estate administration, charitable giving and representing tax-exempt organizations.
“Withers Bergman is a natural home for our team, with its focus on working with all aspects of private capital,” said Michelle Graham. “We are very excited at the prospect of building on the firm’s California practice, which holds a huge amount of promise, considering the scale of the private wealth held across the state.”
The San Diego partners are:
- Carol Kao (pictured right), who focuses on family wealth transfers, estate and gift tax planning, trust and probate administration and charitable giving.
- Jeremy Moffit, who focuses on trust, estate and fiduciary-related litigation, including trust and probate administrations, will and trust contests, accountings, fiduciary representation, creditor’s claims proceedings, conservatorships, and elder abuse matters.
- Carol and Jeremy will be joined by Of Counsel Mary Gillick, who will lead the trust and estate litigation team and has particular experience in complex, intra-family disputes, conservatorships, and counseling and defending fiduciaries.
The Los Angeles partners are:
- Elizabeth Bawden (pictured right), who focuses on family wealth transfers, estate and gift tax planning, charitable giving, family private foundations, succession planning, trust and probate administration and advising tax-exempt organizations.
- Michael Brophy, who focuses on trust, estate, fiduciary and succession litigation. Mike has worked closely with Elizabeth and Mary in the past and also has broad experience in complex business litigation, probate litigation, IP, entertainment and employment law.
- Counsel Christine Steiner also joins the Los Angeles office and will bolster Withers’ Art Law practice through her experience of advising on intellectual property, visual arts transactions and general arts business matters.
In San Francisco, partner Diana Hastings focuses on domestic and cross-border estate planning, estate and trust administration and transfer and income tax strategies.