Bruce H. Weinrib has joined Shearman & Sterling LLP as Of Counsel as of October 2014 and is a member of the firm’s Tax Group in New York.
Prior to joining Shearman & Sterling, Bruce was a Managing Director in Barclays’ Strategic Transaction Group where he worked on and developed a wide-variety of capital markets, financing and M&A transactions for both Barclays’ own account and for the benefit of Barclays’ clients.
Before joining Barclays in September 2007, Bruce was a National Office Tax Partner with Ernst & Young LLP. Over his 26 year career at EY, Bruce had a number of different roles, including leading E&Y’s International Capital Markets Practice.
Amid the sudden resignation and suspensions of senior SARS executives at the South African Revenue Service last week, former National Treasury Chief Director for Legal Tax Policy design, Professor Keith Engel, has announced that he will join the South African Institute of Tax Professionals (SAIT) from early 2015. Keith will take on the role of Deputy Chief Executive, alongside the Institute’s founder and Chief Executive, Stiaan Klue.
Prof Engel served as partner in the global professional services firm EY in its Africa tax practice from 2012. He was also recently elected by the tax industry as the lead representative of the big four professional services firms on the national council of SAIT.
Professor Annet Oguttu, joint president of SAIT and a member of the Davis Tax Committee, welcomed the move.
“Mr Engel will be responsible for advocating the national tax policy agenda from a civil society perspective and will oversee the executive strategy of the technical team at SAIT. Mr Engel brings with him international and continent wide experience from the private and public sectors.”
Established in 2007, SAIT has grown to become the largest of the SARS recognised controlling bodies in South Africa and as such plays the leading role in advising government on tax technical and policy matters through its network of specialist committees and research associates.
Advice to government that exemplifies the Institute’s thought leadership includes the establishment of the small business development ministry, tax policy legislative changes, and most recently reform of the taxation of pensions received by individuals working abroad.
Ms Kabelo Malapela, a partner in the South African tax practice of EY, will assume the position as the big four lead representative on the national council of SAIT.
David McLellan will be joining Withers in Zurich with effect from January 2015.
David is an English / Australian qualified lawyer specialising in private client, fiduciary and international tax advisory. He assists global financial institutions, trustees and wealth owning families with international taxation, estate planning, asset protection and succession planning. He is well versed in the complex international taxation, legal and regulatory issues faced by global wealth owning families and has a special interest in cross-generational succession planning & risk management.
David also has significant business leadership experience in relation to strategy, change & operational management.
Talking to Tax Grotto about his new role, David commented:
“I am absolutely delighted to join Withers and look forward to helping them further build up their Zurich wealth planning operation as well as to use their Zurich office to champion Withers’ global expertise and work with colleagues around the world on complex international mandates.
While I have had over 20 years of experience in various roles in the private banking and wealth management sphere and have always worked closely with wealth owning families, I am very excited to get back into legal practice and once again become the independent and trusted advisor to clients. Switzerland still has its challenges but it will always remain a key global financial centre – risks have simply moved to the individual with an ever higher need for advice. So an extremely interesting time to join Withers.”
Prior to joining Withers, David was Executive Director & Head of the UK Family Office at Stonehage. He is also the former Group Chief Executive Officer of the Rothschild Trust Group and member of the Executive Board of Rothschild Private Bank & Trust (where he responsible for 200 plus staff & 10 offices). Prior to that, David had worked as an international tax & trust lawyer with Baker & McKenzie and Ernst & Young; and was also involved with the launch and establishment of LawInContext (Baker & McKenzie’s online legal knowledge management arm) as General Counsel & Chief Operating Officer.
David has worked in each of London, Zurich and Melbourne and is a dual Swiss Australian national.
Scottish accountancy firm French Duncan has recruiting John Cairns as a tax partner.
Cairns has extensive experience advising owner-managed businesses and their owners on a wide range of tax matters, including: acquisitions and sales; reorganisations; share valuations; succession planning; share schemes; tax efficient investments and inheritance tax planning.
After periods with two international accountancy firms, Cairns joined a constituent firm of Scott-Moncrieff, initially as tax manager and thereafter as tax partner, before joining BDO as head of tax in Scotland in 2006.
He is convenor of ICAS Tax Committee and a member of ICAS Technical Bulletin Editorial Panel as well as an occasional speaker on ICAS courses.
Of his appointment, Cairns said: “I’m delighted to join French Duncan’s tax team in Glasgow and look forward to working alongside my colleagues to help our clients meet all their tax compliance obligations in these challenging times and equally addressing opportunities to claim the maximum amount of tax relief available in accordance with the tax legislation.”
Ann Somerville, tax partner and head of tax at French Duncan, said: “I’m very pleased to welcome John to our tax group. His appointment underlines the importance placed by the firm on the provision of an excellent tax service to our clients and John’s wealth of experience will undoubtedly enhance the existing strengths of our tax team.”
French Duncan’s tax team provides a range of specialist services, including: advice for partnerships, companies and the self-employed; VAT; EMI; Capital Allowances; R&D and Patent Box.
Drinker Biddle & Reath LLP has announced that Thomas Gray has joined the firm as a partner in the New York City office.
Mr. Gray joins the firm from Bingham McCutchen, where he advised clients on the tax aspects of corporate and partnership transactions, including mergers and acquisitions, reorganizations, restructurings, spin-offs and equity and debt financings. He also advised clients on the special tax considerations related to hedge funds, private equity funds, regulated investment companies and real estate investment trusts. At Drinker Biddle, Mr. Gray will work closely with the firm’s M&A and Investment Management teams.
“We are delighted to welcome Tom to our corporate practice,” said Neil K. Haimm, Chair of Drinker Biddle’s Corporate & Securities Group. “His particular experience with the tax aspects of corporate transactions and investments will be extremely valuable to our team and to our clients.”
“We are excited to have a lawyer of Tom’s considerable experience join us as we continue to flourish in New York City and expand our office’s capabilities,” said James M. Altieri, a Managing Partner of the firm and the Regional Partner in Charge of the New York office.
Antoine Van Horen, a Partner with EY since 2000, is relocating to New York as a member of the National Tax Department’s International Tax Services.
Van Horen had been a Partner in the organization’s UK International Tax Services practice since 2000 and most recently in EY Sweden’s Transaction Tax Services practice since 2002.
Dominique Gallego joins EY’s Financial Services Office as a Principal in New York to focus on international tax and asset management. Gallego spent the last 18 months acting as the legal and business consultant for several family-owned corporations in the Philippines.
Previously, she was a partner at Schulte Roth & Zabel, LLP in New York providing strategic tax planning on US Federal income tax issues. Primary client base consisted of financial asset managers, private equity and hedge funds (with a wide range of investment strategies and liquidity constraints).
Andersen Tax is expanding its presence in California, opening an office in Irvine in January 2015.
Chad Thiel has joined the firm as Managing Director and will lead the new Orange County practice. Prior to joining Andersen Tax, Chad spent six years at McGladrey as a tax practitioner and leader of the Family Wealth Services practice for the West Region.
Chad has over 16 years of experience with international professional services firms serving a wide variety of high net worth families and their related corporate, partnership, trust and charitable entities. Chad’s primary focus is advising closely-held business owners, entrepreneurs and wealthy family groups in all areas of income, gift and estate taxation. He has extensive experience providing sophisticated advice and creative solutions to high net worth individuals and families, closely-held companies and family investment entities. Chad provides a unique approach to serving closely-held businesses by aligning the tax goals and objectives of the owners with those of the company.
“I have known Chad for many years, he was previously with our firm at the time of inception in 2002. He is a very talented tax practitioner and dynamic leader,” said CEO, Mark Vorsatz. “Chad not only brings his deep technical expertise and relationships to the firm, but his strong commitment to train and develop our future tax practitioners. He will be a great asset to the practice, and most of all, our firm.”
Seyfarth Shaw LLP has announced the arrival of senior counsel Alan Kennard to the firm’s Corporate department in Chicago.
Kennard joins the firm from the Chicago office of Locke Lord LLP where he served as Chair of the New Markets Tax Credit practice.
Kennard’s practice focuses on Tax, Public Finance and Real Estate. He has substantial experience in federal, international, state and local tax matters involving corporations and partnerships, innovative investment structures and tax-exempt entities, and concentrates on tax credit financing, including new markets tax credits, historic tax credits, low-income housing tax credits and energy tax credits, as well as public finance.
Kennard regularly counsels and represents investors, lenders, community development entities and borrowers on a variety of complex matters, including transactions involving new market tax credits, historic tax credits, low-income housing tax credits, investment tax credits and production tax credits.
A frequent publisher on many tax and real estate issues, Kennard received his B.A. from The Ohio State University and his J.D. from the The Ohio State University, Mortiz College of Law. He is admitted to practice in Illinois, Florida, New York and District of Columbia.