Ivins, Phillips & Barker, Chartered, the corporate tax and employee benefits law firm, has announced that Harry L. (“Hank”) Gutman has joined the firm as Of Counsel, effective July 1, 2016. Mr. Gutman, former Chief of Staff of the United States Congress Joint Committee on Taxation, joins the firm’s corporate tax group and will lead the firm’s Federal Tax Policy Group.
“Hank’s reputation as one of Washington’s preeminent tax lawyers precedes him, and his unrivaled familiarity with tax policy and the Washington tax landscape adds a dimension to the practice that will be invaluable to our clients as they plan for their future in this era of tax uncertainty and potential reform” commented Ivins partner, Les Schneider. Rosina Barker, a partner in the Ivins employee benefits group noted that “Hank allows us to give clients what they need – actionable Washington intelligence and insight tailored to their specific facts.”
Mr. Gutman has had a distinguished legal career. He started practice in Boston, but was soon called to Washington to serve in the U.S. Treasury Department’s Office of Tax Policy from 1977 to 1980, first as an Attorney-Adviser and then as Deputy Tax Legislative Counsel. While at Treasury, Mr. Gutman received the U.S. Treasury’s prestigious Exceptional Service Award. He then turned his sights to academia, teaching tax law full-time to aspiring attorneys at the University of Virginia and University of Pennsylvania. In 1991, however, Mr. Gutman was again called to public service, to serve as Chief of Staff of the Congressional Joint Committee on Taxation. In that role, Mr. Gutman served as the key non-partisan adviser to the fiscal committees of each branch of the U.S. Congress. Following this service, Mr. Gutman again returned to private practice and, in 1999, was asked to join KPMG’s Washington National Tax practice. At KPMG, he served for more than fifteen years as Principal-in-Charge of the firm’s Tax Legislative and Regulatory Services group and as Director of the KPMG Tax Governance Institute. Mr. Gutman left KPMG in 2015.
Throughout his years in private practice, Mr. Gutman has counseled major multinational corporations on various implications of tax legislative change. He has also represented clients in legislative and administrative matters before Congress, the Treasury Department and the Internal Revenue Service. He has delivered over 1,000 presentations to corporate boards, audit committees, C-Suite executives, financial executives, Chief Tax Officers and corporate tax departments, on diverse topics associated with U.S. federal income taxation. Recent presentation topics have focused on international and domestic legislative activity relating to the taxation of business income, the tax legislative process, the economic effects and policy implications of alternative methods of taxing business income, and the implications of international efforts to curb base erosion (e.g., BEPS).
Regarding Mr. Gutman’s decision to join Ivins, he said
“I am delighted to join the superb lawyers at Ivins and augment the firm’s existing world-class tax practice with a practical policy component. The synergies of our combined experiences create an unmatched ability to assist clients in understanding, navigating and influencing the ever-changing tax legislative landscape.”
Mr. Gutman has served as Chairman of the Tax Policy and Government Relations Committees of the American Bar Association’s Tax Section, and has been a member of the Board of Advisors of the NYU/IRS Continuing Legal Education Program and the NYU Federal Tax Institute Advisory Board. He is a Fellow of the American College of Tax Counsel and was a trustee of the American Tax Policy Institute. He is a Life Member of the American Law Institute (ALI) and has served as Reporter for the ALI Generation-Skipping Tax Project. Mr. Gutman earned his undergraduate degree cum laude from the Woodrow Wilson School of Public and International Affairs at Princeton University, a B.A. degree in Jurisprudence from University College, Oxford University and his LL.B. cum laude from Harvard Law School.
Mr. Jefferson VanderWolk has been appointed Head of the Tax Treaty, Transfer Pricing & Financial Transactions Division in the Centre for Tax Policy and Administration. He will take up his duties in early July 2016.
In this capacity, Mr. VanderWolk will support the Director in CTPA’s contribution to the strategic objectives of the Secretary-General in the area of taxation, leading and providing strategic direction to the Directorate’s work on tax treaties, transfer pricing and financial transactions. He will play a key role in the ongoing work on Base Erosion and Profit Shifting (BEPS). He will work closely with other parts of the Organisation in the development and implementation of horizontal projects and corporate initiatives, and on strategies to advance the implementation and global impact of the OECD tax work, including through increased engagement with key partners.
Mr. VanderWolk has been Executive Director at Ernst & Young in Washington since 2013, where his work focused on legislative and regulatory developments in the areas of corporate and international taxation. From 2011 to 2013, Mr VanderWolk served as International Tax Counsel to the US Senate Finance Committee. He has also held positions as Special Counsel at the US IRS Office of Chief Counsel, Associate Professor of Law at the Chinese University of Hong Kong and the University of Hong Kong, Managing Director at Merrill Lynch in Hong Kong where he was Head of Tax for the Asia Pacific Region, and as Partner at Baker & McKenzie and Deloitte.
Mr. VanderWolk, a US and UK national, holds a degree in English from Boston University and the American University in Cairo and a Law Degree from Columbia University. He is a Fellow of the Chartered Institute of Taxation (UK) and a member of the Academic Committee for the CIOT’s Advanced Diploma in International Taxation.
Uber has recruited Bo Iversen into its global tax group.
Mr Iversen was formerly with UCB, where he has worked for the past 5 years. He joined UCB as VP Tax in 2010 but since 2014 he had additional responsibilities for both Treasury and Risk Management.
In his earlier career he held senior international tax roles at JT International, Stryker and Ideal Standard International.
Mr Iversen is based in Brussels but his new role has a global remit, focusing on tax policy and tax legislation. He will work closely with Tony Maggiore, Uber’s Global Head of Tax, who joined the company 12 months ago.
The pair have worked together before (from 1998 to 2000), when Mr Iversen was Senior Tax Manager at Japan Tobacco International SA and Mr Maggiore was VP Tax.
The Chartered Institute of Taxation (CIOT) has appointed John Cullinane as the organisation’s new Tax Policy Director. He takes over from Patrick Stevens.
John retired from Deloitte London in May 2015, having lead the Firm’s Tax Quality and Risk function division. He has a long standing interest in tax policy issues and has worked with governments and international finance centres to develop more effective and competitive tax policies.
Commenting, CIOT President Chris Jones said:
“John is taking up this role at an exciting time – the profile of tax issues in Parliament, press and public debate remains sky high and the need for the tax profession to make its voice heard in the corridors of power has never been greater.
“As our lead spokesperson to both media and political audiences, John will be leading on communicating our objectives to policy-makers and opinion-formers. These include the need for greater simplicity and clarity in the tax system, so people can understand how much tax they should be paying and why, and a fair balance between the powers of the tax authorities and the rights of taxpayers.”
John Cullinane added:
“I am delighted to be taking over as the Institute’s new Tax Policy Director.
“Tax continues to be front page news but the need for explanation, education and careful technical scrutiny of the details is as great as ever. I will never forget that the reason the Institute speaks with authority and is listened to by the key tax decision-makers is the expertise of our 17,000 members, including the more than 200 members who sit on our technical sub-committees formulating our responses to government and other consultations.
“I am particularly looking forward to representing the Institute in debates at next month’s political party conferences. Promoting forums for discussion of tax issues is at the heart of what we are for and taking the debate to politicians – government and opposition – is a key part of this.”
John Cullinane was a senior tax partner at Deloitte and an elected member of the board of partners at Deloitte LLP. He specialised in financial, international and corporate tax and in advising public authorities and others on developing taxation systems and on tax issues concerning creating successful Financial Centres. Projects for sovereign governments include involvement in Deloitte’s work for the Foot Review for the UK Treasury on UK offshore financial centres. He also led the tax component of the Qatar Financial Centre project from the feasibility stage through to detailed design work on the proposed tax regime.
John Kinsella is joining the American Bankers Association next month as vice president of tax policy.
In his new role, Kinsella will serve as ABA’s technical expert on tax legislation, as well as advocate for member banks in the areas of federal and state corporate taxation, international bank taxation, tax procedure, compliance, financial products and services.
Kinsella joins from U.S. Bank, where he served as senior vice president and director of tax. At U.S. Bank. Prior to this he worked at EY, most recently as senior tax manager.
EY has recruited Alexa Claybon into its National Tax department in Washington.
Ms Claybon has been with the US Dept of Treasury since 2011, working in the Office of Tax Policy. She was formerly a Tax Director at PwC.
She was educated at Northeastern University School of Law and Georgetown University Law Center.
Mark Chapman has joined H&R Block in Australia. His role will involve the development of the Firm’s green paper which detailing H&R Block’s perspectives on the future of the Australian tax system.
He will also be responsible for building HRB Australia Tax Institute whilst developing, maintaining and executing the HRB regulator engagement strategy.
Mr Chapman trained in tax in the UK with Grant Thornton before moving onto Baker Tilly, where he was a Senior Tax Manager. He moved to Melbourne in 2007 to join the ATO and was a Senior Director when he left in 2013. He was Head of Tax Products and Services at Taxpayer Australia until 2015, when he started his own practice as a freelance tax consultant, writer and lecturer.