Ernst & Young LLP announced today that Cathleen M. Koch will join as a principal and will serve as the EY Americas Tax Policy Leader. Koch joins from the Office of Senate Democratic Leader Harry Reid, where she served as Chief Advisor on tax and economic policy.
In her new role, Koch will continue the development of the EY network of tax policy professionals across member firms in more than 30 countries in the Americas. The close coordination of these top tax policy professionals will help multinational clients stay informed and on the cutting edge of tax policy developments in the different countries in which they operate. Koch will also advise clients regarding US, Americas, and global tax policy matters.
“As we enter into a new phase of intensive action on tax reform, Cathy’s expertise and insight into the workings of Capitol Hill will be particularly valuable to our clients,” said Kate Barton, EY Americas Vice Chair of Tax Services. “The short window for US tax reform before the 2016 presidential election cycle, coupled with major tax changes in countries around the world, mean now is the time for companies to focus on how tax policy impacts their business.”
As Chief Advisor to the Office of the Senate Democratic Leader on tax and economic policy, Koch led all tax and economic policy initiatives in the 113th Congress from the Leader’s office and was central to strategy and communications on a broad spectrum of issues. She has been deeply involved in almost every Congressional tax and budget measure since January 2013, when she joined the Leader’s office.
Prior to joining Senator Reid’s office, she served as Tax Chief at the Senate Finance Committee, then led by Senator Max Baucus, where she led the Finance Committee’s tax team in developing the tax components of every bill during her tenure, including Troubled Asset Relief Program (TARP), the American Recovery and Reinvestment Act (ARRA), and the Affordable Care Act (ACA). Koch was also Senior Tax Policy Advisor and Staff Director of the Finance Subcommittee on Energy, Natural Resources and Infrastructure.
In the private sector, she has served as Director of Tax Policy and Senior Tax Advisor for General Electric and as Director of Global Government Affairs for Amgen.
Koch earned a PhD in economics from Georgetown University and a BA in economics, magna cum laude, from Millersville University of Pennsylvania.
The ICAEW has announced that Nick Parker has been elected Vice President for 2015/16.
Nick has served as an elected Council member since 1995. During those 19 years he has been a member of the ICAEW Board, chaired its Council for three years and also chaired its Members’ Board during which time ICAEW established the members group in Scotland. Currently he is Chairman of ICAEW’s Audit Committee as well as being a member of the board.
As an ICAEW Chartered Accountant, Nick trained with a small firm in Slough from where he moved to Touché Ross in London, specialising in tax. In the latter part of his career, he worked for Tenon both in Southampton and Edinburgh, practicing as a tax partner. He is currently a tax partner at the Basingstoke office of Baker Tilly. Nick is also involved with the Southern Society of Chartered Accountants (SOSCA) and regularly appears on local media commenting on tax and personal finance issues.
Commenting on his election, Nick Parker said: “I am totally committed to upholding the strong traditions and values of ICAEW whilst at the same time looking to continue the essential and on-going programme of modernisation. As a professional body, ICAEW needs to continue to act in the public interest, maintain standards and the reputation of the profession and ensure that our accountancy qualification is attractive to potential students.”
Current ICAEW President, Arthur Bailey, added, “Nick will be an excellent asset to the current ICAEW office holders team and a worthy president of ICAEW in due course. I’d like to congratulate him and thank his opponent in the election, Nathan Steinberg. We were very lucky to have two great candidates, both of whom bring a huge amount of dedication and enthusiasm to their work on council.”
Nick will serve as Vice-President from June 2015 to June 2016, subject to his formal election at the June Council meeting. He will serve as ICAEW President from June 2017 to June 2018.
Steptoe & Johnson has announce that Lisa Zarlenga is returning to the firm as co-chair of Steptoe’s Tax Group and a member of the firm’s Government Affairs & Public Policy Group. For the past three years, she has served as tax legislative counsel in the US Department of the Treasury’s Office of Tax Policy. Ms. Zarlenga will reside in the firm’s Washington office, where she was first elected partner in 2003.
As tax legislative counsel, Ms. Zarlenga advised Treasury’s assistant secretary for tax policy on a broad range of tax policy issues, including individual, corporate, partnership, tax-exempt organizations, financial products, estate & gift, income tax accounting, energy, excise taxes, and procedure and administration. She supervised a staff of 16 lawyers in preparing administrative guidance, including regulations, revenue rulings, revenue procedures, notices, and announcements to ensure that Treasury’s policies were incorporated into such guidance. She also oversaw the office’s development of the administration’s legislative proposals. In her role as tax legislative counsel, Ms. Zarlenga also gained extensive experience with Treasury’s implementation of the Affordable Care Act.
Ms. Zarlenga joined the Office of Tax Policy in April 2011 as deputy tax legislative counsel for regulatory affairs. In 2011, she was awarded the Treasury Special Act Award in recognition of her leadership and commitment to coordinating the 2011-2012 Priority Guidance Plan, which sets forth more than 300 guidance projects annually that the government intends to prioritize its time.
Prior to joining Treasury in 2011, Ms. Zarlenga practiced at Steptoe for 15 years, handling a wide range of corporate tax planning and tax controversy matters. She assisted clients in structuring tax-free and taxable acquisitions and dispositions, and spin-offs, including providing opinion letters and seeking advance rulings from the IRS, and assisted clients in restructuring financially troubled businesses. She also advised clients with respect to special rules governing consolidated groups. With regard to tax controversy matters, Ms. Zarlenga assisted clients during the audit process, prepared protests, participated in IRS appeals conferences, responded to requests for technical advice, and assisted with litigation matters in various federal courts.
An active member of the tax community, Ms. Zarlenga has held many leadership positions, including chair of the DC Bar Tax Section and vice chair of the Corporate Tax Committee of the ABA Tax Section. In addition, at Steptoe, she co-chaired the firm’s Professional Training Committee.
“We are delighted to welcome Lisa back to Steptoe,” said firm Chair Phil West. “Having worked closely with Lisa, I have seen first-hand what a great talent she is, making me especially pleased she is returning. While at Treasury, she broadened her substantive knowledge and developed greater practical insight into how tax policy issues are developed and resolved through administrative guidance and legislation. This experience will be of tremendous value to clients as the pressure grows for tax reform and when proposals arise to increase tax on multinationals.”
Ms. Zarlenga commented: “Serving at Treasury has been the greatest privilege of my professional life. But I am looking forward to returning to Steptoe, a firm that has been my professional home for my entire private practice career. I am also looking forward to working with Bob Rizzi in my new role as co-chair one of the most acclaimed tax practices in the world.”
alliantgroup has announced the addition of Ashley Fingarson, former Manager of Legislative Affairs at the National Federation of Independent Business (NFIB), to the firm’s Washington national office. In her new role as alliantgroup’s Director of Legislative Affairs, Fingarson will continue advocating for the rights of small and midsized businesses, ensuring that their voice is heard in Congress with respect to legislation and tax policy.
“I am thrilled to be joining such a first-class organization,” said Fingarson. “Since I began my career, supporting small businesses has always been my true passion. As the daughter of a small business owner, this issue has always had a personal connection for me and I am looking forward to continuing this work with alliantgroup.”
Fingarson has held a number of policy and advocacy roles during her career. As the Manager of Legislative Affairs for NFIB from 2012-2014, Fingarson served as the organization’s chief liaison to the U.S. Senate, working with congressional members on tax, budget, immigration, labor and other key policy issues. Prior to her tenure with NFIB, Fingarson was a legislative assistant for U.S. Senator Kay Bailey Hutchinson and advised the senator on major budget and tax policy issues.
“”Ashley’s track record as an advocate for small and midsized businesses speaks for itself,” said Dean Zerbe, former Senior Counsel to the U.S. Senate Finance Committee and alliantgroup National Managing Director. “Ashley will be playing an important role in ensuring the concerns of small business owners are brought to Congress and I cannot wait to see her contributions to the future of our firm.”
The International Tax and Investment Center (ITIC) announced that Blake Marshall, a leading specialist on Russia and Eurasia, has joined its senior management team as Vice President. Marshall will direct policy and programs for ITIC’s initiatives in 85 countries, led by professionals in 12 offices around the globe. Marshall will also spearhead ITIC’s expansion into new markets such as Brazil.
Founded in 1993, ITIC is a Washington-based nonprofit research and educational organization promoting tax reform and public-private efforts to improve the investment climate in transition and developing economies. The organization works closely with ministries of finance and tax authorities in non-OECD countries, as well as international financial institutions such as the IMF and the World Bank. ITIC’s analytic agenda and capacity-building efforts are supported by more than 100 corporate sponsors.
In announcing the appointment, ITIC President Daniel A. Witt remarked, “I am thrilled to have someone of Blake’s caliber join ITIC – our organization continues to grow, and Blake brings to ITIC the breadth and depth of experience needed to help us achieve our next-level objectives. Our Board shares my enthusiasm, and we are excited about 2015 and beyond.”
Prior to joining ITIC, Mr. Marshall was Senior Vice President and Managing Director of PBN Hill+Knowlton Strategies, a strategic communications firm specializing in the markets of Russia, Ukraine and Kazakhstan, where he advising Western companies on their investment strategies in Russia and the former Soviet Union, and assisted Russian/CIS firms in expanding their businesses into global enterprises. Mr. Marshall’s advisory work primarily focused on government relations, public affairs, crisis management, business strategy, and market entry.
Previously, Mr. Marshall served as Executive Vice President of the U.S.-Russia Business Council, a Washington-based trade association representing the interests of 300 American companies operating in the Russian market. In this capacity, he authored numerous Council policy statements on trade and investment concerns faced by member companies, managed the Council’s policy agenda and lobbying initiatives with both the U.S. and Russian governments, and directed the day-to-day operations of the organization.
Earlier in his career, Mr. Marshall served as Director of Graduate Admissions and Assistant Director of Graduate Studies at Princeton University’s Woodrow Wilson School of Public and International Affairs, where he also taught international relations undergraduate policy seminars. His previous experience also includes positions as Senior Editor of the Journal of International Affairs and Research Associate at the Commission on U.S.-Soviet Relations.
The author of various articles and book chapters on political and economic developments in Russia, Mr. Marshall has testified before the U.S. Congress and in Executive Branch hearings related to Russia and U.S.-Russian relations. He regularly provides both background briefings and for-attribution statements to members of the press in both the U.S. and Russia, with broadcast appearances on networks such as CNN, C-SPAN and CNBC, and commentary appearing in print outlets such as The New York Times, Los Angeles Times, The Moscow Times, and The Washington Post.
Mr. Marshall received his undergraduate degree in political science from Swarthmore College, and he did his graduate work in Soviet politics and international affairs at the University of Essex (England), as well as Columbia University’s School of International and Public Affairs and Harriman Institute. His professional affiliations include the Council on Foreign Relations and The Atlantic Council of the United States.
EY announced today that Ray Beeman, formerly tax reform advisor to Chairman of the House Ways and Means Committee Dave Camp, has joined Ernst & Young LLP as a principal in the National Tax Department and will serve as one of the leaders in its Washington Council-EY (WCEY) practice in Washington, DC.
As Tax Counsel and Special Advisor for Tax Reform, Beeman developed discussion drafts related to international tax, financial products and pass-throughs, and coordinated tax reform hearings and working groups. He helped prepare The Tax Reform Act of 2014 released by Chairman Camp in February.
“Ray’s experience with tax policy discussions span his tenure with the House and previous years with the Joint Committee on Taxation, earning him a reputation for focusing on the broad issues the US faces in order to compete globally,” said Kate Barton, EY Americas Vice Chair of Tax Services. “He has also helped businesses to understand the impact of tax changes and the need to engage and provide their perspective on issues related to tax policy and administration.”
Prior to joining the Ways and Means Committee staff, Beeman was a partner with Venable LLP from 2005 to 2011. Previous to that, Beeman spent four years on the staff of the Joint Committee on Taxation, where he focused on federal tax legislation and policy.
Earlier in his career, Beeman worked in the firm’s National Tax financial services industry group. He has served as an adjunct professor at Georgetown University Law Center since 2005 and has lectured extensively and authored several articles.
Beeman earned his Juris Doctor from Pepperdine University School of Law, his Master of Laws in Taxation from Boston University and Bachelor of Science from the University of California, Berkeley.
Ernst & Young LLP announced today that Arlene Fitzpatrick, who served as an Attorney Advisor in the US Department of Treasury’s Office of Tax Policy, has joined the firm as a Principal in the National Tax Department’s International Tax Services group, located in Washington, DC.
As Attorney Advisor, Fitzpatrick helped formulate international tax policy, draft international tax guidance and negotiate income tax treaties. Fitzpatrick was also a Treasury Department representative on a number of Organisation for Economic Co?operation and Development (OECD) working parties, most recently engaged in the Base Erosion and Profit Shifting (BEPS) project.
“Arlene has spent her career dedicated to providing clarity, practicality, and reasonableness around international tax rules, both in government and in the private sector,” said Michael Mundaca, co-director of the firm’s National Tax Department. “Her knowledge regarding the OECD’s BEPS project will be particularly valuable to our clients who need to prepare for and become engaged in the development of new international tax standards.”
Prior to her four-year tenure with Treasury, Fitzpatrick spent 11 years with Ernst & Young LLP primarily with the International Tax Services group. In that role she was focused on analysing the impact of US income tax treaties and helping clients manage the US taxation of foreign corporations and international reorganizations and restructurings. She also worked with clients on Internal Revenue Service ruling requests.
Fitzpatrick served as an adjunct professor of Law at Georgetown University, has co-authored numerous articles, and was named a John S. Nolan Fellow for the American Bar Association Section of Taxation. She earned her Master of Laws from the University of Iowa College of Law as well as a Bachelor of Arts and Bachelor of Laws from the University College Galway in Ireland. She is a member of the American Bar Association.
The Policy Resolution Group (PRG) at Bracewell & Giuliani LLP announced today that Curtis Beaulieu is joining PRG as Senior Counsel in its Washington, D.C. office. Beaulieu will provide federal legislative and regulatory advice to the firm’s industry and non-profit clients on a broad range of tax policy matters.
Beaulieu joins PRG from Capitol Hill, where he served since 2011 as tax counsel for the Senate Finance Committee. As tax counsel, he co-wrote the Tax Reform Option Paper on energy taxes for Senate Finance Committee members, organized hearings on income distribution and oil and gas tax expenditures, including intangible drilling costs, dual capacity, and the Section 199 manufacturing deduction, and negotiated extension of expiring tax provisions involved in the “fiscal cliff,” including “tax extenders,” RA/JGTRRA tax rates, and the estate and gift tax.
Beaulieu has wide-ranging Capitol Hill experience working for both the Senate and the House. Prior to working on the Senate Finance Committee staff, he served as tax counsel to Senate Finance Committee Ranking Member Orrin Hatch (R-Utah) from 2008-11 and, in 2007-8, to Representative Jim McCrery (R-Louisiana), who was then ranking member on the House Ways & Means Committee. He also worked in various legislative capacities for Representative Sam Johnson (R-Texas) and Senator David Vitter (R-Louisiana).
“Curt is a dedicated professional with a proven track record in understanding the challenges and complexities of the U.S. tax code. I’ve always valued his expertise and counsel and know he’ll do well in this new endeavor,” said Senator Hatch.
“We are excited to have Curt join the team,” said PRG Head Scott Segal. “His experience on tax policy, particularly related to energy, natural resources and manufacturing issues, will greatly benefit our clients. As Congress and the Executive Branch continue to discuss and debate a wide range of tax issues, from comprehensive tax reform to extenders and inversions, Curt will strengthen our practice with his skills and almost decade-long experience in serving as a top tax policy advisor on Capitol Hill. He is also highly respected by both Democrats and Republicans in Congress and throughout the private sector.”
“We proudly welcome Curt to our firm’s tax team,” said Liz McGinley, head of Bracewell & Giuliani’s tax section. “Our corporate clients are increasingly focused on the federal tax implications of their current operations and strategic initiatives. Curt’s tax policy experience, together with our strong transactional tax capability, will allow us to provide exceptional service to our clients.”
“I am delighted to join Bracewell’s Policy Resolution Group,” said Beaulieu. “I was attracted to PRG by the firm’s unique comprehensive service model of offering legal, advocacy, and communications services under one roof, as well as its outstanding reputation in Washington for substance and knowledge of tax and other issues.”
Beaulieu received an LL.M. from Georgetown University Law Center; a J.D. from the California Western School of Law; and a B.S. in Communications from the University of Texas.
Formed in 2011, the Policy Resolution Group at Bracewell & Giuliani helps clients around the world navigate our complex federal landscape, creating and implementing successful strategies to achieve our clients’ government relations objectives. PRG provides counsel and services in Legislative and Regulatory Affairs, Information Gathering and Political Analysis, Strategic Communications and Legal Representation.