Andersen Tax has promoted several staff to Managing Director grade in the San Francisco, Seattle, West Palm Beach, New York and Boston offices.
In the San Francisco office, Mamie Chew and Stephen deHaan were promoted to Managing Director, both part of the Private Client Services group. They will join the team of 21 Managing Directors in the San Francisco office.
In the growing Seattle office the promotions include Jan Armstrong, Scott Beauchene and Lance Vanetta, part of the Private Client Services group, Valuation Services group and State and Local Tax group, respectively.
In the Boston office, Susan Delgado joins the team of eight Managing Directors. She is part of the Private Client Services group.
Sue Delgado has over 18 years of experience advising high net worth individuals, their families and closely held businesses. Her practice focuses on tax consulting and compliance services for individuals, fiduciaries and related entities. Her experience includes developing and implementing multigenerational wealth transfer plans, addressing multistate fiduciary tax issues, determination of qualified small business stock status of securities, tax issues related to individuals working abroad as well as foreign nationals working in the United States, and gifting strategies to accomplish family objectives.
“It is always exciting to announce new promotions. Sue has been an integral part of our tax practice,” notes Office Managing Director, Joe Comeau. “Sue is a true partner and has been someone we have been able to count on to deliver quality service to our clients time and time again.”
Sue also served as a member of the Andersen Tax Individual Specialty Team. She has served as a member of the Manager Advisory Committee and Training Committee and continues to be involved in local office training and national training on topics such as hedge fund reporting, foreign tax credit calculation and tax impact of financial instruments.
The West Palm Beach office added Allison Davis and Patricia Cooper to its team of three Managing Directors in the Florida office. Both Allison and Patricia are part of the Private Client Services group.
Allison Davis has over 14 years of experience providing professional tax services. Her practice areas include tax consulting and compliance for corporations, pass though entities and tax exempt organizations as well as individuals. Allison has worked with companies in the insurance, professional services, construction, and real estate industries. She also has experience with trade associations, public charities, and private foundations.
“Allison and Patricia are assets to the clients we serve in our market,” noted Office Managing Director Randy Macpherson. “Allison has broad technical skills related to ultra-high net worth families and business entity work and Patricia is a technical resource for our fund entities and international matters – both of which are critical aspects of delivering superior quality of service to our clients.”
Trish Cooper has over 25 years of experience providing tax services. Her practice areas include income tax planning and tax return compliance for individuals, trusts, partnerships and closely-held business entities. Trish also works on tax planning and tax return compliance for our corporate and international clients and is a specialist with our hedge fund and “fund of funds” clients. She also has expertise in dealing with the unique issues associated with tax-exempt organizations.
In the New York Metro practice, John Maragoudakis and Adam Levy have been promoted. John is part of the Commercial Services practice, and Adam is in the Investment Consulting Services group.
John Maragoudakis has over 11 years of experience in delivering lead federal and state tax compliance and consulting solutions to a broad range of commercial clients in various industries including private equity, fund of funds, family offices, investment management, professional services, online media, restaurant chains, manufacturing, and agriculture. John specializes in partnership and corporate tax matters including general tax compliance, planning, corporate structuring/choice of entity consulting, federal and state audits, and state and local tax issues.
Adam Levy leads the Andersen Tax Investment Consulting Services practice in the New York office, providing independent and objective investment consulting and wealth management services to high net worth individuals, corporate executives and family business owners. He is a CFA Charterholder and Certified Financial Planner with over 12 years of experience advising clients on issues relating to investment consulting, financial planning and retirement planning.
President Obama has announced his intent to nominate Cary Douglas Pugh as a Judge to the United States Tax Court.
“Cary has demonstrated unwavering integrity and a firm commitment to public service throughout her career,” said President Obama. “I am proud to nominate her to serve on the United States Tax Court.”
Cary D. Pugh works as Tax Counsel at Skadden Arps, based in Washington. She focuses her practice on a wide range of administrative and legislative matters. She represents clients in all stages of audit and controversy before the IRS and on published guidance and tax policy matters before the Treasury Department and Congress. She also advises clients on planning and compliance issues, as well as energy tax matters.
Prior to joining Skadden in June 2005 as counsel in the Tax Group, she served as special counsel to the chief counsel of the IRS where she advised on published guidance, tax administration and controversy matters, and led the chief counsel’s expedited guidance program. Ms. Pugh was responsible for coordinating chief counsel implementation of the American Jobs Creation Act and was involved in developing guidance relating to the domestic manufacturing deduction, nonqualified deferred compensation, dividend repatriation, tax shelter disclosure and reporting requirements and penalty provisions. While with the Office of Chief Counsel, Ms. Pugh also worked on the design of the revised Schedule M-3, the IRS policy regarding tax accrual workpapers and Circular 230. In addition, she was involved in tax shelter and tax-shelter promoter initiatives and administration of the penalty provisions. Previously, Ms. Pugh served as tax counsel to the Senate Finance Committee, where she was responsible for advising committee members on individual and business tax issues, including international tax, corporate tax, pass-through entities, S corporations, tax accounting, tax-exempt bonds, energy tax and tax shelters.
Ms. Pugh has been a frequent speaker on bar panels and before industry groups on a variety of published guidance and tax administration topics, including tax accrual workpapers, the tax shelter disclosure and reporting regulations, application of penalties, attorney-client privilege and Circular 230.
Collins Barrow Calgary has hired Jim McEvoy, CPA (New York), who joins the firm as U.S. Tax Partner. With over 15 years of experience, Jim began his career in New York with KPMG and holds a Masters in U.S. Taxation. His practice helps Canadian clients enter or exit the U.S. market, acquire or transfer U.S. based property and plan for U.S. federal and state corporate tax compliance.
“Collins Barrow Calgary is pleased to have a U.S. tax expert of Jim’s calibre on board to enhance our practice,” says Dean Woodward, Managing Partner. “Having tenured at a multinational accounting firm south of the border, Jim’s deep knowledge of best practices and his entrepreneurial and pragmatic approach helps ensure our clients’ success in their stateside operations.”
Collins Barrow Toronto recently appointed Matthew Wilson as the newest member of its US Tax Advisory practice. Matthew works with Canadian businesses to ensure comprehensive corporate planning as they expand into, operate within, or exit the US. He also assists with US personal cross border planning as it relates to US citizens, permanent residents and non-residential aliens.
“With more people doing business in the States, there is a growing need for US tax advisory services,” says Matthew. “The professionals at Collins Barrow work closely with businesses and private individuals to ensure their cross border plans address the challenges associated with international tax laws.”
Matthew brings more than 20 years of US taxation experience to his role as Partner in the US Tax Advisory practice. Matthew has extensive experience with US tax consulting, including M&A planning, cross border inbound and outbound planning, US federal and state compliance and state and local income and sales/use tax issues. A graduate of Bowling Green State University and the University of Toledo, he obtained his MBA and Masters in Tax in 1998, and his US CPA designation (Ohio) in 1991.
- US corporate and commercial tax consulting, including M&A structuring and corporate planning for Canadian businesses expanding into, operating or exiting the US
- US tax compliance including corporate, partnership, personal, state & local, and federal and state initiatives to help US taxpayers become compliant with filing and reporting requirements
- US tax due diligence in connection with business acquisition planning
US state & local planning including issues associated with income as well as sales/use tax
- Outbound US tax planning including issues surrounding controlled foreign corporations, Subpart F income inclusions and PFICs
- US personal cross border planning including issues related to US citizens, permanent residents and non-resident aliens as well as the acquisition of US real estate
“We are proud to have Matthew on board to deepen the extent of in-house US tax expertise available through Collins Barrow,” says Harry Blum, Managing Partner. “As part of our growth strategy, both regionally and nationally, we are breaking with tradition to provide specialty services that aren’t typically available through mid-sized firms. It’s another way that we are adding value for our clients, so they can depend on advice and services from Collins Barrow regardless of where business takes them.”
The move represents an important step in Collins Barrow’s overall strategy to lead the middle market by delivering a wide range of specialized services, which includes US Tax. Prior to joining Matt was a senior tax manager with KPMG in Halifax.
DLA Piper has transferred Michael Lebovitz from its LA practice to lead a US Tax Desk for its EMEA offices. Mr Lebovitz is now based in the Firm’s London office.
Michael Lebovitz concentrates on international business and tax planning. He has advised on the tax aspects of international joint ventures, cross-border mergers and acquisitions, post-transaction integration, international corporate finance, capital market transactions and general international tax planning matters. His clients include leaders in media and entertainment, life sciences, high technology, consumer products and private equity.
Having extensive experience in pre-transaction restructuring and post-acquisition integration matters, Mike has successfully led numerous global teams advising multinational groups on restructuring in advance of a sale or spin-off of a division as well as designing and implementing integration plans following a global merger or acquisition. He has unique experience bringing together the corporate, tax, labour and other aspects of pre-transaction restructuring and post-merger integration.