BNA's U.S. Income Advisory Board is comprised of esteemed professionals from renown corporations, universities, and government entities. Below is a listing of our current board members.
Leonard L. Silverstein is the founder of Silverstein and Mullens, which later became part of Buchanan Ingersoll & Rooney PC. He concentrates his practice in estate planning, nonprofit organizations, charitable contributions and representation before the Internal Revenue Service and Treasury Department.
Leonard serves as founder of the highly regarded Tax Management publication series. For the past 50 years, Tax Management has produced and maintained more than 500 portfolios, monthly journals and periodicals, providing tax professionals and advisors with a sophisticated analysis, application and interpretation of the Internal Revenue Code.
Before he founded his own firm with Richard A. Mullens in 1960, Leonard served as an attorney in the Office of Chief Counsel for the Internal Revenue Service and on the legal advisory staff of the Treasury Department. His long history of professional and community service includes roles on the Advisory Group of the House Ways and Means Committee in the late 1950s, as executive director of the "Filer" Commission on Private Philanthropy and Public Needs, as a member of President-elect Nixon's Task Force on Taxes, President Reagan's Committee on the Arts and Humanities and as a member of the IRS Commissioner's (Lawrence Gibbs) Exempt Organizations Advisory Group.
Lisa M. Starczewski, Esq., Co-Chair; Counsel, Buchanan, Ingersoll & Rooney; J.D., Villanova University School of Law, summa cum laude; B.A., Smith College, magna cum laude. Lisa Marie Starczewski is Counsel in the tax department at Buchanan, Ingersoll & Rooney. She served as Editor-in-Chief of the Villanova Law Review (1987–88) and has practiced tax law with Morgan, Lewis & Bockius and Schnader, Harrison, Segal & Lewis. She has also taught in the LL.M program at Villanova University School of Law. Ms. Starczewski has authored more than 20 Bloomberg BNA Tax Management Portfolios in both the U.S. Income and Accounting series. She is also the author and co-author of numerous Bloomberg BNA Tax Practice Series chapters. She has received the Tax Management Distinguished Author Award and is co-chair of the following Bloomberg BNA Tax Management Advisory Boards: U.S. Income; Corporate Tax; Real Estate; Estates, Gifts & Trusts; Compensation Planning; U.S. International; and Transfer Pricing.
C. Chester Abell, Jr., Ernst & Young LLP.
Reuven S. Avi-Yonah, University of Michigan Law School, (B.A., Hebrew University, 1983; Ph.D., Harvard University, 1986; J.D., Harvard Law School, 1989) is a specialist in corporate and international taxation, and is the Irwin I. Cohn Professor of Law and director of the International Tax LLM Program at University of Michigan. He has served as a consultant to the U.S. Department of the Treasury and the Organisation for Economic Co-operation and Development (OECD) on tax competition, and is a member of the steering group for OECD's International Network for Tax Research. He is also a trustee of the American Tax Policy Institute, a member of the American Law Institute, a fellow of the American Bar Foundation and the American College of Tax Counsel, and an international research fellow at Oxford University's Centre for Business Taxation. In addition to prior teaching appointments at Harvard University (law) and Boston College (history), he practiced law with Milbank, Tweed, Hadley & McCloy in New York; with Wachtell, Lipton, Rosen & Katz in New York; and with Ropes & Gray in Boston.
Bruce I. Booken, Esq., J.D., Vanderbilt University (1977); B.S., Business Economics, Miami University (1974); Shareholder, Buchanan Ingersoll & Rooney PC. Bruce Booken represents clients on a broad range of transactions including business formations and restructurings, debt and equity financings, mergers, acquisitions, dispositions and joint ventures, as well as day to day commercial and operating issues. He is chair of the firm's Tax Section. Bruce has a deep understanding of tax principles and experience in business and commercial transactions that span a diverse range of industries, including real estate, energy, security alarm, technology and manufacturing. This experience enables him to tailor his approach to clients' business and financial needs and objectives. He provides practical solutions aimed at helping clients achieve their business goals in a tax-efficient manner. Bruce works with members of the firm's Litigation Group to assist clients in connection with commercial and business disputes. He is a trusted advisor to his clients, often serving as general counsel for companies that do not have in-house counsel.
Ronald S. Borod, Esq., Brown, Rudnick, Freed & Gesmer. B.A., Princeton University (1963) (Magna Cum Laude, Phi Beta Kappa); J.D., Harvard Law School (1966); LL.M. (taxation), New York University (1967); admitted to Bar, Massachusetts and Tennessee; member, Tax and Urban Law, Sections, American Bar Association; member, Massachusetts Bar Association, Boston Bar Association, Tennessee Bar Association, Memphis Bar Association; member, National Association of Bond Lawyers; contributor of articles to New York University and Memphis State University Law Reviews; contributed chapters on “At Risk Limitation on Losses” and “Rehabilitation Expenditures for Historic Structures” inFederal Tax Deductions (Warren, Gorham & Lamont 1983); contributor of articles to Tax Management Real Estate Journal; contributed chapter on “Syndicating REO and Troubled Loan Assets From the Lender's and Buyer's Perspective” to The Workout Game—Managing Nonperforming Real Estate Assets (Executive Enterprises and Land Development Institute 1987); editor of Securitization: Asset-Backed and Mortgage-Backed Securities (Michie 1991, Revised 1994 and 1995); Adjunct Professor of Law, Boston University School of Law; member, Tax Management Advisory Board on U.S. Income.
Ellen S. Brody, Esq., partner, Roberts & Holland LLP (1994-2016); B.S. in Economics, magna cum laude, University of Pennsylvania (1991); J.D., cum laude, New York University School of Law (1994); L.L.M. (in Taxation), New York University School of Law (1996); member, New York, U.S. Tax Court, Court of Federal Claims, and U.S. Court of Appeals (Federal Circuit); Certified Public Accountant, South Dakota (1991) and New York (2011); editor, New York University Law Review (1992-1994); member, The Association of the Bar of the City of New York, New York State and American Bar Associations (Sections on Taxation; Litigation), New York State Society of Certified Public Accountants; contributor, Journal of Taxation and other tax periodicals.
Robin Chesler, Esq., Baker & McKenzie LLP; J.D., University of California at Berkeley (Boalt Hall) (1989); B.A., Comparative Literature, Harvard University (1986) magna cum laude. A Partner with Baker & McKenzie, Robin Chesler has more than 25 years of experience advising US-based multinational corporations with respect to international tax planning. She is a member of the State Bar of California, the American Bar Association, Section on Taxation, and the Harvard Club of Silicon Valley. Ms. Chesler’s practice includes global tax planning, post-acquisition integration, pre-acquisition structuring, subpart F planning, foreign tax credit issues, transfer pricing, commissionaire structuring and VAT issues, treaty issues, worthless stock and bad debt deductions, software and high-technology industry tax issues, and coordinating and advising on local country tax issues in many countries throughout the world. She works with companies in all industries, especially those having significant intellectual property, including software, semiconductor, e-commerce, biotechnology, Green technology, and retail companies.
James T. Chudy, Esq., Pillsbury Winthrop Shaw Pittman LLP. B.S. with Honors, Phi Beta Kappa, University of Wisconsin–Madison (1981); J.D., Harvard Law School (1984). Jim Chudy, leader of Pillsbury Winthrop Shaw Pittman’s Tax practice and is located in their New York office. He focuses his practice on the tax-related aspects of mergers and acquisitions, restructurings, spin-offs, joint ventures and securities offerings for domestic and international clients across a broad spectrum of industries. He also has significant experience in private equity and cross-border investments, bankruptcy reorganizations and workouts, lending and other corporate finance transactions and general tax issues confronted by businesses and individuals.
Richard Cohen, Esq., Pillsbury Winthrop Shaw Pittman LLP.
James E. Connor, Esq., PricewaterhouseCoopers LLP. B.A., Cornell University; J.D., University of Pennsylvania Law School; LL.M in Taxation, Georgetown University Law Center; co-leader of Federal Tax Services group of Washington National Tax Services office of PricewaterhouseCoopers LLP; adjunct professor, Georgetown University Law Center (LL.M. program), 1985–1990; formerly of Office of Chief Counsel, Internal Revenue Service, 1977–1985.
Toby Cozart, Esq., Piedmont Law Partners, B.A., University of North Carolina (1974); J.D., Duke University (1978); M.S. in Philosophy, University of North Carolina (1979); LL.M. in Taxation, New York University School of Law (1981). Law office, Piedmont, California. Toby Cozart is a tax lawyer who specializes in domestic and cross-border project and lease financing, partnerships and limited liability companies and international joint ventures. In recent years, he has advised clients about tax-advantaged lease and partnership transactions for renewable energy financings. He has broad experience representing individuals and corporations in a variety of other tax and related legal matters, including controversies with the Internal Revenue Service. He practices law with a small firm, Piedmont Law Partners, with offices in the San Francisco Bay Area. He has held positions as a director for a Big 4 accounting firm, tax counsel for a major U.S. leasing company, tax partner at a major west coast law firm, and staff counsel for a U.S. Congressional subcommittee.
Thomas Crichton, IV, Esq., Partner, Vinson & Elkins LLP; J.D., Louisiana State University (1972)
B.S., Louisiana State University (1969). A Partner if the firm of Vinson & Elkins LLP, Thomas Crichton's law practice involves federal income tax matters, with particular emphasis in the natural resource, partnership, and corporate areas. His practice focuses primarily on business transactional tax advice in U.S. and international activities. He also advises on contested matters, including technical advice proceedings. Tom has represented clients before the National Office of the Internal Revenue Service in requests for ruling, and before various appeals offices of the Internal Revenue Service, the United States Tax Court, and other tribunals concerning tax deficiency matters and claims for refund.
Gerald S. Deutsch, Esq., Colonial Commercial Corp.
D. Kevin Dolan, Esq., Merrill Lynch & Co. B.A., University of Virginia; J.D., University of Michigan; Senior Vice President for Tax Policy, Merrill Lynch & Co.; former partner, Weil, Gotshal & Manges LLP; former Associate Chief Counsel (Technical and International), Internal Revenue Service; former partner, Arthur Young and Co., Washington, DC; former Attorney-Advisor, Office of International Tax Counsel, U.S. Treasury Department.
Jeffrey D. Fink, Esq., Senior Financial Advisor, Rockefeller & Company, Inc.; L.L.M., Taxation, New York University School of Law; J.D., Brooklyn Law School; B.S., Accounting, Hunter College. Jeffrey D. Fink, JD, LLM, CPA, is a Senior Financial Advisor and Director of Taxes at Rockefeller Financial. He advises wealthy families on tax, wealth transfer and philanthropic planning and has been with Rockefeller Financial since 1983. He is a member of the American and New York State Bar Associations. Jeff is also a Certified Public Accountant in the State of New York. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and a Bloomberg BNA Tax Advisory Board member.
Julia B. Fisher, JPMorgan Private Banking.
Richard L. Fox, Esq., Partner, Dilworth Paxson PLLC; B.A., J.D., Temple University (1981, 1986); LL.M. (taxation), New York University School of Law (1990). A Partner and Chair of the Philanthropic & Nonprofit Group at Dilworth Paxson LLP, Richard Fox concentrates his practice in the areas of charitable giving, private foundations, tax-exempt organizations, estate planning, trusts and estates, income taxation, and family planning. He has represented some of the largest private foundations in the United States, including donors in philanthropic planning and public charities. Richard Fox has experience with estate planning, preparation of wills and trusts, creation of private foundations and public charities, advising on non-profit corporate governance, creation of family partnerships, and individual income tax issues.
Richard A. Freling, Esq., Jones Day.
John A. Galotto, Esq., Deloitte & Touche USA LLP. B.A., Johns Hopkins University (1988); J.D., Columbia Law School (1993); Senior Editor,Columbia Law Review; Trial Attorney, U.S. Department of Justice, Tax Division, Civil Trial and Criminal Enforcement Sections, 1995–2000; Special Assistant U.S. Attorney, District of Columbia, 1999; Law Clerk to U.S. District Court Judge Edward Rafeedie, Central District of California, 1993–1994; co-author, “Right To Counsel: Courts Adhere to Bright-Line Limits,” ABA Criminal Justice Magazine, Summer 2001; co-author, “Sensible Decision on Admissibility of Witness Guilty Pleas Repudiated in Third Circuit, but Dissenters Offer Hope in Other Circuits,” White Collar Crime Reporter, June/July 2000; co-author, “The COSO Report on Internal Control: Implications for Public Companies and Executives,”Insights, August 1993; member, American Bar Association, Section of Taxation, Committee on Court Procedure; member, Bars of the District of Columbia, New York, and Illinois.
Lawrence B. Gibbs, Esq., Miller & Chevalier Chartered; LL.B., University of Texas School of Law (1963) with honors; B.A., Yale University (1960) magna cum laude. A Member of the law firm of Miller Chevalier, Larry Gibbs works with his clients to solve some of their most demanding tax problems. These tax problems may arise during the clients’ tax planning, in the course of their business transactions, when they wish to lobby tax legislation, while they are preparing their tax returns, when they are involved in Internal Revenue Service (IRS) audits, Appeals, rulings, or administrative controversies, or as they prepare for litigation. For that reason, he often works with other Miller & Chevalier lawyers as well as the clients’ lawyers, accountants, and other professionals with experience in the particular area in which the problem arises in order to develop solutions.
Sanford H. Goldberg, Esq., Roberts & Holland LLP; J.D., Columbia University; Wharton School at the University of Pennsylvania magna cum laude. Of Counsel at the law firm of Roberts & Holland LLP, Sanford H. Goldberg, for more than 40 years, has been involved in every major area of international taxation from structuring mergers and acquisitions, to negotiating dispositions and planning cross-border transactions. He has worked with U.S. and foreign-based multinationals to resolve IRS controversies related to their domestic and international operations, including transfer pricing of goods, services, and intangibles. He is widely recognized for providing tax and estate planning to U.S. and non-U.S. individuals and families, working with multiple-country heirs and beneficiaries, dual wills, foreign trusts and other foreign entities. He has represented clients in executive compensation negotiations and functions regularly in the capacity of independent counsel to key officers in order to avoid a conflict of interest between general counsel and the corporation. He has been retained in takeover battles between major public companies to negotiate the employment contract of a new CEO. Past President of the USA branch of the International Fiscal Association and Vice President of its worldwide parent, he is also an elected member of the International Academy of Estate and Trust Law and the Society of Trust and Estate Practitioners. He edits the International Tax sections of the Journal of Taxation and the Canadian Tax Journal. He has taught at the NYU Masters in Taxation Program, and is on advisory boards at Florida Law School and Fordham University. A Fellow of the American College of Tax Counsel, he is also named in The Best Lawyers in America.
Alan S. Halperin, Esq., Paul, Weiss, Rifkind, Wharton & Garrison LLP.
R. Arnold Handler, Esq., Tax Consultant; LL.M., Taxation, New York University School of Law; J.D., Law, Harvard Law School (1964). Arnold Handler is a tax attorney with over four decades of comprehensive tax experience, including international and corporate/partnership taxation, M&A, FX and financial products, audit & appeals, strategic tax planning, and weighing risks/rewards. Arnold Handler is currently writing and teaching on taxation.
Richard M. Horwood, Esq., Mr. Horwood is with the law firm of Horwood Marcus & Berk Chtd. He has written extensively in legal journals and other trade publications and has lectured throughout the United States on various business, estate, and tax-related issues. Mr. Horwood is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is associated with numerous professional organizations, including the advisory boards of Tax Management, The Journal of Corporate Taxation,The Journal of Taxation of Investments, Personal Financial Planning, and the Chicago Estate Planning Council. He is a graduate of Colgate University and the University of Pennsylvania Law School. He also holds an M.B.A. degree in financial management from American University and an LL.M. in taxation from George Washington University. Mr. Horwood was formerly with the National Office of the Internal Revenue Service in Washington, DC.
David I. Kempler, Esq., Buchanan Ingersoll & Rooney PC. Mr. Kempler focuses his practice on corporate tax, business planning, and not-for-profit (especially in the health care area) tax matters. He advises clients on a broad range of tax issues involving mergers and acquisitions, closely-held entities, joint ventures and planning for health care entities. Prior to joining the firm, Mr. Kempler was a partner at a Washington, DC, law firm. In addition, he served as associate professor of law at George Washington University National Law Center and visiting professor of law at Columbus School of Law, Catholic University of America. He also served as an attorney in the Reorganization Rulings Branch of the Internal Revenue Service.
Michael J. Kliegman, Esq., PricewaterhouseCoopers LLP. A.B., University of Pennsylvania; J.D., Boston University School of Law; LL.M. (taxation), Georgetown University Law Center. Michael Kliegman has been a Partner with PricewaterhouseCoopers for more than 27 years in the Transaction Services/M&A division. He also serves as an Adjunct Professor at Fordham University. He is also the Tax Committee Chair, Business Law Section of the American Bar Association. Michael has also served as an Adjunct Professor at New Your Law School. Prior to joining PWC, Michael was an attorney with Lane & Edson, as well as an attorney with the Internal Revenue Service’s Corporate Reorganization Branch.
Michael B. Lang, Professor of Law, Chapman University; J.D., University of Pennsylvania; B.A., Harvard University. Professor Michael B. Lang was the founding Director of Chapman University School of Law's Tax LL.M. Program. A graduate of Harvard and the University of Pennsylvania Law School, where he was elected to the Order of the Coif, he is a member of the Pennsylvania and Illinois Bars and practiced in Chicago and Philadelphia. He has taught at nine law schools, at both the J.D. and LL.M. level, including Utah, Washington University (St. Louis), Loyola (Los Angeles), Miami and San Diego. His extensive work with the ABA Section of Taxation has included chairing its Committees on Teaching Taxation and Standards of Tax Practice. He has also been an active member of the Section's Task Force on Patented Tax Strategies and is an elected Fellow of the American College of Tax Counsel. Professor Lang's publications range from articles in leading tax periodicals, such as The Tax Lawyer, Tax Law Review, Florida Tax Review and Tax Notes, and law reviews to a treatise on Federal Tax Elections (with Colleen Khoury) and two decades of compiling the Index to Federal Tax Articles (with Isa Lang). He is a co-author of a textbook, Federal Tax Accounting, for graduate tax students, which was published in 2006, and a textbook, The Regulation of Tax Practice, published in 2010.
Howard J. Levine, Esq., Roberts & Holland LLP. B.A., Hunter College (1969); J.D., State University of New York at Buffalo (cum laude, 1972); LL.M. (Taxation), Georgetown University Law Center (1976). A Partner with Roberts & Holland LLP, Howard J. Levine has concentrated in the taxation of like-kind exchanges, international activities, controversy and litigation, and representation before the IRS National Office and Treasury Department for more than 30 years. Nationally known as an authority on tax-deferred exchanges, he concentrates on real estate, personal property and multi-asset exchanges. In his international activities, he works with public and private companies in biotech, electronics, computers, pharmaceuticals, transportation, autos, equipment and apparel manufacturing, entertainment, and intercompany pricing, and with families concerning their international investments.
Peter A. Lowy, Esq., Chamberlain, Hrdlicka, White Williams & Martin; LL.M., Taxation New York University School of Law (1997); J.D., Tulane Law School (1995) cum laude; B.A., Hobart and William Smith Colleges (1992) with honors. Peter A. Lowy, a nationally-recognized tax controversy practitioner, joined Chamberlain, Hrdlicka, White, Williams & Martin as a Shareholder in the firm's Houston office. Prior to joining the firm, Mr. Lowy had been practicing as a Member of Caplin & Drysdale in New York. Before joining Caplin and Drysdale in 2013, Mr. Lowy developed more than a decade of experience handling U.S. federal and state tax controversies for two of the world's largest corporations, Exxon Mobil Corporation and Royal Dutch Shell; he also served in an executive position as the Global Tax Dispute Resolution Manager for Shell, with worldwide management responsibilities for Shell's tax litigation matters. Mr. Lowy's years as a leader and in-house litigator for major corporations, give him an inside perspective on what matters most to clients.
Lorin D. Luchs, CPA, LL.M., Georgetown University (1976); J.D., George Washington University (1971); B.B.A., George Washington University (1968). Lorin Luchs is a retired Partner in the National Tax Services of BDO Seidman, LLP. He is also a former instructor on corporate tax and tax accounting as well as an author and editor of The Tax Adviser.
James E. Maule, Villanova University School of Law. B.S., University of Pennsylvania (1973); J.D., Villanova University (1976); LL.M. (Taxation), George Washington University (1979). James Edward Maule, Professor of Law, Villanova, has made major contributions to widely used tax treatises such as Bloomberg BNA Tax Management Portfolios, including 560 T.M., Income Tax Basis: Overview and Conceptual Aspects and 1510 T.M., State Taxation of S Corporations. Among his other books are Better That 100 Witches Should Live: The 1696 Acquittal of Thomas Maule of Salem, Massachusetts, on Charges of Seditious Libel and Its Impact on the Development of First Amendment Freedoms, and Preparing the 1065 Return. He has been a contributing author to many books such as Bloomberg BNA Tax Practice Series. Professor Maule also has written a number of articles, including: No Thanks, Uncle Sam, You Can Keep Your Tax Break, 31 Seton Hall Leg. J 81 (2006), Instant Replay, Weak Teams, and Bad Calls: An Empirical Study of Alleged Tax Court Judge Bias, 66 U. Tenn. L. Rev. 351 (1999), Tax and Marriage: Unhitching the Horse and Carriage, 67 Tax Notes 539 (1995), and Getting Hamr'd: Highest Applicable Marginal Rates That Nail Unsuspecting Taxpayers, 53 Tax Notes 1423 (1991). Professor Maule has authored several ABA Tax Section Committee reports on S corporations and partnerships, and many columns in professional periodicals. In addition, he has written computer-assisted legal educational exercises and computer programs. He also has a strong interest in First Amendment history and church/state issues.
Timothy J. McCormally, Esq., Tax Executives Institute, Inc.
James E. Merritt, Esq., Morrison & Foerster LLP; B.A., Duke University (1959); LL.B., Harvard Law School (1962). James Merritt engages in all aspects of tax litigation. Mr. Merritt's federal tax litigation practice includes civil and criminal litigation, audits, and investigations. He has appeared at all administrative levels of the Internal Revenue Service, Treasury Department, and other agencies. He has worked extensively on complex investigations that require coordination between various federal and state agencies. Mr. Merritt has tried a substantial number of federal tax cases in various forums, as well as numerous state and local tax cases. He is admitted to practice before the United States Tax Court and the United States Claims Court as well as various United States district courts, state trial courts, and appropriate appellate courts, including the United States Supreme Court. He has also represented attorneys and accountants in investigations and litigation involving their advice and assistance to their clients. Mr. Merritt's dispute resolution experience includes complex fact issues involving valuation, inventory, and tax accounting methods, transfer pricing (Section 482), investment tax credit, etc., as well as other sophisticated legal issues.
Paul W. Oosterhuis, Esq., Skadden, Arps, Slate, Meagher & Flom. B.A., Brown University (1969); J.D., Harvard University (1973); member, Tax Management U.S. Income Advisory Board; member, International Fiscal Association; member, Special Committee on International Tax Policy, U.S. Chamber of Commerce; member, American Bar Association, Section on Taxation, Committee on Foreign Activities of U.S. Taxpayers; Adjunct Professor, Georgetown University Law Center (1977–1983); Legislation Attorney (1973–1977) and Legislation Counsel (1977–1978), Joint Committee on Taxation, U.S. Congress; member, District of Columbia Bar Association.
Carolyn M. Osteen, Esq., Ropes & Gray LLP; Duke University Law School (LL.B., 1966) (LL.M., 1970). Carolyn Osteen was a partner in the Boston office of Ropes & Gray until her retirement in 2008. She retired as a consultant in 2014. She joined the firm in 1970 and her practice focused on exempt organizations, including representation of a number of colleges, universities, museums, and hospitals. She speaks regularly on issues of charitable giving and tax and corporate problems of tax‑exempt organizations.
Larry E. Phillips, Esq., Buchanan Ingersoll & Rooney PC. A.B., Hamilton College (1964); J.D., University of Michigan School of Law (1967); admitted to practice in Pennsylvania and Florida; Fellow, American College of Tax Counsel; member, Advisory Board (U.S. Income), Tax Management Inc.; member, Advisory Board, Corporate Tax and Planning Review; member, The Florida Bar and American Bar Association, Section of Taxation, Committee on Corporate Tax; member, Pennsylvania Bar Association.
Howard Pianko, Esq., Seyfarth Shaw LLP; LL.M, J.D., Taxation, New York University School of Law (1969); B.A., City College of New York, with Honors. Howard Pianko is a partner in the Employee Benefits & Executive Compensation Department of Seyfarth Shaw LLP. Over his career, he has advised a wide range of clients on the full gamut of matters relating to employee benefits: (i) pension and welfare benefit plan compliance, drafting and administration; (ii) equity and executive compensation; (iii) benefit aspects of corporate transactions - mergers, acquisitions and joint ventures;(iv) plan investments; (v) plan governance and fiduciary responsibilities; and (vi) benefit related litigation. His work, both in the U.S. and with respect to cross-border multinational related benefit matters, has led him to write extensively, with a special focus on topics covering involving executive compensation, fiduciary and plan governance and cross-border transactions.
Martin D. Pollack, Esq., Weil, Gotshal & Manges LLP; LL.M., New York University School of Law (1979; J.D., University of Pennsylvania Law School (1976); M.A., Johns Hopkins University (1973); B.A., Johns Hopkins University (1973). A Partner with Weil, Gotshal & Manges LLP, Martin Pollack is a co-head of the firm’s global tax practice and is a nationally recognized authority on federal income tax matters. He has extensive experience in structuring complex private equity and merger & acquisition transactions, and he regularly advises clients on the formation and operation of private equity funds, joint ventures, and other investment vehicles. Mr. Pollack’s practice also involves the tax aspects of bankruptcy and insolvency, leasing transactions, and planning for technology intensive enterprises.
Harsha Reddy, Pillsbury Winthrop Shaw Pittman LLP; J.D., Harvard Law School (1996) cum laude; B.A., Yale University (1993) magna cum laude, distinction in Economics. Harsha Reddy is a partner in Pillsbury Winthrop Shaw Pittman LLP's Tax practice and is located in the New York office. He represents U.S. and foreign business entities and individuals in the U.S. federal income tax aspects of international transactions; buyers and sellers in asset and stock purchases and sales; individuals and business entities in tax-free mergers and divestitures; corporations in business restructurings; domestic and foreign issuers and underwriters in offerings of various securities; domestic and foreign lenders and borrowers in various types of financings; businesses in the tax aspects of project finance; and U.S. and foreign investors in onshore and offshore funds.
Caroline Rule, Partner, Kostelanetz & Fink, LLP. Ms. Rule has extensive experience in representing clients who are facing investigation or prosecution for alleged tax fraud, bank fraud, health care fraud, money-laundering, and other white collar crimes. Ms. Rule has successfully represented clients in sensitive Internal Revenue Service audits, "tax shelter" matters, criminal charges for failure to file tax returns, and failure to report offshore assets. She is also experienced in complex commercial litigation, and appellate practice. Her diverse base has included an NBA referee, the executor of a multimillion-dollar estate and the owner of a medical laboratory. After graduating with honors from the University of Cape Town in 1981, Ms. Rule earned her M.F.A. with honors from the San Francisco Art Institute in 1984. She graduated from Yale Law School, where she served as the senior editor of the Yale Law Journal. Ms. Rule belongs to the New York Council of Defense Lawyers and the American Bar Association's Section of Taxation Committee on Civil and Criminal Tax Penalties. She also serves on the New York City Bar Association's Criminal Advocacy Committee and the Federal Bar Council's Committee on Sentencing Reform and Alternatives to Incarceration. In addition, she is a master of the Federal Bar Council American Inn of Court, and serves on the Bloomberg BNA U.S. Income Advisory Board. Ms. Rule clerked for Chief Judge John J. Gibbons of the U.S. Court of Appeals for the 3rd Circuit. She spent two years with the Office of the Appellate Defender representing indigent defendants before entering private practice. She is admitted to practice in New York, and before the U.S. District Courts for the Southern and Eastern Districts of New York, the U.S. Tax Court, the U.S. Courts of Appeals for the 2nd, 3rd, 4th, Circuitsm and the U.S. Supreme Court.
Michael H. Salama, Esq., Vice President, Tax Administration and Controversies, The Walt Disney Company, Burbank, CA. Michael H. Salama, B.S. (Mathematics), Vassar College (Ford Foundation Scholar); J.D. (with honors), George Washington University Law School, Masters in Business Administration (Concentration in Management Science and Finance), University of Cambridge, Judge Business School. Vice President Tax Administration & Senior Tax Counsel for The Walt Disney Company. Previous positions include: senior manager, the Washington National Tax Services group, PricewaterhouseCoopers LLP; senior trial attorney, Office of Chief Counsel, IRS Active member of the American Bar Association’s Tax Accounting Committee. Professional organization activities include: Chair, Los Angeles County Bar Association’s Entertainment Tax Committee; member, IRS Commissioner’s Advisory Council; member, Georgetown University State & Local Tax Institute Advisory Board; member, UCLA Tax Controversy Institute Planning Committee, Member Pembroke College, Cambridge University.
John W. Schmehl, Esq., Dilworth Paxson PLLC. B.A., Muhlenberg College (cum laude, 1975); J.D., Dickinson School of Law (cum laude, 1978); Editor, Dickinson Law Review; LL.M. (taxation), Temple University School of Law (1982); former Trial Attorney, Office of Chief Counsel, Internal Revenue Service; author and lecturer on various tax topics concerning corporate tax and tax procedure.
Bernard (Bob) M. Shapiro, Esq., PricewaterhouseCoopers LLP.
Mark J. Silverman, Esq., Steptoe & Johnson, LLP.
Philip H. Spector, Esq., King & Spaulding.
Samuel P. Starr, CPA, Esq., PricewaterhouseCoopers LLP. B.S., Pennsylvania State University; J.D., University of Virginia; LL.M. in Taxation, Georgetown University Law Center; former member, AICPA, Partnership Tax Committee; former Chair, AICPA S Corporation Committee; former co-chair, ABA Tax Section Task Force on Taxable and Tax-Free Acquisitions Involving S Corporations; Adjunct Professor, Georgetown University Law Center; member, Board of Advisors, Journal of Business Entities; Department Editor, Journal of Taxation; speaker and lecturer, various tax institutes; author, Tax Management Portfolios 730-2nd and 731; member, State Bars of Pennsylvania and District of Columbia.
Alan J. Tarr, Esq., Loeb & Loeb LLP. B.S., Brown University (1975); J.D., Vanderbilt University School of Law (1979); M.B.A., Vanderbilt University Graduate School of Management (1979); LL.M. (Taxation), New York University School of Law (1982); member, New York Bar, New York State Bar Association (Tax Section; Executive Committee (1995–2004); former co-chair, various committees; American Bar Association [(Tax Section; Vice-Chair, Real Property, Probate and Trusts Committee on Federal Taxation of Real Property (2004– )]; and New York City Bar Association [Tax Section; Committee on Taxation of Business Entities (2007– )]; member, Tax Management Advisory Board; author, “Estimated Tax,” “Formation of a Corporation,” “Capitalization of a Corporation,” “Multiple Corporations,” and “Stapled Entities” for Tax Practice Series; co-author, 59 T.M., Corporate Liquidations: Planning and 634 T.M., Civil Tax Penalties; contributor, various journals.
Pierre-Sebastian Thill, Esq., Bureau Francis Lefebvre-New York.
Alfred D. Youngwood, Esq., Paul, Weiss, Rifkind, Whatron & Garrison.
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