WTAS New York and LA hire new managing directors

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HSBC’s Wealth and Tax Advisory Services business (‘WTAS’), an independent (unaffiliated with an auditing institution) provider of tax, valuation, financial advisory and related consulting services, has announced that Barry Freeman and Jordan Bacon have joined as managing directors. These appointments are part of the business’ expansion of its corporate tax and transfer pricing capabilities. Based in New York, Freeman is an industry leader in transfer pricing and brings extra depth to the services provided by WTAS’ international, multi-state and valuation practice areas. Bacon is responsible for leading the international tax practice of WTAS in New York.

“Barry has extensive client experience in a variety of industries as a result of his tenures at a top accounting firm and at the Federal Trade Commission,” said Mark Vorsatz, chief executive officer of WTAS. “His deep knowledge in the area of transfer pricing and related tax issues enables WTAS to offer a new level of specialized client solutions.”

“Jordan’s expertise in tax planning for global companies underscores WTAS’ commitment to building a premier tax firm,” added Mark Vorsatz. “With these expanded capabilities, we can offer sophisticated tax services as an extra dimension to the financial services provided by HSBC to its corporate client base.”

Also joining WTAS are Yelena Shlimova, manager, and James Tsai, senior associate. Diana Drits, Marley Guerrera, Aram Gummusyan, Clay Moorehead and Curtis Young join as associates. Since the beginning of the year, the New York office has expanded by over 30 percent.

The Los Angeles office has also announced that Dan Nelson joined as a managing director and Bob Kies as a director. Their industry experience will strengthen the personal and corporate tax capabilities of WTAS

“Dan has accumulated extensive experience within the professional services industry as a tax consultant. He also served as head of tax and treasury at a biotech firm and as a director of international tax for a consumer products corporation. These positions have provided Dan with a unique perspective that will help service our clients better,” said Mark Vorsatz, chief executive officer of WTAS.

Kies has previously worked as a tax consultant in the private client and state and local tax disciplines. He has also served as chief financial officer for an entertainment company.

“Bob has outstanding technical tax skills and is well versed in the area of complex estate and gift tax,” added Mark Vorsatz. “He is well respected in the industry and in the Los Angeles marketplace. Bob is a great addition to the WTAS team.”

WTAS is a member of the HSBC Group, one of the largest financial services corporations in the world.

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