Alvarez & Marsal Taxand Announces Promotions of Several Professionals to Managing Director Level
Alvarez & Marsal Taxand, LLC, an affiliate of the leading independent global professional services firm Alvarez & Marsal (A&M), has announced the promotions of 11 tax professionals to the position of managing director. The moves underscore the increasing demand for tax advisory services that are free from the conflicts of interest facing Big Four firms as well as the premium placed on senior professionals who directly service and create significant value for clients.”Within just a few short years, Alvarez & Marsal Taxand has established an outstanding reputation for providing sophisticated and objective advice on complex local, state, federal and international tax issues in a way that has a meaningful impact on a company’s operations,” said Robert N. Lowe, Jr., CEO of A&M Taxand. “One of the key ways we have been able to do this is by attracting deeply experienced, top-tier professionals who have built impressive careers by servicing clients and making a real difference in their clients’ businesses – not by serving as a partner in an administrative capacity, which seems to have become all too common. We are committed to not only recognizing the efforts of these talented client service professionals, but rewarding them through advancement and compensation that is commensurate with the value they’re providing to their clients.”
The following professionals who have been promoted are based in seven different offices across the country: Lauren Byrne and J. Martin Williams, New York; Brett Nowak, San Francisco; Mary Ann Dickerson and Matthew Polli, Atlanta; Michael Fishman and J.D. Ivy, Dallas; Harley Priesmeyer, Houston; Rebecca Hoover, Charlotte; and Alejandro Joya and Sean Menendez, Miami.
Based in New York, Ms. Byrne focuses on advising financial and strategic buyers and sellers on tax aspects of mergers and acquisitions, including reorganizations, spin-offs, financings, repatriations and bankruptcies, in both domestic and cross-border transactions across a wide range of industries. Prior to joining A&M, she was with the transaction advisory services group of Ernst & Young.
Based in New York, Mr. Williams advises financial and strategic investors on tax aspects associated with mergers and acquisitions and other transactional related matters including leveraged buyouts, reorganizations, spin-offs, cross boarder financing and cash repatriation. Prior to joining A&M, he was with the mergers and acquisitions tax group of PricewaterhouseCoopers.
Based in San Francisco, Mr. Nowak advises corporate clients on federal tax matters and helps them claim, document and sustain tax incentives, including research tax credits and investment tax credits. Prior to joining A&M, he was with KPMG and served as a regional leader for the research credit services team.
Based in Atlanta, Ms. Dickerson specializes in tax consulting for multinational organizations, concentrating primarily on cross-border acquisitions / dispositions and restructuring of U.S. foreign tax credit and repatriation planning, and she has extensive experience with FAS 109 for international companies. Prior to joining A&M, she was with Deloitte and Andersen in the international tax practice of each firm.
Based in Atlanta, Mr. Polli specializes in state and local tax consulting for corporate clients across a wide range of industries with an emphasis on income and franchise taxes for multi-state entities. Prior to joining A&M, he served in the multistate tax services group of Deloitte.
Based in Dallas, Mr. Fishman advises clients on federal, state and global research and development tax incentives, IRC Section 199 domestic production activities, meals and entertainment studies, jobs tax credit studies and various other tax incentive programs. Prior to joining A&M, he was with Deloitte and served as the marketplace leader for the Mid-America region.
Based in Dallas, Mr. Ivy provides tax advice to corporate clients on executive compensation matters, including issues related to stock options, restricted stock, non-qualified retirement plans, deferred compensation, global compensation strategies, golden parachute rules and the one million deduction limitation. Prior to joining A&M, he was with the compensation and benefits groups of KPMG and Arthur Andersen.
Based in Houston, Mr. Priesmeyer advises clients on multi-state income, franchise and transaction tax matters, including assistance with Sarbanes-Oxley compliance and tax process improvements. Prior to joining A&M, he was director of state and local taxes with Duke Energy Corporation.
Based in Charlotte, Ms. Hoover provides tax-related services to U.S. multinational and foreign-owned companies and has assisted companies with reorganizations, including the post-merger integration of global operations and analyzing repatriation and cash flow for multinational companies. Prior to joining A&M, she was with the international tax services and lead tax services practices of Deloitte.
Based in Miami, Mr. Joya advises multi-state clients on various state and local tax matters, including income/franchise, sales and use and real estate transfer taxes, and also has experience in identifying and negotiating state and local incentives for relocating and expanding businesses. Prior to joining A&M, he was with the state and local tax practices of Deloitte and Arthur Andersen.
Based in Miami, Mr. Menendez advises public and closely-held corporations, consolidated groups, pass-through entities on a wide variety of Federal tax matters. Prior to joining A&M, he was with Deloitte and KPMG.
About Alvarez & Marsal Taxand
Alvarez & Marsal Taxand, LLC, an affiliate of Alvarez & Marsal, a leading global professional services firm, is an independent tax group comprised of experienced tax professionals dedicated to providing customized tax advice to clients and investors across a broad range of industries. Its professionals extend Alvarez & Marsal’s commitment to offering clients a choice in tax advisors free from audit-based conflicts of interest. Alvarez & Marsal Taxand serves clients with knowledge, experience and integrity, and an unyielding commitment to delivering unmatched and responsive client service. Alvarez & Marsal Taxand, LLC has offices in major metropolitan markets throughout the United States, in addition to London, England with the recent launch in 2007 of Alvarez & Marsal Taxand UK, LLP.
Alvarez & Marsal Taxand is a founding member of Taxand, the first global network of independent tax advisors formed in 2005 by small group of highly respected tax firms around the world. Having grown exponentially to more than 2,000 tax professionals, including 300 international partners based in more than 40 countries, the Taxand global network provides companies around the world with the premier alternative to Big Four audit firms.
For more information, visit www.alvarezandmarsal.com and/or www.taxand.com.