2 www.finance-monthly.com Taxation Advisory Firm of the Year Germany Page16 Thomas Jansen
Taxation Awards2023 FM 3 www.finance-monthly.com Dear Readers, Welcome to the special edition of Finance Monthly dedicated to the annual Tax Awards. As we navigate the complex tapestry of the financial world, taxation remains a pivotal cornerstone, influencing the decisions of individuals, enterprises, and nations alike. The Tax Awards celebrate the stalwarts, innovators, and diligent professionals who ensure that this intricate domain runs smoothly, ethically, and efficiently. Over the past year, the global landscape of finance and taxation has experienced unprecedented shifts. Amidst these changes, our nominees and winners have demonstrated resilience, adaptability, and an unwavering commitment to excellence. They have risen above challenges, offering solutions that not only comply with regulations but also drive sustainable growth. In this truly international edition, we feature, amongst others, on the front cover - Greg Noble - Ernst & Young LLP (Canada), Georgios Katrinakis - PwC (Greece), Dyke Arboneaux - Harrison & Held LLP (USA) and Thomas Jansen - Jansen Advising (Germany). The Finance Monthly Tax Awards are more than just accolades; they’re a testament to the pivotal role that tax professionals play in our global economy. I congratulate all our winners and nominees. Your dedication and expertise are notable in the industry. Happy reading, and here’s to another year of excellence in the world of finance and taxation!
Taxation Awards2023 FM Finance Monthly Taxation Awards 2023 Index 4 www.finance-monthly.com Introducing the Winners...
EUROPE Austria Dr. Andreas Baumann TPA Group Tax Planning Adviser of the Year Martin Hotter Hotter & Partner Audit, Accounting and Taxation Adviser of the Year Philip Chlupacek TAXCOACH Audit, Accounting and Taxation Firm of the Year 28 Robert Schneider Schneider’s Attorney at Law LLP Tax Law Firm of the Year Belgium Luc Lamy Moore Belgium Employment and HR Tax Adviser of the Year 30 Miguel Reynders Reynders & Co Tax Advisory Firm of the Year 32 Bulgaria Viktor Borisov Ernst & Young Bulgaria International Tax and Deal Structuring Adviser of the Year AFA Consultants OOD AFA Consultants OOD International Tax Advisory Firm of the Year Cyprus Costas Michail Scordis, Papapetrou & Co LLC Direct Taxes Adviser of the Year Michael Michaelides Deloitte International Tax Adviser of the Year 24 Stavroula Vrasida Ministry of Finance Tax Planning Adviser of the Year Denmark Thomas Booker Horten Real Estate Tax Adviser of the Year France Cyril Maucour AlterTax Avocats International Tax Adviser of the Year 34 Clarisse Amadieu-Le Claire Clarisse Amadieu-Le Claire Tax Advisory Firm of the Year Finance Monthly Taxation Awards 2023 Index 5 www.finance-monthly.com
Germany Wilhelm Haarmann HAARMANN Law M&A Tax Adviser of the Year Martin Haberkorn Ohland & Partner mbB Taxation Adviser of the Year Dr. Markus Rübenstahl Rübenstahl Rechtsanwälte Criminal Tax Law Adviser of the Year 36 Thomas Jansen Jansen Advising Taxation Advisory Firm of the Year 16 Greece Dimitrios leventakis Ecovis Internationl Tax Adviser of the Year Georgios Katrinakis PwC Greece Tax Controversy Adviser of the Year 18 Ireland Aidan Byrne RSM Ireland Corporate Tax Adviser of the Year 38 Maeve Lochrie Matheson LLP Private Client Tax Adviser of the Year Melissa Curran ByrneWallace LLP Tax Lawyer of the Year Italy Gian Luca Nieddu MUSE STRATEGY Transfer Pricing Adviser of the Year 40 Luxembourg Vincent Lebrun PwC M&A Tax Adviser of the Year Netherlands Alexander Fortuin Hogan Lovells International LLP Tax Lawyer of the Year Portugal Óscar Barros AccruePartners Tax Adviser of the Year Martins Alfaro Martins Alfaro Advogado, RL Tax Consultancy Service of the Year Paulo Ferreira Alves BDO Tax Consulting Adviser of the Year Finance Monthly Taxation Awards 2023 Index 6 www.finance-monthly.com
Switzerland John Mauron Finance Force AG Cross Boarder Wealth Management Adviser of the Year Markus Zwicky Zwicky & Partner Private Client Tax Adviser of the Year Linda Graff Brakemeier Primetax AG VAT Adviser of the Year 42 United Kingdom Dayo Cole PwC Asset & Wealth Management Tax Adviser of the Year Shaima Todd Mirandus Accountants Business Taxation Adviser of the Year Kamala Singh Savills Capital Allowances Adviser of the Year Charles Tateson The Tax Faculty LLP Capital Gains Tax Adviser of the Year 44 Jason Marx Wolters Kluwer Tax & Accounting CEO of the Year, Tax and Accounting Technology Simon Crookston Crowe UK Corporate Tax Adviser of the Year Aki Ishido P & Co Chartered Accountants Corporation Tax Advisory Firm of the Year Louise Lane Wright Vigar Cryptoasset Tax Adviser of the Year PKF Francis Clark PKF Francis Clark Indirect Tax Advisory Firm of the Year Valery Montagnon-Jones Brebners Inheritance Tax Planning Adviser of the Year Dawn Mayo Simply Accounting Solutions Ltd Inheritance Tax Planning Advisory Firm of the Year Jason Norris Deloitte International Employer Services Adviser of the Year Gillian Everall Everfair Tax International Tax Services Adviser of the Year Matthew Bird Sayers Butterworth Offshore Tax Planning Adviser of the Year Colette McIntyre TLM TAX Personal Tax Accountant of the Year Stephen Woodward Three Stone Personal Tax, Trusts, Wills and Estates Adviser of the Year Pete Fairchild Crowe UK Private Client Tax Adviser of the Year 22 Colette McIntyre TLM TAX Private Client Tax Firm of the Year Leo Humphries PwC UK Private Credit Adviser of the Year Finance Monthly Taxation Awards 2023 Index 7 www.finance-monthly.com
Chris Beale CBTax R&D Tax Adviser of the Year Gillian Johnston PGM Chartered Accountants Senior Tax Adviser of the Year Stevie Conlon Wolters Kluwer Tax and Regulatory Executive of the Year Amal Shah Gerald Edelman LLP Tax Advisory Firm of the Year 46 Malcolm Greenbaum Greenbaum Training and Consultancy Tax Consultancy Service of the Year Ed Nevens Cinven Tax Executive of the Year Rebecca Busfield Watt Busfield Tax Investigations LLP Tax Investigations Expert of the Year Rebecca Murray Devereux Chambers Tax Litigation Adviser of the Year Charlie Buxton MPA Tax Manager of the Year Adrian Stevens Bronsons Chartered Tax Planning Adviser of the Year Certified Accountants Ebrahim Sidat Signature Group & Tax Planning Advisory Firm of the Year AMS Accountants Group Kat Hill Fortus Tax Reliefs Adviser of the Year Helen Channer Cooper Parry VAT Adviser of the Year 48 AMERICAS Bermuda Vanessa Schrum Appleby (Bermuda) Limited Private Client Tax Adviser of the Year Brazil Paulo Melo PFM Associados Tax Advisory Firm of the Year André Carvalho Veirano Advogados Tax Consulting Firm of the Year 52 Finance Monthly Taxation Awards 2023 Index 8 www.finance-monthly.com
Canada Ruth Woolmer REW Services Business Taxation Adviser of the Year Greg Noble Ernst & Young Tax and Transfer Pricing Executive of the Year 14 Adam Morke Stern Cohen LLP Trusts and Estates Adviser of the Year 54 Chile Cristóbal Groetaers CMS Carey & Allende Tax Lawyer of the Year USA Joe Huddleston Ernst & Young Indirect Tax Adviser of the Year Lauren Angelilli Cravath, Swaine & Moore LLP M&A Tax Adviser of the Year 56 Dyke Arboneaux Harrison LLP Private Client Tax Adviser of the Year 20 Brett Mosley ARS Wealth Advisers Tax Director of the Year Venezuela Damian Gomez EY - Mendoza, Delgado, Labrador Tax Adviser of the Year & Asociados Andreína Lusinchi Martínez Travieso Evans Arria Rengel & Paz Tax Litigation Adviser of the Year Finance Monthly Taxation Awards 2023 Index 9 www.finance-monthly.com Noble Greg 14 Tax & Transfer Pricing Executive of the Year Canada
ASIA China Zhiqun Shi Minter PKU Taxation Adviser of the Year Hong Kong Timothy Loh TIMOTHY LOH LLP Tax Lawyer of the Year Indonesia Permana Adi Saputra PB Taxand Transfer Pricing Adviser of the Year Kazakhstan Erlan Dosymbekov Ernst & Young Corporate Tax Adviser of the Year Malaysia Benjamin Poh PCS Advisory Group Taxation Adviser of the Year Saudi Arabia Saleh Almoghairy A&M Law Firm Tax Law Adviser of the Year 60 Singapore Ruby Tan Heng Lee Seng LLP Tax Advisory Firm of the Year 62 Taiwan Hsiang-Cheng Kuei Francis H.C, Kuei Tax Lawyer of the Year United Arab Emirates Deepak Malhotra Sanctuary Corporate Tax Adviser of the Year 64 Finance Monthly Taxation Awards 2023 Index 10 www.finance-monthly.com
AFRICA Kenya Christopher N Kirathe Ernst & Young M&A and Cross-border Tax Adviser of the year Christopher N Kirathe Ernst & Young Tax Advisory Firm of the Year Caleb Langat Iseme Kamau Tax Dispute Resolution Adviser of the Year 68 and Maema Advocate South Africa Norman Mekgoe Andersen International Tax Adviser of the Year 70 Kent Karro Crowe Taxation Cape (Pty) Ltd Tax Consultant of the Year Michael Katz ENSafrica Tax Lawyer of the Year AUSTRALASIA Australia Adrian Varrasso MinterEllison Direct Taxes Adviser of the Year Shane Macfarlane Expat Taxes Expatriate Tax Adviser of the Year Niv Tadmore Jones Day Tax Controversy Adviser of the Year Angie Barnard Synergy Accountants Tax Advisory Firm of the Year 74 New Zealand Julia Johnston Johnston Law Tax Lawyer of the Year Finance Monthly Taxation Awards 2023 Index 11 www.finance-monthly.com
Greg Noble Ernst & Young LLP Tax and Transfer Pricing Executive of the Year, Canada Thomas Jansen Jansen Advising Taxation Advisory Firm of the Year, Germany Georgios Katrinakis PwC Tax Controversy Adviser of the Year, Greece Dyke Arboneaux Harrison LLP Private Client Tax Adviser of the Year, USA Pete Fairchild Crowe UK Private Client Tax Adviser of the Year, United Kingdom Michael A. Michaelides Deloitte International Tax Adviser of the Year, Cyprus Featured Winners 14 16 18 20 22 24
Finance Monthly Taxation Awards 2023 Canada 14 www.finance-monthly.com Tax and Transfer Pricing Executive of the Year Canada www.ey.com
Finance Monthly Taxation Awards 2023 Canada 15 www.finance-monthly.com About Greg Noble Greg Noble is a partner at EY and leader of the Transfer Pricing West Practice. Greg takes a clientcentric approach to transfer pricing by solving clients’ most critical challenges in a practical and valueadded manner. With over 25 years of transfer pricing experience, Greg leverages best practices to deliver exceptional client service. Greg has experience in a wide variety of industries including: - Private Equity & Pensions – Serving as the Global Client Service Partner and lead transfer pricing partner to one of Canada’s largest pensions. - Mining & Energy – Assisting global mining companies with the following minerals: gold, silver, copper, diamonds, cobalt, iron, aluminium, zinc, magnesium, nickel, coal, rare earth minerals and uranium. Energy projecst have included: O&G producers and distributors, oilfied services, hydro, wind, solar, water, water treatment and regulated utilities - Media & Technology – Serving most major media companies in Canada as well as companies in the digital animation and special FX industry - Retail – Serving many of the largest retailers in Canada including extensive dispute resolution and Advance Pricing Agreements - Agriculture & Food – Providing Ag, produce and food companies with operating margin optimization planning, dispute resolution and global documentation. Most recently, Greg has been a member of the Supply Chain Task Force, which is an initiative to bring together the transactional economic skills of the transfer pricing practice with the advisory skills of the Counsulting practice to deliver exceptional value by optimizing global supply chains. In addition to serving transfer pricing clients, Greg was the Canadian National Market Leader for the Transfer Pricing practice from 2007-2010. He was also the BC Tax Leader and member of the National Tax Operating Committee from 2011-2018 and from 2017-2019 Greg was a member of the Amercias Advisory Council. Greg is also an Adjuct Professor at at the University of British Columbia Law School where he teaches in the Masters of Law in Taxation program at Allard Hall. Education Bachelor of Arts Honours | Juris Doctor Barrister and Solicitor (SK) Solicitor Supreme Court of England and Wales About EY EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all our stakeholders. In so doing, we provide a critical role in building a better working world for our people, for our people and for our communities. Partner & Leader of the Transfer Pricing West Practice Ernst & Young LLP Greg Noble
Finance Monthly Taxation Awards 2023 Germany 16 Taxation Advisory Firm of the Year Germany Tel: +49(0)211-50946508 Email: t.jansen@jansen-advising.com jansen-advising.com/en/ About Thomas Jansen Certified tax adviser admitted to Düsseldorf Chamber of Tax Advisers 2011 MBA (German Dipl.-Betriebswirt) at University of Applied Sciences Düsseldorf 2006 Areas Active & Experience • Tax advice and business consulting for German and International medium-sized companies & substantial individuals • Tax advice: Preparation of financial and payroll accounts, financial statements and tax returns, long-term tax planning, transfer pricing, tax compliance • Business consulting: Preparation and review of financial reports, Controlling services and management advice Memberships • Düsseldorf Association of Tax Advisers • Düsseldorf Chamber of Tax Advisers
Finance Monthly Taxation Awards 2023 Germany 17 www.finance-monthly.com About Jansen Advising Jansen Advising is a Law Firm for Tax Advising and Business Consulting in Düsseldorf! We operate on the market with more than 20 years of experience in the fields of controlling, finance, accounting, taxes and business management in an international environment. Our dynamic, innovative team and our network of specialised partners give us the support to always find the right solutions for you. Tax Advice We advise you and handle your tax matters whereby we contribute to generate value in asset building. According to your needs, we swiftly prepare your annual financial statements and tax returns as well as your ongoing financial and payroll accounting. Our frequent Business Accounting Reports and timely analyses guarantee that you are up to date with the development of your business at any time. With our Quarterly Tax Update, we keep you updated on important changes in tax law and jurisdiction. Through our proactive advice, we avoid unforeseen surprises by planning your taxes well in advance. Companies value us as experienced partner of the management and for questions regarding transfer pricing and international taxation. Business Consulting With key performance indicators, dahboards and scorecards, we make your company transparent and indicate potentials. Our reports including financial and operational KPI’s will be individualized to the specific needs of your company. We maintain a personal dialogue to review your reports and the development of your company. In accordance with your individual requirements, we are offering special advisory services from a single source, e.g. on company succession and sale, legal advice and restructuring. Our services in the field of business consulting principally comprise business planning, strategic and operational controlling and related management advice. Founder Jansen Advising Thomas Jansen “Through our proactive advice, we avoid unforeseen surprises by planning your taxes well in advance.”
Finance Monthly Taxation Awards 2023 Greece 18 www.finance-monthly.com Tax Controversy Adviser of the Year Greece PwC Greece, 260, Kifissias Avenue, 15232 Halandri, Athens, Greece Tel: + 30 697 7286 496, + 30 694 0437 869 Email: georgios.katrinakis@pwc.com www.pwc.com/gr
Finance Monthly Taxation Awards 2023 Greece 19 www.finance-monthly.com About Georgios Katrinakis Georgios Katrinakis is a licensed lawyer registered with the Athens Bar Association. He joined PwC Greece in 2014 to lead its tax litigation practice as one of the named partners of “M. Psylla – V. Vizas – G. Katrinakis Law Firm”, which is a dynamic licensed Greek law firm with an international orientation, being part of the PwC Global Legal Network. Georgios has 23 years of professional experience as a lawyer and is specialised in the conduct of complex litigation in virtually all areas of taxation, including corporate taxation, PE and TP disputes, indirect taxes (VAT, stamp duties, customs and excise duties), individual and wealth taxation, either defending clients against tax and penalty assessments after the conduct of audits or reclaiming the refund of taxes unduly paid by clients. In addition, Georgios assists criminal defense lawyers in cases of alleged criminal tax evasion. Leveraging from his experience in handling tax audit and tax controversy files, Georgios also advises clients on tax compliance issues. During the first 4 years of his career he conducted civil/commercial litigation as a member of a reputable Athens-based law firm specializing in company and commercial, capital markets, banking and financial law (Tsibanoulis & Partners). Subsequently he focused on tax litigation and became one of the leading tax litigators in another reputable Athens-based law firm (Zepos & Yannopoulos), where he stayed 11 years before joining PwC. Georgios has represented over the years a multitude of multinational and Greek companies, as well as individual taxpayers, in administrative procedures involving the Greek tax authorities and before all Greek court instances (including the Greek Supreme Administrative Court) and before the Court of Justice of the European Union. His academic qualifications include: LL.B. (Law School of the National and Kapodistrian University of Athens), LL.M. in European & International Law (Durham University, UK), post-graduate diploma in Tax Law (Athens University of Economics and Business) and post-graduate diploma in Accounting (Athens University of Economics and Business). He has been a regular author and contributor of technical and thought-leadership articles to several tax and business law reviews. He speaks Greek (native), English (fluently) and French (fluently). Tax Lawyer, Tax Litigation Leader PwC Georgios Katrinakis
Finance Monthly Taxation Awards 2023 USA 20 www.finance-monthly.com Private Client Tax Adviser of the Year USA Tel: +1 312.361.8544 (US) Fax: +1 312.332.1150 Email: darboneaux@harrisonllp.com www.harrisonllp.com
Finance Monthly Taxation Awards 2023 USA 21 www.finance-monthly.com About Dyke Arboneaux Dyke Arboneaux is a partner at Harrison LLP. She and other members of the firm’s international estate and trust planning team advise on planning for U.S. beneficiaries and U.S. investments, expatriation from the U.S., pre-immigration tax issues for foreign individuals who plan to become a U.S. tax resident, the international aspects of U.S. tax matters, international asset structuring, and business succession planning. Dyke has particular expertise in matters involving families or assets exposed to multiple jurisdictions as she has focused her practice solely on multijurisdictional issues throughout her 35 years of practice. She has been consistently recognized for over a decade in rankings of international tax and private client advisors. Dyke was an early member of STEP (joining the London branch in 1991) and is an International Fellow of the American College of Trust and Estate Counsel. She earned her J.D., cum laude, from Harvard University and her B.A from the University of Arkansas-Fayetteville. She was also a Rotary Scholar at the University College of Wales. Harrison LLP provides holistic legal representation in the full range of personal and business legal matters, including: - Business Succession - Charitable Planned Giving - Commercial & Civil Disputes - Corporate & Business Law - Employment Relations & Benefits - Estate & Trust Administration - Estate & Trust Litigation - Estate Planning - Family Law, Divorce, Prenuptial & Postnuptial Agreements - Family Office Services - Financial Services - Guardianship & Conservatorship - Health Care - International Estate & Trust Planning - Non-Profit Organizations - Real Estate Services - Special Needs - Tax Controversies & Tax Litigation - Tax Planning Lawyers at Harrison LLP are consistently recognized for their expertise in US legal directories. The firm’s private client lawyers were awarded USA Private Client Team of the Year in 2021 by a leading ranking organization. Partner Harrison LLP Dyke Arboneaux
Finance Monthly Taxation Awards 2023 United Kingdom 22 www.finance-monthly.com Private Client Tax Adviser of the Year United Kingdom Tel: 020 7842 7458 Email: pete.fairchild@crowe.co.uk www.crowe.co.uk
Finance Monthly Taxation Awards 2023 United Kingdom 23 www.finance-monthly.com About Pete Fairchild Pete is partner and head of the London private client tax team at Crowe UK. He has over 30 years’ experience of providing tax services to high-net-worth individuals, lottery winners, entrepreneurs, owner managed businesses, professional practices, international and property clients. He specialises in sports, media and entertainment sectors. Pete provides tax compliance and advisory services to clients covering income tax, capital gains tax, inheritance tax and non-UK resident domicile issues. His experience extends to dealing with HMRC tax enquiries and investigations. Pete is passionate about helping clients to make best use of tax allowances and reliefs, to build a sustainable future and especially into retirement. With this in mind, Pete created an education programme covering tax and financial awareness specifically for football academy players, which he enjoys presenting to Premier League and Championship clubs, as well as students at the University College of Football Business. The programme was endorsed by the Premier League. Pete is a Chartered Tax Advisor, Fellow of the Association of Taxation Technicians and affiliate member of the Institute of Chartered Accountants in England & Wales. He was included in the Citywealth Leaders list for 2021 as a top 10 accountant. Pete was also mentioned on the ‘Recommended’ Elite Private Client Advisor list for 2022/23. About Crowe UK Crowe in the UK is a leading audit, tax, advisory and risk firm with a national presence to complement our international reach. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world. With exceptional knowledge of the business environment, our professionals share one commitment, to deliver excellence. We are trusted by thousands of clients for our specialist advice, our ability to make smart decisions and our readiness to provide lasting value. Our broad technical expertise and deep market knowledge means we are well placed to offer insight and pragmatic advice to businesses of all sizes, professional practices, non-profit organisations, pension funds and private clients. We work with our clients to build something valuable, substantial and enduring. Our aim is to become trusted advisors to all the organisations and individuals with whom we work. Close working relationships are at the heart of our effective service delivery. About Crowe Global Ranked eighth largest accounting network in the world, Crowe Global has over 200 independent accounting and advisory firms in 150 countries. For more than 100 years, Crowe has made smart decisions for multinational clients working across borders. Our leaders work with governments, regulatory bodies and industry groups to shape the future of the profession worldwide and provide lasting value to clients undertaking international projects. Partner and Head of the London Private Client Tax Team Crowe UK Pete Fairchild
Finance Monthly Taxation Awards 2023 Cyprus 24 www.finance-monthly.com International Tax Adviser of the Year Cyprus Tel: + 357 22 360 719 Email: mmichaelides@deloitte.com www.deloitte.com
Finance Monthly Taxation Awards 2023 Cyprus 25 www.finance-monthly.com About Michael A. Michaelides Michael is a Tax & Legal (T&L) Partner at Deloitte Cyprus, specialising in local and international taxation. He offers tax advisory services to a diverse portfolio of clients which includes high net worth individuals, private companies and multinational enterprises. Michael focusses on advising his clients in structuring their international tax affairs through Cyprus in a tax efficient manner. He commenced his career with Deloitte UK in London, where he qualified as a chartered accountant and transferred to Deloitte Cyprus in 2011. Michael has wide experience in advising his clients on tax compliance matters, financing structures and corporate restructurings. Michael holds a B.Sc. (First Class) in Mathematics with Economics from University College London (UCL) and an M.Phil in Finance from the University of Cambridge. He is a fellow member of the ICAEW and holds the Advanced Diploma in International Taxation (ADIT), awarded with distinction by the CIOT. He is a member of the board of directors of the American Chamber of Commerce in Cyprus, a member of the Institute of Certified Public Accountants of Cyprus and appointed on its tax policy and strategy committee. Contact Michael A. Michaelides: Partner | Business Tax Services 24 Spyrou Kyprianou Avenue, CY 1075, Nicosia, Cyprus Email: mmichaelides@deloitte.com Tel: + 357 22 360 719 Tax & Legal (T&L) Partner Deloitte Cyprus Michael A. Michaelides “Our professionals deliver measurable and lasting results that help reinforce public trust in capital markets.”
Europe
Finance Monthly Taxation Awards 2023 Austria 28 www.finance-monthly.com Audit, Accounting and Taxation Firm of the Year Austria A-1190 Vienna, Muthgasse 109 Tel: + 43 1 328 14 15-10 | Fax: + 43 1 328 14 15-99 Email: chlupacek@taxcoach.at www.taxcoach.at
Finance Monthly Taxation Awards 2023 Austria 29 www.finance-monthly.com About Philip Chlupacek Philip Chlupacek is a tax consultant and an aspiring accountant with more than a decade of professional experience. His work focuses on high-end tax counselling. He is a proven expert in matters of tax structure and configuration as well as in international tax law. About TAXCOACH Our philosophy – from entrepreneurs to entrepreneurs Entrepreneurs can create a change in our society. People, who make an effort, who contribute, who want to make a difference. We are here for them and for their enterprises, whether they are individual companies, family-run businesses, a medium-sized industry, NGOs or freelancers. With a team of handpicked and highly qualified employees in the areas of accounting, payroll accounting and tax consulting, we provide a personal and analogue support, even in digital times. The people in our society, who inspire and drive others can count on us as a strong, highly competent and reliable partner with two decades of experience of entrepreneurial and corporate support. Performing the highest standards of our consulting quality, relying on trusted relationships and focussing on personal service are forming the DNA of our company. To achieve this, we do much more than to just offer you a cup of coffee! When working as consultants, we see ourselves as companions of entrepreneurs and companies. The tasks are, in their essence, always the same: to listen attentively, to ask the right questions, to gain understanding and to think it all through so that we can ultimately develop individual, tailor made solutions.The result is a transparent and crystal-clear overview of figures and their impact. This creates security and the foundation for powerful business decisions! A Strong Partner-Team Our firm is led by our dynamic and highly skilled management team with more than 20 years of professional experience. They are supported by a first-class team of handpicked employees, all to the benefit of our clients. The unique DNA of our consulting company is made up of the highest quality of service and advice which all takes place in a very comfortable and homely environment. Founder Dr. Klaus Hafner continues to be an integral part of our law firm – however, he has left his duties as a partner and managing director behind to take on his well-deserved retirement at the age of 70. He has currently left the operative business dealings to the younger ones, whom he supports with guidance and advice. Executive Partner TAXCOACH Philip Chlupacek
Finance Monthly Taxation Awards 2023 Belgium 30 www.finance-monthly.com Employment and HR Tax Adviser of the Year Belgium Email: Luc.lamy@moore.be www.hrtaxim.taxconsult.be
Finance Monthly Taxation Awards 2023 Belgium 31 www.finance-monthly.com About Luc Lamy Luc is an expert in HR/Employment Tax within both a Belgian and international environment. His role is leading the Global Mobility & HR/Employment Tax team at Moore Belgium. After a first degree in law from the University of Liege he continued his studies and holds a specialization in taxation and accounting control from the Vlerick School Voor Management, Ghent. The first years of his career he gained experience in the personal tax department of Arthur Andersen. Luc participates in seminars and collaborates on specialized journals. He is also a regular contributor to specific committees such as AMCHAM Belgium Employee Tax. His focus is to ensure a quick, flexible and dynamic solution to the needs and expectations of his clients and team. About Global Mobility & HR/Employment Tax Global Mobility & HR/Employment Tax forms part of the Tax & Legal Services team at Moore Belgium. Our team provides expertise in individual taxation in national and international contexts. We advise in all HR Tax areas (e.g., tax, social security, employment law, immigration, pension, equity and payroll), private wealth and international mobility of executives and leaders. We offer our clients a one stop shop for HR Tax services. A flexible and fully comprehensive range of services can be accessed from ‘under one roof’ through us in both compliance and advisory. Our clients include multinational companies with headquarters in Belgium, companies of all sizes, associations/foundations, families and individuals. We look for clients with the potential and desire to establish a long-term, expanding relationship with us. We seek for matters where we can work as trusted advisors, create value and implement our creative, personalized and pragmatic approach. Our tax experts have acquired their expertise by working in international consulting firms and are dedicated to delivering top-level service. Moore Belgium is the Belgian member of Moore Global a network consisting of more than 522 independent offices in over 112 countries. Moore Belgium is highly active within this international network. This enables us to guide our clients who are active on the world stage abroad, through partners who we really know and with whom we have built up a bond of trust over the years. Leader of the Global Mobility & HR/Employment Tax team Moore Belgium Luc Lamy
Finance Monthly Taxation Awards 2023 Belgium 32 www.finance-monthly.com Tax Advisory Firm of the Year Belgium Email: miguel.reynders@reyfin.com www.reynders.tax
Finance Monthly Taxation Awards 2023 Belgium 33 www.finance-monthly.com About Miguel Reynders Founder of Reynders & Co and leader of its Regulatory Compliance & Corporate Finance Practice, Miguel is one of the firm’s most experienced client’s counselors on issues of strategy, growth, and business transformation. Miguel REYNDERS is the founder of Reynders & Co Throughout his professional career, he has developed an expertise in many areas as he has an extensive experience with international companies and law firms. He is an excellent advisor to identify and anticipate clients’ requests and propose solutions tailored to the goals pursued. His approach is global and includes both legal, tax as well as economic and financial aspects of complex operations. Frequently requested by both private and professional Belgian and international investors, Miguel Reynders advises his clients and defends their financial and legal interests. He is very highly regarded by clients for his technical knowledge and negotiating skills. He represents clients on both sell and buy-side transactions. He is part of the board of directors of numerous companies and investment funds, and a guest speaker and author of professional legal and tax publications. Following the emergence of numerous anti-abuse measures, including FATCA, CRS and BEPS, Miguel REYNDERS has developed complementary compliance expertise to comply with legal obligations that affect his clients. Lastly, he has an extensive cross-border expertise, particularly with Belgium and the Grand Duchy of Luxembourg, where he has an accounting and tax consultancy firm. About Reynders & Co We are experts providing high-quality professional advice and assistance, powered by technology, to serve the accounting, tax and legal needs of our clients. Our team is composed of experts focusing on tax & VAT advisory and compliance support. Our areas of expertise range from private equity, real estate and finance to multinational or mid-sized operating companies. We offer a full range of tax services that will be tailored to your business. We strive to help our clients navigate around all of the obstacles involved with competing more efficiently and achieving and sustaining growth. In addition to creating a personalised approach based on our client’s goals and business dynamics, we also bolster leadership strategies with appropriate recommendations. We pride ourselves to have formed lasting relationships while offering the highest level of customer service. Our expertise is a reflection of years of listening and caring for its clients. Founder and Managing Partner Reynders & Co Miguel Reynders
Finance Monthly Taxation Awards 2023 France 34 www.finance-monthly.com International Tax Adviser of the Year France en.altertax-avocats.com
Finance Monthly Taxation Awards 2023 France 35 www.finance-monthly.com About Cyril Maucour Generalist in corporate and executive taxation, which he has practiced for more than 20 years in large international firms and for 10 years in French firms. He acts for an international clientele of entrepreneurs, growth companies, SMEs and ETIs. His clients’ sectors of activity are very varied: industry, new technologies, fashion, software, pharmaceuticals, new energies. This diversity of situations has allowed him to acquire a very operational approach to tax issues. He is also regularly involved in assisting with tax audits and litigation. This has allowed him to develop significant experience in the tax issues faced by companies and individuals operating internationally. He advises companies and individuals on their international operations. This multi-sectoral experience for clients of all sizes allows him to advise his clients in the context of their international deployment by providing specific expertise on foreign tax rules and the implementation of this internationalisation of their activity. He also makes this experience available to individuals, whether or not they are French residents, who wish to structure, diversify and develop their assets with a view to passing them on to their heirs. About AlterTax Avocats At AlterTax we are aware that our clients expect us to deliver high added value on the files they entrust to us. • We focus on customer satisfaction and invest in the best technological tools on the market to offer a unique experience based on: • The fluidity of interactions with our teams and partners • The provision of our resources and tools to build in a collaborative way the solutions best adapted to their needs and thus contain their fees as well as possible Our working methodology is based on 3 fundamental principles: We are experts in taxation, which we practice exclusively and on a daily basis, mainly on complex, high-stakes issues of : • International corporate and personal taxation • Taxation of merger and acquisition transactions • The quality of our communication reflects the quality of our advice: concrete and clear solutions The quality of our work organisation is essential to ensure: • The fluidity of exchanges with our clients and the interactions between our team members so that everyone can contribute in the most efficient way to the development of packaged or turnkey solutions for our clients. • The software platforms on the market did not allow us to provide a turnkey solution adapted to our needs, so we participated in the design and development of an innovative platform (for more information www.legalprod.com) Managing Partner AlterTax Avocats Cyril Maucour
Finance Monthly Taxation Awards 2023 Germany 36 www.finance-monthly.com Criminal Tax Law Adviser of the Year Germany Email: ruebenstahl@ruebenstahl.net ruebenstahl.net/en/
Finance Monthly Taxation Awards 2023 Germany 37 www.finance-monthly.com About Dr. Markus Rübenstahl Rechtsanwalt Prof. Dr. Rübenstahl has worked as a defense lawyer and in an advisory capacity in the areas of white collar crimes, criminal law and criminal tax law for over fifteen years. He began his career at a law firm which specialized in appeals of criminal cases at the Federal Court of Justice’s seat in Karlsruhe. He has also worked in large international law firms in Frankfurt, with an increasing focus on the areas of compliance and internal investigations. Between 2015 and 2017, he was a successful attorney and founding partner of a renowned boutique criminal-law firm specializing nationwide in medical, white collar, and criminal tax-law with offices in Cologne, Frankfurt am Main, and Berlin before founding the law office of Rübenstahl Rechtsanwälte (Rübenstahl and Associates) in 2018. About Rübenstahl Rechtsanwälte As a law firm that specializes in white collar and criminal tax law, we provide you with assistance both across Germany, as well as in matters involving international issues. We do this with respect to all criminal law questions and issues that arise in daily business activities and which affect management executives. You can rely on our comprehensive and multi-faceted experience, which we have attained over many years of practice, providing criminal defense assistance and counsel to management executives and companies, as well as preventative criminal-law counsel and company representation. For issues that extend beyond Germany or German criminal law, we guarantee the best possible, prompt assistance and counsel founded upon our particular expertise in the criminal law of other countries (in particular the United States and Italy), as well as our excellent domestic and international network of specialists in all areas of legal and tax advice, including financial auditing. Through collegial and constructive collaboration with experts in a number of fields, we enjoy working as a team with other attorneys or advisers, whether it is in the context of joint defense or complex litigation, but also with regard to complex tasks that require a multidisciplinary approach in order to achieve the most optimal result. For us it is important to maintain close and trusted contact with our clients for whom we are available at any time, as well as effective and confidential communication and collaboration. We take a holistic approach as it relates to our assistance and representation: Together with you we develop custom tailored, pragmatic solutions that not only take applicable legal and criminal law considerations into account, but also optimally give due regard to the situation as it confronts you commercially, personally or as it relates to your enterprise. JUVE, the leading industry handbook for corporate law firms, named the founder of the firm, Prof. Dr. Markus Rübenstahl, as a frequently recommended lawyer in white collar and criminal tax law matters for the years 2015-2017. The economic newspaper “Handelsblatt” and “Best Lawyers™” (2017-2021/22) recommended him as one of Germany’s best lawyers in the criminal tax law category and again Prof. Dr. Markus Rübenstahl personally as well as the law firm Rübenstahl Rechtsanwälte have been honored as specialists in Compliance by the business magazine “WirtschaftsWoche” (“TOP Kanzlei – Compliance“ and “TOP Anwalt – Compliance“; 2019-2021). Partner Rübenstahl Rechtsanwälte Dr. Markus Rübenstahl
Finance Monthly Taxation Awards 2023 Ireland 38 www.finance-monthly.com Corporate Tax Adviser of the Year Ireland Email: abyrne@rsmireland.ie www.rsm.global/ireland/
Finance Monthly Taxation Awards 2023 Ireland 39 www.finance-monthly.com About Aidan Byrne Aidan Byrne joined the firm as tax director in 1998. In 2001, he became the lead tax partner and he is responsible for the delivery of all tax services to the clients of the firm. Aidan specialises in advising corporate clients on optimum tax structures. In particular, he advises companies considering foreign direct investment into Ireland to avail of the attractive tax regime that is available to companies locating here, and with our indigenous Irish owner managed companies on corporate tax strategy and succession planning issues. Prior to joining the firm, Aidan was employed in the Revenue Commissioners (Irish tax authorities) and worked there in several areas until he left in 1998,in VAT and the Revenue Audit Programme. About RSM Ireland Our firm’s history goes back to 1987 and since then we have grown to become one of the top 10 accountancy firms in Ireland specialising in providing business advice to mid-market businesses. On the 3rd of May 2016, the firm joined the RSM International Network and became united under one single global brand with RSM member firms in 120 countries around the world. In all areas of the practice, we provide clients with pragmatic, expert led, personalised advice and insight that help them succeed, grow and prosper. Our firm is ideally placed to offer an unparalleled level of experience and expertise to our business partners in Ireland. Led by managing partner, John Glennon in Dublin with regional offices in Birr, Co. Offaly and Portlaoise,Co. Laois, our team is made up of over 200 people and 15 partners. RSM is a powerful network of assurance, tax and consulting experts with offices all over the world. As an integrated team, we share skills, insight and resources, as well as a client-centric approach that’s based on a deep understanding of your business. We will remain an independent Irish owned firm while harnessing for clients the benefits of a global market leader to mid-market businesses. Managing tax obligations is a key element in business, especially when considering the impact of inward and outward investment strategies to produce effective tax structures. At RSM, our tax advisory team believes in looking beyond the tax situation of a business. We understand the consequences of taxation and take a holistic and commercial view. We offer practical and direct advice, delivering the tax solutions you need. ‘At RSM, we exist to instill confidence in a world of change’ Experience The Power of Being Understood The Power of Being Understood is all about confidence. When clients work with RSM, they are working with professionals who will take the time to truly understand them, who will bring tailored ideas and insight to their environment, and who are committed to helping them make confident decisions about their future. This is The Power of Being Understood. This is the RSM experience. Head of Tax RSM Ireland Aidan Byrne
Finance Monthly Taxation Awards 2023 Italy 40 www.finance-monthly.com Transfer Pricing Adviser of the Year Italy Via Copernico, 38 – 20125 Milano Email: g.nieddu@musestrategy.it www.musestrategy.it
Finance Monthly Taxation Awards 2023 Italy 41 www.finance-monthly.com About Gian Luca Nieddu Gian Luca is a passionate international tax advisor (CPA) assisting multinational enterprises, with specific skills on transfer pricing & operational modelling, evolved and enriched - in a business advisory approach - with tax risk management, business performance analysis, corporate finance, R&D incentives and ESG reporting. After having carried on his professional activity at leading Italian tax & law firms and international consulting & audit companies, in April 2022 Gian Luca started up MUSE STRATEGY: it is the strategic consulting company born from the initiative of a group of passionate professionals with a long experience at international level in the fields of strategic, business and tax advisory to Italian and foreign multinational groups, especially those enterprises with a strong vocation for innovation and development. Gian Luca’s experience includes consulting to multinational groups in the field of value chain (re) structuring, design and review of transfer pricing policies, the preparation of the TP documentation and the negotiation of advance pricing agreements (APA) with tax administrations. He also delivers assistance in international tax controversy, including the recourse to mutual agreement procedures (MAP). He has also acquired skills in the global expansion processes of companies that have developed and maintain activities on foreign markets (internationalization). Moreover, he gives consulting on instruments, incentives and funding for the enhancement of corporate intangibles (R&D activities), as well as for the growth and development of new entrepreneurial initiatives (e.g., start-ups and innovative SMEs), including ESG analyses and reporting. He regularly lectures at conferences, master degrees and seminars on transfer pricing, enterprise internationalization, international tax law and on intangible assets optimization. Areas of Expertise: Transfer Pricing & Operational Modelling International Taxation Business Advisory Risk Assessment & Management ESG reporting CEO MUSE STRATEGY Gian Luca Nieddu
Finance Monthly Taxation Awards 2023 Switzerland 42 www.finance-monthly.com VAT Adviser of the Year Switzerland Email: linda.graff@primetax.ch www.primetax.ch/en/
Finance Monthly Taxation Awards 2023 Switzerland 43 www.finance-monthly.com About Linda Graff Brakemeier Linda Graff Brakemeier’s practice at PrimeTax includes advising on all types of domestic and international VAT issues and assisting with the implementation of a VAT governance and ICS for VAT. In addition, Linda Graff Brakemeier is mandated to represent the interests of the Swiss economy within the VAT Working Group of Businesseurope, the European organization of national business associations. In this context, she is also an official member of the VAT Expert Group of the EU Commission. About Primetax AG PrimeTax is a specialized tax consulting firm and advises clients throughout Switzerland. We handle all tax issues of national and global companies, give advice to private individuals and provide comprehensive support to family offices. WHAT SETS US APART? We approach the complexity of corporate tax issues with a 360-degree approach and a strong personal commitment. Thanks to the interdisciplinary composition of OUR TEAM in all areas of tax law, we work together with our clients to develop customized and creative solutions of the highest quality. Our experts have many years of experience and a broad knowledge of the industry. PrimeTax is an independent firm but can rely on a nationally and internationally selected network of partners. Our customer relationships are built on loyalty and trust. We strive to be a long-term partner for our clients. Our clients can count on a trusted and experienced partner. Our actions are characterized by entrepreneurial thinking, whereby the needs of our clients are always in the center. We are familiar with the tax challenges in numerous industries and countries and can refer to a wide range of experience. The experts at PrimeTax strive to keep up to date with the latest legal and tax developments, changing law and frameworks. We are active as speakers and regularly publish professional articles in famous journals. Thanks to the many years of professional experience of our experts, PrimeTax has a national and international network of experts from a wide range of disciplines in tax law and other legal areas. The continuous exchange with consultants, entrepreneurs and representatives of the authorities as well as the regular participation in seminars and other trainings ensure that new development in taxes are quickly incorporated into our everyday consulting work and allow us to keep up with the latest developments. VAT AND CUSTOMS Whether value added taxes, excise taxes or customs duties: indirect taxes are of great importance in the everyday business operations. Our experts in the field of indirect taxes have many years of experience and the needed expertise to provide you with competent advice on issues ranging from the indirect tax effective structuring of supply chains and the VAT aspects of individual transactions to day-to-day compliance issues – tailor made, solution-oriented and always with an eye on the big picture. If required, we can rely on our selected specialists from our international network. VAT Director Primetax AG Linda Graff Brakemeier
Finance Monthly Taxation Awards 2023 United Kingdom 44 www.finance-monthly.com Capital Gains Tax Adviser of the Year United Kingdom Email: charles@thetaxfaculty.co.uk www.thetaxfaculty.co.uk
Finance Monthly Taxation Awards 2023 United Kingdom 45 www.finance-monthly.com About Charles Tateson Having previously worked for HMRC as Senior Tax Professional for many years and now being the Founder and Managing Partner of The Tax Faculty LLP (a Tax Advisory firm which specialises in Capital Gains Tax and the more complex areas of taxation), Charles finds himself uniquely placed to help clients in the UK and overseas with their tax affairs. Charles trained to the highest possible level while in HMRC, working in Compliance roles for the majority of his twenty years there. This includes time within the Capital Gains Tax, Large Business and Fraud Investigation Service areas of HMRC. Since leaving HMRC, Charles had drawn upon his extensive experience of tax and a deep understanding of the inner-workings of HMRC in order to assist a great many clients to navigate the complexities of their tax affairs. Skilled in analysing legislation and identifying tax efficiencies for clients, Charles has both an eye for detail and is often complimented for the ease at which he can communicate the intricacies of tax with clients. About The Tax Faculty LLP Our clients trust us to provide assistance in all areas of taxation, from the everyday to the more complex. Our work covers a variety of aspects, whether this be from a proactive point of view in terms of identifying tax efficiencies for clients and advisory work, undertaking specialist compliance work such as preparing and submitting Capital Gains Tax Returns with HMRC, or from a reactive perspective when representing clients who are faced with investigations or enquires from HMRC. The testimonials that we receive from our clients serve as a constant reminder that we strive for excellence in all aspects of the work that we undertake, taking pride in the value that we provide to our clients. Combining deep technical know-how with a broad range of areas of taxation, we are confident in our ability to deliver lasting worth to all clients. As our reputation grows further afield, we have recently experienced a surge in clients from outside of the UK who have confidence in us to take care of their UK tax affairs. Founder and Managing Partner The Tax Faculty LLP Charles Tateson “The Tax Experts you need, when you need them.”
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