Breakfast Seminar on the US proposed Tax ReformGibbons P.C., 1 Pennsylvania Plaza 37th Floor, New York, NY 10119
The Portugal – US Chamber of Commerce in NY is happy to announce the organization of this Breakfast Seminar.
Peter Connors, Orrick H & S
Katie Cullen, SC Partners
Peter Ulrich, Gibbons Law
Rebecca Attwell, E & Y
Moderator:Bernardo Goarmon, EDPR NA
Please RSVP to email@example.com
BIOS of the Speakers confirmed:
Peter Connors, a Orrick Herrington & Sutcliffe LLP/New York NY tax partner, focuses his practice on cross-border transactions. He also has extensive experience in related areas of tax law, including asset securitization, financial transactions, corporate reorganizations, and private equity investments. A significant portion of his practice involves tax controversy, including representation of taxpayers before the U.S. Tax Court. According to Chambers, he is "admired by peers for the strength of his activity in the field of cross-border transactions." Peter is the Regent for the Second Circuit of the American College of Tax Counsel. Before joining Orrick, Peter was a principal in the International Tax Services Group of Ernst & Young in New York. A prolific author, Peter is a frequent lecturer for a variety of major organizations and has published more than 100 articles on tax planning subjects. He is a co-author of T.M. Portfolio 543 ("The Mark to Market Rules" of Section 475-2d) and the author of T.M. Portfolio 909-3d ("The Branch-Related Taxes" of Section 884). From 2008 to 2010, he was the Vice Chair, Committee Operations, of the American Bar Association Tax Section. In 2010, Peter also founded the NYC Calendar Program for the U.S. Tax Court. He is the Regional Vice President for New York chapter of International Fiscal Association.
Katie Cullen is a Partner and founding member of SC Partners LLC where she provides strategic legislative consulting support to the firm’s clients before the Congress, the White House and Federal Agencies. In addition, she provides sophisticated and technical advice to start-up companies and hedge funds on innovative and emerging energy and software technologies. Prior to founding, Katie Cullen served as the principal of KC Associates LLC, a consulting and lobbying firm in Washington, DC. Before joining the lobbying firms, she served as Vice President for the IWSA, the leading trade group for the waste-to-energy industry. She was responsible for directing overall legislative and media strategies for the industry. During her 30 years in Washington, Cullen also served as Vice President of Public Affairs at the United States Conference of Mayors, the leading nonpartisan organization for the nation’s mayors. She also worked 15 years on Capitol Hill in the media office that served as the direct liaison between Members of Congress and the national broadcast media. Ms. Cullen received her Bachelor of Arts degree from the University of Miami in Coral Gables, Florida and her Master’s degree from the Washington Consortium for American Government in Washington, DC
Mr. Ulrich's experience is in U.S. income taxation of corporations and individuals, including structuring and income tax planning for taxable acquisitions and tax-free reorganizations, incorporations, and the formation of other business entities. As such, Peter works often with tax-free reorganizations, Section 351 transactions, Section 338(h)(10) transactions, the consolidated return regulations, and related provisions of the Internal Revenue Code. Peter is frequently involved in structuring international transactions to take into account tax rules relating to income sourcing, withholding, tax credits, branch profits tax, Subpart F, and the effects of applicable U.S. income tax treaties. Peter also assists a number of nonprofit clients with obtaining and maintaining federal tax-exempt status, treatment of unrelated business taxable income, and planning to minimize the negative implications of UBIT. Counseling for nonprofit clients also includes assisting organizations with registration for solicitation purposes, planning for lobbying and legislative activities, and structuring of affiliated organizations. Other areas of practice include state and local taxation of businesses and individuals including multistate taxation, application of sales and use taxes, and the issue of nexus or taxability of corporations and other taxpayers. Mr. Ulrich is a Certified Public Accountant in New Jersey (inactive) and received an L.L.M. in Taxation from New York University.
Rebecca Attwell is an International Tax Services Partner with Ernst & Young LLP. Rebecca has over 16 years of experience advising multinational companies across various industries, with an emphasis on inbound investment into the US. During this time Rebecca has been predominantly based in New York, and spent two years in London co-leading the US Tax Desk as part of EY’s EMEIA Global Tax Desk Network. Rebecca’s practice focuses on international tax matters including US inbound investment, US outbound foreign investment and repatriation planning, cross border transactions, optimization of foreign tax credits, financing strategies, effective utilization of tax treaties and income tax accounting. Rebecca is a Certified Public Accountant licensed in the State of New York, a member of the Chartered Accountants Australia and New Zealand and an Enrolled Agent admitted to practice before the US Internal Revenue Service. Rebecca holds both a Bachelor of Commerce (1st Class Honors) from the University of Canterbury (New Zealand) and a Masters of Science in Taxation from Fordham University (New York).
Bernardo serves as Vice Chairman of The Portuguese US Chamber of Commerce of New York. Bernardo is the Executive Vice President Finance / CFO for EDP Renewables North America (3rd player in the US wind industry with c. $9B assets, $700MM EBITDA, $1M annual capital plan). Has 18 years of experience in the energy, automotive and financial services industries. He joined EDP Renewables in 2008 serving at corporate office and moved back to the US in early 2013. Prior to that, Bernardo held a variety of finance assignments, among others at Constellation Energy Group and BMW Group. Bernardo graduated in Business Catholic University of Lisbon, received a MBA from the Darden School of Business at the University of Virginia and complete an array of executive courses at HBS, LBS and Wharton. Bernardo is Portuguese and based in Houston, Texas.