Tax Conference Speakers & Panelists
Douglas Baird is the Harry A. Bigelow Distinguished Service Professor at the University of Chicago. Baird received his undergraduate degree from Yale University summa cum laude and his J.D. from Stanford. He joined Chicago’s faculty in 1980 and served as its Dean from 1994 to 1999. He has been a visiting professor at Stanford, Harvard, and Yale. Baird was Vice Chair of the National Bankruptcy Conference from 1997 until 2004 and Scholar in Residence at the American College of Bankruptcy from 2009-2013. His one-volume overview of U.S. bankruptcy law, Elements of Bankruptcy, is now in its sixth edition.
Mary Bennett is a Senior Counsel in Baker McKenzie’s Washington, DC office, where she has advised multinational companies on tax policy, international tax planning, and controversy matters since 1990. She chairs the Firm’s North American Tax Policy Group. Earlier in her career, she was the Deputy International Tax Counsel of the U.S. Treasury Department, where she led tax treaty negotiations with the Netherlands and India and worked on the 1986 Tax Reform Act and its guidance. Mary also served from 2005 to 2011 as Head of the Tax Treaty, Transfer Pricing & Financial Transactions Division of the OECD’s Centre for Tax Policy & Administration in Paris, where she oversaw major updates to the OECD’s Model Tax Convention and Transfer Pricing Guidelines. A graduate of Radcliffe College, Columbia Law School, and Boston University’s Tax LL.M. program, Mary has written over 70 articles and spoken worldwide on international tax issues. She has been recognized as one of America’s leading tax lawyers by Chambers USA, The International Who’s Who of Corporate Tax Lawyers, the International Tax Review’s Women in Tax Leaders, and Euromoney’s Guide to Women in Business Law and Guide to the World’s Leading Tax Advisers.
Steve Edge qualified with Slaughter and May in 1975 and acts for clients across the full range of the firm’s practice.
Steve read law at Exeter University and then completed his legal training period at Slaughter and May. In 2012, he was awarded an honorary doctorate in law by the University.
At Slaughter and May, Steve advises on the tax aspects of private and public mergers, acquisitions, disposals and joint ventures and on business and transaction structuring (including transfer pricing in all its aspects) more generally. He also advises many banks, insurance companies, hedge funds and others in the financial services sector in a wide range of areas.
It follows that much of Steve’s work has multinational cross-border aspects to it and that he needs to work closely with other leading international tax advisors around the world.
Steve plays a trusted advisor role for many of his multinational clients.
Steve has been on formal panels appointed by Government to introduce a REIT regime into the UK, to steer through the UK CFC changes consequent on the change to a territorial tax system and to formulate official Government guidance on the GAAR regime when it was introduced.
Steve was also involved at the inception of the current Government’s approach to constructing a competitive tax policy in the UK.
In recent years, Steve has been heavily involved in many in-depth tax investigations of specific domestic or international issues including transfer pricing in particular. He thus has considerable experience of negotiating and dealing with HMRC at all levels.
Steve was called upon in 2011 to give evidence to the Ways & Means Committee of Congress in the US about the UK experience in introducing a territorial tax system. He was also called by the House of Lords in 2013 to give evidence to its Economic Affairs Committee when it looked at the business tax regime in the UK generally and by the House of Commons Treasury Select Committee in 2016 when they were looking at the same issue.
Steve was heavily involved in consultations with the OECD on BEPS, particularly in relation to the anti-hybrid proposals.
He retains an active interest in matters of international tax policy.
Mark R. Hoffenberg
Mark R. Hoffenberg is the principal-in-charge of KPMG LLP’s Washington National Tax Corporate practice. He advises KPMG partners, employees, and clients on corporate and consolidated return tax matters, including acquisitions, dispositions, reorganizations, spinoffs, debt restructurings, and bankruptcy workouts.
Mr. Hoffenberg was admitted to the partnership when he joined KPMG in 2000 as a principal. Previously, he served at the Treasury Department’s Office of Tax Legislative Counsel, where his legislative and regulatory responsibilities focused on the taxation of corporations and their shareholders, the taxation of an affiliated group of corporations filing a consolidated return, corporate reorganizations and divisions, and the research credit. From 1992 to 1997, prior to joining the Treasury Department, Mr. Hoffenberg was an associate with a major D.C. law firm. At the firm, his practice focused on the domestic and international taxation and structure of professional sports leagues and related business enterprises, corporate reorganizations and divisions, insurance taxation, and the taxation of regulated investment companies.
Mr. Hoffenberg lectures and teaches internal and external continuing professional education courses, and publishes in the area of corporate taxation, debt workouts inside and outside of bankruptcy, and consolidated returns.
Brian H. Jenn
Brian H. Jenn joined McDermott in September 2019 from the U.S. Treasury Department, where he served most recently as the Deputy International Tax Counsel. At McDermott, Brian advises clients on all aspects of international tax planning—including issues related to intangible property migration, foreign tax credits, supply chains, and foreign currency transactions—as well as on controversy matters. In doing so, Brian draws on his experience in overseeing the development and issuance of international regulations implementing the Tax Cuts and Jobs Act (TCJA), as well as his lead role in developing regulations concerning cloud computing, transfer pricing, subpart F, and US taxation of foreign currencies. Brian also brings clients a unique perspective on the “BEPS 2.0” project currently underway at the OECD, having served as co-chair of the OECD’s Task Force on the Digital Economy, and previously as Treasury’s delegate to the OECD’s Working Party 6 on Transfer Pricing.
Tim McDonald is the Senior Vice President – Finance & Accounting, Global Taxes at The Procter & Gamble Company. He joined Procter & Gamble in 2003, supervising approximately 210 global tax professionals located in 32 countries. Responsible for all matters pertaining to corporate income and transactional taxes (VAT, GST and Sales/Use Taxes) globally, including tax policy positions involving legislation, planning, compliance and audit defense. The tax function also has responsibility for technical support and audit defense for various other taxes which it does not directly operate (including for example; customs valuation matters, excise, and property taxes).
Prior to joining Procter & Gamble, Mr. Mcdonald worked at Baxter International Inc. (Spring 1996 to December 2003) first as tax counsel focusing on M&A and international tax planning and then shortly afterwards as director of International tax focusing on planning, transfer pricing and MAP matters before assuming responsibility for the tax function in the Fall of 1998 as the head of tax at Baxter. His scope of responsibilities as head of tax were similar to his current position.
Prior to joining Baxter, he was a Senior Tax Manager in the international tax group at Deloitte & Touche (1989 to 1996). He was also member of the National Transfer Pricing Team during the last four years at Deloitte. Held roles of increasing client service responsibility in the areas of general international tax planning, transfer pricing consulting, M&A structuring (primarily with an international focus), general compliance and SEC tax related reporting. After graduating from Law School, he joined Coopers and Lybrand first as Tax Staff and later Tax Supervisor (1986 to 1989). While in Law School he worked as a tax intern at General Motors Corporation performing legislative analysis for what became the Tax Reform Act of 1986 (1985-1986).
He has a bachelor’s degree (BSA) concentrating in Accounting from the University of Michigan and a law degree from Wayne State University Law School (JD) and has been licensed as both a CPA and Attorney.
Julie A. Roin
Julie Roin is the Seymour Logan Professor of Law at the University of Chicago Law School, where she teaches courses on federal income taxation, state and local finance, and local government law. Before venturing into academia, she practiced at Caplin & Drysdale and clerked for the Honorable Patricia Wald on the D.C. Circuit.
Anthony Sexton is a tax partner in Kirkland’s Chicago office.
The principal focus of Anthony’s practice is representing debtors, creditors, and potential investors in connection with in- and out-of-court debt workouts, restructuring matters, significant financing matters, M&A transactions, and company tax planning.
Anthony has been tax counsel in many of the largest and most complex restructurings in recent years. He has obtained several novel private letter rulings from the Internal Revenue Service to optimize the tax outcomes for his restructuring clients, and has been listed as a “Bankruptcy Tax Specialist in the Nation’s Major Law Firms” by Turnarounds & Workouts since 2018.
Anthony is a frequent conference speaker and writer regarding the tax matters that are relevant to distressed companies, is currently vice-chair of the Affiliated and Related Corporations Committee of the ABA Tax Section, is a member of the planning committee for the University of Chicago Federal Tax Conference, and teaches courses on the taxation of bankrupt companies and general business planning at the University of Chicago Law School.
Linda Z. Swartz
Linda Swartz, the longtime chair of Cadwalader's Tax Group and member of the Firm's Management Committee, focuses her practice on structuring complex restructurings, mergers and acquisitions, spin-offs and joint ventures, and foreign tax planning strategies. She also regularly advises clients on fund structures, financings and derivative transactions.
Linda is consistently recognized as one of the leading tax lawyers in the country. She was recently named one of 14 “Influential Women In Tax Law” by Law360, noted for her role as “a key architect on billion-dollar transactions involving major multinational companies” with clients describing her tax structuring expertise as “so strong that we don’t even go to the IRS to get a blessing from them. We go to Linda to get a blessing from her.” She has been described by Chambers USA as “acclaimed for her vast reservoir of practical knowledge of the U.S. tax code” and “an expert on the law of today but cognizant of where the law might go in the future, allowing clients to make decisions which last for the next ten years.” Clients quoted by The Best Lawyers in America have described Linda as “the foremost U.S. tax advisor on structured acquisition and divestiture deals” and “a professional force of nature” with “extraordinary technical ability, coupled with fiercest and most trenchant deal negotiation skills of any transactional tax lawyer.” She was also recognized as “2017 Foreign Tax Planning Lawyer of the Year” by Finance Monthly, and Dow Jones, reporting on Procter & Gamble’s Reverse Morris Trust transaction with Coty, noted that “it isn’t often you see a tax adviser credited on a deal, but that’s exactly what happened for Cadwalader, Wickersham & Taft in P&G’s complicated $12.5 billion unloading of its beauty business to Coty.”
Linda is widely regarded as a thought leader in the industry and is a prolific speaker and writer on a wide range of transactional tax issues, with articles that include “Partnership Bankruptcy Tax issues,” “Debt Exchanges,” “Bankruptcy Tax Issues,” and “Bankruptcy Tax 101.” She also authors the chapters on Debt Exchanges in Collier on Bankruptcy Taxation (Matthew Bender) and Securities Lending Transactions in Taxation of Financial Institutions (Clark Boardman Callaghan). In addition to writing, she speaks on a broad range of topics, including each year on workout and bankruptcy tax issues at the corporate and real estate tax PLI conferences.
Linda is a member of the Executive Committee of the New York State Bar Association Tax Section and former Chair of its Tax-Free Reorganizations; Corporations; Bankruptcy; Consolidated Returns; Real Property; and Tax Accounting and Basis Committees.
Linda received her J.D. from University of Pennsylvania Law School, and her B.A. from Bucknell University, where she graduated magna cum laude and was elected to Phi Beta Kappa.