Staples has been a partner at BSM for 13 years, focusing primarily on IRW. His clients include major financial institutions, US and European multinational corporations, banking and business associations, foreign governments, and high net worth individuals. Previously, Staples spent eight years with the US Internal Revenue Service (IRS), holding a variety of high-level executive positions including associate chief counsel (international) and assistant to Commissioner Margaret Milner Richardson.
As well as John Staples, these individuals have joined EY from BSM:
Philip Garlett joined BSM in 2006 from the IRS, where he rose to Special Counsel to the deputy associate chief counsel (Strategic International Programs) and the deputy associate chief counsel (International Field Service and Litigation) in the Office of Associate Chief Counsel (International). He was a key drafter of the U.S. withholding and information reporting regulations, as well as the Qualified Intermediary Agreement. From 2001 to 2005, Garlett headed the Harmful Tax Practices Unit at the OECD in Paris.
Jonathan Jackel has been an advocate for government and private clients, litigating tax cases and planning international financial structures. His expertise includes the implementation of cost basis reporting issues for debt instruments, options, wash sales, short sales, and securities lending. He has advised on FATCA compliance for both domestic and foreign clients and helps financial institutions and individual clients with foreign bank account reporting (FBAR) issues, including disclosures of past noncompliance to the IRS.
Forbes Maner has been a partner with BSM since its founding. He has focused primarily on controversy issues, including tax audits and litigation. He has handled tax and non-tax controversies since 1978, with about half of his experience on tax cases. His experience includes oil and gas pricing cases, environmental compliance cases, and Freedom of Information Act issues in state and federal agencies and courts.
Evan Wamsley joined BSM in 2010. He advises foreign and domestic clients on a variety of withholding tax and international tax matters, particularly FATCA implementation. Previously, he spent eight years with Gibson, Dunn & Crutcher.
Dan Burt will also be engaged as a consultant. Burt previously served as Attorney-Advisor to the International Tax Counsel to the US Treasury and then to the Under Secretary of the Treasury for International Tax. He supervised the development of legislation, regulations and IRS revenue rulings and negotiated on behalf of the US with foreign tax authorities. He advises clients on complex international tax issues.
