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The American Recovery and Reinvestment Act: What You Need to Know?
William M. Gienke, C.P.A
Corporate Director, Technical Market Intelligence
Jefferson Wells
As the Director of Technical Market Intelligence for Jefferson Wells, Bill oversees the monitoring of new and emerging legislation, regulations and trends in order to create relevant and timely guidance for Jefferson Wells clients and staff. Bill also supports the development of services that improve finance and internal audit operations. He is the firm’s leading subject matter expert regarding the Recovery Act, and is currently supporting the implementation of reporting requirements at the state level.
Howard Steinberg
National leader, Tax Restructuring and Corporate Recovery practice
KPMG LLP
Howard Steinberg is a Partner, Mergers and Acquisitions Tax, New York and National Leader-Tax Restructuring and Corporate Recovery, at KPMG LLP
Education and Qualifications
- Bachelor’s degree, The Wharton School at The University of Pennsylvania; Masters of Business
Administration (Beta Gamma Sigma distinction), Columbia University
- Licensed CPA in New York
- Member of American Institute of Certified Public Accountants and the Mergers and Acquisitions Committee of
the New York State Society of Certified Public Accountants
- Certified Insolvency and Restructuring Advisor (“CIRA”)
- Member of the American Bankruptcy Institute
- Member of the National Conference of Lawyers & CPAs Committee
Appointed to the Chairman’s 25 KPMG leadership group
Experience
- Howard has provided tax structuring and diligence advice with respect to numerous transactions,
including transactions in excess of $1 billion in various industries
- Howard specializes in providing tax restructuring advisory. He has advised numerous debtor
corporations through bankruptcy reorganization. Howard has provided tax structuring and due diligence
services to strategic and financial clients in connection with multi-billion dollar acquisitions of
bankrupt/distressed companies.
- Howard was admitted to the partnership in 1998.
- Howard is a frequent speaker at tax industry functions
Sean Shimamoto
Partner
Skadden, Arps, Slate, Meagher & Flom LLP
Sean Shimamoto, partner in the firm’s Washington, D.C. office, represents major corporations and private equity funds on a wide range of U.S. federal income tax matters, including mergers, acquisitions, dispositions, spin-offs, restructurings, debt and equity offerings and joint ventures.
Mr. Shimamoto also advises clients in the energy sector on tax matters involving the structuring, development, acquisition and/or disposition of renewable energy projects including solar, geothermal and wind projects and the related project financing including the monetization of tax credits associated with such projects.
In recent years, Mr. Shimamoto has worked on matters for The AES Corporation, Airtricity Holdings, Limited, ArcLight Capital Partners, Babcock & Brown Holdings Inc., CIGNA Corporation, Citigroup Inc., Duke Energy Corporation, Edison Mission Energy, EMC Corporation, Liberty Mutual Insurance Company, Macquarie Bank Ltd., Nabors Industries, Ltd., National Grid USA, NRG Energy, Inc., NTR Plc, NV Energy, Inc., Reliant Energy Inc., Royal Group Inc., PacifiCare Health Systems, Inc., State Street Bank & Trust, TECO Energy, Inc., Terra-Gen Power, LLC and Textron, Inc.
Marc J. Gerson
Member
Miller & Chevalier Chartered
Marc Gerson specializes in federal tax policy, providing strategic advice and representation to clients before Congress, the U.S. Department of the Treasury and the Internal Revenue Service. He also maintains a sophisticated domestic and international tax planning and controversy practice.
Prior to rejoining Miller & Chevalier, Mr. Gerson served as Majority Tax Counsel to the U.S. House of Representatives Committee on Ways & Means. He provided policy and technical analysis with respect to the development and evaluation of tax legislation. He counseled the Committee on issues related to international taxation, corporate taxation, tax shelters, financial services taxation, taxation of passthrough entities, tax-exempt bond financing, and tax accounting methods.
Mr. Gerson acted as the staff liaison to Committee members, the Senate Finance Committee, the Joint Committee on Taxation and the U.S. Department of the Treasury. He served as counsel on all major tax legislation enacted in the 109th Congress, including the Gulf Opportunity Zone Act of 2005, the Tax Increase Prevention and Reconciliation Act of 2005, and the Tax Relief and Health Care Act of 2006.
Prior to joining the Committee staff, Mr. Gerson worked as Segment Tax Counsel for Textron, Inc., a Fortune 200 multi-industry company, where he was responsible for all tax functions of its fastener and industrial product business segments. He also practiced law with a number of major law firms, including Miller & Chevalier.
Mr. Gerson is a frequent author and lecturer. He currently serves as a member of the District of Columbia Bar Taxation Section Steering Committee and the CCH International Tax Journal Advisory Board.
Education
The Georgetown University Law Center; 1998, LL.M. (Taxation), with distinction The George Washington Law School, 1993, J.D., with highest honors Emory University, 1990, B.B.A. (Accounting), with high distinction
Upcoming events.