Plante Moran is among the nation’s largest certified public accounting and business advisory firms, and has helped clients address complex challenges and opportunities for 90+ years. Transfer pricing is an increasing area of focus for tax authorities around the globe, with complex rules enforced in virtually every country. Plante Moran’s advisors have extensive foreign market experience to help you ensure compliance, minimize risk, and optimize your tax position. The firm’s experts can provide fast, accurate assistance with contemporaneous documentation studies, planning analysis, transfer pricing design, advanced pricing agreements, and more.
Barton LLP is comprised of an elite team of former partners of “BigLaw” who have joined together to create a progressive law firm. We view legal services as business services and our attorneys and staff are business people serving business clients to advance their business goals, which is why we say, “Barton Means Business – Changing the Way You Think About Lawyers.” Barton works at the intersection of law and business to provide client access to the legal acumen, business resources and relationships needed for success in an increasingly complex economic environment. Barton was featured as “Ones to Watch for 2016: The Best Boutique Law Firms” and was also named Best for Commercial Litigation in New York by Acquisition International magazine. Barton was recently nationally recognized by Law360 as one of 10 law firms “giving BigLaw a run for its money.” Ten of Barton’s attorneys were named Super Lawyers in Thomson Reuters’ 2017 annual survey of the top 5% of lawyers in the nation. For more information, please visit www.bartonesq.com
Mr. Justin Kuczmarski, MBA, CPA, CVA, CIRA, ABV, CFF, is the President of NAV Valuation & Advisory LLC (“NAV”). Prior to founding NAV, Mr. Kuczmarski served as a NYC Practice Leader in Financial Advisory Services for a top 10 accounting and advisory firm. He also has senior M&A investment banking experience as a Valuation Practice Leader for a leading M&A boutique bank.
In 2016, Mr. Kuczmarski was a recipient of the NACVA 40 Under 40 from the nation's leading valuation association, the National Association of Certified Valuation Analysts (NACVA). Mr. Kuczmarski is the sole author of the 300-page guidebook entitled The Executive’s Guide to Business Valuation: Essentials for Advisors and Business Owners.
Mr. Kuczmarski received a B.A. in Politics from Princeton University. He also received an dual MBA in both Finance and Professional Accountancy from Fordham University's Gabelli School of Business in both Finance and Professional Accountancy, where attended on an academic fellowship in both departments.
As the director of transfer pricing at Plante Moran, Jon advises multinational businesses on international transactions and specializes in a wide range of transfer pricing issues, including global transfer pricing policies, audit defense and controversy, setting up cost sharing arrangements, and other economic analysis.
He works with foreign-headquartered businesses with U.S. subsidiaries or parent companies as well as U.S. companies with affiliates in other countries in the automotive, software, services, finance, and real estate industries.
Jon’s clients rely on him to successfully negotiate with government agencies on their behalf. With deep experience in economic analysis of international transactions, he’s able to effectively explain complex concepts and issues to non-specialists. Having lived almost half his life abroad, Jon is uniquely positioned to offer clients a global perspective on proactively managing and optimizing their transfer pricing and minimizing potential exposure.
Jim Guadiana has extensive experience as tax advisor to a number of public corporations, including corporations listed on various non-U.S. stock exchanges. Jim has served as advisor to public and privately-held multinational companies with regard to their operations and investments in the United States. In recent years, he has served as U.S. tax counsel to one of the world’s largest companies in its pre-IPO reorganization and IPO, as advisor to both developers and investors in connection with U.S. real estate development projects, providing both pre- and post-formation tax planning, and structuring investment vehicles to optimize after-tax returns for foreign investors.
Jim has advised clients on the establishment of transfer pricing policies, assisted clients in implementing cost-sharing arrangements, and has advised clients on the tax aspects of transfers of proprietary technology (including patents). He is often called on to structure multinational executive compensation programs to achieve optimum tax benefits for employers and employees in multiple jurisdictions, and has advised multinational families with regard to their global investments, business activities, and U.S. tax compliance requirements. Jim also has represented clients before U.S. tax agencies and U.S. tax courts.
Jim has presented at various conferences on tax-related matters, and is known domestically and internationally as an expert in recognizing and resolving novel and complex tax issues in domestic and cross-border investments in myriad fields.