Nick Kato

Nick Kato

Nick is a leading US M&A tax advisor whose tax acumen and commercial common sense help clients with their trickiest transactional tax issues.

Managing Partner

Greg Falk

Greg Falk

Greg has spent the last four decades guiding investors through the nuances of the US federal income tax treatment of cross-border and domestic deals.

Senior Partner, M&A Tax

Dorian Hunt

Dorian Hunt

Dorian leads Leo Berwick’s Renewable Energy practice.

Partner - Head of Renewable Energy

Steven Hurowitz

Steven Hurowitz

Steven leads Leo Berwick’s Canadian M&A tax practice. Prior to joining Leo Berwick, Steven was a senior M&A tax partner at a Canadian Big 4 firm where he worked for over 30 years.

Steven has advised a wide array of private equity and infrastructure clients on a number of transactions including acquisitions, divestitures, financings, and restructurings.

Partner, Canadian M&A Tax

Kyle Kidd

Kyle Kidd

Kyle has over 15 years of experience solving M&A partnership tax issues for PE funds, infrastructure funds, and other private and public investors.

Partner, M&A Tax

Toni Lewis

Toni Lewis

Toni handles complex state and local tax matters for some of the world’s largest funds, including tax controversy, transactional, and planning matters.

Partner, US M&A State and Local Tax

John Troth

John Troth

John is a Partner in Leo Berwick’s US M&A Tax Practice.

Partner, M&A Tax

Deanna Walton Harris

Deanna Walton Harris

Deanna is an experienced tax attorney and expert on navigating public and private acquirers through complex partnership transactions.

Partner, M&A Tax

Tania Wang

Tania Wang

Tania is an M&A Tax Partner specializing in tax diligence, tax modeling and tax structuring.

Partner, M&A Tax

Ethan Halpert

Ethan Halpert

Ethan is an experienced tax attorney and expert on tax issues facing Public Private Partnership (P3) investors.

Managing Director, M&A Tax

Brian Heard

Brian Heard

Brian Heard advises some of the country’s largest industrial and infrastructure investors on multi-state complex property tax issues.

Managing Director, Property

Jason Kleiss

Jason Kleiss

Jason is a former Big 4 tax attorney who specializes in advising foreign pension funds and sovereign wealth funds on their US investments.

Managing Director, M&A Tax

Joe Volk

Joe Volk

Joe is an experienced tax attorney who provides pragmatic and analytical counsel on US federal income tax issues in M&A.

Managing Director, M&A Tax

Rod Anderson

Rod Anderson

Rod provides up-to-the-minute advice on taxes facing investors in the energy market. Rod formerly led a Big 4’s National Power & Utilities Tax practice.

Power, Utilities, and Renewables Tax Leader

David Brandon

David Brandon

David Brandon is Leo Berwick’s in-house REIT expert. He’s a former member of a Big 4’s Washington National Tax office, where he headed the REIT group.

REIT Tax Leader

Tony DaSilva

Tony DaSilva

Tony brings deep expertise in the legal, tax and regulatory issues impacting employment, compensation and benefits arrangements.

Compensation and Benefits Leader

David Elbaz-Deckel

David Elbaz-Deckel

David provides expert advice across State and Local Tax Compliance matters, with a primary focus on SALT income tax matters.

State and Local Tax Consultant

Rick Ellsworth

Rick Ellsworth

Rick provides valuation services with respect to the power and renewable energy industries for Leo Berwick clients.

Senior Advisor, Valuation Services

Sharif Ford

Sharif Ford

Sharif provides consulting services for the U.S. M&A Tax and Renewable Energy Practices and specializes in tax due diligence, tax modeling, tax attribute planning, and tax structuring related to domestic and cross-border transactions.

 

Senior Advisor

Connie Lee

Connie Lee

Connie helps clients meet onerous reporting obligations under FATCA and other US tax legislation; she’s a former Big 4 Tax Partner.

US Inbounds Tax Leader

Jim Nason

Jim Nason

Jim is the go-to advisor for those in or entering the “communications” arena, including cable, satellite, and content providers; he used to lead the Telecom Tax practice for a Big 4.

Telecom Tax Leader

Scott Schapiro

Scott Schapiro

Scott Schapiro advises employers of all sizes on US payroll tax matters. He formerly led a Big 4’s National Employment Tax practice.

Employment Tax Leader

Martin Schmidt

Martin Schmidt

Martin provides valuation, tax, and risk services to Leo Berwick clients with a particular focus on power, water, and other infrastructure industries.

Senior Advisor - Valuation Services

Dan Shirley

Dan Shirley

Dan is a nationally-recognized multistate energy and resources tax expert. He is a former Big 4 Tax Partner and National Energy Tax Leader.

National State and Local Energy Tax Leader

Joe Zenk

Joe Zenk

Joe provides expert advice regarding cost segregation services, technical analysis related to tax credits and incentives, and construction related cost services for Leo Berwick clients.

 

Cost Segregation Leader

Jane Adams

Jane Adams

Jane has more than 40 years of tax experience helping public and private clients with Canadian indirect tax matters.

Canadian Indirect Tax Leader

Zack Bhatia

Zack Bhatia

Zack is an expert in cross-border tax modeling. He made the National Honour Roll for outstanding results on the Canadian final examination for accountants in 2019.

Director, M&A Tax

Robbie Harvey

Robbie Harvey

Robbie is a Director in Leo Berwick’s Renewable Energy practice.

Director - Renewable Energy

Akash Patel

Akash Patel

Akash specializes in tax modeling and transactional planning for infrastructure funds and sponsors of renewable energy assets.

Director, M&A Tax

Fiona Dang

Fiona Dang

Fiona is a Vice President in Leo Berwick’s US and Canadian M&A Federal Tax practices and specializes in tax due diligence, tax structuring, and tax modeling related to domestic and cross-border mergers and acquisitions and other complex transactions.

 

Vice President, M&A Tax

Ori Noiman

Ori Noiman

Ori is a Vice President in Leo Berwick’s U.S. M&A Federal Tax practice.

Vice President, M&A Tax

Kourtney Schott

Kourtney Schott

Kourtney helps clients assess potential investments’ state and local tax positions and recommends solutions to tricky SALT problems that come up after closing.

Vice President, US M&A State and Local Tax

George Abaci

George Abaci

George Abaci is a Senior Associate in the US M&A Tax department. George advises clients on US tax considerations associated with acquisitions, divestitures, partnerships, restructurings, and financing strategies.

Senior Associate

Lauren Argue

Lauren Argue

Lauren focuses on transaction tax matters that impact investors on both sides of the Canadian-US border.

Senior Associate, M&A Tax

Christopher Colombo

Christopher Colombo

Chris Colombo is a Senior Associate in the US M&A Tax practice.

Senior Associate, M&A Tax

Thomas Greco

Thomas Greco

Tom Greco is a Senior Associate in the US M&A Tax department

Senior Associate, M&A Tax

Patrick “Patch” Johanson

Patrick “Patch” Johanson

Patch’s work focuses on modeling and diligence of the US federal income tax law position of flow-through and incorporated entities.

Senior Associate, M&A Tax

Morgan Ziegler

Morgan Ziegler

Morgan helps clients identify potential state and local tax exposure risks for both direct and indirect tax types.

Senior Associate, M&A State and Local Tax

Jon Emerson

Jon Emerson

As Controller, Jon Emerson is responsible for all accounting and reporting functions and serves as a partner to the CFO and management, providing contextualized financial data to support business decision-making.

Controller

Coral Ellsworth

Coral Ellsworth

Coral Rea is Leo Berwick’s Director of Accounting, overseeing all accounting functions.

Director of Accounting

Heather Godsmark

Heather Godsmark

Heather Godsmark is Leo Berwick’s Chief Clients & Markets Officer.

Chief Clients and Markets Officer

Gina Moore

Gina Moore

Gina serves as Executive Assistant to the firm.

Executive Assistant

Tiffany Rodriguez

Tiffany Rodriguez

Tiffany Rodriguez is Leo Berwick’s Account Development Manager

Account Development Manager

Adele Wang

Adele Wang

Adele serves as Leo Berwick’s Chief Financial Officer.

Chief Financial Officer

David Toler

David Toler

David previously served as Leo Berwick’s Chief Operating Officer.

Partner Emeritus

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