12 March 2024
Digital Event
Focus on International Tax
Date & Time
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Tuesday, 12 March 2024
from 10:00 to 11:00
Location
- Digital Event
Recent years have seen a number of developments within the international tax landscape and navigating this complex arena is certainly not easy. International financial firms must simultaneously be able to handle today’s complex environment, while planning for future initiatives and eventualities.
Our Focus On International Tax explores this multifaceted topic, with Manal Corwin, Director of the OECD Centre of Tax Policy and Administration, providing the opening address detailing how the new international tax agenda should unfold. During the event, panellists will delve into recent tax reforms and their impact on the broader European financial services industry, as well providing an analysis on how taxation can be used in talent attraction.
For sponsorship opportunities and information regarding the event, please contact: Sara Pereira
Replay
Programme
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10:00
Welcome Address
Mattia Musetti, Business Development Adviser, Luxembourg for Finance
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10:05
Keynote Speech: The international tax landscape: the OECD experience and future objectives
Manal Corwin, Director, OECD Centre for Tax Policy and Administration
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10:15
Tax reforms impacting the European financial industry
Moderator: Julie Carbiener, Partner, Simmons & Simmons
Elisabeth Adam, Partner, Elvinger Hoss Prussen
Thierry Lesage, Partner, Arendt & Medernach
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10:40
Taxation as a tool to attract talent internationally
Alina Macovei, Partner, PwC
Keith O'Donnell, Managing Partner, ATOZ
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10:55
Concluding Remarks
Mattia Musetti, Business Development Adviser, Luxembourg for Finance
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Speakers
Elisabeth Adam
Partner, Elvinger Hoss Prussen
Contact:
Elisabeth Adam is a Partner at Elvinger Hoss Prussen.
Elisabeth focuses on Luxembourg and international tax law, including transactional and investment-related tax matters and tax planning for industrial groups and private equity houses, structured finance transactions, distressed debt acquisition, Luxembourg real estate tax and estate planning as well as on related transactional corporate matters. She is member of the ABBL Fiscal Affairs Committee (Association des Banques et Banquiers, Luxembourg), the tax committee of the Luxembourg Bar Association, the LPEA (Luxembourg Private Equity and Venture Capital Association), the IBA (International Bar Association) and the IFA (International Fiscal Association).
Prior to joining Elvinger Hoss Prussen, Elisabeth worked for several years as an in-house international tax manager for a major industrial group in Luxembourg.
She is a member of the Luxembourg Bar since 2008.
She holds a DESS (diplôme d’études supérieures spécialisées) in tax law and a DJCE (diplôme de juriste conseil d’entreprise) from the Université Nancy 2 (France), as well as a LLM from the Universität Trier (Germany).
Julie Carbiener
Partner, Simmons & Simmons
Contact:
Julie is a Partner at Simmons & Simmons.
Julie focuses on direct and indirect tax aspects of real estate, private equity and debt transactions. Julie also deals with the structuring of Luxembourg regulated and unregulated investment funds. She has significant experience in tax litigation and value added tax (VAT).
Julie is a member of the International Fiscal Association (IFA), the VAT technical committee of the Association of the Luxembourg Fund Industry (ALFI) and the VAT group of the Luxembourg Bankers’ Association (ABBL). She also chairs the Task Force “VAT aspects of management fees relating to CDOs and CLOs” of the Luxembourg Capital Markets Association (LuxCMA).
She is a member of the Luxembourg and the French Bar. She has two master’s degrees from the University of Strasbourg, in private law and business law.
Julie is ranked in Chambers and Partners, Legal 500, Leaders League and Expert Guides.
Manal Corwin
Director, OECD Centre for Tax Policy and Administration
Contact:
Manal Corwin is the Director of the Centre for Tax Policy and Administration at the OECD. She took up her duties on 3 April 2023.
Prior to her role at the OECD, Manal was principal-in-charge of KPMG’s Washington National Tax Practice and America’s Regional Tax Policy Leader; a member of the KPMG Board of Directors and Lead Director. Earlier roles at KPMG included national service line leader for International Tax and leader of KPMG’s Global BEPS Network. Prior to this, during her time at the U.S. Treasury Department, Manal served as International Tax Counsel in the Office of Tax Policy and as the Deputy Assistant Secretary for International Tax Affairs. Manal shaped the development and implementation of FATCA and was head of the delegations responsible for negotiating income tax treaties with several countries. Before this, Manal practised as an attorney specialising in international taxation and served as editor-in-chief of the Boston University Law Review.
Manal has also served as the United States delegate and Vice Chair to the OECD’s Committee on Fiscal Affairs and was actively engaged in the origination and development of the OECD Base Erosion and Profit Shifting (BEPS) initiative. She also served as the U.S. delegate to the Global Forum on Transparency and Exchange of Information for Tax Purposes.
An American national, Manal has a Bachelor of Arts (cum laude) from Harvard University and a Juris Doctor (magna cum laude) from Boston University School of Law.
Thierry Lesage
Partner, Arendt & Medernach
Contact:
Thierry Lesage is a Partner in the Tax Law practice of Arendt & Medernach. He advises on both national and international tax issues. He is active on private equity, real estate and finance transactions.
Thierry is a member of the Luxembourg Bar, the American Bar Association, the International Bar Association and the International Fiscal Association where he was appointed as national co-reporter for the 2003, 2005 and 2014 Congresses. Moreover, he is a member and former Vice-Chair of the fiscal commission of the Luxembourg Bankers’ Association.
Prior to joining Arendt & Medernach, Thierry worked as a tax manager with one of the Big Four firms and as head of the corporate tax department with a bank in Luxembourg.
Thierry holds a Master’s degree in law from the Université de Liège (Belgium) as well as a Master’s degree in fiscal law from the Université Libre de Bruxelles (Belgium).
He is the co-author of the Luxembourg chapter of the International Guide to the Taxation of Holding Companies published by the IBFD (Amsterdam).
Thierry is recommended as tax lawyer in the major league tables including Best Lawyers, Legal 500 and Chambers Europe.
Alina Macovei
Partner, PwC
Contact:
Alina is International Tax Partner within PwC Luxembourg. In 2002 Alina joined PwC Luxembourg after having a legal and tax consulting experience in Bucharest and Brussels and was admitted in the Luxembourg partnership in 2008.
Alina is currently leader of the Tax Consulting Services practice in PwC Luxembourg and PwC Luxembourg Tax Policy Leader. Her main client focus is international tax for US and European asset managers with diversified asset strategies, with focus on debt, credit and private equity, advising both at fund set up level as well as investment platform level and transactions.
Alina is co-chair of the Tax Committee of LPEA and member of other industry specific think-tank groups.
Mattia Musetti
Business Development Adviser, Luxembourg for Finance
Contact:
Mattia Musetti is an Adviser for Luxembourg for Finance (LFF).
Mattia’s role is to advise LFF and its stakeholders on the strategic orientation of the financial centre, specializing on a number of topics including talent, insurance and private equity. He represents the Luxembourg financial industry abroad and helps others understand Luxembourg’s financial services and fund structuring toolbox and the industry in general.
He advises international financial services companies, FinTechs and MNEs to develop and scale up globally their cross-border financial operations through Luxembourg as the gateway to Europe. His geographic focus of attracting financial companies to Luxembourg is global, with specialties in North America, India, Italy, Russia & CIS and Eastern Europe.
Keith O’Donnell
Managing Partner, ATOZ Tax Advisers Luxembourg
Contact:
Keith O’Donnell is a founding Partner and the Managing Partner of ATOZ.
A tax professional since 1988, Keith has experience in advising international groups on the design and implementation of global tax strategies.
Keith is chairman of the Luxembourg chapter of IFA, chair of the ALFI Tax Commission, vice-chair of Digital Europe’s Tax Committee, member of the State Savings Bank (BCEE) Institutional Advisory Board, member of the INREV management board and member of other Luxembourg and international advisory and industry bodies. Keith is also a Taxand board member.
Keith is a regular author and speaker at professional and academic conferences. He studied Law then qualified as a Tax Adviser and as a Chartered Accountant in Ireland and Luxembourg and has completed numerous post-qualification continuing education programmes.