Robert Grignon Email & Phone Number

Auckland, New Zealand

My role includes leading KPMG New Zealand's tax learning & development programme.

Auckland, New Zealand

Tax specialist advising clients on a wide range of New Zealand tax matters including mergers and acquisitions (structuring, due diligence and SPA negotiations), cross-border investments, property taxation, employee share schemes, tax disputes and post-settlement iwi corporate structuring.

Auckland, New Zealand

My focus areas at EY included advising on corporate acquisitions and disposals from both a due diligence (buy-side, sell-side and IPO) and tax structuring perspective. Transaction experiences included work on due diligence teams for two large technology sector IPOs, including drafting due diligence reports and managing work streams for four overseas offices on each respective project. I also provided tax compliance and advisory services for a portfolio of international and domestic clients (including NZX/ASX listed entities) in a variety of industries, including finance, manufacturing, construction and agriculture.

Greater Chicago Area

In my role as a Tax Analyst I worked to develop, draft, and review reports for small and middle-market businesses in the areas of income tax planning, entity structuring, asset protection, succession, and estate and gift tax planning. My work included researching tax strategies and their applicability to clients’ circumstances on specific issues such as the Domestic Production Activities Deduction, LIFO accounting and cost segregation, federal and state tax credits, and Captive Insurance Companies. I also worked to develop numerous customized transaction plans for third party and intra-family business transfers in order to achieve favorable tax consequences for all parties. Additional responsibilities included the review of estate planning documents (including wills, revocable and irrevocable trusts, Irrevocable Life Insurance Trusts, and Family Limited Partnership documentation), drafting opinion letters regarding Securities and Exchange Commission exemptions from registration, and training subsequently hired Tax Analysts.

Greater Chicago Area

Successfully petitioned the IRS for Currently Not Collectible status on behalf of taxpayer. Resolved identify theft issues pertaining to a client's tax return with assistance of Taxpayer Advocate.

Greater Chicago Area

Drafted bench brief on Administrative Review Law for a Local Liquor Control Commission appeal. Researched issues and drafted opinion on an insurer's duty to defend case involving Illinois' choice of law principles and construction of terms in an insurance contract.

Greater Chicago Area

Interviewed client and drafted a complaint involving a real estate dispute over earnest money deposit and new construction warranty and attended the resulting court appearances. Researched and drafted legal memoranda on various topics including intentional infliction of emotional distress, immigration requirements for skilled workers, and family law.

J.D., Law

B.A., Economics, Philosophy