Speakers / Authors:
Alexander Patterson
Davis Polk & Wardwell
Alexander B. Patterson is an associate in Davis Polk & Wardwell’s Tax Department. He joined Davis Polk in 2007.
Mr. Patterson graduated, cum laude, from Harvard University in 2003 and in 2007 received his J.D. from the University of Virginia School of Law, where he was a member of the editorial board of the Journal of Law & Politics. He is admitted to the bar of New York.
Bernard Wolfman
Harvard University Law School
Bernard Wolfman is the Fessenden Professor of Law Emeritus at Harvard Law School. His principal teaching and scholarly interests have been in the field of federal income taxation and the professional responsibility of tax practitioners. Before joining the Harvard faculty in 1976 he served as the Dean and Gemmill Professor of Tax Law and Tax Policy at the University of Pennsylvania Law School.
Professor Wolfman received his undergraduate and law degrees from the University of Pennsylvania. From 1948 to 1963 he practiced law in Philadelphia in the firm of Wolf, Block, Schorr and Solis-Cohen, serving as the firm’s Managing Partner from 1961. In 1963 he joined the Penn law faculty.
Professor Wolfman’s bibliography includes articles in law reviews and professional journals; his books are Dissent Without Opinion: The Behavior of Justice William O. Douglas in Federal Tax Cases (senior author), 1975; Federal Income Taxation of Corporate Enterprise (with Diane Ring, Fifth Edition, 2008); Ethical Problems in Federal Tax Practice (with Deborah Schenk and Diane Ring, Fourth Edition, 2008), and Standards of Tax Practice (with J. Holden and K. Harris, Sixth Edition, 2004).
During the fall of 2003 he served as Senior Adviser to the Assistant Attorney General for the Tax Division, U.S. Department of Justice. From 1963 to 1968 and from 1977 to 1980 Professor Wolfman was a consultant on tax policy to the U.S. Treasury Department. He has served as a member of the Council of the A.B.A. Section of Taxation and as Council Director of its Committees on Corporate Taxation, Standards of Tax Practice, and Tax Policy and Simplification. He has also served on the Council of the A.B.A. Section of Individual Rights and Responsibilities. From 1974 to 1994 he served as a consultant to the American Law Institute's Federal Income Tax Project, and from mid-1987 he served for two years as special consultant to the Iran/Contra Independent Counsel, Lawrence Walsh.
Professor Wolfman is President of the Federal Tax Institute of New England and a Fellow of the American Bar Foundation. He is also a Fellow of the American College of Tax Counsel, having served for six years as its Regent from the First Circuit.
Diana Wollman
Sullivan & Cromwell LLP
Diana L. Wollman joined Sullivan & Cromwell in 1993 and was elected partner of the firm in 1999. Ms. Wollman specializes in U.S. Federal and New York State tax matters, and her practice includes advising on planning, transactions, IRS audits and controversies, requests for private rulings, compliance, ethics and professionalism.
She is a frequent speaker on international taxation, ethics and professionalism, and a variety of other topics. Recent engagements include a Practicing Law Institute presentation she devised called, “My Tax Lawyers’ Fingerprints Are On My Dea— Is That a Problem?” and moderating a panel at the University of Chicago Federal Tax Conference on the implications of the growing trend towards Economic Nexus and whether it is an appropriate standard for international taxation. Ms. Wollman has published papers on a variety of issues, ranging from financial products and derivatives to the U.S. earnings stripping rules and U.S. treaty obligations.
She is an active member of the NYSBA Tax Section, currently serving as the co-chair of the Committee on Compliance, Practice & Procedure, and has worked on numerous reports on a range of subjects. Ms. Wollman was previously an Adjunct Professor at Columbia Law School, teaching “Ethical Issues in Tax Practice” and “International Taxation.”
Ms. Wollman graduated from Harvard University in 1986 with an A.B. and received her J.D. in 1991 from UCLA Law School, J.D.
Kathleen Ferrell
Davis Polk & Wardwell
Kathleen Ferrell is a member of Davis Polk & Wardwell’s Tax Department. Her business transactions practice centers on advice to corporate and private equity fund clients on mergers, acquisitions, spinoffs and other major corporate transactions. She also advises clients on joint ventures, bankruptcy, reorganizations, workouts and tax legislative and administrative matters.
She served in the Treasury Department’s Office of Tax Policy from 1987 to 1990, as an Attorney-Adviser in the Office of Tax Legislative Counsel and as the Special Assistant to the Assistant Secretary of Tax Policy.
She graduated, magna cum laude, from the University of South Carolina in 1978 and in 1981 received her J.D. from the University of Virginia School of Law, where she was the co-founder of the Virginia Tax Review.