Read the latest news from our members
in alphabetical order by company name
Peter Gordon elected President of ACTEC
Matouk Bassiouny & Hennawy named Egypt Corporate/M&A Law Firm of the Year at the Chambers & Partners Middle East Awards 2025
Estate Planning attorney April E. King joins Moss & Barnett
Navolio & Tallmann, LLP welcomes four new partners
PB First Global Tax welcomes Dr Alicja Reuben as head of Transfer Pricing
Exciting times as Sumer ranked highly in the annual Top 75 Firms Survey 2025
Gordon Fournaris & Mammarella, P.A. is pleased to announce that Peter Gordon, a founder of the firm, has been elected President of the American College of Trust and Estate Counsel (ACTEC), effective 24 March 2025. This prestigious appointment marks a significant milestone in Peter’s distinguished career and reflects his leadership and dedication to the trust and estate law profession.
As president of ACTEC, Peter Gordon will lead the organisation in its ongoing efforts to uphold the highest standards of professional excellence, ethics, and education in the field of trust and estate law. With decades of experience and a reputation for legal excellence, Peter has been an integral part of ACTEC for many years, contributing to its mission of promoting knowledge, scholarship, and service to the legal community.
Peter Gordon, who founded Gordon Fournaris & Mammarella, P.A. with a focus on providing exceptional legal services, has built a reputation as a leader in his field. His election to President of ACTEC is a testament to his commitment to both his clients and the legal community at large.
GF&M is incredibly proud of Peter’s achievement and his continued contributions to the trust and estate profession. His appointment further exemplifies the firm’s 30+ year commitment to excellence and leadership in the legal industry.
About ACTEC
The American College of Trust and Estate Counsel (ACTEC) is a national and international association of over 2,400 trust and estate lawyers and law professors committed to promoting the highest standards of practice, education, and professionalism in the field of trust and estate law.
GGI member firm Gordon, Fournaris & Mammarella, P.A.Wilmington, DE, USAT: +1 302 652 2900
Law Firm Services
Peter GordonContact Peter.
CAIRO, Egypt, 14 April 2025 — We are honoured and delighted to announce that, once again, Matouk Bassiouny & Hennawy has been named Egypt Corporate/M&A Law Firm of the Year for the second time at the 2025 Chambers and Partners Middle East Awards.
This recognition is a testament to the trust placed in us by our clients, and our role at the forefront of the most high-profile, complex, and impactful deals in the Egyptian market. Our corporate and M&A team continues to earn praise as “world class” from our clients and counterparties alike.
We extend our deepest gratitude to our clients for their unwavering support and to our exceptional team.
Matouk Bassiouny & Hennawy was established in 2005 and has developed into a premier full-service business law firm in Egypt, and the Middle East and North Africa region. We pride ourselves in our people as well as in the strong and long-lasting relationships we have built with our corporate and institutional clients over the years.
GGI member firmMatouk Bassiouny & Hennawy Cairo, EgyptT: +202 2796 2042
Mahmoud S. BassiounyContact Mahmoud.
Ahmed AbdelhakeemContact Ahmed.
Ahmed TonyContact Ahmed Tony.
MINNEAPOLIS, MN, 12 May 2025 — Moss & Barnett is pleased to announce that attorney April E. King has joined the firm. April joins Moss & Barnett with 20+ years of experience counseling on the gamut of issues arising in probate and trust administration; estate and incapacity, business, and tax planning; and guardianship and conservatorship. She received her J.D, magna cum laude, from the University of Georgia, and her B.A., summa cum laude, from Huntington College.
GGI member firmMoss & Barnett Minneapolis (MN), USA T: +1 612 877 5373Law Firm Services
Moss & Barnett provides a full range of legal services to business and private clients in Minnesota, the Upper Midwest, and beyond. Our goal is to be a strategic and critical partner to our clients and provide value that extends far beyond the practice of law. Moss & Barnett has been named a “Best Law Firm” by U.S. News – Best Lawyers since 2010. The firm has offices in downtown Minneapolis and St. Cloud, Minnesota, and features 100+ attorneys and paralegals representing clients as advisors and advocates.
WALNUT CREEK, California, 12 May 2025 — Navolio & Tallman LLP, a mid-sized CPA firm based in the San Francisco Bay Area, is pleased to announce the addition of four new partners.
Elliot Isaac, CPA, has joined the firm’s New York office as an Audit Partner. With over 25 years of experience at RSM US LLP and its predecessors, he has led and performed audits in the financial services industry, providing assurance and tax-related services to a wide range of investment entities, including domestic investment partnerships and offshore investment companies. He has worked with various types of funds, including long/short equity funds, master-feeder structures, funds-of-funds, distressed debt funds, and private equity funds. He also provides assurance services to broker-dealers and management companies.
Elliot earned his degree in accounting from Touro College in Brooklyn, New York, graduating summa cum laude. His extensive experience will further strengthen the firm’s audit capabilities in the financial services industry.
Monica Lee, CPA, specialises in tax compliance and planning for high-net-worth and ultra-high-net-worth individuals, as well as privately held businesses. She earned a Bachelor of Science degree in Business Administration with a concentration in Accounting and a Master of Science in Accountancy with an emphasis in Taxation from Cal Poly San Luis Obispo. Before joining Navolio & Tallman in 2018, Monica spent five years at Deloitte, serving clients in both the Los Angeles and San Francisco markets. She now leads the firm's tax controversy practice and sits on the firm’s Tax Committee.
Scott Montopoli, JD, LLM, brings over 25 years of experience in public accounting, specialising in complex corporate and international tax matters. He led Grant Thornton’s Central and Desert Mountain West international tax practices for six years and has held partner and leadership roles at EY and KPMG.
Scott advises multinational corporations, passthrough entities, and individuals on inbound and outbound tax planning across industries including diversified industrials, retail, technology, private equity, real estate, life sciences, and financial services.
His practice focuses on strategic global effective tax rate and cash tax planning for international businesses. This includes supply chain and IP management structures, cash access and foreign tax credit planning, and tax-efficient structuring of international operations (including buy- and sell-side M&A transactions), as well as cross-border financing and capital arrangements, CFC rules, tax treaties and residency issues, withholding and branch tax matters, and transfer pricing and penalty mitigation. He is highly experienced in US international tax reporting, having served as the international tax provision lead on multiple Fortune 250 and other public attest engagements.
Scott holds a bachelor’s degree from the University of Pennsylvania, a Juris Doctorate from the Villanova University School of Law, and a Master of Laws (LLM) in Taxation from the University of Miami School of Law. A licensed attorney in Florida and Pennsylvania, Scott is a member of the American Bar Association and its Section of Taxation and regularly speaks at industry events. He is also an adjunct professor at SMU’s Dedman School of Law and previously taught international and corporate taxation at Georgia State University.
Doug Yost, CPA, specialises in tax planning and compliance for high-net worth and ultra-high-net-worth individuals, with particular expertise in complex estate and trust planning techniques. He earned his degree in accounting from the University of Central Oklahoma. Before joining Navolio & Tallman in 2021, Doug worked for large national firms, focusing on family groups, including family-owned businesses, trusts, and estates. He has extensive experience with various trust structures (ESBTs, QSSTs, INGs), entity structuring for multi-state operations, and serving clients across a range of industries, particularly private equity, financial services, investments, real estate, and oil and gas. Doug currently serves on the firm’s estate and trust committee.
Navolio & Tallman LLP is a full-service CPA firm with expertise in the financial services industry (alternative investments, broker-dealers, and SEC registered advisors) and high/ultra-high-net-worth individuals and their families and businesses.
GGI member firm Navolio & Tallman LLP San Francisco (Walnut Creek), CA, USAT: +1 415 956 1750
Auditing & Accounting, Tax, Advisory
Dr Peter Wilson at PB First Global Tax is delighted to announce Dr Alicja Reuben has joined the firm to head its Transfer Pricing section. Alicja brings a wealth of academic and corporate world experience and is a professional tax specialist with more than 12 years in transfer pricing including at the Big Four firms. She also teaches transfer pricing for regional tax authorities and corporate outlets including the PwC Academy.Alicja holds a PhD from Columbia University and has taught as a professor at institutions such as Manhattan University and New York University Abu Dhabi on the management sciences including strategy, management and finance.
GGI member firm PB First Global TaxDubai, UAET: +971 52 356 3339
Tax
Dr Alicja ReubenContact Alicja.
Business & Accountancy Daily’s annual “Top 75 UK Firms Survey 2025” was released on 28 March 2025, and it’s great news for Sumer.
Making its first appearance in the league table of accountancy firms, and coming in at an impressive 13th place, Sumer has experienced 42% fee income growth to GBP 188.5 million, assisted by the backing of Penta Capital.
Quoted extensively in an article on the Business & Accountancy Daily website, James Taylor, Sumer’s Chief Client Officer explained that the past couple of years have been a busy time for Sumer, saying:
In the last two years we’ve done 24 acquisitions, 12 as regional hubs. But we are also expecting to see organic growth continue at a similar pace.
We see Sumer as being the champion for the SME sector. If you go back over the last eight years or so and think about some of the disruptions that have impacted that profile of business, from Brexit, supply chain challenges, the mini budget, and the cost-of-living crisis, it has been a really difficult period and sometimes SMEs are not getting the support that they deserve.
Being the champion of SME businesses means looking out for our clients, supporting them through difficult times and offering an ever-deepening pool of the services they need to prosper. This is now set to include legal services too, which Sumer is building organically.
Sumer – the business champion
Being ranked so highly in this year’s survey reiterates that Sumer really is on track with its goal of being a collaboration hub of the best in business services. Sumer brings together the indispensable value of leading regional practices with the tech, scale and breadth of expertise that only a national organisation can muster. This is known as “The Power of Collaboration” – an approach that delivers growth for the entire organisation and all the businesses they serve.
First and foremost, it means Sumer can champion small to medium-sized businesses across the UK and Ireland, giving them the support they deserve. The team at Sumer recognises that it need to do more than the established players that have gone before.
Sumer is about driving growth. Growth for its clients, growth for the companies in the Sumer Group and growth for its people.
A final word from Warren Mead, CEO and co-founder of Sumer
Commenting on the Sumer ranking, Warren, a life-long accountant who has spent most of his career at a Big 4 firm said, “Ranking 13th in the Business & Accountancy Daily league table for 2025 is more than just a number for Sumer – it’s a powerful validation of our strategic vision and commitment to excellence. When we started this journey, our goal was clear: to be the business champion for SMEs in the UK and Ireland.”
He also commented: “This recognition is a collective achievement. It’s the result of our team’s relentless dedication, our clients’ trust, and our unwavering belief in the potential of small and medium enterprises. Exciting times lie ahead for Sumer.”
Sumer is the leading mid-market accountancy practice in the UK, delivering professional support to small and medium-sized enterprises (SMEs) across England, Scotland and Northern Ireland. It is UK’s fastest growing accountancy firm on a mission to champion SME businesses and offer local delivery supported by national expertise.
GGI member firmSumerGatwick, London, UKT: +44 7917 087 022James TaylorContact James.
