Tax Expert Witness
Kelly+Partners provide independent expert reports and verbal evidence on tax related matters involving litigation. We are routinely called upon to assist in cases where tax issues are central, such as disputes over tax liabilities, audits, compliance, and advisory matters.
Expert witness reports for a range of industries and matters
Kelly+Partners possess extensive experience and understanding of tax laws, regulations the litigation process and practices. Our experts provide clear, objective analysis and expert evidence to help clarify complex tax issues for the court.
How we work with you
Expert Reports
Kelly+Partners provide detailed and meticulously prepared reports. Their findings and opinions are well grounded in the facts of your case, the tax legislation, and the relevant case law. This involves us carefully examining the available evidence, which may include a variety of documents such as financial statements, accounting records, tax returns, correspondence, and any other evidence provided in the brief. We will also work with you to identify any additional information necessary to ensure our analysis is complete.
Review of Opposing Expert Evidence
Kelly+Partners leverage their extensive court experience and prepare thoroughly for the trial. Our experts have experience giving evidence in court and have worked in various jurisdictions.
Preparation for the Trial
We leverage our extensive court experience and prepare thoroughly for the trial. Our experts have experience giving evidence in court and have worked in various jurisdictions.
PETER COHILJ
MTax, BBus, CA, Registered Tax Agent,
Fellow of The Tax Institute of Australia, Associate Member of ARITA
Peter is a Chartered Accountant with over 25 years of experience in providing accounting and tax advisory services. Peter’s depth of knowledge and experience has allowed him to assist with complex commercial disputes through the preparation of expert witness reports and giving evidence in court under cross examination.
Professional Experience
Peter works constructively with legal teams by obtaining an in-depth understanding of the matter and providing an objective assessment of the tax issues. Peter also has a deep understanding of the professional standards applicable to the provision of taxation services and the way in which these services should be provided by accountants. Peter’s thorough, evidence-based analysis and clear communication permit his clients to obtain an objective analysis and understanding of the taxation and/or professional standards applicable to a dispute. This approach assists legal advisers by helping them strategise and work towards resolving the dispute efficiently.
Education & Accreditation
- Chartered Accountant – CAANZ
- Masters of Taxation – The University of Sydney
- Tax Agent – Tax Practitioners Board
- Bachelor of Business (Accounting)
- Fellow of The Tax Institute of Australia
- ARITA – Associate Member
Expertise
- The professional standards applicable to the provision of taxation services with competence and due care.
- Capital gains tax (CGT)
- Corporate tax and the taxation of partnerships and trusts
- Mergers, acquisitions and restructures
- Employment taxes including Fringe Benefits Tax (FBT), PAYG withholding, Employee share schemes and Payroll tax
- Residency and Australian international taxation
JONATHAN ACKERMAN
BComm, LLB, Registered Tax Agent,
ATI (Associate Member of The Tax Institute)
Jonathan is adept at navigating complex GST landscapes. His expertise extends to advising on intricate GST matters, providing comprehensive services encompassing GST consulting, legal counsel, tax structuring, ATO liaison, and audit defence, among others.
Jonathan is renowned for his advocacy in tax reform, advocating for clients and industry bodies alike. He has a meticulous approach to dealing with expert witness matters. His deep expertise and passion for GST ensures that he delivers an unparalleled service when assisting the court in understanding and addressing contentious GST issues in a dispute.
Education & Accreditation
- Bachelor of Commerce
- Bachelor of Law (LLB) (University of New South Wales)
- Registered Tax Agent
- ATI (Associate Member of the Taxation Institute)
Expertise
- Admitted as a solicitor of the Supreme Court of NSW and the High Court
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