Principles

Kathrine A. Kimball

Managing Principal and Founder

Kathrine Kimball is the Managing Principal and Founder of Aptis Global LLC.

As a global transfer pricing expert, Kathrine is recognized as one of the world’s leading transfer pricing experts with nearly 28 years’ experience in global transfer pricing, value chain analysis, intangible property valuation, and supply chain transformation tax planning.

Kathrine walks the walk of her personal mantra that one needs to cultivate a “compassionate mind and intelligent heart”, which she brings to each client conversation as well as in her support of the new foundation “Labor of Love.”

For more details on Kathrine’s credentials, please follow her on LinkedIn.

Please drop her a note if you have a direct question or query at kkimball@aptisglobal.com

 

Sofie Stas

Principal and Founding Member

Sofie Stas is a Principal and Founder Member of Aptis Global LLC.

After gaining expertise as transfer pricing advisor and in-house transfer pricing specialist, Sofie realized that after more than 15 years, the time was right to use this combined expertise to serve clients uniquely and decided to join Kathrine in launching Aptis Global.

Sofie has expertise in the transfer pricing aspects of the financial sector, such as financing and global trading, general supply chain transformation projects, various transfer pricing audits across Europe and business restructuring and post-merger integration.

For more background on Sofie’s credentials, please follow her on LinkedIn.

Email: sstas@aptisglobal.com

Advisors

Dale Spiegel

Senior Advisor

As a member of the Aptis Strategic Advisor Program (“ASAP”), Dale brings nearly 40 years of expertise to Aptis Global. Having launched his career at Ernst & Young LLP (EY) directly out of law school in 1978, he was promoted to Partner/Principal in 1987. His career was spent working fulltime on international tax planning for US and foreign based multinational companies and their investors, and on foreign related merger and acquisition transactions. In his capacity as a national resource on such transactions he had the privilege of serving a high percentage of EY’s major accounts.

Dale joined EY’s West Coast dedicated mergers and acquisitions practice at its formation in 1998 and remained in the Transaction Advisory Services (TAS) group until his retirement in June 2014. Previously Dale had three tours with EY’s International Tax Services National Office in New York (1978-1982, 1986-1992, and 1995-1998), and tours with EY’s international tax groups in EY’s San Jose technology practice (1992-1995) and EY’s Seattle practice (1982-1986).

Dale has a BA with Honors in Politics from Princeton University (1975), a JD from Cornell School of Law (1978) and an MS in Accounting from New York University’s graduate business school (1980). Dale is admitted to practice before the California and New York Bars.

Email: dspiegel@aptisglobal.com

Su Merck

Advisor

Su has been an advisor and corporate tax counsel in international tax for almost 18 years.  As a consultant in public accounting, she served clients across industries, covering all international tax issues, such as supply chain optimization, repatriation planning, and M&A due diligence and integration.

Most recently, Su worked in the tax departments of two of the largest companies in the technology sector representing the respective tax organizations in new product development programs, supply chain improvements, and business restructuring. Her passion is to help tax departments not only manage risk and support the goals of the company, but also to serve as strategic partners and allies to their business and operational counterparts.

To learn more about Su’s credentials, please follow her on LinkedIn. 

Email: smerck@aptisglobal.com

COE

Paulina Canez

Center of Excellence

Paulina Canez is a Senior Transfer Pricing Manager for Aptis Global in Mexico. Paulina’s interest to always keep learning has driven her path as a transfer pricing consultant, having worked both in local and international firms in Mexico. She has ten years’ experience in transfer pricing documentation, as well as planning projects and Advanced Pricing Agreements with the Mexican Tax Authorities. Paulina has served clients in different industries such as maquiladora, manufacturing, distribution, agricultural, medical devices, among others. Paulina is passionate about providing simple, yet strategic transfer pricing solutions to businesses.

For more details on Paulina’s credentials, please follow her on LinkedIn.

Email: pcanez@aptisglobal.com