Tax policy leadership

Ms. Olson is the Deputy Tax Leader and Washington National Tax Services Practice Leader of PwC. In her role as WNTS leader, Ms. Olson leads a team that includes many former senior government officials and policy advisers.

Prior to joining PwC, Ms. Olson retired from the head of a major law firm's Washington office Tax Group, and formerly was an assistant secretary for tax policy at the US Department of the Treasury.

Ms. Olson has represented clients in a broad range of matters, including IRS audits, appeals and litigation involving both domestic and international issues such as foreign tax credits and application of subpart F provisions; congressional investigations; private letter ruling requests and other administrative guidance; and in the submission of comments on proposed regulations. She has served as an independent mediator in a number of IRS post-appeals mediations including mediation involving international tax issues. She also has advised clients on tax and social security reform, legislative matters and the structuring of transactions. She is a frequent speaker on tax, economic and federal budget matters and has testified before several congressional committees.

As assistant secretary for tax policy, Ms. Olson had supervisory responsibility for providing the secretary of the treasury with policy analysis and recommendations for all domestic and international issues of federal taxation, including legislative proposals, regulatory guidance, and tax treaties, and for providing the official estimates of all government receipts for the president’s budget and treasury cash management decisions. Ms. Olson also held positions with the chief counsel’s office of the Internal Revenue Service as special assistant to the chief counsel, attorney-adviser in the Legislation and Regulations Division and trial attorney in San Diego District Counsel.

In 2000 and 2001, Ms. Olson was the first woman to serve as chair of the American Bar Association Section of Taxation. She served as a senior economic adviser to the Bush-Cheney campaign and as federal tax adviser to the National Commission on Economic Growth and Tax Reform. She has been included repeatedly in Chambers USA: America’s Leading Lawyers for Business and The Best Lawyers in America for tax law. Ms. Olson served as a Regent of the American College of Tax Counsel and on the board of several tax exempt organizations. She received distinguished service awards from the Federal Bar Association and from Tax Executives Institute.

Ms. Olson received her M.B.A. from the University of Minnesota and her J.D. from the University of Minnesota. She graduated magna cum laude with a B.A. from the University of Minnesota

Mr. Kumar is a principal and co-leader of PwC’s Tax Policy Services practice within the Washington National Tax Services practice. In his role, Mr. Kumar advises clients on all aspects of domestic policy including tax policy. His insights and knowledge enable companies to assess critical policy issues more effectively and develop legislative strategies to address those issues from both a technical and political perspective.

Prior to joining PwC, Mr. Kumar served as the Domestic Policy Director and Deputy Chief of Staff in the Office of Senate Republican Leader Mitch McConnell.

He served 11 consecutive years in the Office of the Republican Leader, having previously been Director of Policy and Senior Counsel to Senate Majority Leader, Bill Frist and Senior Policy Advisor and General Counsel for Senate GOP Leader, Trent Lott. In all of these roles, Mr. Kumar worked in close collaboration with Senate leaders in developing and implementing all aspects of domestic policy including tax, trade, budget, and health care. Mr. Kumar also held positions in the Office of Senator Phil Gramm as Legislative Director and Chief Counsel, the Senate Committee on Banking, Housing and Urban Affairs as Deputy Chief Republican Counsel and clerked in the United States Court of Appeals for the Fourth Circuit.

Mr. Kumar has been named in Roll Call as one of the fifty most influential staffers for mastery of policy and procedure and access to decision makers at key times. He was described in the Washington Post publication Who Runs Gov as, “an expert in both politics and policy” and also listed in the Almanac of the Unelected as an expert in tax, trade, banking/financial services and immigration.

Mr. Kumar received his J.D. from the University of Virginia. He graduated magna cum laude with a B.A. from Duke University.

The Honorable Bill Archer is senior policy advisor to PwC. Mr. Archer provides strategic advice to PwC's clients on a broad range of federal policy issues affecting business, including taxation, international trade, energy, Social Security and health care.

Mr. Archer served as a member of the US House of Representatives from 1970 to 2001, representing the 7th Congressional District of Texas, a seat that previously had been held by President George H.W. Bush. From 1995 to 2001, Mr. Archer served as chairman of the Committee on Ways and Means.During his 30 years in the Congress, Mr. Archer fought for tax cuts and a simpler tax code that promotes investment, savings and the ability of US companies to compete in global markets. As chairman of the Ways and Means Committee, he was hailed for his mastery of tax policy as he crafted and fought for enactment of the landmark Taxpayer Relief Act of 1997, a $275 billion tax cut accompanying the Balanced Budget Act of 1997; the IRS Reform and Restructuring Act of 1998; Taxpayer Bill of Rights legislation and numerous other pro-taxpayer initiatives. He also successfully defended against numerous tax increases on businesses and individuals that were proposed by the Clinton Administration. He served as a member of the Joint Committee on Taxation from 1988 to 2001, and as chairman for three terms.

Mr. Archer is known as a champion of free trade. He was instrumental in Congressional passage of the North American Free Trade Act, legislation reauthorizing the General Agreement on Tariffs and Trade, and Permanent Normal Trade Relations for China. He served as Advisor to the GATT Ministerial Trade Conference in Geneva for many years.Mr. Archer was a Member of the 1983 Greenspan Commission on Social Security Reform, and remains a leader in efforts to ensure the long-term solvency of the Social Security system. In the 106th Congress, he crafted legislation to create personal retirement accounts, a plan actuarially certified to ensure payment of full Social Security benefits on a permanent basis without raising taxes.

Mr. Archer has played a pivotal role in shaping US policy on health issues, including legislation enacted in 1997 extending the life of the Medicare system for ten years. He worked to develop the 1996 Health Insurance Portability and Accountability Act, which included broad reforms strengthening and expanding employer-provided health insurance. Medical Savings Accounts, which Mr. Archer created to help individuals save for health care costs, have now been designated in the tax statute as "Archer Medical Savings Accounts".In addressing these important issues, Mr. Archer worked alongside and forged strong relationships with many key US policymakers, including President Bush, Vice President Cheney and all of the leaders of the House of Representatives and Senate. He also has established relationships with leaders of many foreign countries.

He is also chairman of the International Conservation Caucus Foundation, and serves on the American Bar Association's Committee on Law Library of Congress.Prior to his election to the US Congress in 1970, Mr. Archer practiced law in Texas and was president of a Texas-based feed manufacturing company.

Mr. Archer received an LL.B. with Honors from the University of Texas, and a B.B.A. with Honors from the University of Texas.The numerous awards Mr. Archer has received include: 2008 Junior Achievement Hall of Achievement Laureate, National Federation of Independent Business, 2000 Lifetime Achievement Award; National Associated Business, Watchdog of the Treasury Award; Citizens Against Government Waste, Taxpayers’ Hero Award; US Chamber of Commerce, Spirit of Free Enterprise Award; Tax Foundation, Distinguished Public Service Award; National Venture Capital Association, William A. Steiger Award; University of Texas, Distinguished Alumnus.

Donald R. (Don) Longano, former Democratic chief tax counsel to the House Ways and Means Committee, is a principal in the PwC Washington national tax services office. Mr. Longano is responsible for analyzing federal tax policy developments for many of the firm's clients.

Prior to joining the legacy firm PwC in January 1995, Mr. Longano spent nearly ten years on the staff of the Committee on Ways and Means of the United States House of Representatives. From 1993 to 1995, in his most recent position as chief tax counsel, he advised Democratic Members of the Committee on all federal taxation issues; coordinated tax policy development and production of legislation within the Committee; and participated in drafting legislation and Committee reports.

From 1985 to 1993, Mr. Longano was responsible for a wide range of substantive tax issues for the Committee staff, including international, corporate, partnership and insurance taxation. He was also extensively involved in the Tax Reform Act of 1986 and all subsequent revenue measures through the 103rd Congress.Mr. Longano earned his LL.M. in taxation from the New York University School of Law (1982); his J.D. from the Georgetown University Law Center (1979); and his A.B. in Economics from the University of Notre Dame (1976).

Ed McClellan is a Principal in the Washington National Tax Services (WNTS) office of PwC. He is a member of the Tax Policy Services group, which specializes in assisting clients – including multinational corporations, associations, and business coalitions – in the development and implementation of strategies to address proposed changes in tax legislation, regulations, and rulings. Mr. McClellan brings extensive experience in a broad range of US and multinational corporate taxation issues, including international tax reform and financial products legislation.

Before joining PwC, Mr. McClellan was a partner in the Legislative and Public Policy practice at the law firm of Alston & Bird LLP. Prior to joining Alston & Bird, he served for seven years as Tax Counsel to the Committee on Finance of the United States Senate.

As Tax Counsel to the Finance Committee, Mr. McClellan served as a senior policy and technical advisor on tax issues to two chairmen of the Committee, Senator Chuck Grassley and the late Senator Bill Roth. Mr. McClellan was responsible for developing legislation relating to international taxation, domestic corporate taxation, financial services, capital gains, dividend taxation, and accounting methods. He served as a tax counsel on the American Jobs Creation Act of 2004, the Jobs and Growth Tax Relief Reconciliation Act of 2003, the Job Creation and Worker Assistance Act of 2002, the FSC Repeal and Extraterritorial Income Exclusion Act of 2000, and the Tax Relief Act of 2001, for which he played a key role in negotiating the reduction of individual income tax rates. In addition, Mr. McClellan served as Chairman Grassley’s staff liaison to other members of the Senate Finance Committee, as well as to the House Ways and Means Committee, the Treasury Department, and the Internal Revenue Service.

Prior to joining the Senate Finance Committee staff, Mr. McClellan spent 16 years in private practice, during which he worked for the law firm of Baker & McKenzie and served as in-house tax advisor to a Fortune 8 corporation. He has more than 15 years of experience in the public accounting industry.

Mr. McClellan received his LL.M. in Taxation from Georgetown University and his J.D. and B.S. from Indiana University. He is a member of the District of Columbia and Federal Bar Associations and is Chairman of the Government Relations Committee for the Tax Section of the American Bar Association.

Lindy L. Paull leads PwC tax policy practice. Ms. Paull represents major corporations, trade associations, and business coalitions before Congress, the Department of the Treasury, and the Internal Revenue Service.Ms. Paull had a distinguished career in federal government for almost two decades and is well recognized in federal tax policy matters.

She served as Chief of Staff of the US Congressional Joint Committee on Taxation for 5 years (1998-2003) and in several senior staff positions (including Republican Staff Director and Chief Counsel) with the US Senate Committee on Finance for the previous 12 years (1986-1998). Ms. Paull worked on most, if not all, tax legislation considered by the US Congress over her 17-year career with the Congress.During her tenure as Chief of Staff of the Joint Committee on Taxation, Ms. Paull spearheaded important reports on Enron, tax simplification, interest and tax penalties (including tax shelter penalties), individual expatriation, disclosure of tax return information, and audits of tax-exempt organizations.

Ms. Paull also served as attorney-advisor to US Tax Court Judge Herbert L. Chabot for two years. Early in her career, Ms. Paull practiced tax law with a major law firm in Washington, DC, and as a CPA in the tax practice of a major accounting firm in Miami, FL.Ms. Paull has testified before Congress on numerous occasions and is a frequent speaker on federal tax legislation and policy. She taught a graduate course in federal tax policy at Georgetown University Law Center for ten years.

Ms. Paull is active in a number of business and professional associations, including the American Bar Association (Vice Chair, Government Relations Committee), American Tax Policy Institute, European-American Business Council (Board member), Federal Bar Association, National Foreign Trade Council (Board member), The Tax Coalition, The Tax Council (Board member) and University of Florida Law Center Association (Board member). Ms. Paull is a member of the District of Columbia and Florida bars.Ms. Paull received her law degree (J.D. 1979, with honors) and Masters of Law in Taxation (L.LM.1980) from the University of Florida College of Law. Ms. Paull received a Bachelors of Business Administration (B.B.A.), majoring in accounting, from Florida International University in 1974.

As a managing director in the Washington national tax services office of PwC, Don Carlson provides strategic advice as well as legislative, executive branch and regulatory representation for domestic and international clients of PwC on a broad spectrum of issues including tax, international trade, Social Security, budget and appropriations.

Mr. Carlson’s wide range of legislative, international and political experience spans a 34-year Capitol Hill career. For 30 years, he worked for Congressman Bill Archer, chairman of the House Ways and Means Committee, representing Houston’s 7th Congressional District. Mr. Carlson served as his chief of staff from 1988 to 2001. He was the chairman’s prime liaison with the Members and staff of the Ways and Means Committee and the Joint Committee on Taxation. Prior to assuming that position, he was Representative Archer’s legislative director, with responsibility for all of his legislative/Committee work. His primary areas of concentration included taxation, trade, Social Security and budget matters. In addition, he was Rep. Archer’s chief political advisor and liaison to Republican Party groups at the local, state and national levels.In early 2001, he served as chief of staff to Congressman John Culberson, Republican of Texas’ 7th District. Prior to his service with Congressman Archer, he worked for former Congressmen Don Riegle and James Harvey, both of Michigan.

Mr. Carlson brings extensive international experience to the firm. He has represented Rep. Archer on international issues worldwide and is a senior advisor to the United States-Asia Foundation and has led Member and staff delegations to Asia. In addition, he has been a member of the Congressional Staff Advisory Committee on International Trade Policy of the Council on Foreign Relations, a member of the Steering Committee for the Congressional Staff Forum on International Trade of Georgetown University’s School of Business, staff liaison for Congressman Archer to the US-Asian Business Council, and staff liaison to the MERCOSUL Congressional Study Group for the Center for Strategic and International Studies.

Mr. Carlson earned his Bachelor of Arts in International Relations from the School of International Service at the American University, Washington, DC. He served in the United States Marine Corps Reserve from 1970 to 1976.