Andersen Global has entered a collaboration agreement with Dublin-based KTA Tax to expand its private client tax capabilities, a deal that matters broadly because it links a fast-growing US-founded international tax association with a boutique Irish practice, and matters specifically to accountancy professionals because it shows independent specialist firms joining global platforms as cross-border and wealth-related tax work becomes more complex.

Andersen Global is an international association of legally separate, independent member firms of tax, legal and valuation professionals, established in 2013 by US member firm Andersen Tax LLC, and now has more than 50,000 professionals in over 1,000 locations.

KTA Tax is an independent, Irish-owned private client tax practice on Merrion Square, Dublin, founded in 1997, advising individuals and families on compliance, cross-border matters, employment tax, estate planning, investments and pensions, Revenue interventions and transaction planning.

Mark L. Vorsatz, global chairman and CEO of Andersen, said private client work requires an appreciation of the business, family, investment and cross-border considerations around each decision. Lisa Cantillon, CEO of KTA Tax, said the firm has stayed focused on clear tax advice that reflects clients’ individual circumstances, and that the collaboration extends the resources available to them.

The timing coincides with changes that keep private client advisers busy. Budget 2027 cut the standard capital gains tax rate from 33 to 31 per cent for disposals from 7 October 2026 and raised the Group A inheritance threshold from 400,000 to 420,000 euros.

It also lowers the tax on holding investment funds. Exit tax on existing investment products falls three percentage points to 35 per cent from January, adding planning questions for clients holding investment funds.

Andersen’s Irish platform is also widening. In 2023 it added Dublin law firm Philip Lee LLP as a collaborating firm, joining its existing tax capabilities in Ireland, when the association counted more than 14,000 professionals in over 400 locations.

For the sector, the agreement shows boutique private client specialists gaining international reach through collaboration while keeping their independence, at a point when Irish capital and inheritance tax rules are changing.

Source: International Accounting Bulletin / Forvis Mazars / The Irish Times / Business Wire