I advise clients on complex federal tax issues that arise in structuring and executing business transactions. My practice includes tax planning for mergers and acquisitions, investment fund transactions, joint ventures, and restructurings. I work closely with clients to develop efficient and practical tax strategies tailored to their business objectives, whether in domestic or cross-border contexts. I also have significant experience with tax credits and incentives, including the Research and Development Tax Credit.
I also represent private equity and hedge fund sponsors on fund formation, structuring, and operational tax matters, including sponsor-, manager-, and fund-level considerations related to investments, acquisitions, and restructurings. In addition, I counsel clients on the taxation of debt instruments, cross-border investment structuring, and other sophisticated U.S. and international tax issues.