I plan and structure complex business transactions, including mergers and acquisitions, capital markets transactions, joint ventures, and venture capital investments for investment funds, closely-held businesses, and publicly traded companies. I regularly advise companies on complex corporate tax, partnership tax and U.S. international tax questions, including the taxation of financial products, the taxation of securities offerings, Subpart F, foreign tax credit planning, and treaty planning. My dexterity with corporate tax, partnership tax, and U.S. international tax allows me to advise clients on unique strategies from a holistic perspective.
I also advise investment fund sponsors on the federal income tax matters relevant to all aspects of their business, as well as fund formation and structuring, sponsor liquidity and minority investment transactions, fund- and sponsor-level tax considerations arising from investments, mergers and acquisitions, and sponsor-level economic and tax planning and structuring.