Tax
USA Guide 2024 : New York
Band 4
Email address
[email protected]Contact number
+1 212 309 6000About
Provided by Morgan, Lewis & Bockius LLP
Morgan Lewis’s New York practice focuses on transactional tax planning, tax structuring, and structured finance on a global basis. We offer strategic tax counseling in US domestic and international mergers and acquisitions, divestitures, reorganizations, spin-offs, joint ventures, and strategic alliances, as well as equity and debt securities offerings. We collaborate across practices with our firm’s structured finance, corporate, investment management, labor and employment, and employee benefits and executive compensation practices to offer our clients the full range of services they need to successfully structure and close their transactions, as well as to resolve tax audits and litigate disputes.
Our New York tax lawyers are an integral part of our firmwide global tax practice, which spans transactional tax planning to areas including tax controversy, litigation (including SALT litigation, R&D tax credit litigation, and fringe benefits and payroll tax litigation), and transfer pricing.
Chambers Review
Morgan, Lewis & Bockius LLP offers significant strength in transactional tax work, ranging from M&A and corporate reorganizations to equity and debt securities offerings. Adept at handling both domestic and cross-border mandates and routinely called upon to assist private equity clients and institutional investors with fund formation. Also noted for its particular expertise in matters concerning REITs.
Work Highlights
- Morgan, Lewis & Bockius LLP advised Toyota Motor Corporation and various affiliates in approximately seven transactions involving the issuance of securities backed by retail automobile purchase contracts and leases.
Strengths
Provided by Chambers
"The Morgan Lewis team is always well prepared and delivers superb results."
"The team always provides reliable guidance in connection with complex and sophisticated matters. They are very commercial in their approach to work."
"The Morgan Lewis team is always well prepared and delivers superb results."
"The team always provides reliable guidance in connection with complex and sophisticated matters. They are very commercial in their approach to work."
Notable Practitioners
Mary Hevener acts in a wide range of tax matters, including executive compensation and benefits-related issues. Clients regularly turn to her for counsel on tax disputes.
"She is one of the most technical people I have ever worked with."
Richard Zarin is a strong choice for noncontentious tax matters, including issues relating to international and domestic corporate transactions. His clients include those in the aviation, shipping and education sectors.
"He is an excellent attorney with a deep understanding of tax law. He is very good at taking the complex and explaining it in a straightforward manner."