Tax
USA Guide 2024 : New York
Band 3
Contact number
+1 212 756 2000About
Provided by Schulte Roth & Zabel LLP
Tax:
SRZ provides tax planning for mergers, sales and other dispositions, and acquisitions and leveraged buyout arrangements, including analysis of cross-border financing and transfer-pricing issues. SRZ structures sophisticated financing transactions and advises on special tax issues confronting foreign investors making corporate, portfolio securities and real estate investments in the US. Tax advice is also provided to managers of domestic and foreign hedge, private equity and mutual funds.
Chambers Review
Schulte Roth & Zabel LLP is a popular choice for cogent tax advice in the context of investment funds. It offers support in tax matters involving M&A, reorganizations, buyouts and carve-out transactions. The firm has notable strength in relation to distressed debt and equity investments. It also takes on real estate tax matters.
Work Highlights
- Schulte Roth & Zabel LLP advised One River Digital Asset Management on its merger with Coinbase.
Strengths
Provided by Chambers
"It is an excellent firm with the ability to meet tight deadlines."
"They've been a valuable resource across a wide array of complicated issues."
"The partners are very smart and technical. They always provide great solutions on complicated issues."
"It is an excellent firm with the ability to meet tight deadlines."
"They've been a valuable resource across a wide array of complicated issues."
"The partners are very smart and technical. They always provide great solutions on complicated issues."
Notable Practitioners
Philippe Benedict often represents companies in the investment space in tax-related issues. He regularly handles divestitures and spin-outs.
"The depth and breadth of his knowledge, and the experience that he brings, are great."
Shlomo Twerski is noted among interviewees for his knowledge of the tax aspects of structured finance matters. His roster of clients includes major names in the private equity sector.
"He is extremely bright. He has a very good demeanor, and is creative and practical."
"He is able to communicate in a clear manner without being overly technical. He can provide practical solutions and insight on industry trends."
Alan Waldenberg is co-head of the tax team at the firm. He acts on the tax aspects of a wide range of corporate transactions, including mergers and reorganizations.
"Alan is a tax genius. He has a very creative mind and is very commercial."
Ranked Lawyers at
Schulte Roth & Zabel LLP
New York
Members
Provided by Schulte Roth & Zabel LLP