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Schulte Roth & Zabel LLP
Department profile | Schulte Roth & Zabel LLP
Tax

About

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

Provided by Chambers

Tax - New York

3
Band 3

What the Team is Known For

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

Provided by Schulte Roth & Zabel LLP

  • 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."

Tax respondent
USA

"They've been a valuable resource across a wide array of complicated issues."

Tax respondent
USA

"The partners are very smart and technical. They always provide great solutions on complicated issues."

Tax respondent
USA

Notable Practitioners

Provided by Chambers

Philippe Benedict
3
Philippe Benedict
3
Band 3
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."
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Shlomo C Twerski
3
Shlomo C Twerski
Head of Tax
3
Band 3
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."
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Alan S Waldenberg
5
Alan S Waldenberg
Head of Tax
5
Band 5
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."
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Ranked Lawyers at
Schulte Roth & Zabel LLP

Provided by Chambers
Filter by
Band

New York

Tax
Philippe Benedict
3
Philippe Benedict
3
Band 3
View Profile
Shlomo C Twerski
3
Shlomo C Twerski
Head of Tax
3
Band 3
View Profile
Alan S Waldenberg
5
Alan S Waldenberg
Head of Tax
5
Band 5
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Members

Provided by Schulte Roth & Zabel LLP

Alan S Waldenberg

Alan S Waldenberg

Head of Department

Shlomo C Twerski

Shlomo C Twerski

Head of Department