Partner
CurrentI am a tax partner with thirty years of experience in the transactional space. My practice covers a wide range of federal income tax-related matters, with a principal focus on the tax aspects of structured finance transactions. I represent sponsors, managers, and underwriters in collateralized bond, loan, and debt obligation transactions, as well as issuers and underwriters in various asset-backed and insurance-related transactions, including credit card, auto loan, marketplace loan, payment plan, and mortgage securitizations. In addition, I have a deep background in the tax aspects of both taxable and tax-free mergers, acquisitions and dispositions, particularly in the investment management space, broad experience with the tax considerations relevant to sponsors and managers of investment funds, including hedge funds and private equity funds and significant experience in the tax aspects of various types of financings, and with the tax aspects of leveraged ESOP transactions.
