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Schulte Roth & Zabel LLP

919 THIRD AVENUE, NEW YORK, NY 10022, USA
Tel:
Work +1 212 756 2000
Fax:
Fax +1 212 593 5955
Email:
Web:
www.srz.com
London, New York, Washington DC

Shlomo Twerski

Tel:
Work +1 212.756.2510
Email:
Schulte Roth & Zabel LLP

Work Department

Tax, Blockchain Technology & Digital Assets, Hedge Funds, Investment Management, Real Estate Capital Markets & REITs, Regulated Funds

Position

Shlomo C. Twerski, co-head of the firm’s Tax Group, focuses his practice on the tax aspects of onshore and offshore investment funds, registered investment companies and business development companies, private equity partnerships, real estate and corporate transactions, restructurings and workouts, securitizations, and existing and emerging financial instruments. Shlomo’s most recent representations have addressed hedge fund and management company structures, tax considerations for private investment funds and FATCA.

Shlomo has been recognized as a leader in his field by Chambers USA, The Best Lawyers in AmericaThe Legal 500 US, New York Super Lawyers and the Tax Directors Handbook. He is a member of the Tax Section of the New York State Bar Association and regularly speaks at industry conferences and events. In addition, he has published on a range of topics, including FATCA provisions, FIRPTA and REIT rules, and compliance requirements for hedge funds. Most recently, he co-authored Hedge Funds: Formation, Operation and Regulation (ALM Law Journal Press). 

Member

New York State Bar Association, Taxation Section.

Education

Hofstra University School of Law, JD (Articles Editor, Hofstra Law Review).


United States: Tax

US taxes: non-contentious

Within: US taxes: non-contentious

Schulte Roth & Zabel LLP advises on investment funds structuring and private equity taxation. Philippe Benedict has particular expertise in domestic and international M&A and real estate transactions, and had assisted Caxton Associates with a share sale to the Petershill II Fund, which is affiliated with the Goldman Sachs Group. Tax planning specialist Dan Kusnetz advised Orchard Brands in its $410m acquisition by Bluestem Group. Department co-heads Alan Waldenberg and Shlomo Twerski are other contacts.

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