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Jodi Schwartz

Wachtell, Lipton, Rosen & Katz

Work Department

Tax.

Position

Jodi J. Schwartz focuses on the tax aspects of corporate transactions, including mergers and acquisitions, joint ventures, spin-offs and financial instruments. Ms. Schwartz has been the principal tax lawyer on numerous domestic and cross-border transactions in a wide range of industries. She was elected partner in 1990.

Career

Ms. Schwartz is recognized as one of the world's leading lawyers in the field of taxation, including being selected by Chambers Global Guide to the World’s Leading Lawyers, Chambers USA Guide to America’s Leading Lawyers for Business, International Who's Who of Business Lawyers and as a tax expert by Euromoney Institutional Investor Expert Guides. In addition, she is a member of the Executive Committee and past chair of the Tax Section of the New York State Bar Association and also is a member of the American College of Tax Counsel.

Member

Ms. Schwartz serves on the board of the American Jewish Joint Distribution Committee, the Foundation for Jewish Camp, the Jewish Community Project of Lower Manhattan and serves on the Board of Overseers of the University of Pennsylvania Law School.

Education

Ms. Schwartz received her B.S. in economics magna cum laude from the University of Pennsylvania in 1981, her M.B.A. from the University of Pennsylvania (Wharton School) in 1984, her J.D. magna cum laude from the University of Pennsylvania Law School in 1984 and her LL.M. in taxation from the New York University Law School in 1987.


United States: Tax

International tax

Within: International tax

New York-based Wachtell, Lipton, Rosen & Katz assists global businesses with the tax aspects of corporate reorganizations, M&A, financings, restructurings and joint ventures. Jodi Schwartz is a key name and has previously represented Irish life sciences firm Medtronic with its $6.1bn sale of a portion of its patient monitoring and recovery division to Cardinal Health. Other noted attorneys include T Eiko Stange, who advises clients in the telecoms, technology, pharmaceuticals, financial services, media and entertainment, real estate and retail industries. Joshua Holmes is a senior team member, and Tijana Dvornic is also notable and has previously advised Valeant Pharmaceuticals.

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US taxes: non-contentious

Within: Leading lawyers

Jodi Schwartz - Wachtell, Lipton, Rosen & Katz

Within: US taxes: non-contentious

Wachtell, Lipton, Rosen & Katz’s New York tax practice supports the firm's busy corporate team in a variety of transactions and organizational matters, including reorganizations, spin-offs and restructurings. Joshua Holmes is advising Celgene on its sale to Bristol-Myers Squibb for approximately $74bn. Deborah Paul and Jodi Schwartz are active in a range of transactions, including strategic acquisitions and private equity buyouts, particularly in the telecoms, oil and gas and energy sectors. T Eiko Stange has substantial experience leading on major transactions in the pharmaceuticals, financial services, media and entertainment and real estate sectors.

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