Cadwalader, Wickersham & Taft LLP ‘s ‘extraordinarily technical, detail oriented, and creative‘ tax team routinely handles the structuring, documentation, and execution of complex, tax-advantaged securities transactions and products for domestic and multinational corporations, private equity and investment firms, investment banks, insurance companies and other parties involved in financial transactions. Practice head Linda Swartz advises clients on fund structures, financings and derivative transactions. Washington DC-based Mark Howe‘s practice covers partnerships, financial products, securitization, commodities, and the tax aspects of capital markets. Gary Silverstein advises issuers, underwriters, insurers and other parties on the tax aspects of mortgage-backed and asset-backed securities, REMICs, CLOs, and other debt issuances. Jon Brose is well-versed in tax issues relating to CLOs and other structured finance and securitization vehicles. Andrew Carlon joined the firm in January 2023 from Cravath, Swaine & Moore LLP. Lawyers are in New York unless otherwise stated.

Clifford Chance‘s New York-based team advises on the tax aspects and planning of a wide range of financial product-related matters, including REITs, CLOs, derivatives, insurance, and mortgage-backed securities, to name a few. Paul Seraganian, who heads the team, routinely supports Canadian and other non-US pension funds with investments in hedge funds, private equity funds, real estate funds and other private investment vehicles, including designing structures for co-investments general partner investments and continuation structures. Philip Wagman concentrates his practice on the tax aspects of corporate transactions, both domestic and internationally, as well as structured finance and securitization transactions, equipment leasing, securities offerings, and other financing transactions. Michael Seaton has substantial expertise advising on public and private REITs, investment funds, cross-border investment structuring, and insurance and reinsurance companies. Avrohom Gelber‘s practice covers cross-border finance and capital markets transactions, including CLO securitization transactions. Jim Gouwar advises on structured finance transactions such as mortgage- and asset-backed transactions, collateralized loan and debt obligations, and REMICs. Rebecca Pereira has significant experience providing tax advice for a wide variety of financial and business transactions, with an emphasis on private equity and real estate funds. Hannah Richard advises on the US federal tax aspects of a variety of transactions, including real estate transactions, investment funds, and private equity investments.

The tax department at Mayer Brown, headed by New York-based Jason Bazar and Brian Kittle, and Chicago-based Thomas Kittle-Kamp, who advises banks, funds, and other capital markets participants on the tax aspects of trading strategies and financial products. In New York, Mark Leeds has a special focus on the tax consequences of over-the-counter derivative transactions, swaps, tax-exempt derivatives, and strategies for efficient utilization of tax attributes whilst Russell Nance practice covers structured finance transactions and financial products. Steven Garden, who sits in the Chicago office, advises clients on matters related to asset-backed securitization financings and cross-border loan sales of several asset classes and CLOs. In San Francisco, Remmelt Reigersman represents high-profile clients in financing transactions, including public offerings and private placements of equity, debt, and hybrid securities, as well as structured products whilst David Goett supports banks with the tax aspects of US and international capital market offerings. In Charlotte, Brennan Young focuses on the US federal income consequences of securities offerings including debt, equity offerings and structured products.

A&O Shearman advises governments, financial institutions, corporations, insurance companies, funds, and other clients active in the investment sector on the taxation of financial instruments and derivatives, including CLOs, securitizations, and asset repackagings. The team has particular strengths in REITs, structured product issuances, and administrative rulings and controversies. The practice is headed by New York-based Dave Lewis, who has extensive experience advising on general tax aspects of financial instruments and derivatives and in global tax planning and cross-border structures, and Jack Heinberg, whose practice covers domestic and international tax planning, the taxation of financial instruments and derivatives, cross-border financing, CLOs, securitizations, REITS, debt restructurings and other structured finance transactions. Also in New York, John Hibbard and Dustin Plotnick routinely advises on the taxation of capital markets transactions including securitizations, financial instruments and derivatives, cross-border financing transactions, project finance and FATCA. Caroline Lapidus, who is located in Silicon Valley, has expertise in capital markets, including securitizations, financial instruments, CLOs and derivatives, cross-border financing, project finance, asset management and real estate including REIT investments. Following the completion of the firm’s merger with Shearman & Sterling, the team has expanded. Larry Crouch  handles the full spectrum of tax planning matters for domestic and cross-border transactions, with significant experience in transactions involving private equity sellers and buyers. Lorenz Haselberger, who is also based in New York, routinely advises banks, broker dealers, financial exchanges, and sovereign investors, among others, on the tax aspects of financial products, transactions, services, and inbound investments. Washington DC-based Michael Brown has a special focus on a wide range of tax related matters including joint ventures, private equity, hedge fund investments, and the taxation of financial instruments. Andrew Meiser and Daniel Kachmar, who are both based in the New York office, are notable team members.

The team at Dentons, headed by New York-based Marshall Feiring and Ryan Zucchetto, focuses on the tax implications of swaps and other financial products as well as debt and equity issuances both in and outside the US. Feiring’s practice covers loan and REMIC agreement modifications and liquidations as well as structuring on and offshore REIT-TMP and other non-REMIC vehicles for securitizing loans and distressed REMIC regular interests, financing servicing advances, and synthetic credit default swap. Zucchetto represents both issuers and underwriters in residential mortgage-backed securities transactions involving both performing loans and non-performing loans, as well as other mortgage-related asset classes and other asset classes such as auto loan receivables. Joseph Benavides plays an instrumental role in the team, focusing specifically on tax planning for structured real estate transactions.

DLA Piper LLP (US)‘s transactional and asset management group advises fund sponsors, investment advisors, and investors focusing on both asset management businesses and complex financial instruments on the technical tax aspects securitization, fund formations, credit fund transactions, cryptocurrencies and NFTs, and products related to renewable energy. The team has specific expertise in dealing with the tax complexities of financial products relating to publishing rights and television royalties in the media and entertainment space. The team is headed by New York-based Gerald Rokoff who has extensive experience advising clients on identification and implementation of tax-efficient structures and has structured investments for clients active across a broad range of industry sectors including real estate, sports and entertainment, debt and equities, operating businesses, and alternative investments. Witold Jurewicz’s practice covers US and international taxation, focusing specifically on tax-efficient structures for non-US operations and investments, tax treaty planning, and US and international tax reporting and compliance. In Chicago, Aalok Virmani advises investment fund sponsors on federal income tax matters and Thomas Geraghty has specific expertise in variable and fixed-rate notes, collateralized debt obligations, and other capital market transactions. In Boston, John Wei advises on tax issues related to insurance company and product taxation, CLOs, and securitizations.

McDermott Will & Emery LLP advises on asset-backed structures, commercial paper programs, securitizations, credit default swaps, structured products, derivatives and tax-advantaged financings and is particularly active in the energy and insurance sectors. The team also advises investors and fintech and cryptocurrency companies on tax-efficient corporate structuring. The practice is headed by New York-based John Lutz and Washington DC-based Timothy Shuman. Lutz advises major banks on the taxation of sophisticated financial transactions and products such as municipal derivatives, tax-exempt bond securitizations and tax equity structures to fund renewable energy developments. Alongside his broad financial products practice, William Pomierski, who is located in Chicago, also has particular expertise in the derivatives space often advising on a wide range of commodities, along with interest rate, currency, credit default, equity and weather derivatives.

Skadden, Arps, Slate, Meagher & Flom LLP‘s tax group is well-versed in the taxation issues of a wide range of transactions including tax-free and taxable acquisitions, leveraged buyouts, spin-offs and dispositions, REITs, RICs, Chapter 11 reorganization cases, nonjudicial restructurings and private equity and hedge fund transactions. The practice is headed by New York-based Eric Sensenbrenner who has expertise structuring cross-border investments and capital markets transactions. Nazmiye Gökçebay, also based in New York, has significant experience counseling on capital markets transactions, complex financial instruments, derivatives and securitizations. In Chicago, Nickolas Gianou advises clients on initial public and other debt and equity offerings, REITs, RICs, restructuring transactions, and investments by sovereign wealth funds. Also based in Chicago are notable key members David Polster and Sarah Beth Rizzo.

Weil, Gotshal & Manges LLP benefits from the firm’s global presence, enabling it to provide multi-jurisdictional tax advice on private equity and funds matters, securitizations, REITS, capital markets, and other financing matters. Practice head Joseph Pari, who is based in Washington DC and New York, has extensive expertise advising on federal income taxation matters. In Washington DC, Daniel Nicholas practice covers worldwide finance, capital markets and derivatives transactions, with a specific focus on debt instruments, asset-based financing transactions and derivatives, international taxation, and taxation of financial products. Also in DC, Graham Magill and Devon Bodoh advise debtors, creditors, and other investors on modifications of debt and debt and equity exchanges whilst David Levy has a special focus on REITs and other real estate-related tax work.