Ms Linda Swartz > Cadwalader, Wickersham & Taft LLP > New York, United States > Lawyer Profile

Cadwalader, Wickersham & Taft LLP
200 LIBERTY STREET
NEW YORK, NY 10281
NEW YORK
United States
Linda Swartz photo

Work Department

Tax

Position

As the longtime chair of Cadwalader’s Tax Group and the International Tax Review 2024 North American Practice Group Leader of the Year, Linda structures complex global mergers and acquisitions, spin-offs, joint ventures, and restructurings, and designs foreign tax planning strategies. She also structures derivative products and other bespoke financing solutions.

Education

J.D., University of Pennsylvania Law School

B.A., Bucknell University, magna cum laude

Lawyer Rankings

United States > Tax > Financial products

(Leading partners)

Linda Swartz – Cadwalader, Wickersham & Taft LLP

The New York based team at Cadwalader, Wickersham & Taft LLP is prominent for its transactional work, in which the the firm has employed a variety of spin-offs, inversions, Reverse Morris Trusts and a number of sophisticated securitization vehicles. The team is also capable in handling the restructuring of foreign debt or new money investments by foreign entities, as well as ERISA issues and REMIC tax issues. Linda Swartz leads the practice and focuses her practice on structuring global mergers and acquisitions, spin-offs, joint ventures and restructurings. Jon Brose assists managers, underwriters, issuers and placement agents on tax issues relating to structured finance and securitization vehicles. Based in Washington DC, Mark Howe focuses his practice is concentrated in partnerships, financial products, securitization, the tax aspects of capital markets, general corporate finance, securities, and commodities. William Walsh is a key conatct.

United States > Tax > International tax

(Leading partners)

Linda SwartzCadwalader, Wickersham & Taft LLP

The New York based team at Cadwalader, Wickersham & Taft LLP is prominent for its transactional work, focused on tax-free and tax-efficient M&A structures, which the firm has employed to international mergers and acquisitions, spin-offs, inversions, and Reverse Morris Trusts. The team is also well-regarded for its restructuring practice which assists debtors and creditors, as well as investors, committees, and other creditor groups, in cross-border restructurings, bankruptcy proceedings, workouts, and other distressed situations. The team is capable in handling the restructuring of foreign debt or new money investments by foreign entities, as well as ERISA issues and REMIC tax issues. Linda Swartz leads the practice and focuses her practice on structuring global mergers and acquisitions, spin-offs, joint ventures, and restructurings. Jon Brose assists managers, underwriters, issuers, and placement agents on tax issues relating to CLOs, CRTs, SRTs, and other structured finance and securitization vehicles. William Walsh is also a key contact.

United States > Tax > US taxes: non-contentious

(Hall of Fame)

Linda SwartzCadwalader, Wickersham & Taft LLP

Cadwalader, Wickersham & Taft LLP has a strong financial services focus, advising domestic and multinational corporations, private equity firms, and investment banks on complex transactions, including M&A, spin-offs, and joint ventures. The firm also has vast experience with bankruptcy tax matters, ERISA issues, and REMIC taxation. Practice lead Linda Swartz is ‘knowledgeable, practical, and personable,’ specializing in corporate reorganizations, debt restructurings, and distressed M&A. Andrew Carlon focuses on corporate transactions such as cross-border restructurings and a variety of spin-offs, including pro-rata spin-offs and IPO-spin combinations. Jon Brose advises on commercial transactions and capital market activities and has experience with a variety of investment strategies. William Walsh is also a key figure within the group. All lawyers mentioned are based in New York.