Mr Shlomo Twerski > Schulte Roth & Zabel LLP > New York, United States > Lawyer Profile
Schulte Roth & Zabel LLP Offices
919 THIRD AVENUE
NEW YORK, NY 10022
NEW YORK
United States
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Mr Shlomo Twerski
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 America, The 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).
Memberships
New York State Bar Association, Taxation Section.
Education
Hofstra University School of Law, JD (Articles Editor, Hofstra Law Review).
Lawyer Rankings
United States > Tax > US taxes: non-contentious
Schulte Roth & Zabel LLP’s transactional tax team in New York is highly active in the investment funds space, advising major hedge funds, private equity firms, and alternative asset managers on a broad range of issues. The practice has considerable experience in the emerging digital economy sector, recently advising Pantera Capital in relation to its investments in cryptocurrency and blockchain venture technology, as well as in the CLO market. Alan Waldenberg has a strong reputation for handling M&A, restructurings and workouts, and international investments, particularly those involving investment funds. He leads the team alongside Shlomo Twerski, recently instructed in relation to hedge fund and management company structures, private investment funds, and FATCA issues. Philippe Benedict is well versed in the tax aspects of securitizations, fund formation and structuring, and spin-offs. David Wermuth regularly represents investment managers, while Elie Zolty’s experience encompasses onshore and offshore investment funds, private equity partnerships, REITs, and real estate joint ventures.
Lawyer Rankings
Top Tier Firm Rankings
Firm Rankings
- M&A/corporate and commercial > M&A: middle-market ($500m-999m)
- Finance > Structured finance: securitization
- M&A/corporate and commercial > Private equity buyouts: middle-market (Up to $500m)
- Investment fund formation and management > Private equity funds (including venture capital)
- Tax > US taxes: non-contentious
- Labor and employment > ERISA litigation
- Dispute resolution > Financial services litigation
- Finance > Financial services regulation
- Dispute resolution > M&A litigation: defense
- Investment fund formation and management > Mutual/registered/exchange-traded funds
- Dispute resolution > Securities litigation: defense
- Dispute resolution > General commercial disputes
- Real estate > Real estate
- Real estate > Real estate finance
- Finance > Restructuring (including bankruptcy): corporate
- Dispute resolution > Corporate investigations and white-collar criminal defense
- Intellectual property > Patents: litigation (full coverage)
- Finance > Fintech
- M&A/corporate and commercial > Shareholder activism