Jack Heinberg > A&O Shearman > New York, United States > Lawyer Profile

Jointly led by Larry Crouch and Jack Heinberg, the team at A&O Shearman provides a comprehensive tax advisory service advising on the U.S. federal income tax aspects of domestic and cross-border financial and corporate transactions. The firm’s client roster is comprised of governments, financial institutions, insurance companies, and funds. Crouch holds extensive experience in advising clients on tax planning issues for domestic and international transactions, including mergers and acquisitions, capital markets and joint ventures, while Heinberg focuses his broad practice primarily on the taxation of financial instruments and derivatives, cross-border financing, CLOs, and securitizations. Caroline Lapidus is based in Silicon Valley and represents clients in matters concerning project finance, asset management and REIT investments. Lorenz Haselberger, who is based in New York, routinely advises banks, broker dealers, digital asset intermediaries and family offices on the tax aspects of financial products, transactions, and inbound investments.

The team at A&O Shearman assists global corporate clients and financial institutions with a vast array of matters including strategic tax planning and complex transactions. The firm also shows considerable experience handling tax efficiency in investment and operating structures for multinationals. Based out of New York and Menlo Park, Larry Crouch leads the team, with significant experience advising private equity clients in aspects of domestic and international tax planning including mergers and acquisitions, capital markets, and joint ventures. New York-based Jack Heinberg holds significant expertise in fund investments and focuses his practice on domestic and international tax planning, the taxation of financial instruments and derivatives, as well as cross-border financing, while Derek Kershaw advises clients on tax aspects of M&A, spin-offs, and joint ventures. Also based in New York, Dave Lewis has significant experience assisting clients with corporate mergers and acquisitions, private equity transactions, and global capital markets transactions.

A&O Shearman’s non-contentious tax group has combined expertise in strategic tax planning advice, cross-border structuring and restructuring, and tax controversy matters for clients in sectors such as investment banking firms, financial advisors, and multinational companies. Split between New York and Menlo Park, Larry Crouch leads the practice with strong expertise in tax planning for M&A, capital markets, and joint ventures, representing clients including Celanese and CVS Health. In New York, Dave Lewis and Jack Heinberg have significant experience in domestic and international tax planning alongside Caroline Ladipus in San Francisco, and Derek Kershaw focuses on transactional work, including joint ventures, REITs, and private equity. Ryan Bray in Dallas represents clients including Paramount Global and Dycom Industries on corporate and international tax matters.