Mr Joshua Milgrim > Dechert LLP > New York, United States > Lawyer Profile

Dechert LLP
Three Bryant Park, 1095 Avenue of the Americas
NEW YORK, NY 10036-6797
United States
Joshua Milgrim photo

Work Department

Corporate & Securities

Career

Joshua Milgrim, chair of the international and domestic tax group, focuses his practice on the tax aspects of complex public and private mergers and acquisitions, both domestic and cross-border. He also advises clients on joint ventures, business structuring, securities offerings, financing transactions, and debt restructurings and workouts. In addition, Josh represents private investment funds and sponsors in the formation of investment management companies.

Mr. Milgrim advises both U.S. and non-U.S. investors and businesses regarding the U.S. tax consequences of their investments and business activities. He works closely with our corporate, finance, and restructuring teams, representing private equity firms and their portfolio companies, investment management companies, private investment funds, as well as advising both public and closely held companies. 

Education

  • Brandeis University, B.A., 2000
  • Fordham University School of Law, J.D., 2003, member of the Fordham Law Review
  • New York University School of Law, LL.M., 2007

Lawyer Rankings

United States > Tax > US taxes: non-contentious

Dechert LLP’s reputation in the financial services sector sees it frequently acting for a range of banks, asset managers and investment funds in various corporate and commercial transactions. New York-based global tax group chair Joshua Milgrim leads a team, which acts not only for the majority of the top global asset management firms, but also for key life sciences corporations and middle-market private equity clients. Milgrim handles hedge-fund tax work, while Steven Clemens focuses on private equity mandates. Ari Zak and Joseph Riley are also experienced in tax structuring matters for financial services firms. Outside of New York, Philadelphia-based Edward Lemanowicz is well versed in structuring and executing taxable and tax-free transactions.

United States > Tax > International tax

Dechert LLP is a top choice for financial services institutions, assets managers and large-scale funds seeking advice on international tax planning. In New York, practice head Joshua Milgrim, Daniel Dunn and Steven Clemens advise private equity and sovereign wealth funds on tax planning issues relating to investments, holding company structuring, M&A and buyouts. Washington DC-based William Cejudo and Michael Rufkahr act for global asset managers on structured finance transactions, including distressed asset funds, mortgage securitizations and ABS. The team also has experience of REITs and offshore fund taxation. New York-based Ari Zak is a leader in the mutual funds space, as well as closed-end funds, exchange-traded funds and other complex fund products. Adrienne Baker in Boston also has expertise in fund formation mandates.