Mr Ari M. Zak > 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
Ari M. Zak photo

Work Department

Tax

Career

Ari M. Zak focuses his practice on the taxation of investment funds and their investors, particularly on matters relating to mutual funds, closed-end funds, exchange-traded funds, business development companies and variable insurance funds. Mr. Zak also advises on matters relating to private investment funds, including hedge funds and private equity funds, in addition to general transactional matters involving clients in the financial services industry.

In addition, Mr. Zak regularly advises on structuring and developing new funds and products, disclosure, mergers and restructurings of investment funds, ongoing tax compliance and the taxation of financial products.

Education

  • Yeshiva University, B.S., 2002, summa cum laude, New York State Society of Certified Public Accountants’ Award for Superior Scholarship in Accounting
  • Columbia Law School, J.D., 2006, Harlan Fiske Stone Scholar, Member of the Columbia Business Law Review

Lawyer Rankings

United States > Tax > International tax

Working in close collaboration with its London, Luxembourg, and Paris offices, Dechert LLP provides tax advice to global asset management firms, financial services firms, and mutual and investment funds. The team is particularly strong in advising middle-market private equity firms on structuring of M&A transactions, holding companies, and financing. Additionally, it deals with tax aspects of structured finance and securitizations, as well as REITs and transfer pricing agreements. In New York, practice head Joshua Milgrim advises private equity firms and public and closely-held companies on corporate transactions, as well as the formation of investment management companies. He works alongside Ari M. Zak, a specialist in international taxation of investment funds. Structured finance transaction experts William Cejudo and Michael Rufkahr are based in Washington DC., while in Boston Adrienne M Baker covers FATCA compliance and tax for private and regulated investment companies. In November 2021, M&A tax specialist David Passey joined from Schulte Roth & Zabel LLP. Daniel M Dunn has retired, while Steven E Clemens departed in June 2021.

United States > Tax > US taxes: non-contentious

Dechert LLP enjoys a stellar reputation in the funds space, routinely acting for many of the world’s largest asset management firms, mutual fund groups, and investment banks. Structured finance transactions and life sciences-sector M&A deals are also key workflows for the team. Global tax chair Joshua Milgrim assists numerous private equity firms and their portfolio companies with big-ticket acquisitions, divestitures, and IPOs, while Philadelphia-based Edward Lemanowicz is noted for his expertise in federal taxation and international restructuring mandates. Boston-based Adrienne M Baker‘s investment broad company-focused practice encompasses partnership taxation and hedge fund products. Joseph A. Riley and Ari M. Zak are regularly sought out by various financial services companies for assistance in high-value structuring and permanent capital issues. M&A tax specialist David Passey joined the team from Schulte Roth & Zabel LLP in November 2021. Steven E Clemens has left the practice. All named lawyers are based in New York unless noted otherwise.