Tax
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.
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Profile
Work Department
Tax
Position
Partner
Career
Jack has been a partner in A&O Shearman since 2000 and was a member of the Firm's Global Board.
He focuses primarily on advising on domestic and international tax planning, the taxation of financial instruments and derivatives, cross-border financing, CLOs, securitizations and other structured finance transactions. Jack also has significant experience in advising on fund investments, cross-border and domestic real estate transactions, including financing structures, REITs and fund structures, debt restructurings and global corporate transactions. In addition to private practice, Jack served for two years as attorney/adviser to the Honorable Arthur L. Nims, III, Chief Judge of the U.S. Tax Court.
Jack has been ranked as a leading tax lawyer in Chambers USA and as a recommended lawyer in Legal 500 USA. He is also listed in the Super Lawyers directory. Chambers says “Jack Heinberg of Allen & Overy LLP ‘is admired by clients for the creative and thoughtful advice he offers in cross-border financing and securities, derivatives and financial instruments, and international and domestic tax planning. He is valued for being a great communicator and 'one of the easiest tax lawyers to talk to.’''
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Key clients
- Société Générale Neuberger Berman Sound Point Capital Management CQS Monroe Capital Management LLC PIMCO TD Bank CIBC Toyota Motor Credit Corporation Abu Dhabi National Oil Company Azul S.A. Banco BTG Pactual S.A. – Cayman Branch Banco do Brasil S.A. Barclays Capital Inc. BBVA BMO Capital Markets BNP Paribas BofA Securities, Inc. CIBC Capital Markets Citigroup Credit Agricole CIB CVS Health Corporation Ecopetrol Goldman Sachs & Co. LLC Itau BBA USA Securities, Inc. J.P. Morgan Mizuho Morgan Stanley & Co. LLC MUFG Securities Americas Inc. PNC Capital Markets LLC Province of British Columbia Rabo Securities RBC Capital Markets Santander US Capital Markets LLC Sasol Limited Scotia Capital (USA) Inc. Scotiabank SMBC Nikko TD Securities Toyota Motor Corporation Truist Securities UBS Securities LLC Valvoline Inc. Wells Fargo Securities
Work highlights
Acting as an advisor in the global covered bond market to both issuers and underwriters in an established covered bond programs.|
Advised on approximately 120 CLO transactions, totalling over U.S.$49 billion, for clients such as Neuberger Berman, Sound Point Capital Management, Elmwood Asset Management, CIFC Asset Management, Jefferies, and other various investment and asset management firms.
Developing a leading practice in structuring and implementing significant risk transfer transactions and investment platforms.