Morgan, Lewis & Bockius LLP stands out with a cross-functional and global tax team that is adept at both international transactional and domestic tax issues. Cross-border tax structuring and international tax planning is a highlight of the team, regularly advising foreign companies with structuring and implementation of cross-border tax schemes. The tax team also handles M&A, joint ventures, institutional inbound investments, partnership taxation structures, and research tax credits – which an additional notable strength in the energy sector. Practice head Barton Bassett, based in San Francisco, is well-regarded for his longstanding expertise advising multinationals on their international tax planning and structuring, with his work spanning various foreign-based groups on the full range of tax matters. Daniel Nelson, in Boston, focuses on domestic and cross-border tax considerations for investments, with his clientele including private equity sponsors, sovereign wealth and pension funds, and insurance companies. Washington DC-based Scott Farmer is also known for his international tax structuring expertise, and Meghan McCarthy shines in corporate taxation issues from Boston. Richard Zarin in New York is known for his stellar transactional tax expertise across industries such as media, financial services, and energy. Rod Donelly is another notable figure in the Palo Alto office.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- Barton Bassett works for an impressive number of U.S. multinational companies. He is always available and on top of things. It is always a great pleasure to work with him. Gregory Hartker has strong knowledge of international tax structuring. Daniel Nelson is very strong in the funds space and has great knowledge of U.S. tax law matters relating to the fund industry.
- I am very impressed with the strength of the Morgan Lewis tax team. They are smart people with sound technical skills that are able to explain complicated U.S. tax matters in an understandable way. Their knowledge of international tax law stands out.
Key clients
- George Weiss Associates LLC (GWA)
- Innovation Ventures LLC
- Perrigo Company
- Dow Inc.
- United Global Foods, Inc.
- Mizuho
- TruConnect Communications
- Richemont
- Goodman Group
- Suvoda
- Unrivaled Sports
- Bolt Ventures
Work highlights
Represented Bullish, an institutionally focused global digital asset platform, in its initial public offering and NYSE listing of its ordinary shares.
Advised American Electric Power on a definitive agreement for the acquisition of a 19.9% equity interest in Trancos for $2.82 billion.
Represented A.P. Moeller Maersk in the acquisition by its APM Terminals division of the Panama Canal Railway Company.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
Meghan McCarthy
Practice head
Barton Bassett; Daniel Nelson; Sarah Nelson
Other key lawyers
Scott Farmer; Richard Zarin; Rod Donnelly; Paul Gordon; Gregory Hartker; Meghan McCarthy; Sarah-Jane Morin; Casey August;
