The full-service non-contentious tax group at Morgan, Lewis & Bockius LLP advises clients from major industries, including tech, life sciences and healthcare, non-profit organizations, and banking, on tax matters relating to structuring, spin-offs, joint ventures, M&A, and more. The firm also has a strong energy sector focus, advising on renewable energy project finance, large-scale transactions, and unique international tax rules applying to the extraction and importation of fossil fuels. In California, Barton Bassett co-leads the practice, focusing on international tax planning and tax controversy matters, and Rod Donnelly has expertise in Section 199 issues. In Boston, Daniel Nelson co-leads, advising investment funds on tax and commercial matters, and Meghan McCarthy focuses on commercial considerations related to tax matters. In Washington DC, Scott Farmer advises large multinational companies on various international tax planning matters, and in New York, Richard Zarin represents clients in media, aviation, and shipping on M&A, joint ventures, and securities offerings. William Gorrod is also a key name.
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Key clients
- G42
- Jefferies Financial Group Inc.
- Toyota Motor Credit Corporation
- MSP Sports Capital
- Verizon Communications, Inc.
- Perrigo Company
- TruConnect Communications
- United Global Foods, Inc.
- Dow Inc.
- Abu Dhabi Investment Authority (ADIA)
Work highlights
- Advised BP plc and its affiliates in restructuring its offshore wind venture with Equinor Wind US.
- Represented NextEra Energy Capital Holdings Inc. and its parent NextEra Energy Inc. (NEE) in a US Securities and Exchange Commission–registered issuance of $1 billion principal amount of its 4.95% debentures series due January 29, 2026; $900 million of its 4.90% debentures series due March 15, 2029; $1.1 billion of its 5.25% debentures series due March 15, 2034; $800 million of its 5.55% debentures series due March 15, 2054; and $600 million of its floating rate debentures series due January 29, 2026.
- Advised BP plc and its affiliates in restructuring its offshore wind venture with Equinor Wind US.
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
Other key lawyers
Scott Farmer; Richard Zarin; Rod Donnelly; Paul Gordon; Gregory Hartker; Meghan McCarthy; Sarah-Jane Morin; Casey August; William Gorrod