About Jeffrey

Jeff uses sophisticated techniques to ensure tax efficiency for his clients and allow them to reach their business objectives. Above all, Jeff understands that tax planning and structuring must be consistent with client businesses and goals, so he focuses on finding practical, effective solutions that align with his clients’ vision.

Jeff advises on the tax aspects of complex domestic and cross-border transactions, including mergers and acquisitions, equity investments by US and non-US persons, joint ventures, public securities offerings, life sciences collaborations, digital currency transactions, and debt issuances. He has extensive experience across various industries such as technology, pharmaceuticals, automotive, telecommunications and media. His clients include multinational corporations, private companies, partnerships and non-US resident individuals. He is also experienced with charities and other tax-exempt organizations. Jeff engages in structuring, contract negotiation and post-transactional planning for both domestic and international transactions. He advises clients in connection with long-term tax planning and the management of their tax environments, as well as with compliance and audit matters.

Jeff has written extensively for and contributed to New York State Bar Association reports on US international tax topics. He has been a featured speaker and panelist at numerous international tax conferences and has lectured in continuing legal education programs. Jeff previously served on the board of directors of an international nongovernmental organization.

Jeff’s representative experience includes:

  • Representing a software corporation in the acquisition of control of a corporation through the Chapter 11 bankruptcy process and a subsequent tender offer
  • Representing a non-US biotherapeutics company in the formation and spinout of a new domestic company
  • Representing multiple special purpose acquisition companies (SPACs) and their targets in public mergers
  • Representing a major mutual fund family in connection with the acquisition of a wealth management technology company
  • Representing a clinical-stage US pharmaceutical company in its sale to a major multinational acquirer
  • Representing a digital entertainment platform company in a public merger of equals with a software company
  • Representing a pharmaceutical corporation in connection with the acquisition of three US targets
  • Representing a multinational software corporation in connection with serial domestic and cross-border acquisitions
  • Representing an automotive corporation in connection with the formation of multiple joint ventures
  • Representing a computer hardware manufacturer in connection with the simultaneous acquisition of related Danish and US targets
  • Representing a publishing corporation in the acquisition of a Canadian publishing company with worldwide manufacturing and distribution
  • Representing a global media and entertainment corporation in connection with the formation of a joint venture to create and produce television programs
  • Representing an engineering corporation in the acquisition of a multinational engineering and design firm
  • Representing a US-owned Asian television channel business in the buyout from its partner of an interest in an Asian sports channel business
  • Representing a department store corporation in connection with the formation of its first store outside the US
  • Representing a global media and entertainment corporation in connection with multiple tax-free spinoffs

Education

New York University School of Law
LLM, 2000

New York University School of Law
JD, 1996

University of Chicago
AB, 1993

Rankings and accolades

The Legal 500: Key Lawyer – US taxes: non-contentious

Memberships and affiliations

American Bar Association - Section of Taxation

New York State Bar Association