About

Provided by McDermott Will & Schulte


Corporate/M&A – Working closely with our corporate lawyers, we handle the tax aspects of numerous transactions. Our work includes large M&A deals, private equity buyouts, spin-offs, corporate restructurings, and IPOs. Our tax lawyers are often called in by major public companies to act as special tax counsel on the largest M&A deals and securities offerings in the market. 



Financial tax – McDermott provides tax advice in respect of complex financial products, including derivatives, asset-backed finance structures, commercial paper programs, securitizations, and tax-advantaged financings.



Renewable energy tax – We have seen continued demand for our services in the specialized area of “tax equity” transactions, which allow for the use of tax incentives to encourage the development of renewable energy.



Tax-exempt organizations – Along with our corporate and banking clients, our New York tax lawyers advise a number of tax-exempt entities on their investment activities and benefits and compensation arrangements. 


Insurance – The New York tax practice has acquired particular experience in the insurance industry, advising on the tax aspects of mergers and acquisitions in the insurance industry, and with respect to the development of complex insurance products. Recently we have worked on the establishment of a number of tax-driven captive insurance entities.

Chambers Review

Provided by Chambers

Tax - New York

3
Band 3

What the Team is Known For

McDermott Will & Schulte offers experienced lawyers with specialized and effective knowledge, capable of undertaking tax matters on the state, local and federal levels. Boasts a full-service tax practice, with particular strength in M&A, finance and energy.

Work Highlights

  • McDermott Will & Schulte acted as tax counsel to the PGA Tour for the creation of PGA Tour Enterprises, a joint venture with Strategic Sports Group involving an investment of up to USD3 billion.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Arthur R Rosen
1
Arthur R Rosen
1
Band 1
Arthur Rosen maintains a stellar reputation for his SALT practice. He is a go-to practitioner for individuals, corporations and partnerships.

Arthur has very strong technical expertise.

His knowledge and ability to understand the complex issues, and apply creative solutions, is second to none.

John Lutz
3
John Lutz
3
Band 3
John Lutz garners acclaim for his significant experience advising on the tax elements of financial products. His expertise covers investment funds, derivatives and structured finance.

He has a deep well of knowledge.

Philippe Benedict
3
Philippe Benedict
3
Band 3
Philippe Benedict often represents companies in the investment space in tax-related issues. He regularly handles divestitures and spin-outs.

He is a true star in the tax space.

He does a good job of both the technical and commercial sides.

Shlomo C Twerski
3
Shlomo C Twerski
3
Band 3
Shlomo Twerski is noted among interviewees for his knowledge of the tax aspects of structured finance matters. His roster of clients includes major names in the private equity sector.

Shlomo is brilliant, patient and deeply committed to his clients and the industry.

Alan S Waldenberg
5
Alan S Waldenberg
5
Band 5
Alan Waldenberg is co-head of the tax team at the firm. He acts on the tax aspects of a wide range of corporate transactions, including mergers and reorganizations.

He is pragmatic, practical, creative, and really understands our risk tolerance. He can help us navigate the market to reach the right outcome.

Michael Hilkin
U
Michael Hilkin
U
Up and Coming

Michael Hilkin is recognized as an up-and-coming state and local tax attorney. His practice includes working on controversy, planning and transactional matters for large multinational corporations.

Michael's intellect, perseverance and practicality have added a high level of value.

He has a great ability to understand the complex issues we present and provide realistic solutions.

Ranked Lawyers at
McDermott Will & Schulte

Provided by Chambers
Filter by
Band

New York

Tax

John Lutz
3
John Lutz
3
Band 3
Philippe Benedict
3
Philippe Benedict
3
Band 3
Shlomo C Twerski
3
Shlomo C Twerski
3
Band 3
Alan S Waldenberg
5
Alan S Waldenberg
5
Band 5
Tax: State & Local

Arthur R Rosen
1
Arthur R Rosen
1
Band 1
Michael Hilkin
U
Michael Hilkin
U
Up and Coming

Members

Provided by McDermott Will & Schulte