Department profile
Morgan, Lewis & Bockius LLP

Tax: State & Local

USA Guide 2026 : New York


Morgan, Lewis & Bockius LLP

Rankings

About

Provided by Morgan, Lewis & Bockius LLP

Morgan Lewis’s New York practice focuses on transactional tax planning, tax structuring, and structured finance on a global basis. We offer strategic tax counseling in US domestic and international mergers and acquisitions, divestitures, reorganizations, spin-offs, joint ventures, and strategic alliances, as well as equity and debt securities offerings. We collaborate across practices with our firm’s structured finance, corporate, investment management, labor and employment, and employee benefits and executive compensation practices to offer our clients the full range of services they need to successfully structure and close their transactions, as well as to resolve tax audits and litigate disputes.

Our New York tax lawyers are an integral part of our firmwide global tax practice, which spans transactional tax planning to areas including tax controversy, litigation (including SALT litigation, R&D tax credit litigation, and fringe benefits and payroll tax litigation), and transfer pricing.

Chambers Review

Provided by Chambers

Tax: State & Local - New York


What the Team is Known For

Morgan, Lewis & Bockius LLP offers significant strength in transactional tax work, ranging from M&A and corporate reorganizations to equity and debt securities offerings. It is adept at handling both domestic and cross-border mandates and routinely called upon to assist private equity clients and institutional investors with fund formation. The firm is also noted for its particular expertise in matters concerning REITs.

Work Highlights

Provided by Chambers

  • Morgan, Lewis & Bockius LLP represented Bullish in its initial public offering and New York Stock Exchange listing of its ordinary shares.

Strengths

Provided by Chambers

  • The team's experience in the subject matter and perspective on the industry makes it stand out.

    Tax: State & Local respondentUSA
  • I don't think that there is a complex matter that the team could not handle with relative ease. It has a great way of making the complex issues seem simple.

    Tax: State & Local respondentUSA
  • The group provides clear, concise and quick responses based on deep experience.

    Tax: State & Local respondentUSA

Notable Practitioners

Provided by Chambers

  • Band 2Cosimo Zavaglia
    Band 2Cosimo Zavaglia

    Cosimo Zavaglia

    Cosimo Zavaglia has a robust state and local tax controversy practice. He represents taxpayers in litigation across the United States.

    • Cosimo is responsive and brings unique analysis and approaches.

      Tax: State & Local respondentUSA
    • Cosimo is an excellent attorney that delivers practical, business-minded advice to navigate the ever-changing state and local tax landscape.

      Tax: State & Local respondentUSA
    • Cosimo is very technical and provides good legal and practical advice.

      Tax: State & Local respondentUSA
  • Band 5Daniel Rosen
    Band 5Daniel Rosen

    Daniel Rosen

    Dan Rosen has a notable practice that includes advising on tax controversies. He regularly works on international matters, in addition to US tax issues.
    • Dan is very knowledgeable in procedural matters. He is excellent in managing cases at each step of the way.

      Tax: State & Local respondentUSA
  • Band 5Mary Hevener
    Band 5Mary Hevener

    Mary Hevener

    Mary Hevener acts in a wide range of tax matters, including executive compensation and benefits-related issues. Clients regularly turn to her for counsel on tax disputes.
    • Mary has deep knowledge into the laws and regulations of compensation, with a pragmatic approach.

      Tax: State & Local respondentUSA
    • She is always accessible and responds within a reasonable timeframe. Her technical expertise in the area of employment tax is only paralleled by the perspective she provides.

      Tax: State & Local respondentUSA
    • Mary's services go above and beyond. She provides very technical tax support. Oftentimes, she will include expanded guidance on potential impacts that I didn't anticipate or bring up in my initial inquiry.

      Tax: State & Local respondentUSA
  • Band 5Richard Zarin
    Band 5Richard Zarin

    Richard Zarin

    Richard Zarin is a strong choice for noncontentious tax matters, including issues relating to international and domestic corporate transactions. His clients include those in the aviation, shipping and education sectors.
    • Richard is a very strong and practical cross-border tax practitioner.

      Tax: State & Local respondentUSA
    • Richard is a subject matter expert that has encountered every scenario a company is likely to face. He has a very business-minded approach to his work and effectively gets to the right solution.

      Tax: State & Local respondentUSA

Ranked Individuals at Morgan, Lewis & Bockius LLP (4)

New York

Members

Provided by Morgan, Lewis & Bockius LLP

Morgan, Lewis & Bockius LLP has rankings in the following guides

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