Provided by Jodi J Schwartz
Jodi J. Schwartz is a tax Partner at Wachtell, Lipton, Rosen & Katz. She focuses on the tax aspects of corporate transactions, including mergers and acquisitions, joint ventures, spin-offs and financial instruments. Ms. Schwartz has been the principal tax lawyer on numerous domestic and cross-border transactions in a wide range of industries.
Ms. Schwartz is recognized as one of the world’s leading lawyers in the field of taxation, including being selected by Chambers Global Guide to the World’s Leading Lawyers, Chambers USA Guide to America’s Leading Lawyers for Business, International Who’s Who of Business Lawyers and as a tax expert by Euromoney Institutional Investor Expert Guides.
Ms. Schwartz is a member of the Executive Committee and past chair of the Tax Section of the New York State Bar Association and also is a member of the American College of Tax Counsel.
Ms. Schwartz received her B.S. in Economics magna cum laude in 1981, her M.B.A. in 1984, and her J.D. magna cum laude, all from the University of Pennsylvania (Wharton School). Jodi received her LL.M. in taxation from the New York University Law School in 1987.
Ms. Schwartz serves as an officer of both the UJA-Federation of NY and the Jewish Federations of North America, serves as a member of the board of Steep Rock Association and serves on the Board of Overseers of the University of Pennsylvania Law School.
Ms. Schwartz lives in Manhattan with her husband, son and daughter.
Jodi Schwartz is well respected for her market-leading tax practice and is noted for her skilled handling of high-value M&A. She handles both domestic and international tax issues.
"She is a very thoughtful lawyer and a really good negotiator. She is good at thinking through issues and thinking about how the IRS functions." "She is super-smart and has encyclopedic knowledge of tax law."