Tax

We provide business-critical counsel and innovative solutions for the complex formation, structuring and transactional needs of private investment firms, advising on the tax aspects of the investment activities and structures for their domestic and offshore funds. In addition, as a thought leader in representing private investment fund sponsors, we are expert at optimizing compensation arrangements for sponsors, including deferred compensation arrangements and other strategies to provide sponsors with custom designed tax-efficient programs.

“Responsive, smart, capable and efficient.” — Chambers USA

Additionally, our tax lawyers, working closely with the firm’s business transactions teams, focus on reorganizations, acquisitions and dispositions of portfolio companies by leveraged buyout and other private equity funds, strategic acquisitions and purchases of distressed companies. In the finance area, representing both capital providers and capital users, we have significant experience designing conventional and complex structured finance transactions with a view toward minimizing tax cost and risk while maximizing market participants’ transactional flexibility. We are particularly well-known for our work in the asset manager M&A space representing both buyers and sellers of interests in fund management companies. Because our corporate and finance lawyers involve our tax lawyers in the earliest stage of a transaction, we are consistently able to reduce tax transactions costs, preserve and enhance tax attributes, and plan for efficient tax strategies, which permits us to achieve strong outcomes for our clients.

Working in tandem with the firm’s other practice areas, we offer expertise in cross-border transactions and have earned a reputation as innovators in providing tax-efficient solutions for clients with global tax issues. Our lawyers address the international tax concerns of investment fund clients and have a long record of innovation in devising structures for offshore hedge funds. Additionally, we have extensive experience devising structures for acquisitions of multinational businesses in a manner that is consistent with operational efficiency.

Chambers USA, The Legal 500 United States and Tax Directors Handbook, the guide to the world’s premier tax law firms, recognize Schulte as one of the leading tax law firms in the United States.