McDermott Will & Emery LLP’s transactional tax practice, with offices in Chicago, Boston, California, Washington DC, Dallas, and Miami, offers broad expertise to blue-chip clients, focusing on the tax aspects of corporate restructurings and M&A. Timothy Shuman in Washington DC, advising on domestic and cross-border acquisitions, dispositions, and restructurings, leads the global group alongside Jane Wells May in Chicago, who focuses on state and local tax issues. Miami-based Steven Hadjilogiou specializes in tax optimization, while Brian Jenn in Chicago represents companies on tax-driven restructurings, foreign tax credits, and global tax policies, among other issues. San Francisco’s Dominika Korytek offers expertise in federal tax planning, especially to clients in the tech sector. John Lutz in New York is strong in the financial sector, regularly representing banks in connection with a wide range of matters, including municipal derivatives and tax-exempt bond securitizations. Damon Lyon in Chicago is well known for handling tax issues in cross-border restructurings. Lowell Yoder, also in Chicago, continues to leverage his considerable experience in cross-border transactions. DC’s David Noren is excellent in matters concerning subpart F rules, bilateral income tax treaties, and transfer pricing issues. Shawn O’Brien in Houston and Frank Jackson in New York joined the firm in October 2023 from Mayer Brown and Jones Day, respectively. Manuel Rajunov has left the firm.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

‘This team and practice applies a unique combination of expertise across many areas in and tangential to tax matters, making them invaluable. The collaborative nature of the work, the team and the integration with our team is superior.’
‘John Lutz: there is simply no one out there who delivers such a tailored and comprehensive service and product. He has absolutely exceptional intelligence, expertise, and perspective across all matters and areas.’
‘They have a deep knowledge of all aspects of tax, including local, state, federal, and international. One-stop shopping in most situations’
‘Knowledgeable and efficient.'

Key clients

Keurig Dr. Pepper
Prime Therapeutics
Gemspring Capital Management
Wells Enterprises
Deerfield Management Company
A.M. Castle & Co.
Solaris Health Holdings

Work highlights

Provided tax assistance to Keurig Dr Pepper, the home of brand name drinks such as Dr Pepper, Snapple, 7 Up, Schweppes, Sunkist and Canada Dry, on its acquisition of a 30 percent stake in US energy drink maker Nutrabolt.
Assisted Prime Therapeutics, a diversified pharmacy solutions organization serving health plans, employers and government programs, in connection with its $1.35 billion acquisition of Magellan Rx Management.
Advised the chief executive of mortgage company United Wholesale Mortgage and his brother in relation to their purchase of a majority stake in the National Basketball Association’s Phoenix Suns basketball team for $4 billion.

Lawyers

Hall of fame

The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.

Lowell Yoder

Work highlightsMcDermott Will & Emery LLP

Lowell D. Yoder focuses his practice on cross-border mergers and acquisitions, global tax planning and international tax controversies, representing high-tech, pharmaceutical, e-commerce, financial, consumer and industrial companies. He advises on tax-efficient structuring of cross-border acquisitions, dispositions, financings, internal reorganizations and joint ventures, as well as tax-beneficial planning for intangible holding companies, global supply chains and multi-jurisdictional service arrangements. Lowell also represents clients before the Internal Revenue Service (IRS), handling audits and obtaining tax rulings. He works with an extensive network of lawyers worldwide, developing tax-favorable transactional and operational cross-border structures. Lowell previously served as the global head of the Firm’s Tax Practice. Please visit McDermott website for full biography: https://www.mwe.com/people/yoder-lowell-d/

Practice head

The lawyer(s) leading their teams.

Timothy Shuman, Jane Wells May

Other key lawyers

Caroline Ngo, Lowell Yoder, John Lutz, Dave Noren, Dominika Korytek, Jeffrey Maydew, Steven Hadjilogiou, Brian Jenn, Shawn O'Brien, Frank Jackson, Damon Lyon