A&O Shearman

A&O Shearman advises governments, financial institutions, corporations, insurance companies, funds, and other clients active in the investment sector on the taxation of financial instruments and derivatives, including CLOs, securitizations, and asset repackagings. The team has particular strengths in REITs, structured product issuances, and administrative rulings and controversies. The practice is headed by New York-based Dave Lewis, who has extensive experience advising on general tax aspects of financial instruments and derivatives and in global tax planning and cross-border structures, and Jack Heinberg, whose practice covers domestic and international tax planning, the taxation of financial instruments and derivatives, cross-border financing, CLOs, securitizations, REITS, debt restructurings and other structured finance transactions. Also in New York, John Hibbard and Dustin Plotnick routinely advises on the taxation of capital markets transactions including securitizations, financial instruments and derivatives, cross-border financing transactions, project finance and FATCA. Caroline Lapidus, who is located in Silicon Valley, has expertise in capital markets, including securitizations, financial instruments, CLOs and derivatives, cross-border financing, project finance, asset management and real estate including REIT investments. Following the completion of the firm’s merger with Shearman & Sterling, the team has expanded. Larry Crouch  handles the full spectrum of tax planning matters for domestic and cross-border transactions, with significant experience in transactions involving private equity sellers and buyers. Lorenz Haselberger, who is also based in New York, routinely advises banks, broker dealers, financial exchanges, and sovereign investors, among others, on the tax aspects of financial products, transactions, services, and inbound investments. Washington DC-based Michael Brown has a special focus on a wide range of tax related matters including joint ventures, private equity, hedge fund investments, and the taxation of financial instruments. Andrew Meiser and Daniel Kachmar, who are both based in the New York office, are notable team members.