Advised a major U.S. pension plan on tax matters related to its alternative investments in hedge and private equity funds.

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ERISA asset management for a large financial institution
Assisted a large financial institution with all aspects of a transaction to enhance the anticipated long-term return of its pension plan by a private more
Real estate financing for large insurance company
Represented large insurance company in a multimillion dollar interim and permanent loan secured by a portfolio of self-storage facilities. more
ERP licensing & systems integration transactions for private retail company

Represented private retail company in negotiation of agreement with Logic Information Systems to more

IRS challenging a listed transaction for a global manufacturer
Represented a global manufacturer in a case involving a highly controversial “listed transaction” being challenged by the IRS.  The listed more