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The quality of tax advice that businesses, founders, and investors receive can mean the difference between a bearable and an unbearable tax burden–indeed, between success and failure. We advise public and private companies, individuals, and investment firms on the tax consequences of their business matters while minimizing risk and advancing their strategic visions.
Our team's fluency in the ever-changing federal and state tax laws allows us to provide counsel throughout all stages of the business life cycle. We start with the fundamental decisions: selecting the most appropriate type of business entity and the complicated questions it raises, the tax aspects of startup financing, and the choice of structure for investment and exit transactions, which we match to the specific circumstances of the business, founder, or investor.
As clients' businesses move from startup status to ongoing concerns, we respond with sound advice on the tax implications of numerous day-to-day tasks, as well as on more unusual situations and significant corporate transactions. These may include common aspects of operations such as hiring employees, providing compensation and benefits, buying or leasing property, sales and use tax strategies, selecting an accounting method, and making charitable contributions, yet they also extend to unexpected scenarios such as litigation and settlements.
Additionally, clients turn to us for guidance and support on a complete range of corporate transactions: mergers and acquisitions, divestitures, restructurings, reorganizations, partnerships, and cross-border investments. We also handle tax-related administrative appeals and controversies, including those stemming from partnerships and various securities transactions.
When Lowenstein Sandler's founders set out to create a preeminent corporate practice, they recognized that accomplishing this goal also meant building a tax practice of the highest caliber. This is why we made it our mission to understand every stage in the life cycle of a business, along with the tax consequences that shape it, and to serve as a reliable partner for our clients every step of the way.
Bloomberg Tax spotlights Lesley P. Adamo, partner and Vice Chair of Lowenstein’s Tax group. When asked what she likes most about her practice, Lesley answers that she enjoys “the chance to work on interesting issues for clients across all industries and the globe while also helping build a cohesive and comprehensive tax practice to service my colleagues’ practices;” She adds: “I particularly like working with startups and their founders. I also enjoy working on interesting derivative transactions and bankruptcy matters.”
M&A Navigator and Private Equity Wire report on Lowenstein’s representation of Abacus Group in the acquisition of two boutique cybersecurity consulting companies, Gotham Security and its parent company, GoVanguard. Abacus is the leading provider of hosted IT services and solutions to alternative investment firms. The Lowenstein deal team included Brendan J. Koeth, Fernando Burman, Storme McKop, Tolulope Adetayo, Oluwaseyi O. Amorin, Jessica I. Kriegsfeld, Darren Goodman, Rachel Ingwer, Mark P. Kesslen, Manali Joglekar, and Anthony O. Pergola.
Warren K. Racusin, Chair of the firm’s Trusts & Estates practice, is quoted in Bloomberg Wealth on the proposed billionaire’s tax, which focuses on those with assets totaling over $1 billion or incomes of $100 million for three consecutive years. Racusin says that, because billionaires can afford the most sophisticated tax advice, “[t]he lawyers and accountants are going to be winners in this.” He also warns that Congress could expand the tax to include a larger portion of the wealthy population: “It’s easy to cross out $1 billion and enter $250 million.” However, “another big winner in this is going to be charity,” he says, because the proposed legislation still allows generous gifts to nonprofits and charitable foundations. Racusin’s comments are also featured on ForexTraders.com.
Warren K. Racusin, Chair of the firm’s Trusts & Estates practice, speaks with Private Wealth (a Financial Advisor publication) and Financial Planning about the potential impact of the proposed Build Back Better Act on a variety of estate planning vehicles, such as grantor trusts and irrevocable life insurance trusts.
In Private Wealth, Racusin explains that, in some instances, the proposed changes may result in higher costs to owners or heirs of a trust, thereby eliminating the core reason for creating the trust. Because the proposed changes cut in half the per-spouse gift and estate tax exemptions, Racusin says, “[I]nvestors need to be thinking about their options now.” He advises, “There will be no one-size-fits-all solution to the tax options once the bill is enacted, but individuals and their advisors need to be doing a risk-benefit analysis now.”
In Financial Planning, Racusin also addresses the challenges of wealth planning while the final details of the proposed law remain undetermined: “It’s kind of like an architect telling a builder, ‘hey, I need you to build this house right now, I don’t have the plan, but you need to start building it right away.’”
Lowenstein's representation of PeriGen Inc. (PeriGen), a leading provider of perinatal health care software solutions, in its sale to Halma plc is noted in the Global Legal Chronicle. The Lowenstein deal team includes Sam E. Khan, Christopher C. Henry, Rachel Ingwer, Lauren M. Troeller, Diana Kim, Kimberly E. Lomot, Megan Monson, Taryn E. Cannataro, Eric Jesse, Bryan Sterba, Matthew P. Hintz, David Toma, James C. Shehan, Edgar R. Hidalgo CIPP/US, Mark S. Heinzelmann, Emily B. Sklar, Megan Williams, Latoya Bethune, and Amanda Sewanan. View Lowenstein's news announcement about this transaction.
Zarema A. Jaramillo is featured in a recent Lowenstein video that describes the ways in which our Washington, D.C., office serves the technology community in the greater D.C. metro area. The video appears in Potomac Tech Wire, a e-newsletter that provides a daily summary of the area's most important technology news.
The arrival to Lowenstein of partners Edmund S. Cohen and Rachel Ingwer and counsel Scott Malone to the firm's Tax practice is noted in CPA Practice Advisor, General Counsel News, The Daily Docket, Law Fuel, Bloomberg Law, The American Lawyer, and the New York Law Journal. The lawyers will work closely with the firm’s Investment Management, Family Office, Private Equity, and Mergers & Acquisitions teams on sophisticated transactions and disputes. View Lowenstein's news announcement about these lawyers' arrival to the firm.
Michael P. Vito's return to Lowenstein as a partner in the Trusts & Estates group is noted in The Daily Docket, Bloomberg Law, General Counsel News, The Washington Post, and ICLG. View Lowenstein's news announcement about Vito's return to the firm.
Lowenstein's representation of NextWave HoldCo LLC (NextWave) in the company's signing of a new $200 million senior secured first lien term loan facility provided by Canyon Partners, LLC, is noted in the Global Legal Chronicle and Business Wire. The Lowenstein team included Marita A. Makinen, Michael A. Buxbaum, Lowell A. Citron, Michael Walutes, Jacob D. Unger, and Matthew Tippy. View Lowenstein's news announcement about this transaction.
Michael N. Gooen, Co-chair of the Family Office Practice, was involved in the research phase of a study by the Jewish Communal Fund (JWF) on multigenerational, ultra-high net worth families who face challenges passing down their wealth to the next generation. JWF surveyed financial advisors, attorneys, and service providers on proven strategies for bridging generational divides and creating sustainability in the client-advisor relationship. Gooen advises families to “[l]ook for areas of agreement and synergies to focus on and try to spark interest rather than dictating.”
Lowenstein’s representation of independent private equity firm NexPhase Capital, LP in the sale of Insurance Technologies, LLC to private equity firm Thomas H. Lee Partners is noted in Business Wire, Cision PR Newswire, citybizlist, TheStreet, Bloomberg Law, and the Global Legal Chronicle. The Lowenstein deal team included Christopher C. Henry, Michael Walutes, Zarema A. Jaramillo, Doreen M. Edelman, Jack Sidorov, Megan Monson, Matthew Tippy, Amanda C. Lutick, and Michael T. Melchiorre. View Lowenstein's news announcement about this transaction.
Lowenstein's representation of Traub Capital, an investment firm specializing in building value in consumer companies using its unique combination of strategic, operational, and financial expertise, in the company’s purchase of MANA Products, a premier beauty contract manufacturer based in Long Island City, New York, is noted in the Global Legal Chronicle. The Lowenstein deal team included Michael A. Brosse, Lauren M. Troeller, Lowell A. Citron, Doreen M. Edelman, Darren Goodman, Ted Hunter, Marc S. Kurzweil, Gavin J. Rooney, Jeffrey M. Shapiro, Michael Walutes, James C. Shehan, Norman W. Spindel, Daniel A. Suckerman, David Toma, Stuart S. Yusem, Abbey E. Baker, Eric Jesse, Stacey C. Tyler, Naomi D. Barrowclough, Matthew P. Hintz, Manali Joglekar, Kimberly E. Lomot, Kathleen A. McGee, Megan Monson, Zachary L. Berliner, Christian C. Contardo, Mark S. Heinzelmann, Amanda C. Lutick, Michael T. Melchiorre, Joshua A. Rabinovits, Stephen Tanico, Jenna-Marie Tracy, Joseph Mignone, and Keith Janowitz. View Lowenstein's news announcement about this transaction.
Crunchbase News, Precision Oncology News, Pulse 2.0, and the Global Legal Chronicle report on the $118 million Series B funding for Lowenstein client MURAL, the leading digital workspace for visual thinking and remote collaboration. The Lowenstein deal team included Ed Zimmerman, Alex D. Leibowitz, Serena Ward, Brian A. Silikovitz, Darren Goodman, Mark P. Kesslen, and Carly S. Penner. View Lowenstein's news announcement about this transaction.
Lowenstein's representation of InSite Wireless Group, LLC (InSite), one of the largest privately owned tower and wireless infrastructure companies in the United States, in the acquisition of Repeater Communications Group, LLC, is highlighted in The Deal, the Global Legal Chronicle and Cision PR Newswire. The Lowenstein deal team included Michael A. Brosse, Nicole Rae Morales, and Michael Walutes. View Lowenstein's news announcement about this transaction.
The Deal reports on the acquisition by Lowenstein client InSite Wireless Group, LLC, one of the largest privately owned tower and wireless infrastructure companies in the United States, in the acquisition of Repeater Communications Group. The Lowenstein deal team included Michael A. Brosse, Nicole Rae Morales, and Michael Walutes. View Lowenstein's news announcement about this transaction.
Lowenstein's representation of PeakSpan Capital in an investment transaction in which PeakSpan, Morgan Stanley Expansion Capital, and others invested more than $42 million in Ecwid is noted in the Global Legal Chronicle. The Lowenstein team was led by Anthony O. Pergola and Juan B. Soto and included Ifat Lipman, Joon Hwan Kim, and Serena Ward, with support from Darren Goodman, Eric Jesse, Leah Satlin, Sophia Mokotoff, and the firm’s Global Trade & National Security team (led by Doreen M. Edelman), among others. View Lowenstein's news announcement about this transaction.
Lowenstein's representation of Delcath Systems, Inc. in an underwritten public offering of shares and warrants is noted in the Global Legal Chronicle. The Lowenstein deal team included John D. "Jack" Hogoboom, Robert J. Paradiso, Brian A. Silikovitz, James C. Shehan, Sarah P. Cole, Michael T. Melchiorre, Erica Perlmutter, and Kristin V. Taylor. View Lowenstein's news announcement about this transaction.
Bloomberg Businessweek references Lowenstein’s Updates on Tax Deadlines and Key Tax Provisions of the CARES Act, authored by Brian A. Silikovitz, Andrew E. Graw, Lesley P. Adamo, Darren Goodman, and Robert B. Krieger and republished in JD Supra. The article recommends the employee retention tax credit for business owners who have not received adequate relief from either the SBA’s Paycheck Protection Program (PPP) or Economic Injury Disaster Loan (EIDL) program.
Lowenstein's representation of Veronis Suhler Stevenson in the completion of its investment (with NewSpring Health Capital) in the BRC Recovery Family of Programs is noted in the Global Legal Chronicle. The Lowenstein deal team included Steven E. Siesser, Eileen Overbaugh, Traci M. Tomaselli, Brooke A. Gillar, and Lesley P. Adamo. View Lowenstein's news announcement about this transaction.
AltAssets and GlobeNewswire report on Lowenstein’s representation of One Inc. in the company’s recapitalization led by Great Hill Partners. The Lowenstein deal team included Kathi A. Rawnsley, Darren Goodman, Brian A. Silikovitz, Megan Monson, Chandra K. Shih, Sarah Gore, Christopher T. Pham, Kristin V. Taylor, and Chad M. P. Weeks.
Lowenstein’s representation of lead investor Pamplona Capital Management in the $200 million growth capital equity investment in iFit, the connected fitness streaming platform owned by ICON Health & Fitness, is highlighted in Law360, Bloomberg Law – Big Law Business, and the Global Legal Chronicle. The Lowenstein deal team included Michael A. Brosse, Eric Swartz, Mitchell McDonald, and Michael T. Melchiorre (Corporate); Michael Walutes (Tax); Lowell A. Citron (Debt Financing); and Nicholas G. Mehler (IP). (subscription required to access article) View Lowenstein's news announcement about this transaction
Lowenstein's representation of Crimson Investment, a global private equity firm headquartered in San Francisco, in the sale of Milton Industries, Inc. to Levine Leichtman Capital Partners, a Los Angeles-based private equity firm, is highlighted in the Global Legal Chronicle. The Lowenstein deal team included Christopher C. Henry, Theodore C. Sica, Brian A. Silikovitz, Mark S. Heinzelmann, Lauren E. Killeen, Sophia Mokotoff, Megan Monson, Nick Samedi, and Jacob D. Unger. View Lowenstein's news announcement about this transaction.
Lowenstein's representation of MKG, Pink Sparrow, and Maneesh K. Goyal, the founder and chairman of both companies, in those entities’ acquisition by Acceleration Community of Companies is noted in The Hollywood Reporter, Business Wire, the Valdosta Daily Times, the Global Legal Chronicle, PR Week and citybizlist. The Lowenstein deal team included Steven E. Siesser, Traci M. Tomaselli, Lesley P. Adamo, Nicole Stefanelli, Madeline Roe, Sophia Mokotoff, and Megan Monson.
Lowenstein’s representation of NexPhase Capital in its investment in Popcornopolis was reported in Business Wire, the Valdosta Daily Times, Bloomberg Law – Big Law Business, The Tullahoma Tennessee News, Mergers & Acquisitions, and the Global Legal Chronicle. The Lowenstein team included Christopher C. Henry, Michael Walutes, Matt Savare, Vanessa A. Ignacio, Julie Levinson Werner, James C. Shehan, Eric Jesse, Sabrina Cua, Bryan Sterba, Megan Monson, and Lauren M. Troeller. View Lowenstein's news announcement about this transaction.
Lowenstein Sandler’s representation of Thailand’s leading global chemical company, Indorama Ventures (IVL), in its $2.1 billion acquisition of Huntsman’s chemicals units was featured in numerous media outlets including The Wall Street Journal and The Deal, which highlighted Nicholas San Filippo IV’s role in the transaction and previous work with IVL since 2003. The Nation Thailand called the transaction “a game changing acquisition for IVL, its largest ever and one of the biggest by a Thai company in the last decade.” The acquisition was also featured Bloomberg Law – Big Law Business, The Deal, The Associated Press, the Global Legal Chronicle, Business Wire, citybizlist, Bakersfield.com, The American Lawyer, and Law360. The Lowenstein Sandler deal team included Nicholas San Filippo IV, Sam E. Khan, Stuart S. Yusem, Nicholas G. Mehler, Christine Osvald-Mruz, Doreen M. Edelman, Brian Silikovitz, Norman W. Spindel, Mark S. Heinzelmann, Mitchell McDonald, Megan Monson, Sami Najib, Sunita Patel, Alex H.Rosenthal, and Niral T. Shah. The Valence Group acted as exclusive financial adviser to IVL, and KPMG provided financial due diligence support. (subscription required to access certain content) View Lowenstein's news announcement about this transaction.
Lowenstein’s 2019 promotion of seven lawyers to partner and six to counsel (including three women in each category) is noted in Bloomberg Law – Big Law Business. These promotions are also highlighted in LawFuel, The Deal, and the Commerce and Industry Association of New Jersey’s (CIANJ) Business Beat newsletter, with Lesley P. Adamo, Dmitry Andreev, Marc S. Kurzweil, James B. O’Grady, Eileen Overbaugh, Peter Slocum, and Julie Levinson Werner highlighted as newly elected partners and Brandon Fierro, Joseph G. Jones, Robert Lynn, Brianne Perlman, Nedda N. Salehi, and Leah Satlin listed as promoted to counsel. Gary M. Wingens is quoted regarding the critical role these lawyers will play in the firm’s continued success. Law360 notes our partner elevations in an article highlighting firms' Q1 promotions. (subscription required to access certain content) View Lowenstein’s news announcement about these promotions.
Lowenstein's selection of tax partner Lesley P. Adamo to represent the firm in the 2019 Leadership Council on Legal Diversity Fellows Program is highlighted in the Commerce and Industry Association of New Jersey’s (CIANJ) Business Beat newsletter.
Brian A. Silikovitz was highlighted by NJBIZ for his participation on the panel, “Tax Reform and Estate Planning,” which was held on Jan. 29, 2019, in Somerset, NJ. During the panel, Silikovitz discussed the effect of the Supreme Court’s Wayfair decision on sales taxation across the country, especially as it relates to technology companies, and the effect of the Tax Cuts and Jobs Act on choice of legal entity and other business decisions.
The PE Hub Network, The Deal, and Law360 (December 12, 2018; January 24, 2019) note Lowenstein Sandler as lead counsel to Cerberus Capital Management, L.P. in its acquisition of Sparton Corporation (NYSE: SPA). (Lowenstein deal team: Marita A. Makinen, Robert G. Minion, Jeffrey Blumenfeld, Mary J. Hildebrand, Nicholas G. Mehler, Christine Osvald-Mruz, Matt Savare, Jeffrey M. Shapiro, James C. Shehan, Michael Walutes, Jack Sidorov, Norman W. Spindel, Stuart S. Yusem, Manali Joglekar, Sabrina Cua, Allison Gabala, Megan Monson, Alex H. Rosenthal, Bryan Sterba, Matthew Tippy, Lauren E. Killeen, and Lauren M. Troeller.) (subscription required to view certain content) View Lowenstein’s news announcement about this transaction.
The New York Times and the Herald-Tribune quote Lesley P. Adamo in an article discussing new tax incentives for taxpayers that invest in opportunity zones. The incentives include a deferred tax on capital gains that are used for investment in the opportunity zone and possibly even some tax-free gains from that investment. Adamo notes that tax lawyers should be careful on how they advise their clients considering that this is a new area of investment and that there is a lack of clarity on how the final regulations will look. (subscription required to access certain content)
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