Alan Schwartz

Alan J. Schwartz is a partner in the firm's Corporate Practice Group. Alan counsels clients on tax matters relating to mergers, acquisitions, joint ventures and other business formations, combinations and divestitures. He represents investment funds in fund formation tax matters and investors on tax considerations and due diligence. He also provides tax counsel in capital markets transactions, U.S. and cross-border debt and equity securities issuances, and structured financial products.

Alan has significant international tax experience in connection with inbound and outbound tax planning, including withholding and tax treaty-related matters. He also assists clients in IRS and state tax examinations and inquiries, and has assisted numerous individuals and companies with compliance matters involving the Foreign Account Tax Compliance Act (FATCA) and the Report of Foreign Bank and Financial Accounts (FBAR).  He has represented large and midsize clients in a broad range of industries, including financial institutions, investment funds, sports and entertainment, real estate, blockchain and shipping, family offices, high-net-worth individuals and tax-exempt organizations.

Alan is a graduate of Fordham University School of Law, where he served as Notes & Articles Editor for the Fordham Intellectual Property, Media & Entertainment Law Journal, and a summa cum laude graduate of Touro University, where he earned a B.S. in Accounting.