From day-to-day business operations and personal wealth management through regulatory compliance, environmental challenges, transactions and litigation, our lawyers provide comprehensive service at every stage. We identify risks, create and implement preventive policies and protocols, and advise on workplace issues, estate planning, and the full range of family office and private client matters.
Our tax team advises clients on a wide range of specialized tax issues relating to mergers and acquisitions, private equity and real estate transactions, bankruptcy and insolvency restructurings, private funds, REITs, partnerships and joint ventures, commodities and derivatives, securitizations and insurance company products. Whether advising a large corporation, family office or a high-net-worth individual, we develop tax-efficient strategies that help our clients accomplish their short-term goals and business strategies while minimizing their tax exposure.
Employee Benefits, Executive Compensation and ERISA
Our highly regarded Employee Benefits, Executive Compensation and ERISA team offers comprehensive legal counsel on all phases of the employee benefit, plan investment and compensation arrangement lifecycle. Our experience goes beyond that of traditional employee benefits counsel to include resolving complex ERISA, public plan and tax issues in connection with plan fiduciary and governance matters, plan investments, fund formation, and plan design, and solving issues relating to equity and equity-based compensation, deferred compensation, and varied employment, change in control, retention, incentive, and termination arrangements under ERISA, Section 409A and other Internal Revenue Code provisions. We are called on by employers, senior executives, boards of directors, compensation committees, banks, broker-dealers, insurers, fund servicers and asset managers for our creative and thoughtful approach to solving multi-layered plan-related issues.
Private Client Services
Our Private Client Services team helps clients create tax-efficient estate plans, coordinate intergenerational estate planning, structure and manage family-owned businesses, trusts, estates, family offices and not-for-profits to maximize their value and minimize tax liability. We are especially sought after for our skill in overlaying estate and business plans for owners of family-controlled businesses and for our handling of complex international estate planning and administration matters.
We help our business clients establish workplace policies and protocols, provide customized training programs to prevent and address workplace discrimination and harassment, advise on hiring and discharge, compensation, disability issues, and a host of other labor and employment matters. Taking a risk-management approach, we are often able to avoid costly litigation by identifying and resolving issues before they become problems. Our lawyers conduct internal investigations, handle disputes in federal and state courts, through arbitrations and mediations, and represent clients in hearings before the United States Department of Labor, the NLRB and other regulatory bodies.
Our team assists real estate developers, businesses, municipalities and public authorities in assessing and managing environmental risk and in ensuring compliance with state and federal environmental regulations. We advise on business and legal implications in the context of land acquisitions and dispositions, residential, commercial and industrial project development and daily operations. We also negotiate environmental provisions in business transactions to mitigate risk for our clients, advise on contaminated site remediation and redevelopment issues, and represent our clients before regulatory bodies and in courts at all levels.
Our Family Office team helps high-net-worth individuals and their families establish family offices to consolidate management and administration of their personal, business, tax and charitable concerns. Offering 24/7 accessibility, our lawyers advise on everything from day-to-day business issues, regulatory matters and tax minimization strategies through business succession planning and estate planning concerns.
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NY State Increases Transfer, Mansion Taxes for NYC
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Qualified Opportunity Zones: More of Your Questions Answered
In The Spotlight
NewsBack To Service
December 13, 2018 | Commercial Observer
Loryn Arkow Featured in “LA’s Top Landlords Talk Value Creation and Opportunity Zones”
September 4, 2018 | ACTEC Foundation
Kevin Matz featured on “Trust and Estate Talk”
August 24, 2018 | Law360
Austin Lilling quoted in “#MeToo, Tax Cuts, Lawsuits Complicate Exec Compensation”
August 9, 2018 | Law360
Austin Lilling featured, and Jeff Keitelman quoted, in “Stroock Hires Executive Compensation Partner For NY Office”
August 8, 2018
Stroock Grabs Executive Compensation Leader Austin Lilling in New York
June 27, 2018
Shifra Herzberg Joins Stroock’s Private Client Services Group in New York as Special Counsel
May 3, 2018
Stroock Ranked in 11 Practice Areas by Chambers USA 2018; 29 Leading Lawyers Recognized
April 27, 2018 | The Deal
Micah Bloomfield quoted in “IRS Delays New Life Settlement Reporting Requirements”
April 24, 2018 | Euromoney Legal Media Group
Michelle M. Jewett Recognized by Euromoney LMG Americas Women in Business Law for Best in Tax
April 8, 2018 | WealthManagement.com
Howard Lavin quoted in “The Nature of the Beast”
March 21, 2018 | Barron’s
Stroock mentioned in “The DOL Fiduciary Rule Looks Grievously Wounded”
March 20, 2018
Stroock Panel Examines Corporate Responsibility in the #MeToo Era
March 20, 2018 | Law360
Shira Scheindlin and Howard Lavin featured in “Attys Wary Of Zero-Tolerance Policies After #MeToo”
March 1, 2018 | The Deal
Micah Bloomfield quoted in “IRS Discusses Tax Reporting Rules on Transactions With Trade Groups”
January 26, 2018 | REBusiness Online
Jeff Keitelman, Steven Moskowitz, Joseph Miller, Kelly Booker and Gail Suchman mentioned in "Stroock Arranges $166.2M Sale of Office Building in D.C.’s West End"
November 10, 2017 | The Deal
Micah Bloomfield quoted in "Senate Tax Reform Proposal Includes Measure Sought by Life Settlement Market"
October 25, 2017 | JBN
Etta Brandman quoted in "Rebbetzin Dr. Adina Shmidman to Lead OU’s New Department of Women’s Initiatives"
July 6, 2017
Stroock Partner Kevin Matz Appointed President-Elect, Foundation for Accounting Education’s Board of Trustees
PublicationsBack To Service
November 4, 2019 | NYSSCPA's TaxStringer
“The Latest Proposals on Qualified Opportunity Zone Businesses”
April 15, 2019 | Stroock Special Bulletin
New York Retroactively Reinstates Its Estate Tax Clawback for Certain Taxable Gifts Made Within 3 Years of Death
April 3, 2019 | Stroock Special Bulletin
NY State Increases Transfer, Mansion Taxes for NYC
January 8, 2019 | Stroock Special Bulletin
Federal Estate, Gift and GST Tax Exemptions Skyrocket to $11,400,000
12/21/18 | Stroock Special Bulletin
What Insurers Need to Know About Two Recently Proposed Treasury Regulations
November 12, 2018 | Stroock Special Bulletin
Additional Credit Support: How Changes to the ‘Deemed Dividend’ Tax Regime Should Shape Your Thinking on Financing/Collateral Arrangements
November 6, 2018 | Stroock Special Bulletin
Six Burning Questions on the New Qualified Opportunity Zone Guidance
October 19, 2018 | Stroock Special Bulletin
Stroock’s Take on the New ‘Qualified Opportunity Zone’ Guidance
October 1, 2018 | Stroock Special Bulletin
New York Revises Model Sexual Harassment Prevention Materials and Extends Time Frame for Anti-Harassment Training
September 13, 2018 | Stroock Special Bulletin
“New York State and New York City Issue New Compliance Mandates to Address Sexual Harassment”
August 28, 2018 | Stroock Special Bulletin
“Qualified Opportunity Funds: Tax Strategies and Opportunities for Real Estate and Other Investors”
August 15, 2018 | Stroock Special Bulletin
“Employment Basics for Family Offices in New York”
July 17, 2018 | Stroock Special Bulletin
“When Opportunity Knocks to Defer Tax on Gains – ‘Qualified Opportunity Funds’”
June 18, 2018 | Stroock Special Bulletin
“The Lender Case: Potential Avenue for Family Offices to Obtain Trade or Business Expense Deductions for Rendering Investment Management Services”
June 1, 2018 | The TaxStringer
“Does Lender Management Provide Family Offices with a Roadmap for Obtaining an IRC section 162 Trade or Business Expense Deduction in Connection with Providing Investment Management Services?”
May 10, 2018 | Stroock Special Bulletin
“Mayor de Blasio Signs ‘Stop Sexual Harassment in NYC Act’”
Spring 2018 | AIRROC Matters
“The Impact of the Tax Reform Act on the Insurance Industry”
April 30, 2018 | Stroock Special Bulletin
“SEC Proposes Regulation Best Interest And Other New Standards Of Conduct For Broker-Dealers And Investment Advisers”
April 17, 2018 | Stroock Special Bulletin
“Governor Cuomo Signs 2019 Budget Bill With Significant Provisions Addressing Workplace Sexual Harassment Claims”
April 11, 2018 | Stroock Special Bulletin
“Three Key Federal Income Tax Issues Raised by Cryptocurrencies”
March 16, 2018 | WealthManagement.com
"Pass-Through Deduction Primer"
March 7, 2018 | Stroock Special Bulletin
"Second Circuit Finds Sexual Orientation Discrimination Actionable Under Title VII"
March 2, 2018 | WealthManagement.com
"Gifting Opportunities Under the New Tax Law"
February 13, 2018 | Stroock Special Bulletin
"The Impact of the Tax Reform Act on the Insurance Industry"
December 21, 2017 | Stroock Special Bulletin
"No Deduction for Good Performance?"
November 10, 2017 | Stroock Special Bulletin
“Tax Reform: Now it's the Senate's Turn”
EventsBack To Service
November 7, 2019
2019 AFIRE Tax & Regulatory Summit
May 23, 2019
NYSSCPA's Annual Estate Planning Conference
March 7, 2019
Highlights of 2019 Heckerling Institute on Estate Planning
February 25, 2019
New York Tax Study Group Meeting
June 18, 2019
Wilmington Tax Group Luncheon
November 5, 2018
NYSSCPA's Tax Planning for Individuals Conference
October 18, 2018
Tax Planning under the Tax Cuts and Jobs Act of 2017
September 26, 2018
Tax Reform - Significant Changes for the Energy Industry
August 6-7, 2018
PLI’s ERISA 2018: The Evolving World