Michael Shulman has been Tax Team Leader since 2008.

His practice focuses primarily on the taxation of financial instruments, real estate transactions, and the formation and operations of hedge funds, private equity funds and regulated investment companies. He also has wide-ranging experience in domestic and cross-border mergers, acquisitions and restructurings and has advised on numerous debt restructuring transactions.

Professional Affiliations

• Chair of the Financial Transactions Committee of the American Bar Association

Publications

• Co-Author (with Nathan Tasso): “Changes to Derivatives ‘Pursuant to Their Terms,” Tax Notes (May 2017)

Speaking Engagements

• Panelist: “New Limitations on Deducting Business Interest, Old Limitations on Deducting Other Interest, and Related Debt/Equity Questions,” 53rd Annual Southern Federal Tax Institute (October 2018) (Upcoming)
• Moderator:  “Aggregate vs. Entity Theory after TCJA,” New York State Bar Association Tax Section Summer Meeting (July 2018)
• Moderator: “Debt Restructuring in Response to the 2017 Tax Act,” American Bar Association Tax Section, May Meeting (May 2018)
• Panelist: “Fund and Portfolio Company Operations in Light of the New Tax Act,” Private Investment Fund Tax Master Class (May 2018)
• Panelist: “163(j),” DC State Bar Association Tax Section (April 2018)
• Panelist: “Disruption and Uncertainty in Partnership Tax,” New York State Bar Association Tax Section Winter Meeting (January 2018)
• Moderator: “The Changing Landscape of Variation Margin, and the Tax Consequences for Cleared and Uncleared Swaps,” American Bar Association Tax Section, Fall Meeting (September 2017)
• Moderator: “Application of Section 1001 to Changes to Derivatives,” American Bar Association Tax Section, May Meeting (May 2017)