Tax

Ari M. Zak focuses his practice on the taxation of investment funds and their investors, particularly on matters relating to mutual funds, closed-end funds, exchange-traded funds, business development companies and variable insurance funds. Mr. Zak also advises on matters relating to private investment funds, including hedge funds and private equity funds, in addition to general transactional matters involving clients in the financial services industry.

In addition, Mr. Zak regularly advises on structuring and developing new funds and products, disclosure, mergers and restructurings of investment funds, ongoing tax compliance and the taxation of financial products.

Yeshiva University, B.S., 2002, summa cum laude, New York State Society of Certified Public Accountants’ Award for Superior Scholarship in Accounting Columbia Law School, J.D., 2006, Harlan Fiske Stone Scholar, Member of the Columbia Business Law Review