Assist clients with multifaceted international matters, including structuring inbound and outbound business and real estate investments; advising on cross-border mergers, dispositions and joint ventures; reorganizing and restructuring multinational corporate groups; creating centralized cash management centers; managing international controversies before the IRS and in the courts; and devising specialized planning involving transfer pricing, foreign entity classification, foreign tax credits, refreshing expiring net operating losses, foreign currency transactions, profit repatriations and tax treaty issues.
Assist clients with structuring, negotiating and documenting corporate, partnership and limited liability company formation, as well as merger, acquisition, joint venture, financial and disposition transactions – including spin-off transactions, asset sales, stock sales and Section 338(h)(10) transactions – working closely with clients, investment bankers and the IRS national office, as necessary, and adhering to aggressive timetables in order to maximize client business opportunities.
Advised a digital platform company on its cross-border structure in connection with the launch of its U.S. platform, including addressing permanent establishment and U.S. trade and business considerations and transfer pricing issues.
Represented a defense and commercial aerospace company with respect to its financing, licensing and regulatory issues, including more than $900 million in financing transactions.
Represented a leading venture investor in its investment in a U.S. aerospace technology company.
Guide clients through legislative and regulatory challenges, helping them secure exemptions, revise burdensome regulations and strengthen industry protections.
Advise multiple companies on the availability of incentives to select domestic manufacturing facilities.
Secure tax exemptions at the state and local levels for multiple manufacturers, saving millions of dollars annually.
Regularly advise U.S. and foreign companies on complex jurisdictional, classification, licensing and enforcement matters relating to EAR, ITAR and U.S. trade and economic sanctions.
Advise companies on export control jurisdictional and classification analyses for technology, software and commodities, including working with companies to self-classify items and file formal classification requests with the appropriate U.S. government agency.
Advised a large U.S. defense contractor on national security-related compliance issues, including investigating security failures and presenting to suspension and debarment officials.
Advised a foreign defense contractor on establishing a U.S. subsidiary under FOCI to conduct classified work for the U.S. federal government.
Advised a global defense contractor on updating its regulatory compliance program, including training and internal auditing of the program.
Advising an early-stage company developing a commercial spacecraft refueling station and the provision of related services on a variety of export control matters, including whether its technologies, commodities and software are subject to ITAR or EAR and how they are classified under the applicable control list.
Represented buyers and sellers under review by CFIUS regarding proposed acquisitions and related security issues, including measures designed to mitigate FOCI and the related negotiation and implementation of special security agreements and proxy agreements with the DCSA.
Advised clients on compliance with U.S. export and import control laws and regulations, including the Arms Export Control Act, ITAR, EAR, the controls on the importation and sale of arms and ammunition administered by the Bureau of Alcohol, Tobacco, Firearms and Explosives, and Canadian and U.K. export control laws and regulations.
Successfully represented clients in trade disputes before the World Trade Organization, North American Free Trade Agreement arbitration panels, U.S. federal courts and agencies, and foreign trade authorities, including Buy American Act trade preferences in government contracts as well as other customs and trade issues.
Counseled life sciences, defense, technology and manufacturing clients of all sizes and stages on government contract IP issues arising under contracts, subcontracts, other transaction agreements, grants, cooperative agreements and cooperative R&D agreements.
Counseled multiple small startups and technology clients on obtaining SBIR and STTR program funding, compliance and related government investigations.
Counseled multiple companies on Buy American Act and Trade Agreements Act procurement and compliance issues, Made in USA and import marking requirements, and emerging strategic domestic sourcing and supply chain considerations.
Held a lead role in addressing the IP aspects of due diligence for several major business acquisitions involving electronics, AI, financial services, aerospace and biotechnology companies, mostly involving unique issues relating to the government contractor status of one of the involved entities.
Served as U.S. IP counsel to foreign firms engaged in due diligence on deals involving U.S. entities or assets.
Prepared and negotiated various licensing, joint development, contractor and other agreements to protect client IP and technology concerns.
Retained by a prominent Silicon Valley venture capital firm to handle the IP development and patenting strategies for an early-stage company developing a variety of nanocomposite materials, developed licensing strategies for the resulting IP portfolio arising from a university research program and worked with the university technology transfer office to establish an invention disclosure review and a patent drafting process.
