Specializes in domestic and international transactions
Works with financial and strategic clients
New York
@alvarezmarsal
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Josh Goldstein is a Senior Director with Alvarez & Marsal’s Global Transaction Tax group in New York City. He brings more than 10 years of experience advising financial and strategic clients on a broad range of domestic and international transactions, including acquisitions, dispositions, mergers, spin-offs, restructurings, preferred investments, financings and joint ventures.
Prior to joining A&M, Mr. Goldstein was associated with Paul, Weiss, Rifkind, Wharton & Garrison LLP and Fried, Frank, Harris, Shriver & Jacobson LLP, where he was also seconded to Goldman Sachs & Co. He regularly advised clients on a broad range of tax matters in connection with U.S. and cross-border transactions across multiple industries. Mr. Goldstein provided tax counsel to investment funds, their portfolio companies and strategic clients in the structuring and negotiating of private and public M&A transactions (both taxable and non-taxable), spin-offs, debt restructurings, preferred investments, financing transactions, joint ventures and debt and equity offerings. He also advised clients on bankruptcy and insolvency restructurings and fund-related tax issues, including structuring and fund formation, “upper-tier” arrangements and operational issues.
Previously, Mr. Goldstein was a Senior Associate in the International Tax Services and State and Local Tax practices in the New York City office of PwC.
Mr. Goldstein earned a bachelor’s degree in finance (magna cum laude) from Yeshiva University, a J.D. from the Benjamin N. Cardozo School of Law and an LLM in taxation from the New York University School of Law. He is a licensed attorney and a member of the New York State Bar.
On June 20, 2024, the U.S. Supreme Court ruled that the TCJA section 965 transition tax imposed on certain U.S. shareholders is constitutional in Moore v. United States. In this alert, we focus on the broader legacy that Moore may leave as businesses and individuals consider the implications of the Court’s analysis and decision.
On April 9, 2024, Treasury and the IRS released proposed regulations for the excise tax on stock repurchases, which closely align with the interim guidance in Notice 2023-2 (the Notice). As the government generally plans to adopt the guidance in the Notice, it seems unlikely that the final regulations will substantially differ from the proposed regulations. What are the key aspects of the proposed regulations and how will some of those affect certain transactions?
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