Simon Bernstein
Senior Director
Quick facts
6+ years of tax experience
Specializes in the tax aspects of mergers and acquisitions with a focus on private equity and corporate acquisitions
Contact info
Download PDF  |  V-Card
Call
+1 212 763 1896
Connect on
Simon Bernstein is a Senior Director with Alvarez & Marsal Taxand in New York.

Mr. Bernstein’s primary areas of concentration are the tax aspects of mergers and acquisitions (M&A) with a focus on private equity (PE) and corporate tax matters.

Mr. Bernstein focuses on transactional, corporate and partnership tax matters. He brings extensive experience in PE, corporate, and partnership taxation and accounting matters, including M&A, tax planning, and tax compliance solutions. Mr. Bernstein’s experience also includes performing tax due diligence, drafting domestic and international structuring step papers, and tax controversy resolution.

Mr. Bernstein has advised a significant number of public and private “loss” companies, both pre- and post-bankruptcy, on the viability of their tax attributes including the preparation of Section 382 analyses.

Mr. Bernstein earned a bachelor’s degree in finance, summa cum laude, from Yeshiva University and earned a J.D., with a concentration in taxation, from the Benjamin N. Cardozo School of Law. Mr. Bernstein is a member of the New York and New Jersey State Bars.