Jonathan Golub mainly assists the tax department in structuring transactions and analyzing and advising on highly technical areas such as 338(h)(10) elections, equity compensation, the golden parachute rules of Section 280G, qualified settlement funds, income from discharge of indebtedness, and other issues regularly arising in connection with S corporations and LLCs. In addition, Jon is knowledgeable on Foreign Bank Account Reporting (FBAR) developments and has aided clients in their voluntary disclosures to the Internal Revenue Service. Jon has experience with petitioning the California Franchise Tax Settlement Bureau. Jon regularly assists clients with their international tax planning goals, including inversion transactions and other corporate and intellectual property migrations and transfer pricing issues. Jon assists the corporate and securities department with structuring transactions and researching any complex tax and corporate issues. Jon regularly aids the negotiation and drafting of documents necessary to the creation and financing of LLCs. Jon also reviews and drafts tax-relevant portions of acquisition agreements.
Jon assists the fund services department with crafting the allocation and distribution language in LLC and partnership agreements. Jon has assisted in the creation of multiple domestic investment funds; ranging from traditional equity funds to those dealing with energy receivables and foreclosed real estate.
Jon assists the estate planning team with domestic and international tax planning research, and also aids in the creation of family limited partnerships and limited liability companies.
Jon recently received an LL.M. in Taxation from New York University School of Law in 2008. Prior to receiving his LL.M. degree, Jon was employed as a law clerk with the Internal Revenue Service, Office of Chief Counsel, in Laguna Niguel, California.