Stephen Jackson, partner in Orrick's Paris office, is a member of the Tax group. Steve's practice covers a wide range of U.S. federal income tax matters arising in connection with various domestic and international transactions, as well as financial products and tax planning for financial institutions.

His primary focus is on U.S. taxation of securitizations and re-securitizations, including collateralized debt and loan obligations, mortgage-backed securitizations, structured investment vehicles and other structured finance and financial markets transactions.

For over a decade, Steve has served as tax counsel to issuers and underwriters in numerous registered, agency and privately-placed RMBS transactions (primary issuances and re-securitizations), involving performing loans and non-performing loans, as well as other mortgage-related asset classes, such as servicing advances and tax liens, and in securitizations involving other asset classes such as credit card and auto loan/lease receivables. Steve also provides tax advice in connection with whole loan purchase transactions, including leveraged and nonleveraged acquisitions, joint ventures involving mortgage assets and repo and warehouse financings for various asset classes. Steve also advises financial institutions on tax issues in connection with their role as servicer, trustee or securities administrator under various securitization programs, as well as with respect to FATCA.

Steve writes and lectures on finance and international related tax topics and also participates actively in the tax committee and other initiatives of the Structured Finance Industry Group and other industry and bar-related organizations.

Insights

News