Jason Schwartz (’09)
Jason Schwartz is a partner in the Tax Group of Cadwalader, Wickersham & Taft LLP. Mr. Schwartz represents banks, funds, investment managers, insurers and other parties in connection with tax issues relating to CLOs, catastrophe bonds, ABS transactions, REMICs, and other securitizations, risk retention structures, hedge funds, private equity funds, “treaty” funds and other investment funds, structured notes, swaps, and other derivatives, lending transactions and corporate acquisitions. He also advises lenders, borrowers (including securitization vehicles) and fund managers in connection with asset acquisitions, workouts, foreclosures and restructurings, as well as in the formation of vehicles to hold new and/or seasoned loans and securities.
The Legal 500 U.S. recognized Jason as a Next Generation Lawyer in 2017, 2018 and 2019.
Mr. Schwartz is the author of numerous tax articles and a Bloomberg BNA Tax Management Portfolio regarding the taxation of CLOs. He is a member of several trade organizations, including the Structured Finance Industry Group Tax Policy Committee and the Tax Section of the New York State Bar Association, to whose tax reports he regularly contributes.
Mr. Schwartz is committed to pro bono work and community service. He helps to oversee Cadwalader’s “Not-for-Profit Incubator,” a pro bono program that incorporates and obtains tax-exempt status for nonprofit organizations, and is an active participant in Big Brothers Big Sisters of the National Capital Area.
Mr. Schwartz received his B.A., cum laude, from New York University, his J.D., magna cum laude, from American University Washington College of Law, where he was inducted into the Order of the Coif, and his LL.M. in Taxation from New York University.