Areas of Focus
“I make every effort to develop longstanding, authentic relationships that help me anticipate client objectives and alleviate potential tax concerns.”
Overview
Tax partner Jay Geiger provides seasoned, business-minded guidance to corporations, financial services firms, private equity sponsors, and individuals, crafting tax-efficient strategies for both domestic and international transactions. From mergers and acquisitions to corporate reorganizations, as well as family investments and dispositions, Jay applies his experience to maximize tax efficiencies and mitigate risk.
Working in close collaboration with clients as well as the Davis+Gilbert corporate team, Jay tailors his strategies to align with client objectives and business nuances. He helps shape transaction structures and negotiates advantageous deal terms, ensuring the client’s short-term and long-term goals.
Jay is known for keeping the room calm and the discussions productive. His trademark composure and good humor are a welcome counterpoint to challenging negotiations and tight timelines. Clients appreciate his approachability and responsiveness, as well as his ability to demystify complex tax matters within a business context. Throughout the business community, Jay is recognized for integrity, curiosity and creativity.
Drawing on a diverse tax background, Jay adeptly navigates big-picture risks and opportunities while attending to the intricacies of deals and law. With previous experience at a Big 4 accounting firm, two international law firms, and as a judicial clerk at the U.S. Tax Court, he brings a comprehensive perspective to every client engagement.
Representative Experience
Worked closely with a leading insurance company and a Big 4 accounting firm over a period of several years to resolve a representations and warranties insurance coverage issue stemming from a tax authority’s contention that a multi-billion dollar cross-border reorganization entered into by the insured entailing multiple spinoffs and internal restructurings failed to qualify for nonrecognition treatment. (This matter was handled at a previous firm.)
Provided counsel to one of the world's largest asset management firms as it acquired the outstanding equity interest, it did not already possess, in a leading provider of option overlay-based strategies within the U.S. wealth sector. (This matter was handled at a previous firm.)
Counseled a prominent New England-based private equity firm on tax issues during the sale of its portfolio company to a major financial technology corporation. (This matter was handled at a previous firm.)
Advised key bondholders of an offshore drilling contractor on tax implications throughout negotiations for a comprehensive reorganization plan. The multiparty negotiations led to the company successfully emerging from Chapter 11 bankruptcy. (This matter was handled at a previous firm.)
Provided tax advice to a prominent international investment firm as they initiated a strategic partnership with a global music entertainment company to purchase the music catalogs of renowned contemporary musicians. (This matter was handled at a previous firm.)
Credentials
Education
- New York University School of Law (LL.M. (Taxation), 1996)
- Maurice A. Deane School of Law at Hofstra University (J.D., with distinction, 1995)
- Associate Editor, Hofstra Law Review
- Cornell University (B.A., with distinction, Phi Beta Kappa, 1992)
Bar Admissions
- New York
Court Admissions
- U.S. Tax Court
Associations
Member, New York State Bar Association
― Member, Tax Section