Kirk Wallace’s practice covers a broad range of federal income tax matters, including U.S. and international financings, private and 1940 Act-registered investment fund offerings, M&A transactions and financial product development and structured finance transactions.
Mr. Wallace has represented a wide variety of investment managers and financial institutions in the development of a variety of publicly and privately offered RICs, BDCs, REITs, debt and equity derivatives, and other financial products, as well as underwriters and issuers in connection with a variety of asset-backed securitization transactions.
In addition, Mr. Wallace has worked on behalf of a variety of underwriters and collateral managers in the structuring, offering and restructuring of a number of “cash flow,” “market value” and “synthetic” collateralized bond, loan and debt obligation securitizations. Mr. Wallace also has advised with respect to a variety of insurance- and reinsurance-related matters, particularly with regard to so-called side cars, protected cell companies, and catastrophe bond and catastrophe swap transactions.
Mr. Wallace has been included repeatedly in Chambers USA: America’s Leading Lawyers for Business; has been listed in The Best Lawyers in America 2013 and 2014; has lectured or presented on panels for the Practising Law Institute, the New York State Bar Association (NYSBA) Tax Section and the ABA Section of Taxation; and was for many years a member of the Executive Committee of the NYSBA Tax Section.