Stephen J. Legatzke

Experience

Provided tax planning and structuring for family office and private equity fund in acquisition in $800 million real estate company and advertising firm.
Negotiated and structured lending syndicates takeover and subsequent sale of debtor corporations.
Acted as tax counsel for private equity firm’s acquisitions of software and tech companies, including through F Reorganizations and tax deferred partnership contribution and sale transactions.
Advised on nonqualified deferred compensation top hat plans for private company.
Negotiated tax provisions for multi-jurisdictional structured finance transactions.

University of Virginia School of Law, J.D., 1992
University of Notre Dame, B.A., Political Science and Government, 1989
– with highest honors

– Phi Beta Kappa

Co-Author, “Opportunity For Increased Foreign Subsidiary Report: New IRS Proposed Tax Regulation Limiting ‘956 Deemed Dividend’ Tax Impact,” The Secured Lender, Jan./Feb. 2019.

“Corporate Transparency Act,” Meritas Conference, Chicago, 2023
“Impact of Tax Reform on Secured Lending,” a Secured Finance Network webinar, Feb. 13, 2018.