Jeffrey B. Tate

Partner
Jeff specializes in transactional tax matters.
Jeffrey Tate, Partner, Arent Fox LLP

Jeff advises corporate, financial institution, investment fund, and sovereign clients on the tax aspects of domestic and cross-border transactions (including mergers and acquisitions), capital markets transactions, private equity and hedge fund investments and structuring, real estate investments (including REITs), joint ventures, securitizations, financial products, and FATCA compliance.

Publications, Presentations & Recognitions

Jeff’s publications include:

  • Co-Author, Chambers Global Practice Guides – Banking and Finance (USA – Law & Practice), 2016–2018
  • Co-Author, “Ten Unexpected Issues When a Property Sale Becomes an Entity Sale,” Bloomberg BNA Tax Management Real Estate Journal, May 4, 2016
  • Co-Author, “United States and Brazil sign FATCA intergovernmental agreement: e agora?,” Latin American Corporate Counsel Association (LACCA), Oct. 17, 2014
  • Co-Author, “FATCA: implications for non-US funds: a general guide for determining the applicability of FATCA to non-USA funds,” Journal of Investment Compliance, Vol. 15 Iss. 4, 2014
  • Author, “Debt and Taxes: A Look at the IRS Private Debt Collection Program,” 116 TAX NOTES 583, Aug. 13, 2007

Jeff’s speaking engagements include:

  • Speaker, “Current Tax Topics of Interest for Private Equity Managers,” (“Temas Tributários Atuais de Interesse de Gestores de Private Equity”), hosted by ABVCAP (Brazilian Private Equity Association), São Paulo, Brazil, August 23, 2017
  • Speaker, “CRS & 871(m): Satisfying New Reporting Requirements,” hosted by Institute of International Bankers, June 12, 2017
  • Speaker, “EMPEA Fundraising Masterclass,” hosted by EMPEA – Emerging Markets Private Equity Association, Rio de Janeiro, Brazil, April 6, 2015
  • Speaker, “FATCA Implementation for Private Funds,” hosted by the Managed Funds Association, October 30, 2014
  • Speaker, “Implementing & Automating FATCA – Redesigning Your Processes and Infrastructure,” hosted by the Regulatory Compliance Association, November 21, 2013
  • Speaker, “AIFMD and FATCA for Brazilian Asset Managers,” hosted by ANBIMA - Associação Brasileira das Entidades dos Mercados Financeiro e de Capitais, São Paulo and Rio de Janeiro, Brazil, April 10-11, 2013
  • Industries
  • International
  • Languages
    Portuguese
  • Bar & Court Admissions
    • District of Columbia Bar
    • New York Bar
  • Education
    Columbia Law School
    JD
    ,
    Harlan Fiske Stone Scholar
    ,
    2008
    Brigham Young University
    M.Acc
    ,
    Tax Emphasis
    ,
    2004
    Brigham Young University
    BS
    ,
    Accounting, magna cum laude, Heritage Scholar
    ,
    2004