Focus on what counts
Education

Master in Business Administration, Institut d’Etudes Politique de Paris

Juris Doctor, Loyola Law School

Master of Laws, Taxation, New York University School of Law

Licenses

Admitted to both the New York and California State Bar

Industries

"I consider myself as a partner to my clients. Their success is my success."

Jean-Paul Schwarz is a tax principal. He specializes in services to financial institutions. Jean-Paul has more than 30 years of experience providing a variety of tax services in the domestic and international tax area.

Experience

Jean-Paul successfully manages tax strategies for hedge funds, private equity funds, venture capital firms, mutual funds, passive foreign investment companies (PFIC), management companies, general partners, broker dealers, and securities firms. He works with his clients to assist in the structuring of funds, identify and implement tax saving opportunities, and works closely with the top management of organizations on their individual tax planning. Jean-Paul also provides tax accounting services, including financial statement disclosures and representation of clients before tax authorities for tax controversy issues.

Education & Licenses
Education

Master in Business Administration, Institut d’Etudes Politique de Paris

Juris Doctor, Loyola Law School

Master of Laws, Taxation, New York University School of Law

Licenses

Admitted to both the New York and California State Bar

Presentations & Publications

Author,  "IRS Proposes Restricting Carried Interest Workaround in TCJA"

Panelist, "Financial and Economic Issues Related to the Pending US Election" - British-American Business Association, Financial Services Committee

Affiliations

New York State Bar

California State Bar

New York State Society of Public Accounting (NYSSCPA) associate member

NYSSCPA taxation of financial products

Managed Funds Association

Hedge fund Association

Wall Street Tax Association

Outside The Office

Jean-Paul loves to spend time with his adult children and close friends and also enjoys traveling the world.

"I consider myself as a partner to my clients. Their success is my success."

Industries