Jon G. Neal Partner

Jon advises businesses and their owners on a broad range of corporate, partnership and international tax planning and transactional matters, including cross-border mergers, joint ventures, acquisitions, divestitures, restructurings and financings.

Having previously served as tax counsel for a Fortune 500 multinational corporation specializing in insurance, reinsurance and investment operations, Jon has extensive experience advising on insurance company taxation, tax-free restructurings and international transactions, including cross-border acquisitions and debt/equity financings.

Jon also regularly advises clients on structuring investments that produce federal and state tax benefits, with an emphasis on transactions involving new markets tax credits, energy tax credits and historic tax credits.

Experience

Tax structuring for mergers and acquisitions across a range of industries, representing private equity funds as well as strategic buyers and sellers.

Structured, negotiated and documented joint ventures in real estate, energy, manufacturing and other industries.

Negotiated and documented the tax provisions of financing and credit agreements, primarily representing lenders and administrative agents.

Advised clients in obtaining private letter rulings from the IRS on a variety of issues, including Section 355 spin-offs, tax-free reorganizations and other matters.

Negotiated, prepared and closed real estate and tax credit transactions, including structuring partnership and investment documents for historic, new markets and low-income housing tax credit partnerships and transactions.

Represented clients in transactions involving Section 45 tax credits for the production of electricity from renewable resources, including wind, biomass and landfill gas facilities.

Represented clients in transactions involving Section 48 tax credits for solar projects and combined heat and power projects.

  • William & Mary Law School, JD, Member, William & Mary Law Review, 2004
  • University of Virginia, BA, 1997

Member, Tax Section of American Bar Association

Member, Virginia State Bar Association

Member, New York State Bar Association

  • New York
  • Virginia
  • U.S. Tax Court
  • Speaker, New Developments in Wealth Planning Seminar, October 25, 2018
  • Moderator, "Tax Reform and Its Potential Impact on Transactions," 2018 Independent Sponsor Conference, October 3, 2018
  • Presenter, "Tax Considerations in the Purchase and Sale of an Insurance Company," Federal Bar Association Insurance Tax Conference, Washington, D.C., June 3, 2016
  • Presenter, "What to Know Before You Go: Hot Topics in Insurance M&A," American Bar Association, Section of Taxation Meeting, Denver, Colorado, September 19, 2014
  • Presenter, "New Market Tax Credits – Structuring Considerations," Webinar CLE Program, American Bar Association, Real Estate Section, March 2013
  • Presenter, "New Markets Tax Credits - The Latest for Real Estate Lawyers," eCLE for American Bar Association, Real Property Section, September 12, 2012
  • Presenter, "Business and Tax Considerations in the Purchase and Sale of a Privately Held Business," University of Virginia 64th Annual Conference on Federal Taxation, June 7, 2012
  • Presenter, "Historic Tax Credits – Basics and Structuring Considerations," CDFE Intro Tax Credit Finance Course, August 11-12, 2011
  • Presenter, "Annual Update on Developments in Federal and State Tax Law," Virginia State Bar Annual Meeting, June 2011
  • Presenter, "New Markets Tax Credits: Basics and Identifying Opportunities," McGuireWoods Webinar, June 10, 2010
  • Presenter, "Bringing a Sustainable Credit to Market," Bond Buyer's Financing Sustainable Energy and Efficiency Conference, May 20, 2010
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