Caroline Lapidus
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Caroline is recognized by clients for her knowledge and experience, mostly recently in Legal 500 2023 where a client shared that “Caroline Lapidus is very good: very responsive; able to explain complex tax matters in a simple, clear way; very user-friendly.”

Expertise

Industries

Experience

Representative matters

  • Numerous sovereign wealth funds, pension funds and family offices on their global investments, including in private equity, hedge, real estate, credit, infrastructure and energy funds as well as separately managed accounts and joint ventures.
  • Several asset managers and institutional investors on tax structuring and treaty analysis for a private credit platforms and fund structures.
  • A global asset manager on US tax issues relating to asset backed and residential mortgage backed securitizations.
  • A US based asset manager on tax structuring for their management business, private equity funds and carried interest structuring.

Pro bono

  • Advising numerous US charities on establishing and maintaining US 501(c)(3) tax exempt status.
  • Advising an individual in connection with removal proceedings and obtaining permanent resident status in the US.
  • Leading a team drafting a NYC Bar Vance Center report on women in prison in Africa.

Published Work

  • Tax (joint ventures) Q&A: United States, Practical Law, 2021.
  • Examination of the Final Carried Interest Regulations, Hedge Fund Law Report, February 4, 2021.

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