LAWYER
Ari M. Zak
Partner | New York
Ari M. Zak

Ari M. Zak focuses his practice on the taxation of investment funds and their investors, particularly on matters relating to mutual funds, closed-end funds, exchange-traded funds, business development companies and variable insurance funds. Mr. Zak also advises on matters relating to private investment funds, including hedge funds and private equity funds, in addition to general transactional matters involving clients in the financial services industry.

In addition, he regularly advises on structuring and developing new funds and products, disclosure, mergers and restructurings of investment funds, ongoing tax compliance and the taxation of financial products.

Mr. Zak has been recognized by The Legal 500 US for Tax: US non-contentious tax, where he was described as an “excellent tax advisor who is willing to explore and discuss options to aid in resolving the matter at hand.”

2024

  • Tax Developments Related to Public and Private Funds, American Bar Association, 2024 May Tax Meeting (May 3, 2024)

2023

  • The ABCs of BDCs and Their Use in Accessing the Private Credit Market, American Bar Assocation Tax Section, Vitural 2023 Fall Tax Meeting (October 18, 2023)

2022

2018

  • Tax Structuring Considerations for Non-US Based Investors, PDI's CFOs & COOs Forum – New York, NY (June 20 - June 21, 2018)

2016

  • Hedge Funds Nuts & Bolts: Tax 101, Dechert LLP – Webinar (December 14, 2016)

  • Common Reporting Standards, SS&C – London, UK (April 13, 2016)

  • Common Reporting Standards, SS&C GlobeOp Common Reporting Standards (CRS) – New York, NY (March 9, 2016)

2013

  • Tax Treatment of Business Development Companies and Their Investors, Dechert LLP – New York, NY (July 17, 2013)
Services
    • Yeshiva University, B.S., 2002, summa cum laude, New York State Society of Certified Public Accountants’ Award for Superior Scholarship in Accounting
    • Columbia Law School, J.D., 2006, Harlan Fiske Stone Scholar, Member of the Columbia Business Law Review
    • New York

  • Vice-Chair, Investment Management Committee, American Bar Association Section of Taxation