Jordan Bergmann is a tax specialist and corporate lawyer, advising clients on a diverse array of domestic matters. A significant part of Jordan’s practice involves advising clients on the tax aspects of mergers and acquisitions. Jordan navigates clients through the intricacies of M&A transactions, from complete company sales to creatively structured deals with retained equity for selling shareholders. He takes a lead role in negotiating equity rollover arrangements, ensuring both tax efficiency and the satisfaction of his clients with all non-tax aspects involved.
One of Jordan’s areas of focus is also counseling clients on the effects of the “Golden Parachute” rules found in Section 280G of the Code. He guides clients through complex calculations and the shareholder vote process, making certain they understand and comply with the requirements.
Aside from his M&A Practice, Jordan’s experience extends to a wide range of tax and corporate considerations for privately held businesses. He assists clients in selecting the optimal entity structure for their ventures, designing equity compensation incentives tailored to partnerships, and structuring tax aspects of new investments. Jordan also works extensively with the Qualified Small Business Stock exclusion under Code Section 1202, providing his clients with insights into its many intricacies.
