Simona Altshuler is a member of Prince Lobel’s Business Transactions practice group. In that role she advises, consults, and strategizes with various corporate clients, including corporations, partnerships, individuals, and non-profits, on tax and corporate transactional matters.
Prior to Prince Lobel, Simona was a senior associate of Ernst & Young’s Diversified Tax & Business Tax Services group where she:
- Advised and consulted with various corporate clients, including biotechnology, life sciences, manufacturing, software, and consumer products companies, on tax issues including tax credits, transaction cost tax analysis, state and local tax apportionment, inventory and UNICAP issues under Section 263A, and tax compliance.
- Identified and analyzed transactional structures – including a reverse triangular merger, a special purpose acquisition company (“SPAC”) used for an IPO, and a stock acquisition – for associated expenses for tax categorization and optimal deductibility.
- Reviewed equity purchase agreements, meeting minutes, term sheets, loan agreements, and letters of intent for transactional structure and cost categorization between service providers.
- Interviewed clients’ research organization leaders to determine eligibility for various research tax credit opportunities under IRC Sections 41 and 45C
Simona was also an adjunct professor at Boston University School of Law where she developed lesson plans and taught courses on the Taxation of Buying and Selling a Business and Taxation of Intellectual Property. She was also a teaching assistant at the school and a law student extern for the Federal Tax Clinic at the WilmerHale Legal Services Center of Harvard Law School.
- Boston University School of Law, J.D./LL M in Taxation
- University of Florida, B.A., magna cum laude, economics and political science
- Commonwealth of Massachusetts