Overview
John T. Lutz advises clients on the tax aspects of investment funds, structured finance, derivatives and structured products. He also counsels clients on matters related to insurance products, investment tax credits, conventional US and cross-border securities offerings, and corporate mergers and acquisitions. John represents a number of tax-exempt organizations in connection with their investment activities and incentive compensation arrangements.
John handles all aspects of tax-advantaged financings and investments for financial institutions, investment fund managers, high net worth individuals and investors. He represents banks and investment managers in connection with asset backed securities including collateralized loan obligations, structured notes and repackagings.
John is a recognized leader in the tax aspects of municipal derivatives and tax-exempt bond securitizations. He provides tax advice to derivative products dealers in the domestic and cross-border contexts, advising on US and international tax issues related to insurance products, equity swaps, repurchase agreements, structured notes and offshore structured finance vehicles.
Recognitions
- Chambers USA, Tax, 2017–2025
- Legal 500 US, Recommended, 2021–2025
- Turnaround & Workouts, Bankruptcy Tax Specialists in the Nation’s Major Law Firms, 2022–2025
- Best Lawyers in America, Tax Law, New York, 2012–2025
- Super Lawyer, 2009–2020, 2022–2023
- World Tax, International Tax Review 2017
Community
- American College of Tax Counsel, fellow
- New York State Bar Association, Tax Section, Executive Committee (2000–2004, 2008–2024)
- Villanova University School of Law, Board of Consultors, 2021 to present
- American Bar Association
- International Tax Institute, treasurer
- New Jersey Economic Development Authority, 2019 to 2021
- Brilla Paterson (Charter School), board member, 2024 to present
Credentials
Education
New York University School of Law, LLM
Villanova University School of Law, JD
University of Notre Dame, BBA
Admissions
New Jersey
New York
