Robert D. Simon

Robert D. Simon assists clients in the tax ramifications of cross-border transactions. He frequently advises clients involved in mergers, acquisitions, restructurings, and dispositions of public and private companies. Bob has been involved in planning a number of major domestic and international reorganizations and spin-offs.

Bob has broad experience in tax planning for U.S. corporations operating abroad, including internal structuring for optimal tax results. His international tax practice is focused on all areas of 'outbound' investment - emphasizing foreign tax credit planning, tax deferral, holding companies, the tax-efficient use of debt, the repatriation of foreign earnings, tax treaties and management of a company's worldwide effective tax rate.

Bob also advises foreign corporations who are purchasing U.S. businesses or expanding their existing U.S. operations. He has advised on all aspects of 'inbound' investment, including capitalization of U.S. operations, restructuring, withholding tax, the repatriation of earnings, tax treaties and foreign investment in U.S. real property. Bob assists many foreign natural resource companies on their U.S. operations and acquisitions. Bob also advises real estate funds and investors, particularly with respect to the U.S. income tax consequences of investments by foreign investors, including sovereign wealth funds and pension funds.

Concentrations

• Tax planning for international transactions and investments
• Domestic and international spin-off transactions
• All areas of 'outbound' and 'inbound' investment
• Corporate mergers, acquisitions, reorganizations and joint ventures
• Sovereign investors
• REITs
• Capital markets offerings

The attorney is providing legal services through and affiliated with Greenberg Traurig, LLP, a New York Limited Liability Partnership. Prior results do not guarantee a similar outcome.

Recognition & Leadership

Awards & Accolades

• Team Member, Chambers & Partners USA Real Estate Law Firm of the Year, 2017 and 2022
• Team Member, a Law360 'Real Estate Practice Group of the Year,' 2023
• Listed, The Legal 500 United States, 2014-2018
• Tax - International Tax, 2014-2018
• Tax - U.S. Taxes - Non-Contentious, 2018
• Member, Winning Team, 'M&A Deal of the Year (Over $1 Billion to $5 Billion)' for Platform Specialty Products Corporation (f/k/a Platform Acquisition Holdings Limited) acquisition of MacDermid, Incorporated and related entities, The M&A Advisor’ s 6th Annual International M&A Awards, 2014
• Member, Winning Team, 'Consumer and Retail Products Deal of the Year (over $200mm)' for Merger of Burger King and Justice Holdings Ltd., ACG New York Champion’ s Award, 2013