Overview

Jordan Fieldstein focuses her practice on tax and business law matters. She routinely advises clients on the federal and state tax aspects of merger and acquisition transactions, equity investments and financing transactions. She also regularly works with flow-through businesses, such as limited liability companies, partnerships and S corporations on a wide range of tax and business law matters including formation, capitalization, equity transfers, equity redemptions and liquidations.

Prior to joining Smith Anderson in 2018, Jordan practiced law with a Connecticut law firm providing tax planning and structuring advice to private investment funds.

Areas of Focus

Credentials

Recognition

  • Best Lawyers: Ones to Watch® in America
    • Tax Law (2023-2024)
    • Closely Held Companies and Family Business Law (2024)
  • Connecticut Super Lawyers, Rising Star (2017)

Education

  • New York University, LL.M., Taxation, 2015
  • University of Connecticut School of Law, J.D. with a Certificate in Taxation, 2012
  • University of North Carolina, B.A. in Political Science, 2009

Bar & Court Admissions

Experience

  • Advised a Nasdaq-listed medical device company on tax aspects of its acquisition of a global leader in neuromodulation and rehabilitation medical devices for up to $110 million in up-front and contingent consideration.
  • Provided tax and investment advice to a private equity fund in its acquisition of a leading digital patient recruitment company.

Insights

Publications & Alerts

  • Lead Author, “Key Tax Issues in Negotiating M&A Deals for Small Businesses”
    Tax Stringer, Online Publication of the New York State Society of Certified Public Accountants

Events & Programming

  • Speaker, "Panel Discussion of the Impact of M&A on Estate Planning," Durham-Orange Estate Planning Council Lunch Meeting, Durham, N.C.
    Speaking Engagement
  • Co-Presenter, "Debt and Equity Considerations in M&A Transactions," EMerge: Updates and Merger & Acquisition (M&A) Hot Topics (2023 Business Law Section Program) CLE, N.C.
    Speaking Engagement
  • Co-Presenter, "Law School for the CFO," CFO Leadership Council Roundtable and Happy Hour, Raleigh, N.C.
    Speaking Engagement
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