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Jason M. Stone

Jason M. Stone

Practice areas:

Mergers & Acquisitions, Tax, Corporate & Incorporation, Business

Client reviews

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About Me

GENERAL


Jason Stone is a tax and business lawyer at the Davis, Brown, Koehn, Shors & Roberts, P.C. law firm.  His practice concentrates on the formation, acquisition, disposition, operation, and liquidation of business entities of all types and sizes and he has served clients in the fields of real estate, advanced technologies, health care, agriculture, manufacturing and finance.


 


PROFESSIONAL RECOGNITION


• Chambers USA, Corporate/M&A, Iowa Ranked Up and Coming 2010
• The Best Lawyers in America­ 2010 and 2011, Tax Law; 2011, Corporate Law.


 


REPRESENTATIVE ENGAGEMENTS


• Advising one of the nation's largest federated cooperatives on tax-free reorganizations, liquidations and joint ventures;
• Advising a publicly traded diversified financial services company on tax-free reorganizations, debt offerings and compensation matters;
• Advising a publicly traded manufacturing company on critical federal income tax issues;
• Advising a publicly traded media company on tax-free exchanges of personal property; 
• Advising leading real estate companies on various corporate and tax matters including, but not limited to, state and federal income and property tax matters, with a special emphasis on state and federal income tax credits;
• Advising buyers and sellers on acquisitions and dispositions in transactions of various sizes;
• Advising numerous non-profit corporations on compliance matters including federal income tax exemption, intermediate sanctions, and joint-ventures; 
• Advising producers, film and motion picture companies on Iowa and Film Tax Credits.
• Advising various business entities on state income, sales and use tax disputes; and 
• Advising a community development entity on matters related to the deployment of its initial $45,000,000 and subsequent $50,000,000 New Market Tax Credit Allocation.

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Practice Areas

Licensed since 2000

  1. Tax: 30%
    15 years
  2. Mergers & Acquisitions: 30%
    15 years
  3. Business: 20%
    15 years
  4. Corporate & Incorporation: 20%
    15 years

Payment

Fees:

Hourly ($250-275/hour), Fixed (Sometimes), Free Consultation (30 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

1 total 

  • Adam A. Edwards

    I endorse this lawyer.

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    Adam Edwards Class Action Attorney
    Relationship: Friend

Contact Info

Davis Brown Tower
215 10th Street, Suite 1300
Des Moines, IA, 50309

Resume

License

StateStatusAcquiredUpdated
IAAuthorized to practice law200008/22/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
CorporateBest Lawyers2011
TaxBest Lawyers2011
M&A (Band 4)Chambers & Partners USA Guide2011
Corporate (Band UC)Chambers & Partners USA Guide2010

Work Experience

TitleCompany NameDuration
Senior ShareholderDavis, Brown, Koehn, Shors & Roberts, P.C.2001 - Present

Associations

Association NamePosition NameDuration
Iowa State Bar Association - Tax Section CouncilChair2011 - 2012

Publications

Publication NameTitleDate
How Business Gets Done: Words of Wisdom by Central Iowa ExpertsBusiness Formation2009

Education

School NameMajorDegreeGraduated
New York University School of LawTax LawLL.M.2001
Washburn University School of LawLawJ.D.2000

Speaking Engagements

Conference NameTitleDate
Spring Tax InstitutePartnership Tax2009
December Tax SchoolPartnership Tax2008
Business Law SeminarMergers and Acquisitions2008
December Tax SchoolPartnership Tax2006