Jason M. Stone
CONCENTRATION
Jason Stone is a shareholder of the Davis Brown Law Firm in the Business Law Division. 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.
Jason is also the program coordinator for Start-Up Launchpad,
a premium full-service program of the Davis Brown Law Firm that
includes flat-fee strategic advice and legal services for start-up
businesses and entrepreneurs. The program is designed to provide
entrepreneurs with solid legal, financial and strategic advice, so they
are able to focus on business matters.
Start-Up Launchpad Blog
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
- 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
Jason served as an Adjunct Professor of Law at Drake University, where he taught business entity taxation.
He is also active in the American Bar Association, Section of
Taxation, where he is a member of the Partnership and Real Estate
Committees and the Young Lawyer's Forum. He is also active in the Iowa
Bar Association, Section of Taxation, is a member of the Tax Section
Council and is currently the Chair of the Tax Section Council. Jason was
chair of the 2009 December Tax School and has served as a member of the
Planning Committee of the Spring Tax Institute and the Chair of the
2005 Spring Tax Institute Planning Committee.
PROFESSIONAL RECOGNITION
- Chambers USA, Corporate/M&A, Iowa Ranked Band 3, 2013
- The Best Lawyers in America, Corporate Law and Tax Law
- Business Record's Forty Under 40, Class of 2012
SPEAKING, PUBLICATIONS AND SEMINARS
Jason is an active speaker and has given presentations on advanced like-kind exchange techniques, distributions from partnerships and limited liability companies, structuring and drafting partnership, LLP, LLLP and LLC agreements, and international taxation.
- "Tax Aspects of Buying and Selling a Business," Business Law Seminar, University of Iowa Law School, 2008.
- University of Iowa Spring Tax Seminar
- "Drafting Partnership," Lorman, 2009.
- "LLC Operating Agreements," University of Iowa/Iowa State Bar Association Tax Seminar, 2009.
- Iowa State Bar Association's 69th Annual Tax School, 2009.
- Co-author of the chapter on business formation in "How Business Gets Done: Words of Wisdom by Central Iowa Experts", 2009.
- "You Wrote it, Now Explain it - Practical Pointers on Drafting and Interpreting Partnership Distribution & Allocation Provisions," co-presenter with Bahar A. Schippel, Snell & Wilmer, 58th Annual Spring Tax Institute, University of Iowa, 2012.
COMMUNITY
Jason has served as a director for the Wellness Council of Iowa, a non-profit organization dedicated to the promotion of health and wellness in the workplace.
PERSONAL
Outside of work, Jason enjoys spending time with his family and playing golf.
Memberships
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American Bar Association
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Iowa State Bar Association
Alma Maters
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New York University School of Law, 2001
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University of Iowa, 1996
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Washburn University School of Law, 2000
Bar Admissions
Articles