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Jason M. Stone

“A very talented lawyer with a tax focus” 
-Chambers USA, Reference Feedback 


Jason Stone is a shareholder with over 15 years of experience practicing business law. He is passionate about innovative approaches to the practice of law that help his clients achieve their goals in the most time and cost-efficient manner. 

He helps clients with the formation, acquisition, disposition, operation, and liquidation of business entities of all types and sizes and he has served clients, including several high growth companies, in the fields of real estate, advanced technologies, health care, senior housing, agriculture, manufacturing, and finance. Jason also helps clients with tax credit finance projects and issues. 

Jason is the program coordinator for Start-Up Launchpad, a premium full-service program 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. 


REPRESENTATIVE ENGAGEMENTS

Jason’s recent representative work engagements include advising:

  • a federated cooperative on tax-free reorganizations, liquidations, and joint ventures
  • a publicly traded diversified financial services company on tax-free reorganizations, debt offerings, and compensation matters
  • a publicly traded manufacturing company on critical federal income tax issues
  • a publicly traded media company on tax-free exchanges of personal property
  • 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
  • one of the country’s largest operators of senior housing on joint ventures and acquisitions
  • buyers and sellers on acquisitions and dispositions in transactions of various sizes and industries
  • numerous non-profit corporations on governance and compliance matters, including federal income tax exemption, intermediate sanctions, and joint ventures
  • for-profit and non-profit entities on the use of new market tax credits to finance development projects
  • one of the world’s largest technology companies on data center development
  • numerous high-growth companies on general corporate matters
  • accelerators in connection with formation, operation, and investment matters, including the Global Insurance Accelerator

PRESENTATIONS & PUBLICATIONS

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. Sample presentations include:

  • Negotiation Skills, Corporate Counsel and Trade Regulation Seminar, Iowa State Bar Association
  • Vital First Steps of an Acquisition, Business Acquisition from Start to Finish Seminar, National Business Institute
  • Due Diligence and M&A, Iowa Chapter, Licensing Executives Society
  • LLC to S Corp Reorganization, Bloethe Tax School, Iowa State Bar Association
  • Lessons for Entrepreneurs, Start-up Factory, Iowa State University
  • Entity Formation, panel member, National Business Institute Seminar
  • Accelerators and Incubators, American Bar Association
  • Tax Aspects of Buying and Selling a Business, Business Law Seminar, University of Iowa Law School
  • Drafting Partnership and LLC Agreements, Lorman
  • LLC Operating Agreements, University of Iowa/Iowa State Bar Association Tax Seminar
  • Co-author of the chapter on business formation in How Business Gets Done: Words of Wisdom by Central Iowa Experts
  • 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
  • Ethics - Changes to Circular 230, December Tax School, Iowa State Bar Association
  • Partnership Tax and Real Estate, Real Estate Seminar, Drake University Law School
  • Ethics-Backdating, Spring Tax Institute, University of Iowa
  • Ethical Governance of Nonprofits, Iowa Society of CPAs 
  • Tax Aspects of Buying and Selling a Business, Business Law Seminar, University of Iowa Law School