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.
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 4, 2011
· The Best Lawyers in America 2010-2012, 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
· American Bar Association
· Iowa State Bar Association
Articles
· Independent Contractors Versus Employees
· Startups and Equity Allocation
· Jason Stone and Nikki Miras Mordini selected for "Forty Under 40"
· Are Your Independent Contractors Really Employees?
· How to Avoid Tax Trouble
· Start-Up Launchpad featured in the Des Moines Register
· Davis Brown Launches Blog for Founders, Startups and Emerging Companies
· The Davis Brown Law Firm Congratulates Jason M. Stone for 10 Years of Service
· GDMLI Breakfast to Focus on Entrepreneurial Ecosystem
· Jason M. Stone Joins Greater Des Moines Leadership Institute Class of 2009