Roger Wise

Partner

rwise@stradley.com

vCard
Roger S. Wise

Overview

Roger Wise counsels clients on tax issues affecting the investment management and financial services industries. His experience includes structuring open-end and closed-end mutual funds, hedge funds, real estate funds (including REITs) and private equity funds, insurance products and financial transactions. Roger advises clients on qualification issues for registered investment companies (RICs) and on the tax consequences of swaps and other derivative instruments, information reporting requirements and penalties, and in-kind redemptions by ETFs. He has structured, negotiated and drafted partnership and LLC agreements for domestic and offshore hedge funds, private equity funds and management entities. He also represents clients in Foreign Account Tax Compliance Act (FATCA) matters, advising clients on FATCA compliance requirements for non-U.S. funds and U.S. withholding agents. 

In addition, Roger counsels clients on the federal income tax aspects of business transactions, including inbound and outbound investments, joint ventures, corporate restructuring and complex partnership transactions. He regularly handles private letter ruling requests with the IRS, works on contested matters at the IRS Audit and Appeals level and counsels clients on the tax consequences of settlements with private litigants and governmental entities.

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Credentials

Bar Admissions
  • District of Columbia
  • New York
Education
  • J.D., cum laude, Harvard Law School
  • B.A., magna cum laude, Yale University
Memberships

  • Adjunct Professor of Law, Georgetown University School of Law (2008-11)
  • Member, District of Columbia Bar Association, Tax Section
  • Member, Investment Company Institute Tax Advisory Group, Managed Funds Association Tax Committee
  • Chair, American Bar Association, Tax Section, Committee on Investment Management

Recognition

  • The Legal 500 U.S., recommended for mutual/registered funds
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