
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.
PROFESSIONAL RECOGNITION
• Chambers USA 2009, Corporate/M&A, Iowa Up and Coming
• The Best Lawyers in America 2010, Tax 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.
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.
In 2008, Jason presented on the topic of Tax Aspects of Buying and Selling a Business at the Business Law Seminar at the University of Iowa Law School. In 2009, he presented at the University of Iowa Spring Tax Seminar, Lorman Drafting Partnership and LLC Operating Agreements, University of Iowa/Iowa State Bar Association Tax Seminar, and the Iowa State Bar Association’s 69th Annual Tax School. Jason was a co-author of the chapter on business formation in “How Business Gets Done: Words of Wisdom by Central Iowa Experts" (2009).
Jason served as an Adjunct Professor of Law at Drake University, where he taught business entity taxation.
MEMBERSHIPS
Jason is 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, and is a member of the Tax Section Council. Jason is 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.
COMMUNITY
Jason currently serves as a director for the Iowa Wellness Council, 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.
Resources
IRC 48C Tax Credit Awards
01/15/2010 - On January 8, 2010, President Obama announced the award of $2.3 billion for new ...Jason M. Stone Presenting at 69th Annual Tax School
11/10/2008 - Jason Stone will be presenting at the 69th Annual Tax School in Des Moines, IA at the Downtown ...Jason M. Stone Joins Greater Des Moines Leadership Institute Class of 2009
11/07/2008 - Jason M. Stone is a participant in the 2008-09 class of the Greater Des Moines Leadership ...Jason Stone involved in Organization Seminar
08/01/2008 - Jason Stone will be involved in a Seminar on forming Organizations and Operations in Iowa held on ...
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Business Organizations and Transactions
Mergers & Acquisitions
Tax
Tax Credit Finance and Economic Development
