William P. Zimmerman guides clients on the creation and operation of private and pooled investment vehicles, such as mutual funds, hedge funds, real estate investment trusts, and other investment-related vehicles. He also advises clients on general corporate and individual tax planning matters, including reorganizations, mergers, acquisitions, spinoffs, recapitalizations, and workouts. Additionally, Bill provides partnerships and limited liability companies with planning and operational guidance on tax-related issues.
Bill is the most recent past chair of the investment management committee of the tax section of the American Bar Association. He is a frequent speaker on tax-related topics, and also annually presents at Morgan Lewis’s Private Fund Investor Roundtable. In addition, Bill is a fellow of the American College of Tax Counsel.
New York University School of Law, 1990, LL.M.
University of Pennsylvania Law School, 1989, J.D.
Dickinson College, 1986, B.A., magna cum laude
Awards and Affiliations
Ranked, Tax, Pennsylvania, Chambers USA (2016–2020)
Recognized, Tax Law, Philadelphia, The Best Lawyers in America (2013–2020)
Member, ETF Law Firm of the Year, ETF.com (2019)
Member, Best ETF Legal & Compliance Firm, ETFexpress (2019)
Member, Practice Group of the Year, Tax, Law360 (2017)
Fellow, American College of Tax Counsel
Member, American Bar Association
Member, Philadelphia Bar Association
Past Chair, Investment Management Committee, American Bar Association Taxation Section