Bozena M. Diaz is the chair of the firm’s Tax Department and a member of the Corporate group. Her experience includes advising on the federal income tax aspects of mergers and acquisitions, spin-offs and other divestitures. Her capability also encompasses tax advice with respect to business and real estate joint ventures, restructurings and workouts, and taxable and tax-free reorganizations. Bonnie is well-known for her expertise in the area of Qualified Opportunity Zones, and is a frequent speaker on the topic.
Bonnie regularly advises on the various tax aspects of renewable energy projects including structuring power purchase transactions, tax equity flips and lease arrangements. She also has experience handling tax controversy matters, and representation of clients before the IRS. Lastly, Bonnie counsels clients with respect to all aspects of employee benefits under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 (ERISA), including the design, administration, compliance and termination of qualified plans, as well as on issues of ERISA fiduciary responsibilities, and benefits issues that arise in connection with merger and acquisition and joint venture transactions. She also advises with respect to structuring nonqualified deferred compensation arrangements and equity compensation plans, and in negotiating and drafting employment and severance agreements.
Bonnie is an executive committee member of the Tax Section of the New Jersey State Bar Association, a member of New Jersey State Bar Association’s International Tax Committee and a member of the Tax Section of the New York State Bar Association. She is fluent in Polish and is conversational in Spanish.