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Sophia Mokotoff

Partner

New York
T: +1 646.414.6909 F: +1 973.597.2400 smokotoff@lowenstein.com
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Sophia Mokotoff works closely with the firm’s clients and her corporate practitioner colleagues to ensure that their transactional tax matters are examined strategically, aligned with each client’s business objectives, and handled effectively. With a focus on solution-driven approaches, Sophia has experience representing investment funds, their portfolio companies, and other clients in the structuring and negotiation of taxable and tax-free mergers and acquisitions, divestitures, restructurings, financings, partnerships and joint ventures, and other major transactions.

Her practice includes advising investment funds on the structuring, formation, and operation of funds. In addition, Sophia regularly provides tax law advice regarding tax-exempt organizations and a broad range of general corporate and partnership tax planning matters, including closely held business issues.

Prior to joining the firm, Sophia was a manager in the Transaction Tax group at Ernst & Young LLP, where she advised public corporations and private equity fund clients on a variety of transactional tax matters primarily related to the tax consequences of leveraged buyouts involving domestic and cross-border mergers, acquisitions, and restructurings.

  • Represented Cerity Partners in merger with Lumina Financial Consultants, LLC, a wealth management and financial planning firm that focuses on serving the needs of women, their families, and their businesses.
  • Represented Cerity Partners in merger with AJ Wealth Strategies LLC, a New York-based investment and wealth management firm.
  • Represented Cerity Partners in merger with Gamble Jones Investment Counsel, a California-based investment and wealth management firm managing roughly $1.8B in client assets.
  • Represented Cerity Partners in merger with Ashfield Capital Partners, LLC, a San Francisco-based investment and wealth management firm that manages approximately $1.9B in assets.
  • Represented Cerity Partners in merger with ARGI Financial Group LLC, a Kentucky-based investment and wealth management firm that oversees $4.8B in assets.
  • Represented Cerity Partners in merger with Maryland Capital Management, LLC, an investment and wealth management firm.
  • Represented Cerity Partners in merger with Covington Capital Management, an investment and wealth management firm that manages approximately $1.9B in assets.
  • Represented Cerity Partners in merger with Round Table Services LLC, a California-based investment and wealth management firm.
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Education

  • Brooklyn Law School (J.D. 2013), Executive Articles Editor, Brooklyn Journal of Corporate, Financial and Commercial Law

    Wellesley College (B.A. 2008)

Admissions

  • New York
  • New Jersey

Related Areas

Additional Resources

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