Adam Ludman
Head of Tax Strategy | J.P. Morgan Private Bank
- Role
- Executive Director Head of Tax Strategy - J P Morgan Private Advisory at J.P. Morgan Private Bank
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Adam Ludman
Adam Ludman is an Executive Director and member of the J.P. Morgan Private Advisory leadership team, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.As Head of Tax Strategy, Adam works with clients and their professional advisors on wealth structuring and tax issues. He has experience across the full life cycle of taxation, from legislative and policy matters to planning, implementation, compliance and controversy resolution. Prior to his current role, Adam spent more than a decade as in-house tax counsel, most recently as an Executive Director in the Corporate Tax Department at J.P. Morgan, where he advised the firm’s global lines of business on tax matters impacting clients. Prior to joining J.P. Morgan, he was an in-house tax attorney at American Express, and a tax consultant for several publicly traded and closely held companies. Adam received an L.L.M. in Taxation from Georgetown University Law Center, a J.D. from Delaware Law School and a B.A. from Villanova University. He recently joined Columbia University’s School of Professional Studies as a lecturer, where he teaches a course in Tax Planning to students pursuing master’s degrees in Wealth Management.
Experience
Executive Director Head of Tax Strategy - J P Morgan Private Advisory
Jan 2022 — Present · New York, NY, US
Work with clients and their professional advisors on wealth structuring and tax issues.
Education
Villanova University
Bachelor of Arts, History, Political Science, Summer Business Institute
2000 — 2004
Georgetown Law
Master of Laws (LL.M.), Taxation
2009 — 2010
Widener University Schools of Law
Juris Doctor, Law
2006 — 2009
Skills
- Legal Research
- State Tax
- Tax Accounting
- International Tax
- Corporate Tax
- Due Diligence
- Tax Research
- Mergers
- Transfer Pricing
- Tax Compliance
- Tax Law
- Tax
- Financial Services
- Income Tax
- Intellectual Property
- Business Planning
- Restructuring
- Tax Advisory
- Finance
- Estate Planning
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