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Joshua L. Savey

Associate

Joshua L. Savey focuses his practice on the formation and taxation of private and pooled investment vehicles such as mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs), real estate funds, private equity funds, opportunity zone funds, and other investment-related entities. Josh represents both sponsors and investors, including tax-exempt investors and sovereign wealth funds, with respect to such matters. Josh also has experience advising clients with respect to international tax planning and partnership taxation.

In addition to his experience in investment management matters, Josh regularly advises clients with respect to information reporting, digital assets, and international tax issues, including issues related to the Foreign Investment in Real Property Tax Act (FIRPTA) and the Foreign Account Tax Compliance Act (FATCA). Josh also assists clients in their interaction with the Internal Revenue Service by way of obtaining closing agreements and other guidance.

Josh is active in the Tax Section of the American Bar Association and the J. Edgar Murdock Inn of Court.

Prior to joining Morgan Lewis, Josh was an associate at another multinational law firm advising clients on investment vehicles, financing arrangements, and structured finance matters.  Earlier in his career, Josh worked in the international tax group of the Washington National Tax Services office of PricewaterhouseCoopers, LLP in Washington, DC, where he advised firm clients with respect to inbound and outbound international tax planning.  Josh began his career as a law clerk for Judge L. Paige Marvel of the US Tax Court.

  • New York University School of Law, 2015, LL.M., Taxation
  • Willamette University College of Law, 2014, J.D., magna cum laude
  • University of Oregon, 2010, B.S., Political Science, cum laude
  • District of Columbia
  • New York
  • US Supreme Court
  • US Tax Court
  • Clerkship to Judge L. Paige Marvel of the US Tax Court (2015 - 2017)

John S. Nolan Fellow, American Bar Association (2023-2024)

Member, Tax Section, American Bar Association

Chair, Young Lawyers Forum, Tax Section, American Bar Association (2022–2023)

Associate, J. Edgar Murdock Inn of Court

Graduate Editor, Tax Law Review (2014–2015)

Executive Editor, Willamette Law Review (2013–2014)