SERVICES

Buying, selling or reorganizing a business is a significant event for all stakeholders involved in a transaction. The potential tax consequences of a transaction can have a major impact on how a deal is structured, whether the goal is to reduce or defer taxes, maximize future tax benefits or limit risk from known or unknown liabilities. It is critical to ensure that you are receiving tax advice from a qualified tax professional that understands and specializes in the unique issues that arise in the context of a transaction.

Because of M&A Tax Solution's significant transaction experience, we bring a specific, tailored approach to each of our engagements. We do not view our job as simply completing a standard due diligence checklist or providing a boilerplate report for the files.  Rather, we seek to help our clients truly maximize the after-tax value of their transactions by identifying both potential risks and planning opportunities.   

We provide M&A tax advisory services in connection with all stages of the life cycle of a business (e.g., acquisitions, dispositions, internal reorganizations, etc.) including the following:

• Buy-side and sell-side tax structuring, due diligence and modeling

• Tax attribute preservation and planning (e.g., section 382)

• Stock / asset basis and earnings & profits calculations

• Tax-free reorganizations / liquidations

• Legal entity simplification

• Debt restructurings / recapitalizations

• Consolidated return issues (e.g., ULRs, I/C debt, ELAs)

• Assistance with purchase agreements, purchase price allocations and tax return reporting issues

• Post-deal integration planning
  

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