Merger and Acquisitions Tax Services

M&A Tax Services

Overview

Buying or selling a company has a lasting effect on your shareholders, management, and employees. Confidently move through this complex and intense process—from planning to negotiations to closing the transaction—with professional guidance about valuation, process, and how to prepare.

Managing a transaction’s tax consequences can be the most important aspect of any merger or acquisition. It provides an opportunity to seize timely tax benefits—particularly in the year of a transaction—that can yield significant financial savings. Uncovering those opportunities and leveraging them effectively require extensive knowledge of the complex tax landscape surrounding mergers and acquisitions, especially in light of recent tax reform.

With decades of experience, our team can help. You’ll benefit from the insights of former IRS employees, highly experienced tax practitioners, and tax attorneys with a deep understanding of transactions and transaction-related issues. To stay current and share their thought leadership with the industry, our professionals are members of and frequent speakers at the American Institute of Certified Public Accountants, the American Bar Association, the Federal Bar Association, and a number of other trade and industry organizations.

How We Can Help

Regardless of your business’ industry or size, our team has professionals who understand the challenges you face and can help you tackle them. We’re here to:  

  • Ease tax burden in a wide range of transactions, including stock-for-stock exchanges and incorporation events
  • Determine the availability of net-operating-loss carry forwards to an acquiring company or to the seller
  • Help gauge the financial statement impact of transaction-related corporate tax deductions
  • Support the qualification of a transaction as tax-free
  • Provide tax-free spin-off structuring and documentation
  • Determine tax basis or earnings and profits amounts prior to distributing property outside a corporate entity

Contact us to discover how we can add value to your next business transaction.

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