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Mergers & Acquisitions Tax

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Our tax structuring specialists can assist with structuring mergers and acquisitions to minimize your tax liability. We help you with everything from structuring acquisitions of assets, stock, Section 338 transactions, and forward or reverse mergers to other taxable transactions and tax-free organizations. Our consultants quantify the benefits to the buyer and the detriments to the seller on all types of transactions.

With deep expertise in tax law, we specialize in federal, state, local, and international issues, and we have experts dedicated to C corporations, S corporations, partnerships, and consolidated returns.

Related Events

  • Tax planning: Key 2019 year-end strategies for businesses and owners
    Wondering how new TCJA guidance and rules could affect your 2019 year-end tax planning? Join our webinar and learn how to optimize the use and timing of deductions, credits, and favorable rates in 2019 and beyond.
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    Webinar Wednesday, Nov. 20, 2019, 10 - 11 a.m. EST 1 hour watch Upcoming
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Tax Structuring Thought Leadership

  • A solid IT and cyber strategy fuels strong platform growth
    Looking to maximize your investment’s exit value through a sound buy-and-build strategy? Technology and cybersecurity can be critical foundations on which to build.
    Mike Lipinski Craig Zampa
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  • Private equity exit planning: Five key strategies to unlock maximum value

    Preparation is key to a strong and successful private equity exit. Discover these five critical strategies to mitigate surprises, accelerate closing, and ensure maximum return.

    Michele E. McHale Robert Shefferly III Joe Wagner
    White Paper February 6, 2019 15 min read
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  • Tax reform and 2018 year-end tax planning for businesses
    In light of the Tax Cuts and Jobs Act (TCJA), tax planning for 2019 will look a bit different than previous years. View our on-demand webinar and learn from our experts the information you need to make better business decisions—next year and beyond.
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    Webinar November 29, 2018 60 minute watch
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Our Team

We’ll work closely with you throughout all phases of a transaction toward your goals. Your handpicked team helps you implement tax planning ideas as well as ensure the transaction is reported as structured and the appropriate elections are made. We also help develop a comprehensive tax plan designed to optimize your savings opportunities, enhance cash flow, and increase profitability of your organization.

How can we help your business?

Submit an RFP