Tax Mergers and Acquisitions
Protecting and maximizing your deal
Whether you are buying or selling, tax issues can complicate every deal. Finding a transaction structure that meets the needs of the buyer and the seller, achieving a step-up in tax basis, and determining whether and how net operating losses, carryforwards and other tax attributes can be utilized are complex issues that need to be addressed.
RSM’s mergers and acquisitions tax professionals understand transactions. We’ve worked on thousands of transactions for large public companies, S corporations, partnerships, family-owned businesses and entrepreneurs. We work with companies across a wide range of industries and with diverse strategies and goals. Our professionals know the issues and the solutions.
Because understanding taxes isn’t enough, we won’t rest until we understand your business, your goals, the reasons behind your strategy and your transaction. Only then will we tailor a solution to the tax issues surrounding your transaction that is right for you.
Consolidated return regulations require tracking of deferred gains from intra-group transactions until triggered or eliminated.
IRS decision to re-open the ruling process for pre-spin-off debt issuances could add a monetization effect to a spin-off.
Companies considering certain pre-spin-off asset transfers between parent and subsidiary can rely on this new guidance from the IRS.
Tax Court finds taxpayers could not avoid tax on vesting of stock compensation, upholds IRS assessment of tax and negligence penalty.
Taxpayer reported sale of subsidiary stock as sale of holding company stock; IRS assertion of tax deficiency and penalties upheld.