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.
Taxpayer reported sale of subsidiary stock as sale of holding company stock; IRS assertion of tax deficiency and penalties upheld.
Costs not subject to capitalization merely because they would not have been incurred but for an acquisition or merger.
Every day I meet with business leaders who are working hard to grow. Grow profits, grow margin, grow market share. Nearly every strategic decision you are making has tax implications and these implications need to be considered in advance.
Is your company a C corporation that may be undergoing a change in control? If so, you should be aware of the potential adverse tax consequences that may result from the payment of “golden parachute payments.”
By preparing for a sale through sell side tax due diligence, a seller can fix issues before they are identified by a potential buyer.