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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.


Related Insights

Eliminating deferred gains from intercompany transactions

TAX ALERT

Eliminating deferred gains from intercompany transactions

Consolidated return regulations require tracking of deferred gains from intra-group transactions until triggered or eliminated.

IRS to resume rulings on leveraged spin-offs

TAX ALERT

IRS to resume rulings on leveraged spin-offs

IRS decision to re-open the ruling process for pre-spin-off debt issuances could add a monetization effect to a spin-off.

Spin-off revenue ruling resolves 'North-South' issues

TAX ALERT

Spin-off revenue ruling resolves 'North-South' issues

Companies considering certain pre-spin-off asset transfers between parent and subsidiary can rely on this new guidance from the IRS.

INSIGHT ARTICLE

Stock surrender and repurchase transaction lacked economic substance

Tax Court finds taxpayers could not avoid tax on vesting of stock compensation, upholds IRS assessment of tax and negligence penalty.

Taxpayer's claim that its documents were 'mutual mistake' fails

TAX ALERT

Taxpayer's claim that its documents were 'mutual mistake' fails

Taxpayer reported sale of subsidiary stock as sale of holding company stock; IRS assertion of tax deficiency and penalties upheld.

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