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.
By preparing for a sale through sell side tax due diligence, a seller can fix issues before they are identified by a potential buyer.
Revised ruling procedures forego suggestion to reduce fees for routine requests. The IRS may no longer consider certain requests.
Tax-exempt investors deploy a considerable amount of capital to real estate funds as a way to diversify their portfolios. In many cases, income from real estate investments is not altogether free from tax for these investors, despite their tax-exempt status.
2016 brought many small changes, but little in the way of major tax reform. While corporations will be watching and waiting along with the rest of the country to see how the President-elect and incoming Congress are likely to move on tax reform, there are some issues you should be reviewing in the near-term.
In the recently issued Chief Counsel Advice stated that a merger termination fee received by a taxpayer was a capital transaction and gain or loss was determined based upon the difference between the termination fee received and the costs previously capitalized related to the transaction.