Stefan Gottschalk assists clients buying, selling, financing and investing in businesses, as well as the businesses they invest in. He has over 22 years of Washington National Tax experience, including 10 with RSM US.

Stefan’s main focus areas include:

• Investments, acquisitions, sales and restructurings
• Merger and spin-off transactions
• Debt financing, refinancing, and equity recapitalization analysis and structuring
• Analysis of cancellation of debt (COD) income in bankruptcies and debt workouts
• Tax treatment of standard or customized financial instruments based on underlying assets such as commodities, cryptocurrency, debt, pharmaceutical products, partnership interests and stock
• Application of interest deduction and net operating loss limitations
• Exclusion of capital gain on stock sales from taxable income under section 1202

• Attorney, New York
• Certified public accountant, Illinois
• American Bar Association (ABA), Tax Section; co-author of ABA comments on stock transactions, derivative financial instrument transactions and interest deduction limitations
• Author of numerous articles on business taxation topics

• Master of Laws, taxation, New York University
• Juris Doctor, New York Law School
• Bachelor of Arts, University at Buffalo, The State University of New York
• Intensive Accounting Program, University of Southern California