All corporate transactions – mergers and acquisitions, reorganizations, restructuring, offering, financing or investments – should be structured and carried out with careful consideration of the related federal and state consequences. Our tax team works closely with our corporate team to create innovative and tax-friendly solutions for our clients at the earliest possible stage of each transaction.
Our depth and breadth of experience enables us to assist a variety of corporate entities, including public, privately held, mid-sized, start-up, “S” and “check the box” companies, in many different types of transactions, including:
- Corporate acquisitions
- Tax-free reorganizations
- Stock offerings
- Debt financings
- Spin-offs, split-offs and split-ups
- Leveraged buyouts
For all of these transactions, our goal is to help our clients achieve their objectives in the most tax-efficient and cost-efficient manner possible.
Since 2018, state and local tax deductions have been limited to $10,000 per individual taxpayer for federal income tax purposes, disproportionately burdening taxpayers residing in states with significant state income tax rates. States soon began enacting state tax deduction workarounds, which generally allow a partnership or S corporation to elect to pay state income tax in exchange for a state in [...]