Tax Considerations in M&A
Tax Due Diligence
Conduct thorough tax due diligence to identify potential tax liabilities, deferred tax assets, and other tax-related issues.
Transaction Structuring
Evaluate the tax implications of different deal structures, such as asset sales, stock purchases, and mergers of equals.
Transaction Tax Planning
Develop effective tax planning strategies to minimize tax liabilities and maximize tax benefits.
Introduction
Mergers, acquisitions, and divestitures (M&A) are complex transactions that require careful consideration of tax implications. TASCO Advisors’ M&A Tax Services provide comprehensive support to help you unlock value, mitigate tax risks, and optimize tax outcomes throughout the M&A process.
Tax Implications of Deal Structures
Asset Sales
Understand the tax implications of asset sales, including capital gains tax, depreciation recapture, and transfer taxes.
Stock Purchases
Evaluate the tax consequences of stock purchases, including the potential for step-up in basis and deferred tax liabilities.
Mergers of Equals
Assess the tax implications of mergers of equals, including the treatment of pre-acquisition losses and tax attributes.
Tax-Efficient Acquisition Financing
Debt Financing
Consider the tax implications of debt financing, including interest deductions and debt-to-equity ratios.
Equity Financing
Evaluate the tax consequences of equity financing, including the potential for capital gains tax and dividend taxation.
Hybrid Instruments
Explore the use of hybrid instruments, such as convertible debt, to optimize tax outcomes.
TASCO Advisors' Expertise
- M&A tax due diligence
- Transaction structuring
- Tax-efficient financing
- Cross-border tax planning
- Post-transaction tax integration]
Effective M&A tax planning is essential for maximizing value and minimizing tax liabilities. TASCO Advisors’ M&A Tax Services provide the expertise and support you need to navigate the complexities of M&A transactions and achieve your business objectives.
