Transactional Tax Planning

Prudent business practices dictate every commercial transaction or transfer of assets be evaluated in light of the potential tax implications associated with its proposed structure. This will assure the desired result will be accomplished with minimized tax consequences. We assist clients in tax-structuring implementation of business transactions, ranging from the relatively simple to the most complex and cutting edge, including: the formation of new enterprises, mergers, acquisitions, spin-offs, tax-free reorganizations, joint ventures (including LLCs, partnerships, and other strategic alliances), divestitures, like-kind exchanges, cross-border transactions, structuring for investment capital raises (including venture capital and LBO transactions), securitizations and other financial instruments and vehicles, and executive compensation arrangements (such as deferred compensation plans, golden parachute agreements, stock options and other equity-based incentive plans). We also advise clients on the multi-state tax implications associated with business transactions.

In connection with our negotiation and planning of these transactions, where applicable, clients have utilized our assistance in obtaining legal opinion letters and in requesting IRS private letter rulings.

Divorce and the Closely-Held Business

"Divorce and the closely-held business" has been referred to as a game with no winners, where merely breaking even is a major victory.

However, proper business structure and transactional planning will impact the dollar amount of assets in the marital estate. Divorce settlement structuring can minimize any potential tax liability as well as legal fees and other costs associated with marital dissolution.

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