Articles & Publications

Navigating Buy-Side Tax Considerations in Mergers and Acquisitions

*as seen in Crain’s Corporate Growth & M&A Section In the dynamic landscape of mergers and acquisitions, the intricate dance between buyers and sellers requires a careful examination of tax implications. Whether opting for a pure asset deal or. Read More >>

Assessing the Profitability of Your Products

As a manufacturer, it’s essential to have a clear understanding of the profitability of your individual products, not just your overall company profitability. By assessing the profitability of each product line, you can optimize your strategies and make informed. Read More >>

Tax Structuring in M&A Transactions

*as seen in Crain’s Cleveland Business, January 17, 2022 A properly structured transaction can provide tax benefits to both the buyer and the seller. Typically, buyers want a deductible step-up in basis while sellers want capital gains treatment. Proper. Read More >>

Tax Reform Series #7: Carried Interest Extended to 3-Year Holding Period

The Tax Cuts and Jobs Act of 2017 (“TCJA”) adoption of Internal Revenue Code (“Code”) Section 1061 is targeted at hedge and private equity funds. The TCJA extends the holding period for favorable long-term capital gain treatment related to. Read More >>

Commonly Overlooked Items for Maintaining S Corporation Election

  S Corporations offer the benefit of passing income through to shareholders for taxation instead of being double taxed, once at the entity level, and once as a dividend when profits are distributed. To maintain S Corporation status, there. Read More >>

IRS Warns of Fake Tax Bills: Do Not Fall Victim

In today’s age of technology, there seems to be a new scam daily and more and more of them are involving the Internal Revenue Service (IRS) and taxes. The IRS issued an alert informing taxpayers of the most recent. Read More >>