Mergers & Acquisitions Tax

Mergers & Acquisitions Tax

Mergers, acquisitions, dispositions, and other corporate transactions are complex ordeals that involve multiple layers and highly sophisticated negotiations. As such, it can be difficult to anticipate the exact outcome of these transactions without a skillful analysis of what each aspect of the merger or acquisition will entail. In particular, the precise tax implications of a merger will vary depending on the structure of the transaction, its jurisdictions, the types of entities involved, the assets being bought/sold/traded, and so forth.

Hart David Carson, gives thorough legal counsel to assist you through the vagaries of mergers, acquisitions, and other intricate corporate transactions. We’ve helped numerous clients throughout the Chicago-Metro area and other parts of Illinois minimize their tax liabilities through skilled legal counsel and representation.

Corporate Transactions and Tax Laws

The complex nature of acquisitions, mergers, and other forms of corporate transactions means it can be difficult to predict the impact they will have on current and future tax obligations—at least without the skilled guidance and counsel of a legal representative. While each transaction varies widely from the next, there are a few items to be aware of. For instance:

  • Certain types of reorganizations can be completed tax free if specific conditions are met
  • The location of the entities involved can affect what state and local tax laws may apply
  • Stock sales may avoid double taxation, but at the expense of other benefits
  • Asset sales may be subject to certain taxes that leave the seller at a disadvantage

Naturally, you’ll want an experienced attorney to advise you on these matters, which is where we at Hart David Carson come in.

Comprehensive Mergers and Acquisitions Tax Law Services

When structuring and negotiating a merger, acquisition, buyout, joint venture, or other corporate transaction, you need to take many factors into account. You need to make sure the deal is structured in a way that is both profitable and efficient, and that means taking into account the various tax implications of each aspect of the transaction.

Once you have a solid plan for a transaction structure, you will also need to be able to negotiate the terms with the other party. Our highly skilled legal expertise will be invaluable when making sure your interests are powerfully represented in the course of negotiations, especially since the other party will be looking out for their own interests as well.

At Hart David Carson, we provide comprehensive legal counsel on every aspect of mergers and acquisitions transactions, including:

  • Acquisition financing structures
  • Structuring of the transaction
  • Negotiations of transaction details
  • Asset transfers
  • Reorganizations both pre- and post-merger
  • Due diligence research to expose possible tax liabilities

These can each have a significant impact on the taxes your organization owes, and thorough legal expertise is necessary to keep those tax burdens to a minimum.

Legal Representation

Our attorneys represent a wide range of entities over the course of mergers, acquisitions, and other corporate transactions, including:

  • C-corporations
  • S-corporations
  • Investment holding companies
  • Partnerships
  • LLCs
  • Private equity funds
  • Charities and other tax-exempt organizations
  • Hedge funds

To learn more about our mergers and acquisitions tax services or to schedule a free consultation, contact Hart David Carson, today.

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