CHALLENGE
Whether you are making an acquisition, disposition, or reorganizing your corporate structure, the issues you face are complex. Tax planning, at the earliest stage of these activities, is critical to minimizing federal and state income and transaction taxes and maintaining flexibility to benefit from future tax planning.
SOLUTION
True Partners has extensive experience in advising on business acquisitions, dispositions, and reorganizations at all points throughout the transaction. Our experts can assist you in selecting the most effective tax structure to achieve your overall business objective. We will then work with your other advisors to ensure that this structure is implemented appropriately. Among the services we provide:
In the case of a disposition we can:
• Assist in preparing for, and responding to, tax due diligence requests
• Review all transaction documentation to ensure that the seller’s tax objectives are met
In the case of acquisitions, we routinely:
• Perform tax due diligence to identify target company exposures and opportunities to maximize tax attributes • Develop a structure that minimizes the overall income and sales tax burden of the transaction
• Assist in identifying employment tax strategies, negotiating state and local credits and incentives packages, reviewing purchase price allocations to minimize property tax burdens, and identifying unclaimed property exposures and opportunities
Once the transaction closes, we will help:
• Implement all of the identified tax minimization strategies • Determine which tax accounting methods will most benefit your business
• Assist in all post-acquisition compliance matters, including structuring a SOX-compliant internal tax function, accounting for tax effects of the transaction pursuant to FAS 109, and reviewing or preparing all federal, state, and local tax returns.
THE TRUE PARTNERS TEAM
Our specialists bring more than 75 years of experience to bear on the complex issues involved in transaction planning for mergers and acquisitions. We are available to serve as a resource for information as well as to tailor and implement a strategy that meets your organization’s needs. Key members of
the team include:
John P. Bennecke Managing Director
312 235 3337 |
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Andrea L. Gronenthal, CPA, Managing Director
312 235 3328 |
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Stanley W. Jozefiak, ESQ Managing Director
312 235 3306 |
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Robert J. McDonald, CPA Managing Director
312 924 3219 |
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Lawrence P. Salus Jr., ESQ, CPA Managing Director
312 235 3319 |
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Michael R. Cholewczynski, CPA Senior Manager
312 924 3201 |
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David F. Jarmusz,ESQ, CPA, Senior Manager
312 924 3236 |
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Timothy D. Nolan, CPA, Senior Manager
202 253 0352 |
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