Mergers and Acquisitions

Assessing the tax effects of a merger or acquisition is a very complex but necessary financial planning process. Too often, the tax effects are not fully understood early enough in the process to allow business executives to make informed decisions about the company's merger and acquisition activities. Incomplete tax planning regarding corporate merger activity is a significant risk that many large corporations face.

That’s why Jefferson Wells offers Mergers & Acquisitions Tax Services. Well-schooled in M&A tax issues, our professionals provide the research, analysis and consultation necessary for our clients to move forward with the deal intelligently. Jefferson Wells can advise on the tax impact of such issues as:

• Should you purchase stock or assets?
• Should you purchase using cash or stock?
• Will the deal be tax-free or taxable?
• Will any resulting intangibles be tax-deductible?
• What is the future impact on the company's effective tax rate?
• What impact does the deal have on goodwill, which could potentially be impaired?
• What is the FIN48 impact of the deal?

Is your company taking on hidden tax risks? A merger or acquisition is a complex business proposition, and dealing with the many related tax-related rules is a significant challenge. Jefferson Wells can help.