Tax
Transaction Tax
Senior tax guidance on both sides of the close, integrated with the rest of the deal.
OFFERING OVERVIEW
Senior, transaction-aware tax guidance on both sides of the close: purchase-agreement review and RWI correspondence pre-close, Federal Form 8594 preparation and purchase price allocation support post-close. Our team uses AI-assisted research and calculation support to keep this work integrated with the rest of the financial diligence and post-close work, so the tax treatment aligns with the transaction instead of being addressed in isolation at the end.
Included capabilities
Pre-Close: General Tax Advisory
Deal-side tax support from purchase agreement review through RWI correspondence.
Deal-side ad hoc tax support, such as asset/stock purchase-agreement review and RWI correspondence.
Post-Close: PPA / Federal Form 8594 Support
Form 8594 and the purchase price allocation, handled by the tax side of the deal.
Calculates and prepares Federal Form 8594 and supports the tax side of the purchase price allocation.
