Strategic tax issues for capital markets

Subscribe

Investment firms continue to deal with changing tax laws effecting every aspect of their businesses – from transactions, portfolio company operations to fund management. This resource center examines the critical tax issues impacting the investment community. Our professionals weigh in with advice to help you maximize opportunity and manage risk in today’s environment.

Featured Insights

New guidance: Trader funds on 163(j) interest expense limits

The 5 tax issues keeping deal-makers up at night
Insight10/23/2019
Year-end tax planning considerations for private equity funds
On-demand11/14/2019

Relevant Insights

International tax adds extra complexity for PE funds considering holding companies

During acquisition structuring, PE funds must decide not only whether to form a holding company, but also where to form one. Consider these five international tax factors.

Eytan Burstein

Insight 1/7/2020

Avoid missteps during purchase price allocation

In a taxable asset transaction, once the diligence process is over and purchase price adjustments have been negotiated, the total purchase price must still be allocated to all of the tangible and intangible assets acquired, some of which may not have been previously recorded on the target’s books or have tax basis.

Insight 12/12/2019

GILTI raises issues with downward attribution and compliance

The global intangible low-taxed income (GILTI) regime applies to 10% or more U.S. shareholders in controlled foreign corporations (CFCs) – entities in which these U.S. shareholders own more than 50% of the stock by vote or value. The law generally requires them to include their share of the net income of that CFC as taxable income.

Insight 11/20/2019

State taxes – Are you covered? Considerations for private equity fund managers

Over the past two years, due to tax reform and judicial action, state tax rules have become more complicated and burdensome than ever.

Insight 10/24/2019

Mergers and acquisitions

Financial sponsors, strategic investors and business executives harness the power of mergers and acquisitions to accelerate growth and maximize value. Market conditions, economic factors and innovative deal strategies can influence the outcome of a well-thought M&A plan. Here, CohnReznick's deal team, industry experts and advisors, offer insight and observations to help dealmakers achieve their vision.

Topic

QSBS - One of today’s most powerful yet often overlooked tax planning tools for VCS & company founders

Section 1202 encourages investment in new ventures and small businesses by providing significant tax relief. This very attractive tax incentive offers up to 100% capital gain exclusion on certain dispositions of Qualified Small Business Stock (QSBS) acquired after September 27, 2010.

On-demand 4/10/2019

5 key factors to consider before making a cannabis acquisition

With talk of a looming recession, many analysts predict that during a downturn there will be a short list of growth industries that can deliver a healthy return on investment. Cannabis is near the top of that list. In fact, spending on legal cannabis in the U.S. is expected to increase from the current $12.9 billion to $20.4 billion in 2022, according to New Frontier Data.

Beau Whitney & Andrew Lines

Insight 4/15/2019

The Wayfair Decision: Economic nexus and the impact on marketplace collection for sales tax

Join us for an informational discussion on the impact of the marketplace facilitators obligations, the risks involved and policies and compliance procedures you should already have in place.

On-demand
Image of machinery equipment

Tax reform

With the passage of the Tax Cuts and Jobs Act (“Act”), there is much concern, as well as confusion, as to the impact the new legislation has on both businesses and individuals alike.

Topic
tax

Subscribe

Receive CohnReznick insights and event invitations on topics relevant to your business and role.

All Insights

Subject matter expertise

  • chris aroh
    Contact Christopher Christopher+Aroh Christopher.Aroh@CohnReznick.com
    Christopher Aroh

    CPA, Partner - Financial Sponsors Industry Leader

    Go to Bio
  • Contact Claudine Claudine+Cohen Claudine.Cohen@cohnreznick.com
    Claudine Cohen

    Managing Principal, Value360 Practice

    Go to Bio
  • Contact Jonathan Jonathan+Collett Jonathan.Collett@CohnReznick.com
    Jonathan Collett

    CPA, Partner

    Go to Bio
  • Brian Newman
    Contact Brian Brian+Newman Brian.Newman@CohnReznick.com
    Brian Newman

    CPA, Partner, Practice Leader, Federal Tax Services

    Go to Bio
  • Robert Richardt headshot
    Contact Robert Robert+Richardt Robert.Richardt@CohnReznick.com
    Robert Richardt

    CPA, Partner

    Go to Bio
  • Margaret Shanley
    Contact Margaret Margaret+Shanley Margaret.Shanley@CohnReznick.com
    Margaret Shanley

    Principal, Transaction Advisory Services Practice Leader

    Go to Bio
  • jeremy swan
    Contact Jeremy Jeremy+Swan Jeremy.Swan@CohnReznick.com
    Jeremy Swan

    Managing Principal - Financial Sponsors & Financial Services Industry

    Go to Bio
  • Patrick Duffany headshot
    Contact Patrick Patrick+Duffany Patrick.Duffany@CohnReznick.com
    Patrick Duffany

    CPA, JD, Managing Partner - Tax

    Go to Bio
    • Close

    Contact

    Let’s start a conversation about your company’s strategic goals and vision for the future.

    Please fill all required fields*

    Please verify your information and check to see if all require fields have been filled in.

    Please select job function
    Please select job level
    Please select country
    Please select state
    Please select industry
    Please select topic

Related services

This has been prepared for information purposes and general guidance only and does not constitute legal or professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is made as to the accuracy or completeness of the information contained in this publication, and CohnReznick LLP, its partners, employees and agents accept no liability, and disclaim all responsibility, for the consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.