Strategic tax issues for capital markets

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Jeremy Swan

Managing Principal - Financial Sponsors & Financial Services Industry

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

Avoid missteps during purchase price allocation

12/12/2019

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.

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GILTI raises issues with downward attribution and compliance

11/20/2019

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.

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

10/24/2019

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

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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.

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

4/10/2019

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.

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5 Key Factors to Consider Before Making a Cannabis Acquisition

4/15/2019 | Beau Whitney & Andrew Lines

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.

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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.

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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.

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Meet the Team

Margaret Shanley

Principal, CohnReznick Advisory - Transactional Advisory Services Practice Leader

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Christopher Aroh

CPA, Partner - Financial Sponsors Industry Leader

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Claudine Cohen

Principal, CohnReznick Advisory - Transactional Advisory Services, Northeast Market Leader

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Jeremy Swan

Managing Principal - Financial Sponsors & Financial Services Industry

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Brian Newman

CPA, Partner, Practice Leader, Federal Tax Services

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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 members, 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.