Transaction Tax Planning

The role of Nexia Friedman tax professionals in transactional planning is to ensure that our clients benefit from the maximum after-tax return on their investments. While the primary factor to be considered in making an investment should be the merits of the investment itself, the differing tax treatments of various types of investments often can be an important factor in the decision, since they can significantly affect the investment’s bottom-line return.

Often, when a client is acquiring, merging or selling a business, there are major tax and cash flow considerations. The Nexia Friedman tax professionals and merger & acquisition specialists work closely together to establish structures that meet the financing and tax needs of our clients.