|
Walsh & Borresen, through its unique background in extensive merger and acquisition transactions, can lead or assist in tax due diligence for any size corporate, partnership or foreign acquisition. Walsh & Borresen believe in a multi-phased approach to tax due diligence broken down into the following:
-
Historical Evaluation
-
Review of prior filed federal, state (income & other) and foreign tax returns,
-
Review of historical financial statement including tax footnotes and disclosures,
-
Review of prior tax audit assessments,
-
Evaluate and document potential areas of concern.
-
Transaction Structuring
-
Asset vs stock and taxable vs tax-deferred deals
-
Entity structuring - US vs foreign and Corporation vs LLC
-
Financing and debt push-down opportunities
-
Integration
-
Tax attribute planning
-
Tax department personnel evaluation and rationalization
-
Post-transaction compliance and staffing needs
-
Opening balance sheet, deferred taxes and financial statement disclosures
|
|
|
|
|
