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Tax Due Diligence Services

Ensure your deals are tax-efficient and compliant with the guidance of our tax experts.

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Uncover potential tax risks and opportunities

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Optimize tax structures for your transactions

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Ensure compliance with applicable tax laws and regulations

Navigate the Complexities of Taxation with HoganTaylor's Tax Due Diligence Services

Navigating the intricacies of taxation can be challenging. Our Tax Due Diligence Services provide the insights and guidance you need to ensure tax efficiency and compliance throughout the transaction process.


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HT-Transaction Services-Nationally Recognized Advisors

Peace of Mind with Our Proven Tax Due Diligence Process

At HoganTaylor, we've developed a thorough Tax Due Diligence process designed to support your transactions:

  • Understand Your Goals: We begin by identifying your objectives and the unique tax challenges you face in your transaction.
  • Analyze the Target Company: Our team conducts an in-depth tax analysis, uncovering potential risks, opportunities, and tax implications.
  • Deliver Actionable Insights: We provide you with a tax due diligence report, complete with actionable recommendations to help you optimize your transaction's tax structure.

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Leverage Our Expertise in M&A and Private Equity Taxation

Navigating the tax landscape in M&A and private equity transactions requires a deep understanding of industry-specific nuances. Our Tax Due Diligence Services are tailored to the unique needs of these deals, ensuring you benefit from our expertise in:

  • Deal structuring: We help you identify tax-efficient structures for acquisitions, divestitures, and other transactions, considering factors such as entity types, asset vs. stock deals, and tax attributes of the target company.
  • Tax risk assessment: Our team uncovers potential tax risks related to the target company's operations, historical tax filings, and compliance with federal, state, local, and international tax laws.
  • Tax synergies and planning: We analyze potential tax synergies and opportunities that may arise from the transaction, such as the utilization of tax attributes, tax rate differentials, and post-acquisition tax planning strategies.
  • Tax implications of financing: We evaluate the tax implications of various financing arrangements, including the use of debt and equity, to ensure your transaction is structured in the most tax-efficient manner.

Count on our experienced team to provide insightful tax analyses, empowering you to make informed decisions and drive your M&A and private equity transactions to success.

Meet Our Tax Due Diligence Professionals

Our team of recognized tax professionals brings a wealth of expertise and experience to the tax due diligence process for M&A and private equity transactions. We're committed to helping you navigate the complexities of taxation, ensuring success at every stage.

 
 
Aaron 450x500 recolored

Aaron Ackerman, CPA, CGMA

Lead Transaction Advisory Partner
Robert Wagner - 450 x 500

Robert Wagner, CPA

Advisory Partner
Clay Glasgow - 450 x 500-1

Clay Glasgow, CPA, ABV, CFF, CFE

Advisory Partner
Cathy Reid - 450 x 500

Cathy Reid, CPA

Tax Partner
Tammy Williams - 450 x 500-1

Tammy Williams, CPA

Advisory Partner
Megan Rooney 450 x 500

Megan Rooney, CMA, CPA, CGMA

Consulting Executive
Glenn Vestrat

Glenn D. Vestrat, CVA

Advisory Senior Manager

Take the First Step Toward Tax-Efficient Transactions

Don't let tax uncertainties hold you back from making the best decisions in your deals.

HoganTaylor's Tax Due Diligence experts are here to guide you through the process, ensuring tax efficiency, compliance, and value. Talk to an expert today and gain the clarity you need to move forward with confidence.

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