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BUYER’S SUCCESSFUL SUBSTANCE OVER FORM ARGUMENT YIELDS $3 MILLION AMORTIZATION INCOME TAX DEDUCTION

Read about a notable M&A case where a buyer’s argument for substance over form led to a $3 million amortization income tax deduction. Learn how the court’s decision highlighted the importance of aligning transaction structure with economic substance.   M&A

Posted in amortization, form over substance, substance over form, Taxation Tagged with: , , , , , , , , , ,

How a Chosen Merger Structure Led to a $2 Million Tax Impact for the Seller

Explore a case study where a business owner’s merger decision resulted in a substantial tax impact of over $2 million. Learn how the chosen deal structure influenced tax outcomes and the implications for buyers and sellers. Seek expert tax advice

Posted in boot, cash, form over substance, merger, substance over form, tax deferred reorganization Tagged with: , , , , , , , , , , , , , ,

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