Transactional Tax

A substantial part of Dow Lohnes’ tax practice involves representing clients in connection with a wide variety of business transactions. These range from the fairly straightforward purchase and sale of a business, to far more complex and tax-sensitive transactions, such as tax-free mergers, reorganizations, spin-offs, like-kind exchanges, recapitalizations, affiliated group transactions, corporate financings, and private equity investments. Our tax attorneys also have a great deal of expertise representing clients in forming, operating, restructuring and ultimately unwinding partnerships and other types of joint venture arrangements with other businesses and individuals.

Our tax attorneys work closely with our clients to develop and recommend a transaction structure that best accomplishes the client’s business and tax objectives. We advise both domestic and foreign corporations, partnerships, limited liability companies, individuals and other types of businesses on a regular basis regarding the most tax-efficient manner of effecting the desired transaction, and much of our transactional tax work involves the development and implementation of creative tax strategies that enable our clients to best achieve their particular objectives. In addition to advising clients in connection with the overall tax planning and structuring of a transaction, we regularly prepare and negotiate the tax and related provisions of the implementing transaction documents, such as stock and asset purchase agreements, merger agreements, partnership and limited liability company agreements, and other types of transaction documents.

Our work in the transactional tax area also includes an analysis of the state and local – as well as the federal and foreign – tax aspects of business transactions. Our tax attorneys work closely with attorneys of the firm’s other practices – most notably, the corporate practice – in connection with all major transactional work.