Scenario modeling
Compare relevant federal and state tax considerations using the available transaction facts and assumptions.
The tax conversation should begin before the transaction documents are final.
Structure, timing, state residency, equity history and the character of proceeds can materially change the questions that need to be answered.
Equity history
Trace stock acquisition, basis, holding periods, exercises, transfers and other events that may affect reporting.
QSBS review
Assess potential Section 1202 issues with current-law research and supporting corporate and shareholder records.
Transaction coordination
Work alongside counsel and other advisors so tax questions are addressed before execution when possible.
Bring the facts into focus before the next decision.
A consultation begins with what has happened, what may change and which documents are available.
Discuss your situation