Saulino Tax Counsel provides tax advice to companies in a wide range of industries, and at all stages of their life cycle.  The following represents a list of the most common types of transactional matters on which Saulino Tax Counsel renders advice in the transactional tax area, as well a brief description of the firm’s typical role in such matters:

  • Mergers & Acquisitions – Assisting clients with structuring M&A transactions to achieve tax goals, understanding the tax implications of alternative transaction structures, negotiating and drafting tax provisions in transaction documentation, and pre-transaction planning and structuring
  • Partnerships – Advising clients in connection with structuring and negotiating complex partnership arrangements and partnership interest sale and redemption transactions, and reviewing and drafting related transaction documentation
  • Company Formations – Advising clients on choice of entity considerations and minimizing the tax effects of company formation transactions
  • Financing Transactions – Facilitating equity and debt financings for clients by managing tax effects for owners and investors
  • Restructurings – Advising creditor-side and debtor-side clients on tax ramifications of “workout” transactions with respect to troubled companies and distressed assets
  • Real Estate Transactions – Advising real estate owners, developers, and investors on tax ramifications of joint ventures and other real estate transactions
  • Investment Funds – Assisting fund sponsors with structuring investment funds and drafting fund agreements and other fund documentation, and reviewing fund documentation on behalf of fund investors
  • Like-Kind Exchanges – Advising clients in connection with pre-transaction planning, structuring real estate acquisitions and dispositions to satisfy requirements for like-kind exchange treatment, and assisting clients in identifying and quantifying taxable “boot” from like-kind exchange transactions
  • Equity-Based and Other Compensation Plans – Assisting clients with understanding the tax ramifications of alternative methods for compensating executives and other employees, and preparation of plan documentation
  • International Tax Planning – Advising foreign clients on U.S. tax issues associated with U.S. business activities and investments, and U.S. clients on U.S. tax issues associated with business activity and investments outside the U.S.
  • Settlements – Assisting clients with negotiating tax aspects of settlements and advising on related tax withholding and reporting requirements