Tax
Key Contacts
FDH’s Tax practice actively advises private investment funds, family offices and portfolio companies on a broad range of tax considerations. In counseling our clients, we utilize our tax expertise to focus on the economic implications of tax planning and risk mitigation, helping clients to understand the practical business implications of tax structure, tax asset maximization and tax risks.
Our tax attorneys are influential in the M&A area, having written and presented extensively on complex structuring issues. Their extensive knowledge benefits our clients from the earliest possible stages of our engagement with attorneys across the firm.
We have particularly in-depth experience in the following types of matters, structuring M&A and growth equity transactions to maximize tax efficiency for both purchasers and sellers including:
- Tax-deferred management rollovers.
- Basis step-ups and NOL preservation.
- Qualified small business stock qualification and maximization.
- Cross-border transactional planning.
- Structuring private investment funds.
- Structuring and implementing equity compensation arrangements.
- Structuring arrangements among principals of fund sponsors.
- Advising funds and fund sponsors on partnership allocations.