Series 79: Identifying Potential Tax Issues

Identifying Potential Tax Issues

It is vital that tax planning take place in the sale process, because tax considerations may have a significant or even controlling effect on the structure and timing of an eventual sale. The banker running the deal is not expected to advise the customer on arcane tax matters, but she will be expected to understand basic tax-related concepts. The banker coordinates with the customer’s accountants and other tax advisors to identify potential tax issues and to propose possible solutions.

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