Tax Transaction Services | Marcum LLP | Accountants and Advisors

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src="/wp-content/uploads/2025-TaxPlanningGuide-nav.jpg" />  </a> </div> <div class="card__body"> <div class="card__overview"> <p>Practical insights and detailed strategies for businesses and individuals to maximize tax efficiency in 2025.</p> </div> <div class="mt4"> <a class="button tiny" href="/tax-guide">READ NOW</a> </div> </div> </article> </div> <div class="column"> <h3 class="mega-menu__title">Thoughts of the Week</h3> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/thoughts-of-the-week/the-marcum-retrospective-part-6"> <div class="card__image"> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/totw-10182024-600x375.jpg" width="600" height="375" alt="The Marcum Retrospective – Part 6" title="The Marcum Retrospective – Part 6" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>October 18, 2024</span> </div> <h2 class="card__title">The Marcum Retrospective – Part 6</h2> <div class="card__overview"> <p>Thank you for allowing me to show up in your inbox every Friday morning and...</p> </div> </div> </a> </article> <a class="button tiny" href="/thoughts-of-the-week">View All</a> </div> </div> </div> </div> </div> </div>  </div> </div> </li> <li class="mega-drop"><a href="https://www.marcumllp.com/news-press-releases">News</a> <ul> <li><a href="https://www.marcumllp.com/news">As Seen In</a> </li> <li><a href="https://www.marcumllp.com/press-releases">Press Releases</a> </li> </ul> <div class="mega-menu"> <div class="row column">  <div class="mega-menu__row"> <div class="mega-menu__news"> <div class="mega-menu__news-left"> <h3 class="mega-menu__title">As Seen In</h3> <div class="news-grid"> <div class="news-grid__featured"> <article class="card card--no-box card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/news/sean-saari-money-matters-tv-gift-tax"> <div class="card__image"> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/Sean-Saari-1-600x375.jpg" width="600" height="375" alt="" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>September 13, 2024</span> </div> <h2 class="card__title">Advisory Partner Sean Saari joins Marcum Wealth’s Jim Butler to discuss gift tax for Money Matters TV</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> <div class="news-grid__addl"> <article class="card card--no-box card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/news/louis-biscotti-forbes-deals-and-discounts-as-depriceflation-hits-retailers"> <div class="card__body"> <div class="card__meta"> <span>September 10, 2024</span> </div> <h2 class="card__title">Food & Beverage Leader Louis Biscotti details deals and discounts as depriceflation hits retailers for 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href="https://www.marcumllp.com/press-releases/marcums-latest-manufacturing-survey-reveals-resilience-amidst-challenges-and-highlights-strategic-shifts"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Industrial Products</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/pressrelease-2024-manufacturing-survey-600x375.jpg" width="600" height="375" alt="" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>October 18, 2024</span> </div> <h2 class="card__title">Marcum’s Latest Manufacturing Survey Reveals Resilience Amidst Challenges and Highlights Strategic Shifts</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> <div class="mt4"> <a class="button tiny" href="/press-releases">View All</a> </div> 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/></li></ol></div></div>    <section class="section"> <div class="row row-site column"> <div class="page-body"> <div class="page-body__left"> <aside class="sidebar" data-aos="fade-in">   <div class="sidebar__menu"> <h5>Tax Advisory</h5> <ul class="sidebar__menu-with-active"> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/accounting-for-income-taxes-asc-740">Accounting for Income Taxes: ASC 740</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/compensation-benefits-consulting">Compensation & Benefits Consulting</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/corporate-tax">Corporate Tax</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/cost-recovery-accounting-methods">Cost Recovery & Accounting Methods</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/international-tax">International Tax</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/private-client-services">Private Client Services</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-credits-incentives/research-development-tax-credit">Research & Development Tax Credit</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/state-and-local-tax">State & Local Tax</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-credits-incentives">Tax Credits & Incentives</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/tax-transaction-services">Tax Transaction Services</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/third-party-administrator">Third-Party Administrator</a> </li> <li><a href="https://www.marcumllp.com/services/advisory/tax-advisory-services/state-and-local-tax/unclaimed-property">Unclaimed Property</a> </li> </ul> </div>   </aside> </div> <div class="page-body__right" data-aos="fade-in"> <p class="t5">Tax implications can significantly impact the value of a potential transaction for both buyers and sellers. Marcum’s dedicated team of transaction tax professionals can assist you in navigating the complexities of federal, state and international taxes, and help reveal the value, accelerate the deal timeline and move the transaction to a successful close.</p> <p class="t3">Our clients take comfort knowing Marcum is on top of the latest tax issues dealmakers face in an ever-changing regulatory environment. Marcum’s transaction tax professionals have strong relationships with private equity (PE) firms, lenders, insurers, and legal advisors. We’re active in the communities we serve, whether as a sponsor of the Association for Corporate Growth (ACG) or co-hosting Deal Day events that bring the PE and investment banking communities together.</p> <p class="t3">And, unlike many firms, Marcum partners and senior-level professionals roll up their sleeves to provide the strategic advice you need and are there to support you throughout the deal lifecycle and beyond.</p> </div> </div> </section>   <section class="section section--white"> <div class="banner-card "> <div class="banner-card__inner"> <div class="banner-card__bg" style="background-image:url('https://www.marcumllp.com/wp-content/uploads/page-banner-card-01.jpg')"> </div> <div class="banner-card__container"> <div class="row row-site column"> <div class="banner-card__body body-bullets"> <h3 class="h1">Buyers’ and Sellers’ Tax Questions</h3> <p class="t3"><strong>Buyers ask:</strong></p> <ul class="bullets"> <li class="t3">Am I buying any unforeseen tax liabilities?</li> <li class="t3">Are there alternative structures that can minimize taxes throughout the company’s lifecycle and upon exit?</li> <li class="t3">What will the tax compliance profile look like after the acquisition?</li> </ul> <p class="t3"><strong>Sellers want to know:</strong></p> <ul class="bullets"> <li class="t3">How do I maximize my after-tax cash proceeds?</li> <li class="t3">Can I roll over the equity on a tax-free basis?</li> <li class="t3">How do I maximize my company’s value?</li> <li class="t3">Can I minimize surprises regarding tax issues that may arise during the buyer’s due diligence process?</li> </ul> </div> </div> </div> </div> </div> </section>  <section class="section section--white pt10 pb10"> <div class="row row-site column"> <div class="row"> <div class="medium-11 xlarge-10 xxlarge-9 medium-centered column" data-aos="fade-in" data-aos-delay="200"> <h3 class="h1">Tax Planning for Mergers/Acquisitions and Other Transactions</h3> <p class="t3"><strong>Our team helps you address important tax issues early on:</strong></p> <ul class="bullets"> <li class="t3">Structuring for buy-side and sell-side federal, state and international tax minimization.</li> <li class="t3">Analysis and modeling of asset versus stock sales, including planning for IRC section 338(h)(10) elections.</li> <li class="t3">State & local tax nexus analysis and voluntary disclosure agreements.</li> <li class="t3">International tax structuring and planning.</li> </ul> <h3 class="h1">Tax Buy- and Sell-Side Due Diligence</h3> <p class="t3"><strong>Federal, state and local, and international due diligence:</strong></p> <ul class="bullets"> <li class="t3">Summarize the company’s income tax and indirect tax footprint.</li> <li class="t3">Identify and quantify tax risks and exposures.</li> <li class="t3">Propose remedies or remediation plans to limit or eliminate tax exposures.</li> <li class="t3">Collaborate with attorneys regarding representations, warranties, indemnifications and escrows.</li> </ul> <p class="t3"><strong>Tax structuring considerations to increase value:</strong></p> <ul class="bullets"> <li class="t3">Legal entity considerations for tax minimization.</li> <li class="t3">After-tax proceeds analysis.</li> <li class="t3">Purchase price allocation and the potential to step-up the tax basis of the assets.</li> <li class="t3">Value of tax attributes.</li> <li class="t3">Structuring for tax-free rollover equity.</li> </ul> <h3 class="h1">Due Diligence Common Issues</h3> <ul class="checkmarks"> <li class="t3">Pending tax examinations</li> <li class="t3">S corporation elections</li> <li class="t3">State and local tax nexus</li> <li class="t3">Sales and use taxes – <em>Wayfair</em></li> <li class="t3">Payroll taxes – worker classification</li> </ul> <h3 class="h1">Post-Transaction Support and Integration</h3> <p class="t3"><strong>Execute on tax due diligence findings to minimize tax risks going forward.</strong></p> <ul class="bullets"> <li class="t3">Global effective tax rate and cash tax planning.</li> <li class="t3">Federal, state and local, and international tax compliance.</li> <li class="t3">State and local tax nexus study.</li> <li class="t3">Transaction cost analysis.</li> <li class="t3">Compensation and benefits tax planning.</li> <li class="t3">Credits and incentives.</li> </ul> <p class="t3">Chances are, the deal you are about to undertake will have serious ramifications for your company’s future. Put the right team in your corner – ask Marcum.</p> </div> </div> </div> </section>  <section class="section section--bg pt10 pb10" style="background-image:url('https://www.marcumllp.com/wp-content/uploads/banner-publication-tax-guide-2023.jpg');"> <div class="heading-block mb4"> <div class="row row-site column"> <div class="row"> <div class="medium-11 xlarge-10 xxlarge-9 medium-centered column"> <h2 class="label label--mb label" data-aos="fade-up-xsmall" data-aos-delay="100"><a id="anchor-download"></a></h2> <h3 class="h1" data-aos="fade-up-xsmall" data-aos-delay="200">Marcum Year-End Tax Guide</h3> <div class="heading-block__cta"> <h5 class="h4 mb4" data-aos="fade-up-xsmall" data-aos-delay="300">Tax Planning for 2023 and 2024</h5> <div data-aos="fade-up-xsmall" data-aos-delay="400"> <a class="button" href="/tax-guide" >VISIT TAX GUIDE PORTAL <span class="icon-arrow-right-long icon-left"></span></a> <a class="button secondary stroke" 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