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Transactional Tax Planning

In a business, investment or family transaction, the client wants to get the transaction done quickly, simply and with minimal transactional costs.

Nearly every financial, investment, real estate or business transaction is affected by taxes and has tax consequences. For more than 60 years, McGrath North has been assisting its clients in making informed decisions on how to accomplish their business transactions while mitigating undesirable risks and liabilities. Our expertise in tax planning is based on a thorough understanding and appreciation of each client’s circumstances, business, possible family considerations and risk profile. By combining our tax knowledge with other related areas of legal expertise at McGrath North, we are able to offer an integrated approach to transactional tax planning from its earliest stages through to completion and beyond. By being responsive and simplifying the process, we are able to advise our clients in finding the most economically sound solutions to accomplishing their transactions and achieving their expectations.

Industry Experience: Income tax, sales and use tax, property tax, real estate transfer taxes, excise taxes, international tax-related issues, and import/export duties.

If you are considering seeking advice from counsel, here is what we suggest you keep in mind:

  • You want to consult with legal counsel as early in the transactional planning process as possible.
  • You want to choose knowledgeable and experienced tax lawyers/advisors who can integrate tax-oriented approaches with the non-tax planning aspects of the transaction from its inception.
  • You want to consider all available alternatives to accomplish the transaction with minimal taxes, legal, regulatory and business adverse effects.