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Compliance becomes crucial after the transaction. Asset allocation involves assigning fair values to acquired assets. Purchase accounting ensures that the transaction is reflected correctly in financial statements and calculates actual net working capital. Federal, state, and local tax compliance ensures that all tax obligations are prepared following the transaction. For each underlined above have the following: Asset Allocation: This involves assigning fair values to all the acquired assets and liabilities of the target company. Proper asset allocation is crucial for accurate financial reporting and can have significant tax implications. The allocation determines the depreciation and amortization expenses in future

During the transaction, Due Diligence is performed to uncover any potential risks. Accounting support ensures that financial records are accurate and maintained to comply with US GAAP, while federal and state Income tax projections provide an estimate of tax liabilities. Quality of Earnings Analysis assesses the sustainability of a company’s earnings before the transaction. For each underlined step above, have the following: Due Diligence: This is a critical step in the transaction process, where a thorough examination of the target company’s financials, operations, legal matters, and market position is conducted. The goal is to identify any potential risks, such

This phase involves careful planning to ensure the best possible outcomes. If Buy side, our team can help with: Planning and “What If” Scenarios: Scenario planning helps evaluate various transaction outcomes, while structure design focuses on creating an optimal deal structure. Structure Design: Designing the deal structure to maximize benefits and minimize risks for the stakeholders. Incentive Compensation Strategies: Aligning key employees’ compensation and retention with the transaction’s success. F-Type Merger: Utilizing tax-efficient merger structures under IRC Section 368(a)(1)(F) also IRc Section and 338 (H) 10 . If Sell Side, our team can help with: Due Diligence Prep and Clean

Our comprehensive M&A services include Pre-Transaction Planning for structuring deals and planning tax outcomes, Transaction Support to guide due diligence and financial analysis, and Post-Transaction Compliance for ensuring accurate reporting and tax compliance. Each service is tailored to maximize value and minimize risks throughout the M&A process.

Services for Your Business: Navigating State and Local Tax Complexity. Overview With over 12,000 state and local tax jurisdictions across the United States, managing your business’s tax obligations can be overwhelming. The dynamic nature of the economy means states are frequently introducing new taxes to bridge revenue gaps, adding another layer of complexity to an already intricate system. Many businesses may not fully grasp the extent of their state tax exposure or the liabilities they’ve already incurred. Expertise Our team of seasoned SALT CPAs specializes in guiding businesses through the labyrinth of state and local taxes. We understand the

Comprehensive Cybersecurity Products and Services Our full spectrum of services operates in a continual process or risk remediation and security posture improvement.

Many milestones in owning a business can cause you to need a valuation for your business, and the proper business valuation can be the means to move your business forward. Our qualified professionals are backed with a thorough understanding of the numbers through practiced judgment and expert experience to offer your business a reliable valuation. The MillerMusmar CPAs CPA approach to business valuations is: To intimately know your business so we understand what constitutes its value. We work closely with you to analyze your operations and historical financial data. Our in-depth knowledge of your business enables us to provide

Tax Audit Defense With increased information sharing among states and the IRS, audits are on the rise. States target the unsuspecting business owner with a “Letter of Inquiry” to collect information on the company’s multi-state activity. These letters are a precursor to an audit. Most controversies can be settled at the audit or administrative review level once the facts and circumstances of the client’s situation are effectively communicated to the taxing authority. MillerMusmar CPAs is ready to provide you with a thorough understanding of the law, positions, and policies of the taxing authorities. We also can minimize your risk

MillerMusmar CPAs is staffed with professionals who specialize in the delivery of international tax planning and compliance services. We understand the complex tax provisions that apply to inbound and outbound investments as well as the importance of the right business structure. Knowledge like this prepares us to meet your international taxation needs. Foreign Investment Real Property Tax Act (F.I.R.P.T.A.) We have in-house experts that specialize in advising non-resident tax individuals and companies on FIRPTA covered real property sales and treatment of real property rental income reporting. We work with tax attorneys, real estate agents, and settlement companies to address

Our team, with over 50 years of combined experience, leverages its understanding of the tax laws using a proactive approach. We vigilantly keep up to date with the ever-changing federal, state, and local tax laws and regulations as well as have extensively experienced professionals to meet your foreign asset and income reporting requirements. In all, along with a thorough understanding of your core objectives, we are able to identify significant tax planning opportunities which are then utilized to minimize your current and future tax obligations.