Mergers and Acquisitions—Basic Tax Considerations for Taxable Asset and Stock Sales

Financial Institutions

July 01, 2016
by Brianna Komppa, CPA

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Brianna Komppa Brianna Komppa, CPA
Manager, Tax

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Mergers and acquisitions of financial institutions increased steadily throughout 2014 and 2015, and it looks like the trend is continuing into 2016.  An increasingly complex regulatory environment, the retirement of baby boomers, changing technology, and improvements in the overall economy have contributed to this trend.  Whether your bank is considering an acquisition or a sale, there are some basic tax consequences that should be considered.

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Length: 2 pages (PDF 54 kB)

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