Tax Planning for Acquisition-Related Expenses

Financial Institutions

December 21, 2015
by Jason Wimmer, CPA, MBT

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Jason Wimmer Jason Wimmer, CPA, MBT

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Are you contemplating an acquisition, considering potential merger candidates, or looking to purchase a branch location?  If so, you will incur various acquisition-related expenses as you structure, negotiate, and consummate the transaction.  The tax treatment for these expenses varies, ranging from expenses that are currently deductible to expenses that are capitalized (and subsequently recovered through depreciation/amortization) to expenses that are permanently nondeductible.  With proper tax planning, an acquisition can be structured and expenses categorized in such a manner to maximize tax-related benefits.

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Length: 2 pages (PDF 55 kB)


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