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Companies We Serve

We work with Fortune 1000, mid-cap public, upper middle-market privately held and private equity owned companies.

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Private Equity Portfolio Companies

Privately Held & VC-Backed Companies

Multinational Public 
Companies

  • US International Information Reporting

  • Transfer Pricing (Cross-border Transactions)

  • GILTI, BEAT & FDII Provisions

  • Foreign Tax Credit & Subpart F Income

  • Equity Compensation (ISOs, NQs, RSAs & RSUs)

  • Excess Compensation (IRC 162M)

Privately Equity Portfolio Companies

  • Purchase Accounting (ASC 805)

  • Tax Attribute Analysis

  • Ownership Changes (IRC 382)

  • Related Party Transactions (IRC 267)

  • Interest Expense Limitations (IRC 163J)

  • Transaction Costs

US Inbound 
Companies (Foreign Owned)

  • Tax Treaties & Withholding Taxes

  • US International Information Reporting

  • Transfer Pricing

  • Related Party Transactions (IRC 267)

  • FBAR & FACTA Reporting

Privately Held & VC-Backed Company

  • Related Party Transactions (IRC 267)

  • Interest Expense Limitations (163J)

  • Derivatives & Convertible Debt 

  • Merger & Acquisition Structuring

Emerging Growth
Companies

Initial Public Offering (IPO) 
Special Acquisition Companies (SPACs) 
Early Stage Development (e.g., Clinical Development Pharmaceutical)

  • Equity Compensation (ISOs, NQs, RSAs & RSUs)

  • Tax Incentives (R&D Credit)

  • Ownership Changes (IRC 382)

  • Transaction Costs

  • PFIC Rules

Up-C Partnership Structures

  • Tax Receivable Agreements

  • Inside & Outside Basis Computations

  • Ownership Changes (IRC 382)

  • Tax Basis Step-ups (IRC 754 & 743b)

  • Tax Accounting (Look-Through Method)

Casual Meeting

Driving Value for Companies

We have extensive corporate tax experience to support the tax function of companies of varying ownership and financing structures.

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