Transactional Tax

Strategic Tax Solutions for Complex Transactions

Overview

At Lazarus, we specialize in navigating the intricate tax considerations that arise in significant transactions. From mergers and acquisitions to cross-border investments, we apply sophisticated strategies to maximize tax efficiencies and minimize liabilities. Every solution we craft is rooted in a deep understanding of U.S. and international tax regulations, ensuring our clients achieve their financial objectives with precision and confidence.

How We Can Help

Our transactional tax services are designed to support both emerging and established enterprises. Whether you're structuring a high-value merger or ensuring compliance in cross-border operations, we provide tailored advice to secure optimal tax outcomes. Our comprehensive services include:

  • Thoughtful planning to maximize tax efficiencies before the transaction closes, positioning clients for favorable financial outcomes

  • Comprehensive support for mergers and acquisitions, including transaction structuring, tax optimization, and agreement review, to achieve tax-efficient outcomes for sellers and buyers alike.

  • Strategic guidance on transfer pricing approaches that meet regulatory requirements and support your overarching financial objectives.

  • Strategies for securing long-term tax advantages and maintaining compliance after the deal is complete.

Representative Transactions

  • QSub Election for Pre-Sale Tax Efficiency: Guided a closely held business in making a QSub election before a $150 million sale, resulting in significant tax savings and a smoother post-sale transition.

  • Section 1202 Exclusion Planning: Structured the sale of a tech startup to qualify for the Section 1202 capital gains exclusion, allowing founders to exclude millions in capital gains taxes on their qualifying small business stock.

  • $200 Million Tech Merger: Advised a technology company through a complex $200 million merger, securing multi-million-dollar tax savings and regulatory compliance.

  • $400 Million Healthcare Sale: Created a tax-efficient structure for the sale of a healthcare company, achieving substantial tax savings for the seller in a $400 million transaction.

  • $250 Million Manufacturing Deal: Ensured regulatory compliance and minimized tax liabilities for a $250 million manufacturing company sale, helping the client achieve favorable financial outcomes.

The transactions listed above include experience our attorney gained a prior firm.

Why Choose Lazarus?

  • Focused Expertise

    With extensive experience in transactional tax matters, we bring a results-oriented approach to every client.

  • Proven Solutions

    A strong track record of maximizing tax savings and supporting successful outcomes.

  • Tailored Strategies

    We provide personalized service that aligns with your specific needs, ensuring your business objectives are met.

Move Forward with Confidence

At Lazarus, we provide more than just legal advice. We bring industry-specific insights and a results-driven approach to every stage of your transition. Your tax strategies are optimized, your succession plan is secure, and your legacy is protected.

With Lazarus, you’re ready for what’s next.