Stout offers deep expertise in all aspects of tax law – from federal, state, local, and foreign income issues to sales, property, and payroll taxes. Our team has the knowledge and experience to quantify issues and offer effective solutions. Our experience includes C corporations, S corporations, partnerships, and asset structures.

M&A Tax Services

Our tax experts have the transaction-based knowledge to identify and proactively address unwanted tax risks. Our focus on tax due diligence surfaces potential deal breakers and addresses tax exposures. We collaborate with clients and their counsel to arrive at creative structures and solutions with the goal of minimizing tax risks and costs. Our team’s transaction experience ranges from small domestic deals to large, muti-jurisdictional transactions. Our services include:

• Tax due diligence for both buy- and sell-side clients
• Tax structuring for all types of transactions, including restructuring and bankruptcy
• Tax modeling and comparative benefit analyses for buyers and sellers
• Tax attribute/Section 382 Loss Limitation studies
• Sales tax and ERC remediation

Tax Provisions

Stout’s tax professionals combine technical expertise with practical experience when assisting clients with quarterly and annual income tax provisioning. We serve all types of companies, ranging from private to public and start-ups to established businesses. Our services include:

• Preparation and review of quarterly and annual income tax provisions
• Financial statement remediation and restatement assistance
• Deferred tax analysis and tax bases balance sheet analysis
• Tax accounting support related to business combinations or discontinued operations
• Accounting for uncertain tax position services

Specialized Tax Services

Stout’s tax team assists private equity firms with reconciling their capital accounts to ensure accuracy of partnership books and partners’ K-1s. Additionally, we provide companies with various state and local tax consulting advice related to state filing requirements, measuring potential state tax exposures, and any remediation options available to mitigate identified risks. Our services include:

• Partnership lifecycle services
• Multi-state tax consulting services
• Accounting method studies
• Transaction cost analysis
• Representation and warranty insurance consulting

Cost Segregation Studies

Stout’s cost segregation studies represent the analysis and allocation, or re-allocation, of construction or acquisition costs amongst various building systems and components. Most commonly, our cost segregation studies are performed to identify and quantify building and site components eligible for accelerated depreciation methods for federal income tax purposes.

Who We Serve

• Buyers and sellers
• Private equity funds
• Chief Financial Officers, Corporate Controllers, Tax Directors
• Lenders