Post-Acquisition Tax Concerns


After an acquisition is completed, the principal tax objectives will be to finalize any necessary tax filings and monitor any immediate post-closing transactions to make sure they do not affect the tax status of the acquisition. Steps that must be taken post-closing will be determined by the structure of the transaction and whether it was tax-free or taxable. This practice note discusses post-acquisition tax concerns in tax-free transactions and taxable transactions, as well as tax returns that must be filed after a stock acquisition.