Provide solutions to better anticipate the tax consequences related to debt forgiveness or refinancing transactions.
Businesses often begin to face financial difficulties, either due to a change in the status of an industry or unforeseen downturns in the business. These downturns often require the refinancing of existing debt in order to allow for adequate debt service. Having a firm understanding of the tax rules around debt forgiveness and bankruptcy allows clients and their advisors to better anticipate the consequences of these refinancing transactions and prepare for the impact. This topic provides tools to identify the transactions which result in a debt modification for tax purposes and provides solutions to better anticipate the tax consequences related to debt forgiveness or refinancing transactions.
Agenda
Faculty
Nick Gruidl
RSM US LLP
- Partner in RSM McGladrey Inc.’s Washington National Tax Practice
- Practice emphasizes all aspects of mergers and acquisitions
- Has written several publications related to mergers and acquisitions, specifically related to certain aspects of troubled company restructurings
- B.A. degree, accounting, Augsburg University; M.B.T. degree in taxation, University of Minnesota
- Can be contacted at [email protected]
Patrick Phillips
RSM US LLP
- Senior manager in RSM McGladrey Inc.’s Washington National Tax Practice
- Practice emphasizes all aspects of mergers and acquisitions
- Licensed to practice law in Pennsylvania
- LL.M. and J.D. degrees, Villanova University School of Law; B.A. degree in government and international studies, University of Notre Dame
- Can be contacted at [email protected]
Darian Harnish
RSM US LLP
- Senior manager in RSM’s Washington National Tax Practice
- Darian focuses on all aspects of accounting for income taxes
- Certified Public Accountant, licensed in Maryland and the District of Columbia
- M.S.A. degree with a concentration in tax, James Madison University
- Can be contacted at [email protected]
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