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About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation M&A Advisory Outsourced Accounting Solutions Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

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Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Tax Services

Transaction Tax Planning

Transaction Tax Experts Make a Difference to Your Deal

The evolving tax landscape, the economy and a host of other factors are continually impacting the deal market. Whether you are considering a sale, acquisition, merger or restructuring, having tax experts who specialize in the area of transactions is critical to the success of your deal. Our transaction tax team will look at the entirety of your situation, including strategizing with you to understand and minimize the federal and state tax impact to your business and personal goals.

Our specialists are experienced in advising business owners, as well as private equity firms, their funds and portfolio companies, on deals ranging in value up to $600 million, with a cumulative transaction value of more than $1 billion. In particular, our team is intimately familiar with the impact of key legislation and developments on the deal market — such as the Tax Cuts and Jobs Act, CARES Act and the landmark Wayfair case transforming due diligence related to sales and use tax. From enhanced bonus depreciation and international provisions, to net operating losses and interest expense deductions, we are immersed in the tax law that impacts your deal. Additionally, we have dedicated resources within our firm focused on state and local tax, management consulting and business valuations.

Our Transaction Tax Services

  • Tax return preparation, compliance and Schedule K-1s

  • Transaction tax structure optimization for funds and transactions

  • Internal restructuring, including tax-free mergers, spin-offs and other reorganizations

  • Tax due diligence

  • Post-transaction tax integration

  • Identification of tax credits and incentives

  • Preservation and profiling of tax attributes, such as earnings and profits, stock basis and Section 382 ownership studies

  • Consolidated return issues

  • Review of waterfall calculations

  • Transaction cost analyses

  • Special-purpose vehicles

Meet Our Leadership

Robert Venables, CPA, JD, LLM

Director, Tax
rvenables@cohencpa.com
330.255.2135

Samantha Smudz, CPA, JD

Partner, Transaction Services
ssmudz@cohencpa.com
216.649.5546

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