Overview

Structuring transactions and tax planning can often be among the most economically significant aspects of value-added lawyering. Constant changes to the tax laws and evolving fact patterns require focused, thoughtful and innovative tax advice that is specific to each transaction. Our attorneys live in this structuring world. We create efficient structures that help you achieve your business objectives and maximize your after-tax position.

Deal structures that protect and perform

Katten's dedicated Transactional Tax Planning team draws on extensive, practical experience to effectuate mergers and acquisitions, reorganizations and restructurings with our Insolvency and Restructuring practice, joint ventures, debt and capital issuances and management compensation planning that align with business objectives while managing liability exposure. We have considerable experience providing long-range and deal-specific tax planning based on analysis and advice on business transactions for:

  • Closely-held and public companies
  • Debt capital market participants
  • Hedge funds
  • Private equity funds
  • Real estate firms
Integrated tax strategies extend value

Katten's Transactional Tax Planning team adds significant value in sophisticated deals. Our creative tax planning supports clients' goals for internal rates of return on investment, multiples on invested capital and other financial targets by identifying tax risks and opportunities, including opportunities to unlock valuable tax attributes. We guide private equity and hedge funds, private and public companies, family offices, independent sponsors, investors, founders, lenders and issuers through shifting landscapes. Our counsel anticipates and resolves structuring and tax issues in:

  • Asset and stock acquisitions, dispositions or mergers
  • Bankruptcy reorganizations, distressed debt workouts and restructurings and other special situations
  • Commercial and real estate financings
  • Debt capital markets transactions
  • Family office arrangements
  • Financing and securitized transactions
  • Hedge fund and private equity formation or operations
  • Management or other compensation planning
  • Opportunity Zones
  • Real estate transactions, including joint ventures

"'I find them very diligent, very commercially reasonable and a great value option in today's costly legal market,' confirms one client."

Chambers USA 2019
(Illinois, Tax) survey response