Series 79: Tax-Free Reorganization

Taken from our Series 79 Top-off Online Guide

Tax-Free Reorganization

Depending on how it is structured, a merger or acquisition can be a taxable event or can be treated in whole or in part as a tax-free reorganization. In most cases, the buyer’s shareholders will prefer the latter outcome. It is important to note that even a tax-free reorganization is not tax-exempt; taxes are simply deferred until a later taxable event occurs, such as when a shareholder sells shares of the buyer

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