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Leo Berwick Appoints Four Infrastructure, Renewables and Private Equity Leaders

Leo Berwick Appoints Four Infrastructure, Renewables and Private Equity Leaders

by Gina Moore | Oct 17, 2023 | News

Leo Berwick, a dedicated mergers and acquisitions (M&A) tax advisory firm, today announced a series of executive hires aimed at elevating the company’s infrastructure, renewables, and private equity service offerings for its global clients. The appointments of...
Making an investment in a company with significant R&E spend?

Making an investment in a company with significant R&E spend?

by Gina Moore | Sep 11, 2023 | Insights

On Friday, September 8, 2023, the IRS and Treasury published Notice 2023-63 (the “Notice”), announcing their intention to propose regulations related to the amortization of research and experimental (“R&E”) costs. The forthcoming guidance anticipated by the Notice...
Whose Stock is it Anyway? – Applying FIRPTA Regularly Traded Stock Exception to Stock Held by Partnerships

Whose Stock is it Anyway? – Applying FIRPTA Regularly Traded Stock Exception to Stock Held by Partnerships

by Gina Moore | May 26, 2023 | Insights

On May 12, 2023, IRS Office of Chief Counsel issued GLAM 2023-003 (the “GLAM”) analyzing the application of the “regularly traded stock exception” in Section 897(c)(3) to stock of a US real property holding corporation (“USRPHC”) held by partnerships. Though not...
Takeaways from the Inaugural Tax Insurance Forum – Presented by Leo Berwick

Takeaways from the Inaugural Tax Insurance Forum – Presented by Leo Berwick

by Gina Moore | May 23, 2023 | News

The recent inaugural Tax Insurance Forum (TIF) hosted by tax advisory firm Leo Berwick in New York provided an opportunity for tax insurance brokers and underwriters to engage in a lively discussion led by several panelists. “The tax insurance market has grown...
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Recent Posts

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  • Leo Berwick supports CleanArc & Snowhawk with the strategic partnership with Townsend Group & Nuveen

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