S-corp merger tax planning

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March 27, 2025

by a professional from Western Washington University in Post Falls, ID 83854, USA

I have 2 clients who are both existing s-corps looking to merge for future growth potential. Does anyone have experience with tax planning in this scenario? Their long-term plan is to stay private and they do not plan on raising capital.

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Reply by a professional
from Northwestern University in Chicago, IL, USA
Hi Keith, I’d be interested in hearing more details on this. Please reach out anytime at redacted
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