Investment characterization often affects the tax treatment of financial securities. Brattle has been retained to opine on various issues subsumed by this category, such as:
- Whether funds transferred from one party to another should be characterized as debt or equity for tax purposes;
- Appropriate intercompany leverage ratios;
- The impact of implicit and explicit intercompany guarantees; and
- Characterization of capital and financing leases.
Complex business and legal matters require intellectually honest and analytically rigorous solutions that are thoughtfully developed and clearly communicated. We apply economic and finance principles with uncompromising quality to achieve clarity in the face of complexity. Independent analysis, responsive execution, and compelling presentation. That’s Brattle. That’s the Power of Economics.