February 5, 2023

Volume XIII, Number 36

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Sarah E. McNally

Sarah McNally is a member of the Tax Planning Practice Group in the Milwaukee office.

In addition to general tax planning, Sarah focuses her practice on the tax and corporate law aspects of complex business transactions such as private equity financings, hedge funds and other joint investment pools, acquisitions, tax-free reorganizations of corporations, like-kind exchanges, and acquisitive partnership transactions. Sarah has significant experience in assisting our mutual fund clients on a wide variety of tax issues including tax-free in-kind contributions, operational matters related to maintaining status as a regulated investment company, tax-free reorganizations, and liquidations. Sarah also assists clients with related tax reporting and disclosure issues including FATCA compliance and with respect to organizing and operating interest charge – domestic international sales corporations (“IC-DISCs”) to obtain federal tax benefits from exports of U.S.-made products.

Articles in the National Law Review database by Sarah E. McNally