Matthew Carruth advises clients on federal and state income tax planning, structuring, and compliance matters. Matthew brings to his practice years of experience as an attorney-advisor at the Securities and Exchange Commission (SEC), a senior associate focusing on M&A tax services at a "Big Four" accounting firm, and an attorney handling tax transaction matters and tax controversy matters at his previous law firm. He relies on that experience when helping clients handle stock and asset acquisitions, restructurings, and other transactions.
Matthew is skilled in drafting limited liability company agreements, including allocation and distribution provisions, and creating Excel models of waterfall distributions. He has assisted clients with multistate sales tax voluntary disclosure agreement filings and modeled possible sales tax liabilities. Matthew has also represented clients in tax controversy matters before the U.S. Tax Court and Internal Revenue Service (IRS).
Matthew is experienced in handling both domestic and global M&A transactions, including transaction structuring, purchase agreement considerations, financial modeling, and due diligence.