Kelly Berardi, JD, LL.M., Partner in our Tax Department at Gray, Gray & Gray, LLP.
By Kelly A. Berardi, JD, LL.M Gray, Gray & Gray, LLP In the entrepreneurial landscape, search funds have emerged as a compelling path for aspiring business owners to acquire and operate established companies. As search fund activity continues to grow, entrepreneurs and investors alike face critical decisions regarding fund structure and tax planning that can […]
Structuring and Tax Efficiency for Search Funds Read More »
By Bryan E. Pearce & Kelly A. Berardi, JD, LL.M.Gray, Gray & Gray, LLP Companies whose business succession planning includes the use of life insurance policies to fund a buy/sell agreement may have to go back to the drawing board. The recent U.S. Supreme Court decision in Connelly v. United States has significant implications for
Women’s History Month: People on the Move in Boston – Kelly Berardi (February 2024)
Boston Business Journal Features Read More »
By James DeLeo, MBA, CPA/MST & Kelly Berardi, JD, LL.M.Gray, Gray & Gray, LLP One of the most important aspects of any M&A deal is the tax planning. While experienced dealmakers know to expect certain tax consequences, there are often unexpected tax implications that can arise. These unexpected tax bills can have a significant impact
Avoiding Unexpected Tax Implications in Mergers and Acquisitions Read More »
2022 Year in Review: Richard Hirschen, Gray, Gray & Gray, LLP (December 2022)
New England Real Estate Journal Features Read More »