Dustin Covello

Biography

Dustin Covello provides clients tax advice in business transactions and personal investments. His client base primarily includes growing and middle-market businesses, as well as their owners and investors. Dustin helps his clients plan to maximize tax efficiency when engaging in key transactions such as capital raises, mergers and acquisitions.

Dustin’s most recent focus has been on helping sell-side clients with exit planning in anticipation of selling a closely held or middle-market business. With sophisticated planning and creativity, Dustin is often able to create demonstrable value that saves sellers substantial cash taxes.

Dustin also helps investors and families with tax planning when they seek to cross borders – whether that is investing into the United States, expanding or acquiring a business abroad or immigrating to or from the United States.

Further, although Dustin's primary expertise is tax planning, he brings a practicality to his role, and clients come to rely on him for general legal and business advice.

Finally, Dustin represents clients in federal tax controversies at the examination, appeals and litigation phases of a dispute with the IRS.

Representative Matters

TAX PLANNING

• Helps clients implement innovative tax planning techniques to save substantial taxes in connection with liquidity events.

• Advises and plans on choice of entity questions, such as tax rate planning, the section 199A deduction, section 1202 (qualified small business) exclusion from capital gains, entity conversions.

• Structures taxable and tax-deferred mergers and acquisitions involving U.S. and foreign acquirers and targets.

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TAX CONTROVERSIES