We launched the first webinar in our series this November, exploring a critical topic: “Tax Effect of FX in M&A.”

During this session, we explored key Dutch tax considerations and strategies to navigate FX in M&A transactions effectively. Here are the key takeaways that can transform how you approach FX and tax in your deals.

Key Insights:

• Milestone Awareness: Major M&A events like signing, closing, and fulfilling conditions precedent can trigger FX results—review the tax impact early to avoid surprises.
   
• Proactive Tax Involvement: Integrate your tax team into the FX strategy from the start to assess impacts and manage timelines for ruling requests effectively.
   
• Document Diligently: Track and document transaction milestones to ensure tax return accuracy and support future positions.
   
• Strategic Governance: Understand subsidiary governance and dividend timelines to pre-empt FX tax exposures during the holding period.
   
• Holistic Planning: Incorporate FX tax effects into your dividend and cash flow strategies to safeguard against unexpected risks.