40+ years of experience in corporate and international tax, in particular cross-border M&A
Primary area of concentration is structuring international corporate and private equity transactions
Has worked with strategic and private equity buyers and sellers across the technology, financial services, natural resources, manufacturing and retail industries
San Francisco
@alancathcart
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Alan Cathcart is a Senior Adviser with Alvarez & Marsal Tax in San Francisco. He specializes in corporate and international tax, in particular cross-border mergers and acquisitions (M&A). His primary area of concentration is structuring international corporate and private equity transactions.
With more than 40 years of corporate and international tax experience, Mr. Cathcart has taught tax law as a full-time assistant professor at the University of Pennsylvania Law School and was a partner in a Washington, D.C., tax boutique law firm, in addition to having more than 20 years of experience with top-tier accounting firms.
Mr. Cathcart has worked with strategic and private equity buyers and sellers across various industries, including technology, financial services, natural resources, manufacturing and retail.
Prior to joining A&M, Mr. Cathcart spent 12 years with KPMG’s M&A Tax practice in Los Angeles and Santa Clara, where he most recently served as Senior Director. In that role, he was an experienced adviser to the M&A practice in the Western United States.
Mr. Cathcart earned a bachelor’s degree in mathematics from Stanford University and a J.D. magna cum laude from the University of Pennsylvania Law School. He is a member of the Tax Section of the American Bar Association and of the District of Columbia bar. He is a frequent lecturer in continuing education programs across the country.
On September 12, 2023, Treasury and the IRS released Notice 2023-64 (the Notice) to provide additional interim guidance for implementing the new corporate alternative minimum tax (CAMT).
The U.S. Supreme Court has jumped into the fray, thanks to a Washington state couple who have challenged the constitutionality of imposing a tax on their share of a corporation’s undistributed income in Moore v. United States, No. 22-800.
Many investors aware that a new tax applies to stock buybacks by public corporations (including the purchase of stock of a public corporation by its controlled affiliate) may not be aware of the full scope of the tax as enacted by Congress last year and interpreted by the IRS.
In the recent Tax Court case of Farhy v. Commissioner, 160 T.C. 6 (2023), the IRS “went to court and watched,“ only to learn that its long-held position on a procedural rule for certain information reporting penalties was incorrect.
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