Tax Insurance in M&A and Complex Business Transactions: Structure, Applications, Market Developments

Mr. Buchwald uses his experience as a former certified public accountant (CPA) and tax insurance broker to understand and assist U.S. and multinational clients with domestic and international tax planning and compliance. He has extensive experience with renewable energy tax credit transactions, M&A, corporate restructurings, and civil and criminal tax controversy, including advising both insurance companies and insureds on insurance coverage matters for specified standalone tax risks and those that arise in complex commercial transactions. Mr. Buchwald has advised on numerous tax insurance policies covering complex domestic and international tax matters as well as recent innovative and expanded uses of transactional insurance.

Mr.Pressentin is a Tax Underwriter and Managing Director at Euclid Transactional. Prior to joining the team, he worked as a tax counsel for a large American multinational oil and gas company. Prior to that position, Mr.Pressentin worked for Ernst & Young (EY) in international tax and the oil and gas industry sector of their National Tax Department, where he worked on a wide range of corporate matters, including international reorganizations, corporate spin-offs, corporate integration, and legislative policy. Previously, he was a tax counsel for the American Petroleum Institute (API), and he clerked in the tax department of the United States Senate Committee on Finance. 

Mr. Shans is a Partner and Tax Lead on the M&A team, leading the global specialty Tax insurance practice. Prior to joining McGill and Partners, he spent 15 years in Ernst & Young’s International Tax & Transaction Services practice in New York, where he advised premier corporate and private equity accounts on all aspects of the transaction lifecycle. Mr. Shans’ industry expertise includes diversified industrial products, consumer products/retail, IT solutions/technology and energy.