Bankruptcy Tax Update | USA

In this Chambers Expert Focus podcast, tax co-chair Joseph Pari and partner Stuart Goldring of Weil, Gotshal and Manges LLP discuss how corporations and non-corporate taxpayers can monetise tax losses inherent in the stock of subsidiaries.

Published on 15 June 2023
Joseph Pari, Weil, Gotshal & Manges LLP, EF contributor
Joseph Pari

Ranked in Tax in Chambers USA 2023

View profile
Stuart Goldring, Weil, Gotshal & Manges, partner, Expert Focus contributor
Stuart Goldring

Ranked in Tax in Chambers USA 2023

View profile

Retaining the business of the subsidiary

Joe explains that it may be possible to monetise a tax loss yet retain the business of the subsidiary.

Two different situations are discussed:

  • where the stock of the subsidiary is worthless; and
  • where the subsidiary is not worthless, but it is worth significantly less than the amount invested in it.

The latter situation requires more tax planning.

Worthlesssness

The fair market value of a subsidiary's assets should be compared to the amount of its liabilities.

Converting to an LLC is one option.

There is an important distinction between ordinary losses and capital losses.

“act cautiously when dealing with holding companies”

Washington Mutual Bank

Stuart discusses the case of Washington Mutual Bank and its holding company.

Weil, Gotshal & Manges LLP

Weil, Gotshal & Manges logo
61 ranked departments and 95 ranked lawyers

Learn more about the firm's ranking in Chambers USA 2023

View firm profile

Chambers Global Practice Guide Corporate Tax 2023

Learn more about global developments in corporate tax.