Toal, Megan E.
Megan is skilled at efficiently researching, drafting and/or summarizing complicated tax issues and structures for both tax and non-tax audiences. She is responsive, offers practical solutions in a user-friendly way, and addresses client questions in a succinct yet thoughtful and thorough manner.
Megan is a partner in BFKN’s Tax & Business Planning Group. She has counseled publicly traded corporations, REITs and closely held businesses on a wide array of federal tax matters, including tax aspects of structuring joint ventures, mergers and acquisitions, internal restructurings, dispositions, recapitalizations, and other corporate transactions. Megan has specific experience handling acquisition related matters, from structuring, diligence, review of transaction documents and post-closing integration.
In addition, she has experience advising multi-national clients on income and withholding tax issues, including FIRPTA, FATCA and tax treaty analysis. Megan has also advised financial institution clients on a range of S corporation matters, including reviewing trust agreements for shareholder eligibility and advising on inadvertent terminations.
Prior to joining BFKN, Megan regularly performed state tax due diligence reviews for prospective mergers and acquisitions, primarily on behalf of private equity clients at a Big Four accounting firm. In addition, she identified potential tax risks associated with clients’ proposed transactions and post-acquisition action plans.
Education
- Loyola University Chicago School of Law, J.D., cum laude, 2015
- Indiana University, B.A., 2010
Practice Area(s)
- Tax & Business Planning
- Corporate & Securities
- Luxury
- Financial Services & Fintech