WilliamsMarston is a national leader in complex accounting, tax, valuation and transaction advisory services. Founded in 2014, WM has offices in Boston, New York, Atlanta, Dallas, Denver, Tucson, Los Angeles and San Francisco. The Firm advises public, private equity-backed and pre-IPO companies and their investors managing rapid growth and transformation including mergers, acquisitions, carveouts, spin-offs, initial public offerings, complex technical accounting, corporate tax and restructuring. With a team of industry leading experts, WilliamsMarston is the CFO’s most trusted advisor through their most complex transactions and mission critical initiatives.

Boutique tax consulting firm focused on advising on domestic and international partnership structures common to private equity, venture capital, and fund of fund groups operating in various industries.

• Worked on a variety of matters including domestic and international transaction planning, structuringemerging start-ups, stock options and other forms of executive compensation, corporatereorganizations, mergers and acquisitions, spin-offs, dispositions and liquidations of public andclosely-held corporations.• Sought advance rulings and determination letters from the IRS and state taxing authorities on thetaxation of various entities and transactions.• Negotiated and drafted tax opinions, representation letters, indemnity agreements, tax allocationagreements, purchase and sale agreements and disclosure documents.• Worked closely with clients on the structuring of their international operations so as to minimize theoverall burden of U.S. and foreign taxation by, for example, analyzing the impact of passive foreigninvestment company regulations on cross-border transactions, the choice between a branch orsubsidiary in various foreign countries and utilizing tax treaties to reduce taxes.• Drafted and reviewed quarterly and annual corporate reports, public offering documents, securitiesregistration statements and annual proxy statements filed with the SEC.

• Researched various federal tax issues in connection with a variety of REIT transactions, includingREIT qualification, disposition, acquisition and restructuring.• Assisted document production and review for various corporate transactions, including preparation forand closing of multi-million dollar corporate acquisition of over 20 Northeast ski resorts.

• Researched Massachusetts rules of evidence and a variety of matters in preparation for criminal trialsfor Assistant District Attorney, Robert McKenna, Jr.• Prepared briefs and motions to submit to Massachusetts Supreme Judicial Court.• Assisted in Grand Jury investigations.