Hi, does anyone have any good resources for reviewing deal/fund documents for tax comments? I’m more junior and am often thrown documents to review with little guidance. Does anyone know if any good CLEs or other resources that could be helpful in helping me to better understand the big picture when reviewing documents like this?

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https://www.debevoise.com/-/media/files/pdf/the_private_equity_cookbook.pdf

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Ginsburg's M&A Treatise.

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What group are you in? If you are not in tax, you need to reach out to your tax group. Tax law is extremely complicated, has its own verbiage and “code speak”, and has a ton of exceptions. Trying to do it on your own with no tax background is a recipe for getting thrown under the bus (unless it’s something super simple, like a 721 contribution).

I’m in Tax.

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