Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / engagement-summary-lessons-learned-memorandum.docx
engagement-summary-lessons-learned-memorandum.docx
Parties
HARKNESS LLP
Ardent Capital Partners III LP
Pinnacle Health Services Group LLC
DeVries LLP
Gaines LLP
Moorehouse LLP
Associates LLP
Northmark Advisory Group LLC
Dates
June 25, 2024
January 10, 2024
January 8, 2024
March 15, 2024
May 31, 2024
June 1, 2024
May 31, 2025
June 1, 2025
May 31, 2026
August 12, 2016
Amounts
$412
$339.4
$72.6
$51.8
$287.4
$198.5
$59.54
$190
$30
$1,742,350
Obligations
The Form 8308 must also be furnished to each exchanging member (i
Pinnacle must issue Schedules K-1 (Form 1065) to all Pinnacle members for the short taxable period ending May 31, 2024 (the last day of the pre-closing period)
The Section 754 election must be filed with Pinnacle's 2024 Form 1065 for the taxable year ending December 31, 2024
Section 83(b) elections must be filed by Dr
The elections must be filed with the IRS service center where each individual files his or her annual income tax return
A copy of the election must also be attached to each individual's federal income tax return for the taxable year in which the closing occurred