Industry Sectors
Principle Areas of Practice
- Tax Compliance & Provision
- Federal & State Income Tax Planning
- Mergers, Acquisitions & Divestitures
- Tax Structuring & Optimization
- ASC 740 Tax Provisions
- Bankruptcy Tax Attribute Optimization
- Transactional Support
Professional Experience
Maggie Caldwell is a Managing Director in Opportune LLP’s Tax Advisory practice. With over ten years of federal tax and accounting experience, Maggie specializes in providing tax compliance and provision advisory services across various sectors of the energy industry. Her expertise extends to complex transactions, including mergers and acquisitions, IPOs, and bankruptcy-related tax optimization.
Before joining Opportune, Maggie worked at PricewaterhouseCoopers LLP (PwC), where she focused on tax compliance and auditing income tax provisions for SEC registrants. At Opportune, she has developed comprehensive models and advised on intricate tax implications for energy clients, positioning her as a trusted advisor in the field.
Maggie holds an MBA in Taxation from the University of Iowa and is a licensed CPA.
Representative Projects
- Oversees and reviews year-end and quarterly tax provisions in accordance with ASC 740/740-270 for public companies across the United States and Canada.
- Created a structuring solution for a minerals company to save them over $500,000 in taxes annually
- Served as a de facto controller for a prominent company during bankruptcy, successfully completing a federal income tax audit with a “no change” outcome.
- Reviews and signs for over 300 federal and state income tax returns for individuals, corporations, partnerships, non-profit organizations, and regulated investment companies annually.
- Led a Texas Margins Tax audit for an upstream oil & gas company, achieving a successful resolution.
- Secured a $7 million refund for a client following an IRS challenge.
- Provides tax advice and related calculations for transactions, including disguised sale analysis, IPO’s, reverse subsidiary mergers, UP-C structures, and Sections 382 and 280G analyses.