in M&A and Asset Sales
CD of Teleconference with Q&A
|
Tax Incentives Alert and Sales & Use Tax Monitor
Tax counsel play a key role in U.S. companies' acquisitions or sales of businesses and assets, as attorneys structuring the deal call for their help in assessing the tax implications of a Sect. 351 transfer.
Companies considering mergers and acquisition opportunities require a thorough due diligence review of tax matters to avoid substantial unexpected federal, state and/or local tax liability.
In addition to researching and valuing contingent tax liabilities, examining potential nexus-creating activities and filing elections that could create buyer tax liabilities, tax attorneys are essential parties to negotiating and structuring a tax separation agreement and clearance certificate.
Listen as our panel of experienced tax counsel share their best practices and tactics to deliver thorough due diligence on corporate M&A and asset sales.
The panel included:
Christian McBurney, Partner, Nixon Peabody, Washington, D.C. His specialty is federal income taxation, with a specific emphasis on tax planning for partnership and corporate transactions. He provides advice on project finance and private equity, among other matters.
Roger Lucas, Tax Partner, Winston & Strawn, Chicago. He concentrates on business formations, M&A, divestitures, joint ventures and financings. He regularly represents private equity sponsors in their M&A and investment structure needs.
Jason Tata, M&A Partner, KPMG, Boston. He has worked with KPMG for nine years and specializes in domestic and international tax structuring and tax due diligence. In that role, he works closely with private equity firms and corporate buyers.
Robert Wood, Partner, Wood Porter, San Francisco. He practices corporate, partnership and individual tax law and formerly was a Partner at two other San Francisco-area law firms. He is editor of the publication M&A Tax Law.
The panel prepares you to handle these and other analyses:
- Preferred buyer and seller acquisition formats.
- Tax separation agreements.
- Treatment of intangibles and tax losses acquired.
- Analysis of nexus, contingent tax liability and invalid filing issues.
*******************************************************************************
TELECONFERENCE CD
Purchase a CD-ROM of the full conference proceedings, including Q&A and PDF files of all handouts (available 10 days after the program).
- Regular Price - $297 (plus $9.45 S&H)
- With Teleconference Registration – an additional $75 (plus $9.45 S&H)
Self-study CPE is not offered on CD purchases.
CONTINUING LEGAL EDUCATION
CLE credit is available for an additional $65 each for attorneys seeking CLE credits for NY or CT.
Other states may grant CLE credits for listening to this CD - check with your state about applying for self-study credit on CD-listening.