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Navigating Tax Issues in M&A Transactions: Key Considerations for Buyers and Sellers, Tax Planning, Pitfalls to Avoid

International Tax and Transfer Pricing, NOLs and R&D Tax Credits, State Taxes, Stock vs. Asset Sales, Step-up Elections

A live 90-minute premium CLE/CPE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Friday, July 26, 2024 (in 8 days)

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

or call 1-800-926-7926

This CLE/CPE webinar will guide counsel and tax professionals on key tax provisions that could substantially affect the structuring, pricing, and financing of mergers and acquisitions. The panel will discuss applicable tax provisions under current tax law, tax-related aspects of M&A negotiations requiring careful considerations, and best practices to avoid tax pitfalls.

Description

The tax implications of mergers and acquisitions can be significant, requiring counsel and advisers to reconcile key tax provisions when negotiating and structuring M&A transactions. The tax-related aspects of M&A transactions require careful analysis and due diligence to avoid unintended tax liabilities for buyers and sellers.

The intent of several provisions under current tax law is to raise revenue, with many of them having a particular impact on M&A activities. Specifically, the limitations on the deductibility of interest, the limitations on the use of NOLs, a required withholding tax on the purchase price paid in certain transactions, the imposition of the transition tax, and other factors may impact the structuring, pricing, and negotiation of an M&A transaction.

Listen as our panel discusses the complex tax laws impacting M&A transactions and best practices and tips for structuring M&A transactions.

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Outline

  1. Tax diligence role in M&A transaction and review of agreements from tax perspective
  2. Transaction structuring in C-corporation including any consideration of Section 338 election
  3. Transaction structuring of foreign corporation and post-transaction integration
  4. Asset vs. stock sale and sale of partnership interest and potential withholding tax
  5. Miscellaneous issues

Benefits

The panel will review these and other issues:

  • Challenges for structuring M&A transactions under current tax law
  • Key tax considerations for M&A negotiations and structuring
  • Tax issues associated with targeting U.S. companies with foreign subsidiaries or assets
  • Immediate expensing of costs of property under current tax law and sales structure
  • The sale of a partnership interest and potential withholding tax
  • Best practices for M&A counsel

Faculty

Bordia, Surbhi
Surbhi Bordia

Partner
Armanino

Ms. Bordia has over 10 years of public accounting experience. She addresses complex tax issues that impact...  |  Read More

de Sellier, Brianne
Brianne N. de Sellier, CPA, J.D., LL.M.

Partner
Crowe

Ms. de Sellier is a partner in the Washington national tax office at Crowe, where she provides federal tax consulting...  |  Read More

Attend on July 26

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Cannot Attend July 26?

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video

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