State and Local Tax Challenges in Mergers, Acquisitions and Asset Sales
Anticipating and Responding to Successor Liability, Bulk Sales, Incentives, Records Retention and Other Issues
Recording of a 110-minute CPE webinar with Q&A
This teleconference will prepare tax professionals to identify and respond to issues during due diligence for mergers, acquisitions and asset sales. The panel will explore specific challenges that arise with sales, corporate income, franchise/net worth, property and other taxes, and address post-integration tax aspects.
Due diligence-related topics
- Transactions, and retained or successor liability
- Tax risk identification
- Tax risk mitigation
Structuring the acquisition
State tax considerations with stock deals
- Taxation and consideration of gain
- Other aspects
- Post-transaction integration considerations
- State tax considerations with stock deals
The panel will explore these and other tax priorities:
- Due diligence best practices for sales, corporate income and franchise/capital stock, and property taxes.
- Particular sales tax challenges, such as maintaining bulk sales and other exemptions and unclaimed property liability.
- Special income tax issues, ranging from IP treatment to optimal entity structure.
- Records retention and post-transaction integration issues.
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
She has worked with the firm’s SALT Practice since 2005 and specializes in multi-state income and franchise... | Read More
She has worked with the firm’s SALT Practice since 2005 and specializes in multi-state income and franchise tax matters and controversy resolution. Her work includes analyzing the SALT implications of corporate acquisitions and restructurings, and planning to minimize taxes.Close
He is attached to the firm's State and Local Tax Practice and specializes in multi-state tax planning. He has consulted... | Read More
He is attached to the firm's State and Local Tax Practice and specializes in multi-state tax planning. He has consulted on a variety of state tax issues in conjunction with corporate restructurings, acquisitions and divestitures, and works frequently on the domestic tax ramifications of inter-company debt planning.Close
Principal, State and Local Tax – M&A Tax
He has more than 13 years of state tax experience and leads a team of SALT professionals embedded in the... | Read More
He has more than 13 years of state tax experience and leads a team of SALT professionals embedded in the firm’s M&A Tax Practice. He individually provides due diligence, structuring and other transaction-related SALT consulting services.Close
He is attached to the firm’s State and Local Tax Practice and particularly its Mergers and Acquisitions Group.... | Read More
He is attached to the firm’s State and Local Tax Practice and particularly its Mergers and Acquisitions Group. He has more than 25 years of experience in tax planning and audit defense for public and privately held clients, including many Fortune 100 companies.Close