Tax Considerations for Joint Ventures

Strategies to Manage Tax Impact When Forming or Exiting a Joint Venture

Recording of a 90-minute premium CLE/CPE webinar with Q&A

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Conducted on Tuesday, February 22, 2011

Recorded event now available

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Course Materials

This CLE teleconference will provide tax counsel with tax considerations when creating, operating and terminating joint ventures. The panel will give special attention to issues involving joint ventures and tax exempt organizations, real estate joint ventures, and joint ventures involving foreign investors.

Description

As markets and economies change, joint ventures have proliferated. A recently emerging trend involves combining private and charitable interests into joint activities involving tax-exempt organizations and either individuals or corporations in which the private interests have a major stake.

Structuring and documenting the deal to define who owns what, who gets what, and when they get it requires complex decisions and involves complicated tax issues. To minimize transaction costs and tax liabilities, the parties must define, from the outset, the parameters of the relationship.

Listen as our authoritative panel of tax experts examines the key tax issues and tax consequences of each provision in structuring a joint venture. The panel will review tax considerations applicable to the creation, operation and termination of joint ventures and discuss special issues involving joint ventures and tax exempt organizations, real estate joint ventures and joint ventures involving foreign investors.

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Outline

  1. Creating the Joint Venture
    1. Entity Selection
    2. Tax Planning Strategies
  2. Special Considerations
    1. Joint Ventures Involving Tax Exempt Entities
    2. Real Estate Joint Ventures
    3. Joint Ventures Involving Foreign Investors
  3. Terminating the Joint Venture
    1. Winding down/Termination
    2. Liquidations
    3. Tax Planning Strategies

Benefits

The panel will review these and other key questions:

  • What are the tax considerations when determining the type of entity to establish?
  • What are the special tax issues when one of the parties to a joint venture is a tax exempt organization?
  • How should a joint venture be structured if one of the participants is a foreign individual or entity?
  • What are the special tax considerations in real estate joint ventures?
  • What tax concerns should be addressed at the outset of the joint venture to minimize a parties' tax liability when the alliance is terminated?

Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.

Faculty

Peter Bloom
Peter Bloom
Attorney
The Bloom Group

He acts as general counsel to emerging and mid-stage companies, providing strategic advice and guidance regarding...  |  Read More

Michael I. Sanders
Michael I. Sanders
Partner
Blank Rome

Mr. Sanders focuses his practice in the area of taxation, offering particular knowledge in matters affecting...  |  Read More

Joseph T. Gulant
Joseph T. Gulant
Partner
Blank Rome

He has considerable experience in domestic and international taxation issues. He counsels public and private...  |  Read More

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