Nancy Dollar and Daren Shaver Speaking at My Law CLE and Federal Bar Association Webinar
Tax planning and compliance are foundational to successful mergers and acquisitions, particularly as federal tax laws increasingly influence deal structures, timing, and valuation. This CLE session offers attorneys a focused look at the federal tax considerations that drive decision-making in M&A transactions in an evolving climate. Attendees will gain insights on potential tax benefits and related risks of different transaction structures for buyers and sellers. In addition, the session will cover traps for the unwary in the course of exit planning and material tax due diligence items. The format will feature issue spotting exercises and practical guidance for counseling clients, whether internal or external. The session is tailored for attorneys with moderate to advanced experience in transactional work and will provide practical strategies for navigating tax-sensitive M&A deals.
Key topics to be discussed:
- Federal structuring of M&A transactions for buy-side and sell-side
- Potential tax reform and future for the Tax Cuts and Jobs Act (TCJA)
- Federal tax due diligence: Identifying exposure and preserving tax attributes
- Maximizing after-tax proceeds for sellers in asset sales and stock sales
- Earnouts and other contingent considerations
- Qualified Small Business Stock (QSBS) planning under IRC section 1202
Nancy Dollar and Daren Shaver: "Tax Considerations in M&A Transactions: Navigating Federal Rules and Strategic Pitfalls"
