Practising Law Institute’s Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2019

Julie will present “Selected Seller and Buyer Issues, Including Negotiating and Drafting Tax Provisions in Acquisition Agreements” on December 4 at 9:45 AM PDT. The presentation will focus on key risk allocation issues; the tax due diligence process; negotiating and drafting provisions in acquisition agreements; indemnification issues; target’s tax elections; reporting requirements; representation and warranty insurance; the continued impact of the 2017 Tax Act on the terms of the agreement and the negotiation process. Julie will also present during the “Interesting Corporate Transactions of the Past Year” panel on December 5 at 9:15 AM PDT. The panel will review and critique recent novel M&A transactions, including the impact of the 2017 Tax Act on recent transactions

Carley will present “State and Local Tax Issues in Corporate M&A Transactions” on December 6 at 12:30 PM PDT. The session will highlight state and local tax issues that arise in corporate transactions with particular emphasis on Section 338(h)(10) sales and tax-free reorganizations and spin-offs; potential pitfalls and planning opportunities will be discussed; as well as the impact of the 2017 Tax Act on the state taxation of transactions.