Tax Planning for M&A & Restructuring Webinar
Overview
Transactions such as mergers, acquisitions, divestitures, and restructurings present complex tax considerations that can significantly affect deal value and long-term business outcomes. This session provides a practical overview of key tax issues that arise throughout the transaction lifecycle, from entity restructuring and NOL planning to spin-offs and post-deal integration considerations. Participants will learn:
- Major tax considerations that influence transaction structure and deal economics
- Planning strategies for restructurings, NOL utilization, and organizational changes
- How to better align tax decisions with broader business strategy and transaction timelines
Objective
To provide CPAs and other tax and finance professionals with a practical understanding of tax considerations in M&A and restructuring transactions, enabling them to evaluate planning opportunities, manage transaction risks, and support strategic decision-making.
Emphasis
- Buyer and seller objectives and considerations
- Transaction form:
– Business and tax considerations
– Section 338 elections
– Tax-free transactions
– Net operating losses (NOLs)
– Section 163(J) - Pre- and post-acquisition rationalization and restructuring
- Key tax provisions of the purchase agreement
Speakers
Amie Colwell Breslow, Of Counsel, Jones Day
Elizabeth A. Dengler, Associate, Jones Day
View Dates
| Date | Time | Subscriptions | Register |
|---|---|---|---|
| Wed, Nov 18, 2026 Code WT201KCPR01026 | 3:00 PM – 4:30 PM ET | Register | |
| Wed, Nov 25, 2026 Code WT201KCPR02126 | 10:00 AM – 11:30 AM CT | Register | |
| Wed, Dec 2, 2026 Code WT201LCPR03026 | 12:00 PM – 1:30 PM PT | Register | |
| Tue, Dec 15, 2026 Code WT201LCPR01026 | 12:00 PM – 1:30 PM ET | Register | |
| Tue, Dec 22, 2026 Code WT201LCPR03126 | 10:00 AM – 11:30 AM PT | Register | |
| Mon, Dec 28, 2026 Code WT201LCPR01126 | 9:00 AM – 10:30 AM ET | Register | |
| Tue, Jan 12, 2027 Code WT201ACPR01027 | 10:00 AM – 11:30 AM ET | Register | |
| Mon, Jan 18, 2027 Code WT201ACPR03027 | 2:00 PM – 3:30 PM PT | Register | |
| Wed, Jan 27, 2027 Code WT201ACPR01127 | 9:00 AM – 10:30 AM ET | Register | |
| Fri, Feb 5, 2027 Code WT201BCPR01027 | 2:00 PM – 3:30 PM ET | Register | |
| Thu, Feb 11, 2027 Code WT201BCPR03027 | 1:00 PM – 2:30 PM PT | Register | |
| Thu, Feb 18, 2027 Code WT201BCPR01127 | 1:00 PM – 2:30 PM ET | Register |
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