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
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