See Credit Details Below
Overview
This three-day program will focus on the tax issues presented by the entire spectrum of modern major corporate transactions, from single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies with domestic and foreign operations, including spin-offs and other dispositions of unwanted operations.
Tax Strategies 2021 will be the most comprehensive and insightful conference you could possibly attend on corporate tax. You will receive the very latest information, strategies and practical insights available from leading tax practitioners from law firms, accounting firms, corporations and academia from across the United States, along with policymakers from the IRS and the Department of the Treasury.
- Learn practical strategies and solutions
- Keep up with cutting-edge issues by learning about the hottest topics in corporate tax
- Gain insights from an outstanding faculty of more than 50 experts drawn from the government, private practice, corporations and academia
- Participate in a discussion of audience-selected transactions during our Corporate Transactions session
- Hear about the most “Interesting Transactions of the Past Year”
- Receive complimentary electronic access to PLI’s number one bestseller, The Corporate Tax Practice Series: Strategies for Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings
Topics Include
- Impact of the 2017 Tax Act on corporate acquisitions and dispositions
- Possible impact of pending 2021 tax legislation
- Overview and strategies in representing sellers
- Transactions involving SPACs
- Tax strategies for financially troubled businesses
- Taxable transaction planning
- Understanding and managing stock basis and earnings and profits
- Corporate tax strategies and techniques using partnerships and LLCs
- Cross-border acquisitions, divestitures and restructurings
Plus this year’s program features a new session: Private Equity: Buying and Selling Partnerships
Program Level – Overview
Intended Audience - Law firm and accounting firm professionals, in-house tax professionals and government attorneys who want to study the tax issues presented by modern major corporate transactions
Prerequisites – An interest in deepening your understanding of the tax issues presented by the entire spectrum of corporate transactions
Advanced Preparation – None
Lecture Topics [Total time 00:24:15]
Segments with an asterisk (*) are available only with the purchase of the entire program.
- Opening Remarks* [00:01:18]
Eric Solomon, William D. Alexander - Overview and Strategies in Representing Sellers [01:26:57]
Louis S. Freeman - Selected Seller and Buyer Issues, Including Negotiating and Drafting Tax Provisions in Acquisition Agreements [01:12:49]
Beth A. Carr, Julie A. Divola, Laurence J. Stein - Structuring Leveraged Buyouts [01:00:16]
Joshua M. Holmes, R. David Wheat, Pardis Zomorodi - Current Issues in Divisive Strategies – Spin-Offs [01:00:00]
Thomas F. Wessel, Jay M. Singer, Eric Solomon, Mark Weiss - Current Issues in M&A [01:01:41]
Devon M. Bodoh, Rachel D. Kleinberg, Gary B. Wilcox, Katherine H. Zhang - Taxable Transaction Planning [01:16:02]
Marc A. Countryman, Jason R. Factor, Karen Gilbreath Sowell, Mark Weiss - Corporate Tax Strategies and Techniques Using Partnerships, LLCs and Other Strategic Alliances [00:59:38]
Glenn E. Dance, Andrea Macintosh Whiteway - Corporate Transactions Open Discussion [00:46:13]
William D. Alexander, Eric Solomon, R. David Wheat - Interesting Corporate Transactions of the Past Year [01:12:58]
Philip B. Wright, Alexander Lee, David M. Rievman - Tax Accounting Issues in Mergers and Acquisitions [00:45:40]
Mary R. Duffy, George A. Hani, Annette M. Ahlers - Understanding and Managing Stock Basis and Earnings and Profits ("E&P") [01:15:34]
Karen Gilbreath Sowell, Gordon E. Warnke, Marc A. Countryman, Melinda E. Harvey - Tax Strategies for Financially Troubled Businesses and Other Loss Companies [01:01:43]
Milton B. Hyman, Victor L. Penico, Anthony V. Sexton, Douglas C. Bates - Current Developments at Treasury Q&A [00:30:09]
Michael A. DiFronzo, José E. Murillo - Cross-Border Acquisitions and Divestitures [01:15:06]
Stephen R.A. Bates, Michael A. DiFronzo, Timothy S. Shuman, Robert B. Williams, Jr. - Restructuring Multinational Groups [01:15:05]
David L. Forst, Nathan W. Giesselman, Isaac J. Wheeler, Azeka J. Abramoff - NEW SESSION - Private Equity: Buying and Selling Partnerships [01:15:04]
David H. Schnabel, Eric B. Sloan - Passthrough Corporations - REITs, UPREITs, UPCs, and RICs [00:44:53]
Christian Brause, Sarah E. Ralph, Charlotte Chyr - Financial Instruments in M&A and Other Corporate Transactions [00:59:09]
Lucy W. Farr, Matthew A. Stevens - State and Local Tax Issues in Corporate M&A [00:42:28]
Jaye A. Calhoun, Charles J. Moll - Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules that Every Tax Advisor Should Know [00:59:12]
Sharyn M. Fisk, Bradley M. Seltzer, Sandra R. Brown, Caroline D. Ciraolo - Consolidated Return Planning and Strategies [02:00:53]
William D. Alexander, Lawrence M. Axelrod, Jonathan I. Forrest, Don A. Leatherman, Austin M. Diamond-Jones
The purchase price of this Web Program includes the following articles from the Course Handbook available online:
- Complete Course Handbook
- Excerpts From: Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations, and Restructurings—2021, General Overview and Strategies in Representing Sellers (June 5, 2021)
Louis S. Freeman - New Rules—Same Game Impact of 2017 Tax Act on Acquisition Agreements and Related Due Diligence
Erika S. Labelle,Philip B. Wright - Section 338(h)(10)
Karen Gilbreath Sowell,Mark L. Yecies,Shane J. Kiggen - Section 336(e) Regulations (July 11, 2014)
Donald W. Bakke,Leila E. Vaughan - The Consolidated Group: Continuation and Termination Issues
Thomas F. Wessel,Jeffrey G. Davis,Jeffrey L. Vogel - Group Continuation Rules/Continued Filing Requirement (PowerPoint slides)
Thomas F. Wessel,Jeffrey L. Vogel - Section 355: Divisive Strategies Discussion Problems
M. Todd Prewett,Joseph M. Pari,Thomas F. Wessel - SPACs Facts and Tax (January 11, 2021)
Michael Coutu,Andrew D. Simmons,William W. Potter - Foreign M&A: The Taxable Deals (April 26, 2021)
Jasper L. Cummings - Treatment of Real Estate Owners, Developers and Investors under the New Carried Interest Provision (January 15, 2019)
Andrea M. Whiteway,Blake D. Rubin,Maximilian Pakaluk - Partnership Liability Allocation Planning, Including the “New” Rules
Andrea M. Whiteway,Blake D. Rubin,Maximilian Pakaluk - Tax Accounting Issues in Mergers and Acquisitions (June 11, 2021)
C. Ellen MacNeil,Mary Duffy,Disha Shah - Managing Tax Attributes from a Tax Accounting Perspective in M&A Transactions
George A. Hani - Developments, Theories and Themes in Stock Basis (July 14, 2008)
Gordon E. Warnke - Global Tax-Free Deals: Mergers, Acquisitions and Spins at Home and Abroad
Linda Z. Swartz - Consolidated Attribute Reduction Regulations (June 20, 2020)
Linda Z. Swartz,Stuart J. Goldring - Latham & Watkins LLP, Client Alert, Treasury Department, IRS Issue Final GILTI High-Tax Exception Regulations (Client Alert with Illustrative Diagrams), No. 2787 (August 5, 2020)
Nicholas DeNovio - Latham & Watkins, Client Alert, COVID-19: CARES Act Eases Key US Tax Rules, Throwing a Lifeline to Some Businesses—UPDATE, No. 2693 (April 20, 2020)
Nicholas DeNovio - Gibson Dunn, Client Alert, Fiscal Year 2022 Budget Greenbook
Eric B. Sloan - Upended: The Impact of Tax Reform on Up-C Structures, The Practical Tax Lawyer (Fall 2018)
Margaret R.T. Dewar,Dean S. Shulman,Sara B. Zablotney,Benjamin M. Schreiner - Tax Issues in Committed Debt Financing in a Distressed Market (July 27, 2020)
Jiyeon Lee-Lim - State and Local Income and Sales Tax Aspects of Corporate Acquisitions (August 3, 2021)
Peter L. Faber,Charles J. Moll,Jaye A. Calhoun - State and Local Tax Issues in Corporate M&A Transactions (July 2021)
David A. Hughes,John A. Biek - Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules that Every Tax Advisor Should Know
Jenny L. Johnson Ware,Bryan C. Skarlatos,Kathleen M. Pakenham,Megan L. Brackney,Andrew M. Eisenberg,Bradley M. Seltzer,Caroline D. Ciraolo,Sandra R. Brown - Intercompany Transaction Regulations: An Overview Outline
Andrew J. Dubroff - Consolidated Return Issues for Buyers and Sellers in M&A Transactions (July 1, 2021)
Michael L. Schler - Transactions Involving Consolidated Groups and Controlled Partnerships (PowerPoint slides)
Lawrence M. Axelrod
Presentation Material
- Overview and Strategies in Representing Sellers
Louis S. Freeman - Tax Issues in M&A Contracts
Beth A. Carr, Julie A. Divola, Laurence J. Stein - Private Equity, Venture Capital and LBOs
Joshua M. Holmes, R. David Wheat, Pardis Zomorodi - Corporate Distributions Under Section 355
Thomas F. Wessel, Joseph M. Pari, Stephen G. Charbonnet, M. Todd Prewett - Section 355:Divisive Strategies Discussion Problems
Jay M. Singer, Eric Solomon, Thomas F. Wessel - Current Issues in M&A
Devon M. Bodoh, Rachel D. Kleinberg, Gary B. Wilcox - Taxable Transaction Alternatives
Marc A. Countryman, Jason R. Factor, Karen Gilbreath Sowell - Corporate Tax Strategies and Techniques Using Partnerships, LLCs and Other Strategic Alliances
Glenn E. Dance, Andrea Macintosh Whiteway - Interesting Corporate Transactions of the Past Year
Alexander Lee, David M. Rievman, Philip B. Wright - Tax Accounting Issues in Mergers and Acquisitions
Annette M. Ahlers, Mary R. Duffy, George A. Hani - Understanding and Managing Stock Basis and E&P
Marc A. Countryman, Karen Gilbreath Sowell, Gordon E. Warnke - New Developments and Tax Strategies for Financially Troubled Businesses and Other Loss Companies
Milton B. Hyman, Victor L. Penico, Anthony V. Sexton - Cross-Border Acquisitions
Stephen R.A. Bates, Michael A. DiFronzo, Timothy S. Shuman - Restructuring Multinational Groups
David L. Forst, Nathan W. Giesselman, Isaac J. Wheeler - Private Equity:Buying and Selling Partnerships
David H. Schnabel, Eric B. Sloan - REITs, UPREITs, and UpCs
Christian Brause, Sarah E. Ralph - Financial Instruments in M&A and Other Corporate Transactions
Lucy W. Farr, Matthew A. Stevens - Financial Instruments in M&A and Other Corporate Transactions
Jaye A. Calhoun, Charles J. Moll - Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know
Sandra R. Brown, Caroline D. Ciraolo, Bradley M. Seltzer - Consolidated Returns
William D. Alexander, Lawrence M. Axelrod, Jonathan I. Forrest, Don A. Leatherman
This three-day program will focus on the tax issues presented by the entire spectrum of modern major corporate transactions, from single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies with domestic and foreign operations, including spin-offs and other dispositions of unwanted operations.
Tax Strategies 2021 will be the most comprehensive and insightful conference you could possibly attend on corporate tax. You will receive the very latest information, strategies and practical insights available from leading tax practitioners from law firms, accounting firms, corporations and academia from across the United States, along with policymakers from the IRS and the Department of the Treasury.
- Learn practical strategies and solutions
- Keep up with cutting-edge issues by learning about the hottest topics in corporate tax
- Gain insights from an outstanding faculty of more than 50 experts drawn from the government, private practice, corporations and academia
- Participate in a discussion of audience-selected transactions during our Corporate Transactions session
- Hear about the most “Interesting Transactions of the Past Year”
- Receive complimentary electronic access to PLI’s number one bestseller, The Corporate Tax Practice Series: Strategies for Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings
Topics Include
- Impact of the 2017 Tax Act on corporate acquisitions and dispositions
- Possible impact of pending 2021 tax legislation
- Overview and strategies in representing sellers
- Transactions involving SPACs
- Tax strategies for financially troubled businesses
- Taxable transaction planning
- Understanding and managing stock basis and earnings and profits
- Corporate tax strategies and techniques using partnerships and LLCs
- Cross-border acquisitions, divestitures and restructurings
Plus this year’s program features a new session: Private Equity: Buying and Selling Partnerships
Program Level – Overview
Intended Audience - Law firm and accounting firm professionals, in-house tax professionals and government attorneys who want to study the tax issues presented by modern major corporate transactions
Prerequisites – An interest in deepening your understanding of the tax issues presented by the entire spectrum of corporate transactions
Advanced Preparation – None