Tax M&A Basics: From Diligence to Opportunity - McDermott Will & Emery

Tax M&A Basics: From Diligence to Opportunity

Overview


Whether your company is a serial acquirer or only grows more deliberately through acquisition, as in-house counsel you need to have command of the tax considerations that drive deal structure, valuation, and integration. Your tax department plays a key role in analyzing an acquisition and structuring the deal and you need to understand the issues that drive deal structure.

This webinar covered:

  • Why a deal is structured as an asset purchase, stock acquisition or merger
  • Whether a deal is structured as a Section 368 tax-free reorganization or is taxable and the tax treatment of asset versus stock transactions
  • How stock transactions can be treated as asset acquisitions under Section 338
  • What to look for in tax due diligence and guided attendees through the importance and meaning of the representations and warranties in a purchase agreement
  • A useful desk reference of the key terms and code sections that you will come across the next time your company is doing a deal

 


 

Panelists


Panelist: Mike Hardgrove, Partner, McDermott Will & Emery

Panelist: Byron Kalogerou, Partner, McDermott Will & Emery

Panelist: John Karasek, Counsel, McDermott Will & Emery

Panelist: Julia Owen, Vice President of Tax, C&S Wholesale Grocers

Dig Deeper

Chicago, IL / McDermott Event / May 14 – 15, 2024

Tax Symposium 2024

Houston, TX / Speaking Engagements / May 14, 2024

TEI Houston Chapter 2024 Tax School

Virtual / Speaking Engagements / March 26 and 28, 2024

Forte 2024 Global Tax Optimization Boot Camp

Washington, DC / Speaking Engagements / March 17 – 20, 2024

TEI 2024 Midyear Conference

Las Vegas, NV / Speaking Engagements / March 10 – 13, 2024

UPPO 2024 Annual Conference