Taxation of Business Deals and M&A Transactions
April 28 @ 9:00 am - 4:50 pm$395 – $445
Friday, April 28, 2023, 9 AM–4:50 PM live (in-person) at the Don CeSar in St. Petersburg Beach and live GoToWebinar. Webinar registrants have 90-day, on-demand access. Michael J. Wilson and Gregory A. McLaughlin, Program Chairs. Sponsored by Coastal Investment Company. This program is in conjunction with the Tax Section’s 2023 Annual Meeting and Tax Attorney of the Year Dinner.
Course classification: Advanced. CLER Program (max credit: 7.0 hours) General: 7.0 hours, Ethics: 1.0 hours. Certification Program (max credit: 7.0 hours) Business Litigation: 7.0 hours, Tax Law: 7.0 hours.
In-person live event: Tax Section member $395, non-section member $470, full-time law college faculty/student $335, fee waiver $200** (Requires discount code). ** Must meet qualifications. For more information, email firstname.lastname@example.org.
- Audio CD – Purchase here
- Video DVD – Purchase here
Live Webcast: Tax Section member $445, non-section member $520.
9–9:10 AM—Co-Chairs’ Introductions, Michael J. Wilson and Gregory A. McLaughlin
9:10–9:20 AM—Sponsor Introduction
9:20–10:10 AM—Asset Sale Versus Equity Sale, including 338(h)(10) Elections and F Reorganizations, Justin Wallace
10:10–11 AM—Rollover Equity, Andrew Comiter
11:10 AM–12 PM—Equity Grants to New and Remaining Management, Mitchell Goldberg
12–12:30 PM—Lunch Service
12:30–1:20 PM—Potpourri of Deal Tax Issues, Melodie “Dee” Menzer (Luncheon Presentation)
1:20–2:10 PM—State Tax M&A Issues, Jeanette Moffa
2:10–3 PM—Representation and Warranty Insurance in Business Deals and M&A Transactions, Phillip Theodore
3:10–4 PM—Key Drafting Issues in Business Deals and M&A Agreements, Prestin Weidner
4–4:50 PM—Ethics Issues in Business Deals and M&A Transactions, Adam Smith and Michael A. Lampert