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Taxation of Business Deals and M&A Transactions

April 28, 2023 @ 9:00 am - 4:50 pm

$395 – $445
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Friday, April 28, 2023, 9 AM–4:50 PM live (in-person) at the Don CeSar in St. Petersburg Beach and live webcast. In-person CLE registration closed on April 19. Webcast 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. Registration for the Annual Meeting closed on April 19.

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, Wills, Trusts & Estates:  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 accounting@floridabar.org.

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

11–11:10 AM—Break

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

3–3:10 PM—Break

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


April 28, 2023
9:00 am - 4:50 pm
$395 – $445
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The Don CeSar
3400 Gulf Boulevard
St. Pete Beach, FL 33706 United States
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