The Tax Tail that Wags the Deal Dog

In today’s dynamic deal environment, tax considerations often drive the structure—and sometimes the very viability—of M&A transactions. This panel discussion brings together legal and tax M&A professionals to examine how tax considerations steer the M&A transaction. From pre-closing tax planning, seller entity restructures, taxable and tax deferred nature of various elements of transaction consideration as well as rollover equity structuring, earnouts and installment payments and indemnity planning, understanding the tax impact early and often during the deal lifecycle can unlock value or prevent costly surprises. Whether navigating Section 1202, S corporation seller entities, planning around earn outs, or mitigating tax liability exposure of sellers, this session will equip attendees with a framework to lead with tax strategy, not treat it as an afterthought.

Event Details

WHEN

Thursday, September 25, 2025

7:30 AM - 9:15 AM

WHERE

The Briar Club

2603 Timmons Ln

Houston TX 77027

COST

Members: Complimentary

Non-Members: $65

Sponsors