M&A Tax Considerations – Practical Tax Structuring

AM&AA Edge Presents: M&A Tax Considerations – Practical Tax Structuring

Join us for a one-hour session specifically designed for middle-market CEOs, business owners, corporate development professionals, investment bankers, intermediaries, accountants, and lawyers who want to enhance their tax strategies.

What you’ll learn:

  • Comprehensive Overview of M&A Tax-Saving Structures: Explore current strategies that can maximize your tax savings.
  • In-Depth Insights into F Reorganizations: Understand how F Reorganizations shape today’s deal structures.
  • Rethinking Entity Structures with C Corporations: Discover the potential benefits of C Corporations in M&A.
  • The Role of Section 1202 in M&A: Learn how Section 1202 can be leveraged for better tax outcomes.

This session goes beyond theory—expect real-world case studies and practical strategies that you can apply in your tax planning and compliance efforts. Whether you’re looking to overcome challenges or seize new opportunities, this deep dive will provide the tools and insights you need.

Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.

Additional Information

Prerequisites: Hold an academic degree (e.g. PhD, JD, MBA or Bachelor Degree); and/or one or more professional designations (such as CPA, CFA, CVGA, CEPA, or equivalent). Consideration will also be made for attendees who have private lower middle market management, owner, or advisory experience.

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: Group Internet Based

Refunds and Complaint Resolution: Requests for refunds must be received in writing no later than thirty (30) days from initial program registration. No refunds will be granted for refund requests made later than thirty (30) days from initial program registration. No refunds will be granted for programs that are currently in process or completed. For more information regarding refund, complaint and program cancellation policies, please contact us at 312-856-9590.

Official National Registry: Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

WHEN

Wednesday, November 6, 2024
1:00 PM - 2:00 PM

Central Time Zone

WHERE

Click the button below to join the class.

CONTACT

Have a question?

info@amaaonline.com

Featured Speaker


David Kostmayer
Owner
GBK Peabody

This class is $50 for AM&AA members and $100 for non-members.

You only need to have access to the internet. We recommend using either Chrome or Firefox. Additionally, good internet connectivity will ensure high-quality video conferencing. Audio for the class will be streamed via your computer speakers. We encourage you to test your speakers before the event to make sure everything works as it should.

You do not need to download or install any software to participate. Additionally, a webcam is also not required. 

For technical assistance, please send an email to info@amaaonline.com or click the conversation bubble on the right hand side of this page to start a live chat with an AM&AA event support representative.

AM&AA classes take place during the Central time zone (Dallas,Texas,USA). 

You must first sign up for the class by clicking the blue button at the top right of this page. At that time you will be asked to create a password. Once you have finished signing up, simply click on "CLASS LOGIN" to join the waiting room. Live chat with other attendees will be available while you wait for the class to begin.

Yes. A recording of the class will be available on-demand 2-3 business days after the live online event.

We welcome your questions. Please email us at info@amaaonline.com

You will be able to submit questions or comments by typing them into the Q&A widget during the class. These questions will be answered as time allows during the Question & Answer session following the presentation.

All feedback and suggestions for future topics may be sent to info@amaaonline.com