M&A Tax Planning, Structuring and Drafting

Live in Sarasota and live webcast, this comprehensive CLE provides a practical, transaction-focused examination of the federal and state tax issues that arise throughout the lifecycle of mergers and acquisitions. Designed for tax professionals, transactional attorneys, and accountants, the program covers key planning considerations before a transaction, tax-efficient deal structures, including F reorganizations and rollover equity, the growing role of tax insurance, state and local tax considerations, and the negotiation and drafting of tax provisions in acquisition agreements. Attendees will gain practical insights into current market trends, common pitfalls, and strategies for effectively structuring and documenting M&A transactions. In addition to substantive tax topics, the program addresses emerging issues shaping today’s transactional practice. Presenters will discuss ethical considerations unique to M&A tax practice and explore how artificial intelligence is transforming legal and tax workflows, including research, drafting, and due diligence. Through presentations led by experienced practitioners, participants will leave with practical tools and up-to-date guidance to better advise clients, manage transaction risk, and navigate increasingly complex acquisition and disposition transactions.
- In-Person Live Event: Tax Section member $365, Non-section member $460, Full-time law college faculty/student $295, Fee waiver $190 (Requires discount code. Must meet qualifications. For more information, email [email protected].)
- Live Webcast: Tax Section member $415, Non-section member $510
- 24/7 On-Demand and Downloadable Audio products of this course will be available to purchase following the in-person seminar.
SCHEDULE & PRESENTERS
8–8:10 AM Welcome and Introduction
Program Co-Chairs
Trevor Johnson, Williams Parker
Justin Wallace, Shumaker, Loop & Kendrick
8:10–9 AM Pre-Sale Planning
Trevor Johnson & Lorenzo Fernandez, Williams Parker
9–9:10 AM Break
9:10–10 AM F – Reorganize/Rollover
Melodie “Dee” Menzer, Trenam
10–10:10 AM Break
10:10–11 AM Tax Insurance
Doug Brody, Symphony Tax
11–11:10 AM Break
11:10–12 PM State Tax Considerations
Josh Littlejohn & Mary Jo Dolson, CBIZ
12–1 PM Lunch (included with live registration)
1–1:50 PM Drafting Tax Provisions in M&A Agreements
Prestin Weidner, Hill Ward Henderson
1:50–2 PM Break
2–2:50 PM Ethics
Adam Smith, BizTxLaw
2:50–3 PM Break
3–4 PM AI and Tax
Susan Massey, Blue J