In a merger or acquisition, both the buyer and seller must consider numerous factors beyond just the purchase structure. These include tax implications, legal considerations, and regulatory approvals. Mark Gallegos, Tax Partner at PorteBrown, has over 20 years of experience in international tax and mergers & acquisitions. He shares his M&A and tax expertise, discussing strategies to help companies make crucial decisions about deal structure as well as both tax and non-tax issues to consider to maximize business combinations.
Learning Objectives
• Identify tax planning strategies and the role of the tax professional in optimizing M&A transactions
• Recognize the importance of entity structure in M&A deal structure
• Distinguish the tax implications of asset acquisitions from those of stock purchases
• Recognize the effect of different tax jurisdictions and compliance regulations on M&A activities
Major Topics
• tax planning strategies
• IRS compliance guidelines
• federal tax updates
