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Leah S. Baucom
Partner | K&L Gates LLP
Randy J. Clark
Partner | K&L Gates LLP
Monika Miles
President/Founder | Miles Consulting Group, Inc.

What’s Next in the M&A Market: Potential Hurdles and State Tax Considerations | On-Demand Webinar

Broadcast Date: Tuesday, January 17, 2023 | 3:00 pm to 4:00 pm (ET)

Companies engaging in mergers and acquisitions (M&A) transactions often don’t consider the multistate tax aspects of the deal until the transaction is ready to close.  Retroactive sales tax exposure is one item addressed by the purchasing company in the due diligence process and often leaves the seller surprised at the discovery of unexpected liabilities. We’ll share some insight into addressing these issues before they come up in an M&A deal and how to rectify them sooner in the process.

Join a panel of thought leaders and practitioners assembled by the Knowledge Group as they delve into a comprehensive discussion of the various state tax issues in mergers and acquisitions transactions. The speakers, among other things, will offer practical tips and strategies for addressing pitfalls and ensuring seamless deals.

Key Points:

  • M&A Transactions: Key Tax Challenges and Strategies
  • Understanding Sales Tax Exposure in Business Acquisitions
  • Structuring Deals and Financial Due Diligence
  • Exploring Effective Compliance Tips and Strategies
  • What Lies Ahead

Learning Objectives:

  • Learn how to understand a target’s tax risk profile and the tools to address such liabilities.
  • Identify due diligence best practices to avoid tax issues in mergers and acquisitions transactions.

Agenda:

Leah S. Baucom, Partner, K&L Gates LLP,

Monika Miles, President/Founder, Miles Consulting Group, Inc.,
&

Randy J. Clark, Partner, K&L Gates LLP

Who Should Attend:

  • Tax Lawyers
  • Mergers & Acquisitions Lawyers
  • Corporate Lawyers
  • General Counsel
  • M&A Professionals
  • Tax Professionals
  • Chief Compliance Officers
  • Chief Financial Officers
  • Chief Risk Officers

CLE Credit:

Course Level: Intermediate | Advance Preparation: Print and review course materials

Method of Presentation: On-Demand CLE Webcast; Group-Internet Based

Prerequisite: General knowledge of M&A transactions and state tax laws | Course Code: 1410108

NY Category of CLE Credit: Areas of Professional Practice | NASBA Field of Study: Taxes – Technical

Total Credit: 1.0 CLE | 1.0 CPE (Not eligible for QAS (On-demand) CPE credit)