Date & Time
Thursday, November 9, 2023, 9:00 AM - 10:30 AM
Tax Planning for Mergers and Acquisitions Part 1: Pre-Acquisition Considerations

Tax, regulatory, and economic uncertainty is having an impact on consolidation and M&A activity, so it is more important than ever for bankers to understand recent developments and to look ahead to build a competitive edge. In this session, panelists will discuss the important tax issues and pre-transaction planning strategies to consider in the pre-acquisition state of M&As, including pre-closing dividends, parachute payments, NOL planning, and more!

Ron Copher Tanya Thomas Ryan Nisle