Lunch & Learn Webinar Series: Tax Considerations for Your Next M&A Transaction
Presented by BKD CPA’s & Advisors
Tax Considerations for Your Next M&A Transaction
Tuesday, November 17, 2020
In any M&A transaction, understanding whether there are historical federal and state income and non-income tax liabilities that may be inherited in connection with the acquisition is critical to maximizing deal value and minimizing surprises. This webinar will explore the various type of tax liabilities that may be acquired in transactions, and how the legal form of a transaction can impact a buyer’s exposure to such tax liabilities.
-Define tax classification of legal entities
-Identify the various types of tax exposures
-Discuss how the legal form of a transaction can impact a buyer’s exposure
-Discuss potential law changes
James Pierzchalski – Director, BKD State & Local Tax Services (SALT)
A member of BKD’s State & Local Tax Services (SALT) division, Jim has more than 12 years of experience serving clients on state income and franchise tax matters. He has a wide range of experience including compliance, audit defense, refund reviews, diligence, nexus studies, planning and structuring, credits and incentives and sales factor sourcing reviews. He has worked with a wide variety of clients in many industries, including manufacturing and distribution, software and technology, service, retail and financial services.
William Weatherford – Director, BKD Transaction Services
William is a member of BKD’s Transaction Services division based in Chicago and focuses on transactional, corporate and partnership tax matters. He has extensive experience in private equity, corporate and partnership taxation and accounting matters, including mergers and acquisitions (M&A), tax planning and tax compliance solutions. William’s experience also includes performing tax due diligence, drafting opinion letters and ruling requests and tax controversy resolution.