PLI - Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2009

November 18-20, 2009
Doubletree Hotel Chicago Magnificent Mile
Chicago, IL

This three-day program will focus on the tax issues presented by the entire spectrum of modern major corporate transactions, from relatively simple single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies with domestic and foreign operations, including spin-offs and other dispositions of unwanted operations. Evolving techniques for structuring, financing, and refinancing corporate turnovers, restructurings and other activities will be emphasized.

Topics to be discussed include:

  • Overview and strategies in representing sellers
  • Selected seller and buyer issues including the tax due diligence process and negotiating and drafting tax provisions in acquisition agreements; financial accounting considerations; and state and local tax issues
  • Tax accounting issues in mergers and acquisitions
  • Restricted stock, stock options and executive compensation in M&A transactions including the effects of Sections 409A and 457A
  • Section 338(h)(10) strategies
  • Contingent liabilities in acquisition transactions
  • Structuring buyouts/venture capital deals
  • Corporate tax strategies and techniques using partnerships and LLCs
  • Current issues in tax-free and partially tax-free acquisitive reorganizations
  • Current issues in divisive strategies - spin-offs, split-offs and split-ups
  • Selected current issues in M&A

James Barry, Wayne Luepker, Timothy Sherck & Joel Williamson, partners in Mayer Brown's Chicago office, will serve as panelists for multiple presentations.

CLE Credits Available.

For more information or to register, please visit www.pli.edu