M&A Outlook

Recent Developments & Trends in International Tax

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WATCH THE REPLAY David Forst focuses on international corporate taxation. David is included in Euromoney’s Tax Advisors Expert Guides (World’s Leading Tax Advisors, World’s Leading Transfer Pricing Advisors and was named one of the Top 30 U.S. Tax Advisors). He is also in The...

Business and Tax Preparedness in a Sale of a Private Company

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WATCH THE REPLAY / CLICK HERE FOR COMPLIMENTARY ACCESS SPEAKERS: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. Cynthia Romano, CTP, Principal, Global Director, CohnReznick Rob Macklin, Partner, Epiphany Law Vanita Spaulding, Managing Director, Valuation Practice Leader, Singer...

Liquidity and Transition Strategies for Business Owners

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COST: Complimentary SPEAKERS: Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management Brad Bonde, CPA, Shareholder, LBMC Cindy Brittain, Partner, Katten Oscar Pinkas, Partner, Dentons MODERATOR: Alex Kasdan, Senior Managing...

Tax Considerations in M&A for Buyers and Sellers

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SPEAKER: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. MAJOR TOPICS: •Tax affect on deal economics •Specific tax considerations •Target’s tax characteristics •Form matters •Stock sale v. asset sale •Continuing...

What Business Owners Need to Know About Successfully Transitioning Their Company

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PANEL: Robert Wagner, CPA, Practice Leader – Financial Management Services at HoganTaylor LLP Thomas Mahoney, CFA, CAIA, Senior Portfolio Manager, UBS Private Wealth Management Louis Vlahos, Tax Partner, Farrell Fritz, P.C. JR Lanis, Corporate Securities Partner, Drinker Biddle...

Cannabis Valuation, M&A and Tax Issues

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PANEL: Vanita Spaulding, CFA, ASA, Managing Director, Cogent Valuation Mike Goral, Partner, Tax Department, Squar Milner Emily Burns, Cannabis Law & Policy Expert, Attorney, Offit Kurman Eric Foster, Partner, Dentons, Canada LLP MODERATOR: Alex Kasdan, Senior Managing...

Estate Planning for Business Owners and High Net Worth Families Under the New Tax Law

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SPEAKER: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. As Farrell Fritz’s lead tax attorney, Louis Vlahos has extensive experience in corporate, partnership and individual income taxation, and in estate and gift taxation, including tax planning, ruling requests, and tax...

Tax Reform and Its Effect on Corporate America

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SPEAKER: David Forst, International Tax Lawyer, Tax Group Chair, Partner, Fenwick & West David is a lecturer at Stanford Law School and UC Berkeley Law School where he focuses on international taxation.  ​He is an editor of and regular contributor to the Journal of Taxation,...

Liquidity Options for a Closely-Held Company

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PANEL: Louis Vlahos, Partner, Farrell Fritz Thomas Mahoney, CFA, CAIA, Senior Portfolio Manager, UBS Private Wealth Management Doug Himmel, President, Melville Capital Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan...

Strategies for US Companies’ Expansion Abroad

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PANEL: Mark McNeill, Partner, International Arbitration Group, Shearman & Sterling Jim Rosener, Partner, Commercial Department, Head of International Practice Group, Pepper Hamilton David Forst, Partner, International Corporate Tax, Fenwick & West LLP Neil Morganbesser,...
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