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...

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...

Ownership Transfers of Closely Held Businesses

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PANEL: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. Doug Himmel, President, Melville Capital Zach Kimball, Managing Director, Development Advisors Inc. Mike Evans, Managing Director, Newport Board Group Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan,...