28 Jul.

Driving transactional value through proactive tax planning

Private Companies

Tuesday, 04:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will explore tax implications of debt modifications and application of loss limitation rules on tax attributes and learn to assess the value of tax attributes for M&A transactions.

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Key takeaways

Host: Wolfe Tone, partner, Deloitte Tax LLP

1 Overview CPE credit | Taxes

As private companies emerge from the COVID-19 crisis, uncertainties are likely to follow. What role can tax planning play? We’ll discuss:

  • The US market, tax legislative updates, and related implications for M&A transactions.
  • Crisis-related decisions that can have unexpected tax consequences and should be proactively evaluated, such as debt term changes, new equity, or asset sales.
  • How the value of tax attributes can be powerful M&A negotiation tools.
  • Purchase agreements and negotiation considerations during distressed market conditions.

Meet the speakers

Wolfe Tone

Wolfe Tone

US Deloitte Private Tax Leader

Wolfe is the US Deloitte Private Tax leader and a tax partner in the Chicago office. With over two decades of experience, Wolfe has served a variety of technology, life science, retail, real estate, manufacturing, and distribution clients, ranging from Fortune 500 multinational organizations to start-up ventures. For the past 18 years, he has concentrated his professional efforts on advising complex privately-held organizations and in-bound companies. As a trusted advisor to his clients, Wolfe has led multi-disciplined engagement teams that provide a variety of tax and non-tax services around the areas of corporate restructurings, mergers and acquisitions, due diligence, IPO planning, finance transformation, tax compliance and tax controversies assistance. Wolfe is also a senior advisor to the Deloitte Private Global Executive Committee and is a member of the US Deloitte Tax leadership group and the Chicago Tax leadership team. He has authored a number of articles on the impact of the 2017 Tax Act and has been interviewed by the Wall Street Journal, Politico, the New York Times, The Economist, and Investment News on these matters.

Lindsay Wietfeld

Lindsay Wietfeld

Tax Partner | Mergers & Acquisitions (M&A)

Lindsay is a tax partner in Deloitte Tax LLP’s M&A Transaction Services practice based in Chicago. She has more than 15 years of experience in public accounting, and she spent the last nine years exclusively serving Deloitte’s M&A practice. Lindsay has assisted clients with significant corporate transactions, acquisitions of closely held companies, multijurisdictional due diligence projects, corporate restructuring, and divestiture planning. Her transaction experience spans a wide range of industries including consumer and industrial products, manufacturing, financial services, and transportation/logistics, and she focuses much of her time on corporate/strategic clients. Lindsay also has experience assisting clients in assessing various tax structure alternatives and analysis of tax benefits.

Dbriefs resources

Tuesday, 28 Jul 2020 04:00 p.m. ET
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