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

Vice Chair, US Deloitte Private Leader

Wolfe is the Vice Chair–US Deloitte Private Leader. In this role, he oversees the US Deloitte Private practice, which serves more than 8,000 clients including privately held businesses, family enterprises, family offices, private equity funds and related portfolio companies, emerging growth companies, and high-net worth individuals. Deloitte Private provides these organizations and individuals with audit and assurance, tax, consulting, and risk and financial advisory services to help them address today’s complex challenges and identify tomorrow’s opportunities. Wolfe is also actively engaged as a client service partner leading engagement teams that provide a variety of tax compliance and consulting services, corporate restructuring, M&A diligence and advisory services, IPO planning, and sophisticated wealth transfer planning. Prior to leading the US Deloitte Private practice, Wolfe was the US Deloitte Private Tax leader and a tax partner. With more than two decades of experience, Wolfe has served a variety of technology, life science, retail, real estate, manufacturing, and distribution clients, ranging from startup ventures to Fortune 500 multinational organizations. He has concentrated his professional efforts on advising complex, privately held organizations and in-bound companies.

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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