Host: Valerie Dickerson, partner, Deloitte Tax LLP
Presenters: Michael Rossen, managing director, Deloitte Tax LLP, Francesca Campbell, vice president, chief M&A counsel at Carrier and former associate, M&A at Davis Polk & Wardwell LLP, Shon E. Glusky, partner, corporate practice group at Sheppard Mullin, John Easterday, partner, Deloitte Tax LLP, Michelle Mann Adams, managing legal director, global corporate governance at Dell
A recent study was conducted on the value of legal entity management (LEM) and its impact on M&A. We’ll discuss:
- How substandard legal entity management can jeopardize the credibility of the company and its management
- Slow down and drive down deal prices and increase deal risk for all parties
- How leading practices can enhance deal value
Meet the host
Valerie is the Multistate Tax practice leader for the Washington National Tax (WNT) office of Deloitte Tax LLP and competency leader for Deloitte Tax’s Multistate Tax Controversy Resolution Services and Multistate Jurisdictional Technical Leads. The WNT-Multistate practice advises clients regarding the state and local aspects of transactions, restructurings, mergers & acquisitions, and filing positions, and represents clients in controversies with the state tax authorities. She also serves clients as a Lead Tax Partner and lead Multistate partner, focusing primarily on technology, media, insurance/health plans, life sciences, and retail. She has been a frequent speaker and author on multistate taxation matters including state implications of tax reform, nexus issues, the intersection of state and international tax matters, apportionment, unitary taxation, and California franchise tax subjects. From early 2020 through early 2022, Valerie also helped launch Legal Business Services, a service lined devoted to assisting corporate legal department transformation, serving as both Clients & Markets leader, and Legal Entity Management offering leader during that time. Education & Professional Licenses Valerie received her JD from Georgia State University College of Law and her BBA, accounting, from Emory University, Goizueta School of Business. She is a licensed CPA in Georgia, California and D.C., a member of the State Bars of California and D.C., and is admitted to practice before the U.S. Supreme Court. Nonprofit Work & Outside Activities Founder, Board Member, Treasurer, Good Hope Good Home, formed in October 2018 to assist foster families in Sierra Leone, Africa serving orphaned and vulnerable children. Co-chair, 2014-present, Deloitte’s National Multistate Symposium, in collaboration with Florida State Bar. Advisory Member to the Taxation Section Executive Committee, 2015-2017. Received the 2017 Benjamin F. Miller Award from the California State Bar Taxation Section for her contributions to the California Bar in state and local taxation. Executive Committee Member, California State Bar, Taxation Section, 2012-2015.