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M&A Trends from a Tax Perspective

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Managing Directors in Andersen’s M&A tax practice discuss recent developments in the deal landscape from a tax perspective. Topics will include general market observations as well as insights regarding the impacts of the tax provisions within the 2022 Inflation Reduction Act.

 

Learning Objectives:

  • Understand recent market trends driven by tax objectives
  • Examine the major tax provisions of the Inflation Reduction Act and their impact on M&A planning, including post-close integration.
  • Obtain insights on key strategic tax considerations for financial executives.

Speakers:

Bryan Keith
Managing Director – US National Tax – Washington, D.C.
Andersen

Bryan Keith is a Managing Director in the Andersen US National Tax (USNT) practice in the Washington, D.C. office.

Bryan has over 20 years of experience with major accounting firms and law firms. Bryan advises clients on a wide range of corporate tax matters related to acquisitions and restructurings, the preservation of tax net operating losses, subchapter S corporation matters, qualified small business stock issues, and the treatment of transaction costs.

Bryan has authored articles in major tax publications on corporate tax issues and has been a speaker at various conferences, including for the American Bar Association and the Tax Executives Institute.

Bryan is the chair of the AICPA technical resource panel for S corporations and the vice-chair of the ABA committee for S corporations.

 

Brian O’Connor
Managing Director – San Francisco
Andersen

Brian O’Connor is a Managing Director specializing in mergers and acquisitions in the Commercial practice at Andersen. He has over 15 years of experience serving a variety of corporate and private equity clients and their related shareholders and stakeholders.

Brian’s expertise includes:

  • Buy-side tax due diligence for corporate and private equity acquirors for both U.S. domestic and foreign target companies
  • Corporate (domestic and cross-border), partnership and S corporation income tax structuring of acquisitions and internal restructurings
  • Sell-side tax assistance for individual sellers and related corporate, partnership, and S corporation entities
  • Legal agreement review and working with counsel to address tax matters of proposed term-sheets, letters of intent, and definitive agreements
  • Consulting on U.S. income tax compliance matters for third party, internal and related party transactions
  • Analysis of U.S. tax treatment of transaction costs

Brian’s primary focus is assisting clients on tax matters for acquisitions and dispositions and related post transaction planning. Brian has extensive experience across industries and markets, most recently focusing on west coast clients and counterparties.

Before joining Andersen, Brian was a Senior Manager with EY’s West Coast international and transaction tax practice.

Event Details:

Tuesday, January 31, 2023
12:00 pm – 1:15 pm
Free
Virtual

 

CPE Credits

One (1.0) CPE credit available. Field of Study: TBA

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.

 

Tickets

Registration is closed, please contact Micky at [email protected] for questions.