XPX Triangle: Tax mitigation Strategies for Owners and Sellers of Business

RSM US LLP (a national tax advisory and preparer) will be discussing common tax issues in the middle market M&A process, including what to expect as you approach an exit. This presentation will cover common tax structuring alternatives from both a Buyer and Sellers perspective, tax-related negotiations and how proper tax planning can add value in the sale process. The objective of our discussion will be to equip business owners and advisors with a better understanding of how the deal structure can impact a seller’s after-tax bottom line and why it’s important to have experienced M&A advisor support in the transaction process.

Presenters:

Andrew Mizer
Senior Manager
Mergers  & Acquisitions
RSM

Andrew is a Senior Manager in RSM’s mergers and acquisitions tax practice based in the Washington DC metro region. Andrew’s area of expertise is advising on tax matters throughout the deal lifecycle including transaction agreement tax implications, due diligence, deal negotiations, tax optimization strategies, transaction implementation and post-closing tax compliance matters. In his role Andrew serves as a national leader of RSM’s sell-side tax advisory services practice.

Aidan Ely
Senior Associate
Federal M&A Tax Service
RSM

Aidan attended Quinnipiac School of Law where he specialized in Federal Tax and Public Health law. Having worked in a general purpose small law firm throughout law school he went on to work as in-house counsel for Prospect Medical Holdings, Inc. where he got his first experience being both an employee of and lawyer for an acquired company. Transitioning to RSM US LLP Aidan has worked in the Federal Mergers & Acquisitions department for two plus years on tax due diligence, post-transaction tax consequences/planning work, and debt restructuring.

Registration Fees:

XPX Triangle Members  - $0.00
XPX Triangle Members Same Day/Walk-in Fee  - $20.00

XPX Chapter Network Members Regular Fee - $30.00
XPX Chapter Network Members Same Day/Walk-in Fee - $40.00

Non-Members Regular Fee  - $35.00
Non-Members Regular Fee Same Day/Walk-In Fee  - $45.00

Food and beverages are included.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes or replacements.  Registrations are not transferable.