XPX Denver - Tax-Smart M&A: Pre-Deal Planning That Drives Value

Tax-Smart M&A: Pre-Deal Planning That Drives Value

Part 1: Structuring the Deal for After-Tax Outcomes

• Asset Sale vs. Stock Sale
• What structure makes the most sense—and for whom?
• Key tax elections (338(h)(10), 336(e), etc.)
• Buyer vs. seller perspectives
• Real-world pros, cons, and value trade-offs

Part 2: QSBS – Unlocking (or Losing) the Exclusion

• Qualified Small Business Stock Planning
• Timing matters: holding periods and eligibility windows
• Who qualifies (and who doesn’t)
• Common pitfalls that blow QSBS
• Updates and planning considerations under recent tax reform (OBBBA)

Part 3: SALT Deal Killers: State Tax Issues That Disrupt M&A Transactions

• Review the most common state and local tax issues that arise during due diligence and unexpectedly impact deal economics.
• Gain insight into how nexus, indirect tax exposure, income tax filing positions, and workforce‑related issues can blow up a transaction.

Part 4: Pre‑Sale SALT Readiness: How Sellers Can Protect Value and Control the Narrative

• Explore how sellers can address SALT risk before entering a transaction.
• Learn why early identification and resolution of state tax exposure can improve credibility, reduce close time, increase purchase price, and add leverage to a transaction.

Our Speakers:

Lexi Feack
Tax Partner
Kurtz Fargo LLP

Jay Forester
State & Local Tax Director
Kurtz Fargo LLP

Agenda: 11:30am to 1:30pm MDT

11:30 am: Networking
12:00 pm: Lunch and Presentation
1:00 pm: Networking

Event Registration Fees:

XPX Denver Members: $15.00
XPX Denver Same Day Registration: $25.00

DAC Members: $25.00
DAC Members Same Day Registration: $35.00

Non-Members: $65.00
Non-Members Same Day Registrations: $75.00

Covers food and drinks.

BRING A FIRST TIME GUEST TO XPX!

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (NOT GUEST) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.