What’s Next in the M&A Market: Potential Hurdles and State Tax Considerations
Companies engaging in mergers and acquisitions (M&A) transactions often don’t consider the multistate tax aspects of the deal until the transaction is ready to close. Retroactive sales tax exposure is one item addressed by the purchasing company in the due diligence process and often leaves the seller surprised at the discovery of unexpected liabilities. We’ll share some insight into addressing these issues before they come up in an M&A deal and how to rectify them sooner in the process.
Join a panel of thought leaders and practitioners assembled by the Knowledge Group as they delve into a comprehensive discussion of the various state tax issues in mergers and acquisitions transactions. The speakers, among other things, will offer practical tips and strategies for addressing pitfalls and ensuring seamless deals.
Key topics include:
M&A Transactions: Key Tax Challenges and Strategies Understanding Sales Tax Exposure in Business Acquisitions Structuring Deals and Financial Due Diligence Exploring Effective Compliance Tips and Strategies What Lies Ahead
Live and Recorded CLE & CPE Webcasts in the Legal, Tax, Finance, Risk, Compliance and Human Resources Industries
Founded in November 2006, The Knowledge Group has established itself as a premier eLearning hub for Continuing Legal Education (CLE), Continuing Professional Education (CPE), and technology-focused webcasts. We equip lawyers, accountants, and industry professionals with expert-driven insights, timely regulatory updates, and practical strategies to help them stay ahead in an ever-evolving landscape.
Partner K&L Gates LLP
Leah Baucom is a partner in the Charlotte office and focuses her practice on mergers and acquisitions, private equity and general corporate matters. She has represented both public and private companies—including private equity sponsors—on a range of matters, including leveraged buyouts, public and private divestitures, spin-offs, joint ventures, special committee representation, activist stockholder defense and other strategic investments and sales. Leah was named a 2021 Top Rising Star by The Deal, which recognizes exemplary US-based partners with a focus on M&A and private equity.
President/Founder Miles Consulting Group, Inc.
Monika has over 25 years of experience in multistate tax consulting. Before starting the firm in 2002, she was a Senior Tax Manager with a Big 4 firm. Her clients say that she has a knack for taking a difficult topic (like state tax), making it understandable and ultimately remedying tough situations. Monika has worked with clients in many industries, including technology, manufacturing, and retail among others. She regularly gives presentations on state tax topics. Her professional affiliations include the AFWA (Past National President), NAWBO-Silicon Valley, and the AICPA. She is honored to be recognized nationally as one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor in 2012, 2013, 2014, and 2015.
Partner K&L Gates LLP
Randy Clark is a partner in the firm’s Charlotte office and a member of the tax practice group. Randy focuses his practice on U.S. federal and international tax matters involved in acquisition, disposition, restructuring, and financing transactions, as well as on income tax planning for closely-held businesses and high net worth individuals. In addition, Randy counsels on tax considerations related to affiliated group operations, tax attribute planning and preservation, and renewable energy transactions.
