Tax Considerations in M&A | Lesley Adamo w/ Kison Patel

Lesley Adamo, Vice Chair of the Tax Group at Lowenstein Sandler LLP, This episode is sponsored by The M&A Science Fair, the exclusive event for the industry-leading M&A corporate practitioners. Join us on October 5th in NYC and collaborate with the best in the business to test your hypothesis and refine your strategies. Secure an invite at mascience.com/fair, and make sure to use EARLYBIRD for a 20% discount! Bookmarks 00:00 Intro 03:57 Tax Complexities 06:08 Considering Tax 15:35 Start-up Tax liabilities 19:54 Minimizing Risks 23:47 Stock vs. Asset sale 25:23 Net Operating Losses 28:44 Buyer’s Benefits 30:26 Creating a Holding Company 32:27 Equity Compensation 34:20 Efficient Tax Structuring for Sellers 40:45 Negotiations 43:32 Tax Considerations in LOI 48:36 Qualified small business stock 55:27 Relocation for Tax Savings 58:01 Tax considerations during diligence 1:00:01 Lessons Learned - Do get a tax advisor 1:01:25 The most creative strategy you've seen to avoid paying taxes #mergersandacquisitions #mascience #taxconsiderations #law #dealstructure __________________________________________________ Website: http://mascience.com/ Linkedin:   / mascience   Twitter:   / m_a_science   Facebook:   / masciencepodcast   __________________________________________________________ ABOUT M&A SCIENCE M&A Science is the world’s first community resource for M&A tips, techniques, and strategies to achieve desired outcomes and better success. We bring you behind the scene stories, proven techniques, and key takeaways of real-life M&A deals. For more exclusive content from the industry's top experts, visit mascience.com