Event Type Webinar
april
16apr11:00 am12:00 pmAM&AA Ed|ge | Tax Tactics for M&A: Unlocking Hidden Value in Every Deal
Event Details
Event Details
Tax planning plays a critical role in M&A transactions, influencing deal structure, value, and post-sale outcomes. Without proper planning, unexpected tax liabilities can erode value, complicate negotiations, and create financial inefficiencies. This session will explore key tax strategies that help minimize liabilities and maximize after-tax proceeds. Jeffrey T. Getty, an experienced M&A advisor and tax attorney, will share insights into structuring deals for tax efficiency, leveraging advanced planning techniques, and addressing key tax considerations before, during, and after a transaction. Discussion Topics:
Why Join Live?
This session is designed for M&A advisors, investment bankers, business brokers, accountants, and attorneys looking to strengthen their tax planning expertise and deliver greater value in transactions. Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge. |
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Virtual Event Details
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Time
(Wednesday) 11:00 am - 12:00 pm
17apr11:00 am12:00 pmWomen of AM&AA Virtual Networking Event
Event Details
Event Details
Join us for a free, members-only virtual networking event designed to bring together women professionals in the Mergers & Acquisitions industry. This is your opportunity to connect with peers across private equity, M&A advisory, law, accounting, consulting, and more—all in a collaborative and engaging setting. Why Attend?
This exclusive event will be hosted by Lindsey Wendler, Managing Director at 414 Capital, and is open only to AM&AA members. Don’t miss this chance to build connections, exchange ideas, and strengthen your presence in the M&A community! |
Virtual Event Details
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Event has already taken place!
Time
(Thursday) 11:00 am - 12:00 pm
30apr11:00 am12:00 pmAM&AA Ed|ge | Sales Tax Challenges in M&A - Compliance & Cleanup
Event Details
Event Details
Unexpected sales tax liabilities can derail deals, create financial risks, and add post-close headaches. This AM&AA Ed|ge session will help M&A professionals navigate the complexities of sales tax in transactions—before and after closing. Join Brian Greer and Jeff Meigs of TaxConnex as they break down sales tax risks, compliance best practices, and mitigation strategies to protect your organization. Learn how to assess exposure, resolve inherited liabilities, and establish a seamless compliance process post-acquisition. Whether you’re advising clients or managing your own deal, this session will provide essential insights to minimize risk and ensure smooth transactions. Discussion Topics:
Why Join Live?
This session is ideal for M&A advisors, CPAs, accounting professionals, CFOs, and controllers looking to strengthen their understanding of sales tax compliance in transactions. |
Time
(Wednesday) 11:00 am - 12:00 pm