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:

• Structuring deals to minimize federal, state, and local tax liabilities
• Strategies for optimizing capital gains and leveraging QSBS exemptions
• Using split-interest charitable trusts and DINGs for tax-efficient planning
• Post-sale tax considerations, including carry-forwards and financial alignment
• Real-world examples of tax planning strategies that enhance deal value

Why Join Live?

• Gain practical insights into tax-efficient deal structuring
• Learn strategies to help clients maximize after-tax proceeds
• Open Q&A with Jeffrey Getty to discuss specific tax planning challenges

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.