The Tax Tail that Wags the Deal Dog

Thursday, September 25th, 2025

7:30 – 9:15 am

When it comes to M&A, it’s often said that the deal lives or dies in the details. More often than not, those details are tax-driven.

Join us for a thought-provoking panel discussion where top tax and legal professionals pull back the curtain on how tax strategy shapes every stage of the transaction. From entity restructures and rollover equity to earn outs, installment payments, and indemnity planning (understanding the tax tail isn’t just about compliance, it’s about creating value).

You’ll gain insights into:

• How tax planning can make or break a deal

• Common pitfalls that can derail negotiations and how to avoid them

• Real-world examples where early tax strategy drove better outcomes

• The critical collaboration between CPAs, attorneys, and bankers that unlocks success

Whether you’re a seasoned dealmaker or simply want a deeper understanding of the forces behind M&A strategy, this session will give you the tools to lead with tax insight rather than treat it as an afterthought.

CPE credits are available.