2024 Tax Strategist Private Equity Webcast Series - Unlocking Value: Tax Strategies for Effective Private Equity Divestitures
1.0 CPE Credit
in the Field of Taxes
Delivery: This webcast will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Learning Objectives:
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State the latest tax law changes and regulatory developments that could impact divestiture transactions and strategies within the private equity space.
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Recognize the importance of tax attributes such as stock basis of subsidiaries, E&P, NOLs, and other tax credits, and learn how to leverage these attributes to optimize the tax position in a divestiture scenario.
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Examine the various structuring options for divestitures and how to select the most tax-efficient approach tailored to the specific needs of a private equity transaction.
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Identify common tax-related risks associated with divestitures and acquire strategies to manage and mitigate these risks effectively.
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Discuss the primary tax considerations and challenges that arise during the divestiture process, including the implications for both the selling and acquiring entities.
BDO USA, P.C., is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Alan Castillo
Practice Leader, Management Advisory Services
BDO USA
Johnny Montoya
Principal, Transaction Advisory Services
BDO USA
Katya Gimbel
Principal, Transaction Advisory Services
BDO USA
Kevin Ainsworth
Principal and Technical Practice Leader, National Tax Office, Corporate and M&A
BDO USA