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Impact of Tax Reform on Private Equity M&A Transactions

June 20, 2018
3:00 PM to 4:00 PM EST

Meahgan Pear
  • Summary
  • CPE Information
  • Presenters

Recent changes in U.S. tax laws have had a major impact on private equity M&A transactions. Join BDO’s Transaction Advisory Tax Services and International Tax practices to break down some of the more critical changes and what they mean for the private equity industry.

Discussion topics include:

  • Various U.S. international tax developments that affect private equity deal structures
    • The “Transition Tax” as a debt-like item
    • Income inclusions including the new “Global Intangible Low Tax Income” regime
  • Acquiring and utilizing tax attributes post-Tax Reform
    • NOLs and certain credits
    • Stepped up basis (revised allocation preferences and ultimate value)
  • Efficiency during the holding period and at exit
    • Interest deductibility
    • Carried interest
Learning Objectives:
  • Identify and understand the impact of recent domestic tax reform developments on private equity transactions
  • Recognize how differences in transaction structures may be more beneficial to a private equity investor and its portfolio company
  • Distinguish how some recent U.S. international tax reform developments affect transaction structures and the tax cost of the repatriation of earnings from non-U.S. portfolio entities
Delivery: The webinar will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Credits: 1.0 CPE credit in a field of Tax
Program Level: Overview
BDO USA, LLP 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
Nate Collins, Transaction Advisory Services Tax Partner, BDO USA

Chip Morgan, International Tax Partner, BDO USA