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Transactional Opportunities and Considerations for the Insurance Industry

January 20, 2021
1:00 PM to 2:00 PM EST

LaToya Henry, Event Marketing Manager
Technical Support:

Technical Support
(BDO Employees):
  • Summary
  • Course Description
  • CPE Information
  • Speakers
BDO invites you to join Doug Bekker and Sean Finn as they discuss the importance of collaboration with the tax function in transactions.

Considering the impact of the COVID-19 pandemic on the insurance industry, now more than ever, new or existing dealmakers in the insurance industry must be vigilant and flexible to make informed business decisions as they approach new deals. As dealmakers explore new mergers and acquisitions, engaging tax early in the process provides the opportunity to structurally solve tax issues that may result in pricing uncertainties or a closing risk. Early engagement may allow for the preservation or optimization of existing tax benefits resulting in maximizing deal value for the buyer and seller.
The benefits from collaborating with the tax function tend to reflect a few common themes that we will explore during this webinar. At the completion of this webinar, attendees should be able to:
  • Identify M&A collaboration opportunities with the tax function
  • Articulate key sources of unexpected tax costs and other M&A considerations
  • Identify certain restructuring opportunities available to optimize tax benefits
Doug Bekker, Partner, National Tax Office, Merger & Acquisitions, BDO USA, LLP
Sean Finn, Tax Managing Director, BDO USA, LLP
Learning Objectives:
  • Identify collaboration opportunities with the tax function in transactions
  • Identify unexpected tax costs and other considerations around transactions
  • Identify options for restructuring to maximize tax savings
Delivery: This webinar will be delivered via the BDO Online Network
Prerequisites: None
Advanced Prep: None
Credits: 1.0 CPE Credit in Specialized Knowledge
Program Level: Basic
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