Menu toggle
Search toggle
  • Chapter Community
    Visit TEI Connect and check out the New York Chapter community.
    Chapter Community
  • Join
    Influence, Advance and Connect:
    Become a TEI member and effect policy changes, meet your CE needs and connect globally with fellow tax professionals, while enjoying chapter benefits, such as local education and networking programs, career development and leadership training.



Our Communications & Technology Committee has created a NY Chapter LinkedIn page. Check it out at


Mergers & Acquisitions Chapter Meeting

Practical Implications of M & A Transactions from Modeling, Diligence, Legal Agreement, Planning and Integrating the Target

Hosted by KPMG LLP

345 Park Ave. (between 51st & 52nd Streets)

New York, NY

June 8, 2023

8:00 - 8:30 Registration and Continental Breakfast

8:30 – 9:30 Buyer and Seller Implications


Andrew Carlon, Partner - Cadwalader, Wickersham & Taft LLP

Victoria A. O’Connor, Director – KPMG LLP

TEI Moderator: Bruce R. Maggin

9:30-10:30 Diligence and the Legal Agreement


Andrew T. Davis, Partner - Cravath, Swaine & Moore LLP

Jason McCaughey, Principal – KPMG LLP

TEI Moderator: Bruce R. Maggin

10:30 - 10:45 Break and Networking

10:45 - 12:00 Operational issues - Federal Income and Excise Tax including:


Consolidated return rules

Deductibility of deal costs




Frank Mugabi, Partner - DLA Piper

John Tomaszewski, Jr., Managing Director - KPMG LLP

Jeff Vogel, Principal – KPMG LLP

TEI Moderator: Brian Power

12:00 -12:30 Lunch

12:30 - 1:45 Operational issues - State and Local Income, Sales, and Real

Estate Transfer Taxes including:


Sell side and buy side issues

Unclaimed property


Todd G. Betor, Partner - Eversheds Sutherland (US) LLP

John A. Ferrarella, Jr., Managing Director – KPMG LLP

Mark Yopp, Partner - Baker McKenzie

TEI Moderators:

Marji Gordon-Brown

Linda A, Klang

1:45 – 2:30 International Tax Issues Including:


§958(a)(2) indirect ownership of stock




Pillar 2


Kara L. Mungovan, Partner - Davis Polk & Wardwell LLP

Matthew F. O’Halloran, Principal – KPMG LLP

TEI Moderators:

Gary Lee

Dean Santucci

2:30 -2:45 Break

2:45-4:30 Structuring, Integrating the Business and Putting it All Together


Rachel D. Kleinberg, Partner - Sidley Austin LLP

Scott M. Masaitis, Principal - KPMG LLP

Joseph M. Pari, Partner – Weil, Gotshal & Manges LLP

TEI Moderator: Bruce R. Maggin

To register for this meeting click

If you are not a TEI member, click for more information on TEI membership.

Questions? Contact: Bruce Maggin at