CHAPTER NEWS
Our Communications & Technology Committee has created a NY Chapter LinkedIn page. Check it out at https://www.linkedin.com/company/tax-executives-institute-tei-new-york-chapter.
UPCOMING MEETINGS
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
Speakers:
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
Speakers:
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:
NOLs
Consolidated return rules
Deductibility of deal costs
§409A
§280G
Speakers:
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:
NOLs
Sell side and buy side issues
Unclaimed property
Speakers:
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:
§245A
§958(a)(2) indirect ownership of stock
§1248
§338
CAMT
Pillar 2
Speakers:
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
Speakers:
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 https://teinychaptermeeting6823.eventbrite.com
If you are not a TEI member, click https://www.tei.org/membership/membership/benefits for more information on TEI membership.
Questions? Contact: Bruce Maggin at brm1153@juno.com