New York Mergers & Acquisitions Chapter Meeting

Date -
Chapter - New York

Event Description

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

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