TEI SLC: Mergers & Acquisitions with Baker Tax Law

Meeting Overview/Agenda

9:00 AM to 9:30 AM – Breakfast

9:30 AM to 12:20 PM – When Worlds Collide – Tax Legal and Accounting Considerations in the Sale and Operation of a Business

Tax Law and Accounting Update – Mergers & Acquisitions

• The use of an F Reorg for the sale of an S Corp
• Tax representations and warranties
• Allocation of purchase price
• Transfer taxes
• Compensation of employees
• Use of partnerships in a transaction
• State tax issues
• Qualified small business stock