M&A Circle – The Implication of Tax Reform on M&A

Date: Tuesday, May 15, 2018
Time: 6:00pm-8:30pm
Location: Arnold & Porter LLP
3000 El Camino Real
Five Palo Alto Square
Suite 500
Palo Alto, CA 94306


Adopted on December 22nd of last year, the Tax Cuts and Jobs Act represents the most significant tax reform since 1986. Many of its provisions impact the M&A planning and structuring process, such as the lowering of the corporate tax rate, the limitation of interest deductibility, and the reduction of the value of NOLs. So what kind of impact are these provisions having in practice? How should companies factor them into their M&A processes?

Join our roundtable forum on May 15th to discuss these and related issues.

 

Our Distinguished Panel

 

Dan Knappenberger, CFA

Principal, Valuation Services
Deloitte Transactions & Business Analytics LLP

Dan is a Valuation and Modeling principal with Deloitte Transactions & Business Analytics LLP (“DTBA”) within Deloitte Advisory. Dan coordinates the national marketplace activities for Deloitte’s Technology, Media, and Telecommunications industry practice for the Valuation & Modeling competency. He also coordinates all marketplace activity for Deloitte Advisory in the San Jose and Silicon Valley market. He has more than twenty years of experience providing valuations in support of financial statement reporting, tax planning, M&A, and other strategic matters. He has managed and performed a variety of business advisory and valuation related projects to both domestic and global clients in a variety of industries. He has particular expertise in the valuation of business and equity interests as well as intellectual property including: technology, patents, software, research and development, brands and trade names, as well as customer relationships.

Dan has lectured and taught corporate finance and valuation theory at the graduate and undergraduate levels at various universities. He has also written and spoken throughout the United States on various valuation topics.

 

William Needle

Counsel
Arnold & Porter

Will is a tax attorney at Arnold & Porter, engaged in a broad-based practice involving all aspects of federal taxation. Will advises corporate and other clients on a wide variety of issues arising in the course of corporate transactions, tax planning, investing in or sponsoring private equity and hedge funds, compensation arrangements, wealth transfer planning, and tax audit and controversy work.

 

 

Our Distinguished Moderator

 

Nick O’Keefe

Partner
Arnold & Porter LLP

Nick is an M&A Partner in Arnold & Porter’s Silicon Valley office. He has over 20 years of corporate law and M&A experience, with an emphasis on buy-side and sell-side work and takeover defense, including domestic and cross-border deals. His clients include public and private strategics, private equity funds, sovereign wealth funds and financial advisors.