Slide Deck

18 Slides available anytime
  • 18 Slides

Fundamentals of Forward Triangular and Reverse Triangular Mergers

 
This on-demand webinar will provide anyone involved in the world of M&A with the knowledge they need to understand the fundamentals of triangular mergers, including both forward triangular mergers and reverse triangular mergers. In today’s dynamically changing landscape, practitioners, business owners and managers need to stay on top of the latest legal and tax developments. This on-demand webinar will not only provide participants with what they need to know about the tax and nontax basics of triangular mergers, but it will also include a discussion of important recent legal and tax developments in this area of the law. This program will also assist you in evaluating whether to structure a transaction as a forward triangular merger or a reverse triangular merger, and whether to use a tax-free or taxable structure. 

Learning Objectives:
•You will be able to review requirements for tax-free FTM or RTM.
•You will be able to recognize consequences of failed tax-free FTM or RTM.
•You will be able to identify corporate attributes, including corporate tax attributes.
•You will be able to describe factors to consider in choosing between an FTM and an RTM.

Faculty

Norman Lencz

Venable LLP

Agenda

Faculty

Norman Lencz

Venable LLP

  • Partner, Tax and Wealth Planning Group
  • Focuses his practice on a broad range of international, federal, state and local tax matters
  • Advises clients on tax issues relating to corporations, partnerships, limited liability companies, joint ventures, REITs and RICs; tax-free and taxable mergers, acquisitions and spin-offs; compensation planning; installment sales and like-kind exchanges; and real estate development and investment
  • Practice encompasses all aspects of both tax planning and tax controversy matters
  • Combines innovative thinking, a deep knowledge base and broad experience to provide creative solutions to the tax issues facing his clients
  • Speaks extensively on tax matters to a wide array of audiences, and he also writes a column for the “Real Estate & Passthrough Corner” of the Journal of Passthrough Entities
  • Can be contacted at [email protected]

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