Gain insight into the tax treatment of transaction costs in commonly encountered business scenarios.
This topic will equip you with knowledge of the tax treatment of transaction costs in commonly encountered business scenarios. Using real world examples and case studies, this material will guide you through the general rule of capitalization under Section 263(a) focusing on due diligence costs, facilitative and nonfacilitative costs and covered transactions. The information and materials will examine asset and business transaction types and the effect of such on transactional cost tax treatment. Of note, this topic provides special attention to the effect of 2017's TCJA on transaction costs and reviews treatment of success-based fees in business transactions.
Agenda
Faculty
Todd Denison
Phelps Dunbar LLP
- Partner with Phelps Dunbar LLP
- Practice focuses on business and tax law
- Counsels corporate and individual clients in various facets of their business operations, including: corporations and partnerships, employee stock ownership plans (ESOP), general tax advices, and trust and estates/estate planning
- Advises closely held companies nationwide on ESOP transactions, from feasibility studies to plan development, document drafting, and financial structuring, while collaborating with banks and benefits counsel to ensure compliance and optimal outcome
- Clients include a regional engineering firm, national advertising agency, regional construction firm, regional stone and interior design firm, and numerous family-owned businesses operating locally, regionally, and internationally
- Frequent speaker and has several publications
- Member of numerous professional and civic organizations
- Achieved the highest rating with Martindale-Hubbell Law Directory
- Mid-South Super Lawyers Rising Stars list, Super Lawyers (2010-2014), Business Organizations (including LLCs and Partnerships) (2019-2025), Tax Law (2018-2025), Trusts and Estates (2018-2025), The Best Lawyers in America
- LL.M. Degree, New York University School of Law; J.D. Degree, University of Montana School of Law; M.A. and B.A. Degrees, University of Montana
- Can be contacted at 251-441-8206 or [email protected]
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