Learn strategies to optimize tax structures, enhance efficiency, and boost client operations.
This presentation aims to equip tax practitioners and advisors with the knowledge to optimize their clients' existing operations through more efficient and economical tax structures. Attendees will learn to assess the best strategies for restructuring business operations to enhance both tax and operational efficiency.
The course will also cover methods to evaluate the most efficient tax structures based on a client's historical performance and ownership and determine whether restructuring or changing business entities would be beneficial. Alongside the theoretical tax implications of such changes, the presentation will include practical examples and models that have been successfully implemented for our firm's clients.
Agenda
Faculty
Chris Schleicher, CPA, MBT
Baker Tilly Advisory Group, LLP
- Tax senior manager in Baker Tilly Advisory Group, LLP’s transactional tax advisory services tax group, a practice within Baker Tilly’s specialty tax team
- Over 13 years of public accounting experience, during which time he gained specialization in the mergers and acquisition (M&A) tax arena
- Experienced in a wide variety of industries including manufacturing & distribution, technology, software, commercial services, life sciences, and construction & real estate
- Advises clients on the tax consequences of transactions including acquisitions, sales, and other reorganizations; and assists in identifying alternative structures
- Significant experience in tax attribute modeling, limitations, and preservation
- Leads tax due diligence projects for buy-side clients and assists in sell side tax diligence preparation
- Member of the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants
- M.B.T. degree, University of Minnesota – Twin Cities; B.S. degree in accounting, St. Cloud State University
- Can be contacted at [email protected]
Brett Levin, JD, LLM
Baker Tilly Advisory Group, LLP
Brett Levin, JD, LLMF
- Tax manager in Baker Tilly Advisory Group, LLP’s transactional tax advisory services tax group, a practice within Baker Tilly’s specialty tax team
- Specializes in Section 1202 QSBS analysis, tax due diligence and tax structuring for buy-side and sell-side transactions
- Significant experience with tax modeling and structuring to optimize tax efficiency, including in the Section 1202 context, along with modeling the restructuring implications of entity conversions
- Member of the American Bar Association and State Bar of California
- LL.M. degree in taxation, Georgetown; J.D. degree, Indiana University
- Can be contacted at [email protected]
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