Davis Polk partner Mario Verdolini and senior counsel Dana Trier will speak at Practising Law Institute’s upcoming “Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2020” webcast. Verdolini will speak on the “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules that Every Tax Advisor Should Know” panel. The panel will discuss ethics rules related to advising clients on corporate transactions, including tax motivated transactions, and the pitfalls encountered by the advisor at every stage – from the planning of the transaction, to providing tax opinions and recommending return positions, to dealing with the IRS in audit; the ethical rules and standards derived from the Internal Revenue Code, Circular 230, the AICPA Statements on Standards for Tax Services, and the ABA Model Rules of Professional Conduct.
Trier will speak on the “Financial Instruments in M&A and Other Corporate Transactions” panel. The panel will discuss structuring M&A financings and related transactions in a post-2017 Tax Act and post-CARES Act world, including impacts of Section 163(j), base erosion anti-abuse tax (“BEAT”) and global intangible low-taxed income (“GILTI”) regimes.
The webcast will take place October 14-16, 2020.
For more information, please visit the webcast website.