Tax Consideration in Exiting a Buisness

CENTRAL INDIANA CHAPTER EVENT

Tax Consideration in Exiting a Buisness


Todd Lady, Partner at Taft Stettinius & Hollister LLP, will discuss the basic income tax considerations facing a liquidity event with respect to the sale of a business, including the evolution of “conventional wisdom” based on recent tax reform.

LEARNING OBJECTIVES:

  • Obtain an understanding of the tax considerations associated with a sale of the business,
  • How to determine after-tax expectations and the legal tensions that may exist in optimizing after-tax returns
  • Attracting the highest purchase price.

 

 

 

 

Thank you to our sponsoring firm:

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIIndiana.org.

Todd C. Lady

Todd C. Lady

Partner, Taft Stettinius & Hollister LLP

Contact Todd

Todd focuses his practice on general corporate taxation and international tax matters. He frequently represents clients with respect to domestic and cross-border M&A, inbound investment by non-U.S. persons, taxation of financial instruments and foreign currency denominated investments, choice of legal entity and the application of the United States tax-treaty network.

A significant component of Todd’s practice includes advising U.S. clients with respect to the U.S. reporting of foreign activities, representing clients in seeking administrative relief through the private ruling process and representing clients under examination by the IRS. Todd’s practice also includes assisting clients with preserving tax attributes in connection with financial restructurings and the proper taxation of damage awards and settlements.

Todd’s experience includes representing both FORTUNE 500 companies and closely held businesses with respect to corporate and international tax matters. He is a frequent speaker on the topics of corporate and international taxation and a member of the Council of the Taxation Section of the Indiana State Bar Association. Todd has been recognized by Best Lawyers in America® for tax law and has been selected by Law & Politics Magazine as an Indiana Rising Star in tax. He is also a member of the firm’s Executive Committee.

Connect with the Presenter: Taft Stettinius & Hollister LLP | P: (317) 713-3543 | E: tlady@taftlaw.com | Connect with Todd

Continuing Education


CEPAs receive 1 CE credit

CPAs receive 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.