United States: Tax Basis Step-Up Transactions
Last Updated: March 12 2016

Start Time: May 12, 2016 3:00 PM ET
End Time: May 12, 2016 4:30 PM ET

Location Details: Online
Event Type: Webcast
Recommended CPE Credits: 1.5
Audience: Tax professionals

Contact: Julia Dolinsky
Phone: +1 202 521 1516
Email: julia.dolinsky@us.gt.com

Register now

Program Content:

In most taxable transactions, it is possible to structure the deal to achieve a tax basis step-up for the buyer. But is it always desirable, and what's the best structure to accomplish this? We will summarize the pros and cons of basis step-up transactions and outline the options available to the buyer to achieve a basis step-up. Topics will include asset purchases, Section 338(h) (10) and Section 336 elections, partnership transactions with Section 754 elections, Rev. Rul. 99-5 transactions, and other mechanisms to achieve basis step-ups.

Learning Objectives:

  • Identify the impact of tax basis step-up transactions.
  • Analyze structuring options to achieve a tax basis step-up.
  • Distinguish each structure and how they might apply to a deal.
  • Compare and contrast costs and benefits of different options.

Featured speakers:

  • Russ Daniel, Managing Director, Mergers and Acquisitions Tax Services, Charlotte, N.C.
  • Meghan Jodz, Senior Manager, Mergers and Acquisitions Tax Services, Philadelphia, PA.
  • Melanie Krygier, Senior Manager, Mergers and Acquisitions Tax Services, San Francisco, CA.

Recommended Field of Study: Taxes
Program Level: Overview
Prerequisite: None
Delivery Method: Group-internet

If you have any questions or encounter any difficulties while enrolling, please contact technical support via phone at +1 877 398 9939, via email at GTWebcast@level3.com, or visit our webcasting frequently asked questions page.

If you have any questions regarding CPE credit, please contact CPE support via phone at +1 630 396 5831, via email at CPEEvents@us.gt.com, or visit our webcast CPE information page Register now

To print this article, all you need is to be registered on Mondaq.com.

Click to Login as an existing user or Register so you can print this article.

Some comments from our readers…
“The articles are extremely timely and highly applicable”
“I often find critical information not available elsewhere”
“As in-house counsel, Mondaq’s service is of great value”

Press Releases from this Firm
Recent Content from this Firm
By Mike Eickhoff, Steve Carter, Brian Szymanski, Tam Vo, Ross Benitz, Laura Gourley
By Michael Boykin, Dana Lance, Mark Danbom, Jamie Yesnowitz, Chuck Jones, Lori Stolly, Priya Nair
By Dustin Stamper, Shamik Trivedi
By David Auclair, Shamik Trivedi
By David E. Sites, Cory Perry
By Jeff Borghino, Andrew Cordonnier
By Grant Thornton
By Jeff Borghino, Andrew Cordonnier
By Eddie Adkins, Jeff Martin
By Eddie Adkins, Jeff Martin
Font Size: