Cross-Border M&A Tax Planning 2023 | Practising Law Institute (PLI) | 6 March 2023 | Virtual

The changes made by the 2017 Tax Act, CARES Act, and the Inflation Reduction Act, and the challenging debt and equity markets have resulted in an uncertain global M&A landscape. At this year’s program, our faculty of recognized tax experts, including representatives from the Internal Revenue Service, will explore cross-border transaction structures and review tax planning considerations in today’s constantly evolving world.

What You Will Learn?

After completing this program, participants will be able to:
• Identify opportunities and pitfalls when selling a non-U.S. business
• Determine when a spin off is the best way to divest a business
• Describe the impact of the Inflation Reduction Act (“IRA”) on cross-border acquisitions
• Recognize planning opportunities in the post-acquisition integration of target and acquirer operations

2023 Speakers

CHAIRPERSONS:

David H. Schnabel
Partner, Davis Polk & Wardwell LLP

Karen Gilbreath Sowell
Principal, EY

MODERATORS:

Marc A. Countryman
Partner, EY

Phillip Gall
Principal, EY

Gordon E. Warnke
Principal, Tax, KPMG LLP

SPEAKERS:

Richard M. Casavechia
Global Chairman, Barclays Investment Bank

L. Ulysses Chatman
Attorney in the Office of Associate Chief Counsel (International), Branch 4

Erin Cleary
Partner, Debevoise & Plimpton LLP

William A. Curran
Associate, Davis Polk & Wardwell LLP

Austin Diamond-Jones
Branch Chief, Internal Revenue Service

William Dixon
Managing Director, Citigroup Global Markets Inc.

David Dubner
Partner Managing Director, Goldman Sachs & Co

Pamela L. Endreny
Partner, Gibson, Dunn & Crutcher LLP

Jason R. Factor
Partner, Cleary Gottlieb Steen & Hamilton LLP

Darren G. Heil
Managing Director, Corporate Finance Advisory, J.P. Morgan Securities LLC

Marie C. Milnes-Vasquez
Special Counsel (Published Guidance), Internal Revenue Service

Colleen V. O'Neill
Partner, EY

Joseph M. Pari
Co-Chair, Weil, Gotshal & Manges LLP

Gary Scanlon
Principal, KPMG LLP

Michael L. Schler
Retired Partner, Cravath, Swaine & Moore LLP

Jodi J. Schwartz
Partner, Wachtell, Lipton, Rosen & Katz

Moshe Spinowitz
Partner, Skadden, Arps, Slate, Meagher & Flom LLP

Lewis R. Steinberg
Managing Director, BofA Securities, Inc.

Andrew L. Wigmore
IRS Office, Chief Counsel International

Robert B. Williams, Jr.
Senior Counsel; Office of the Associate Chief Counsel (International), Branch 4

Alyssa F. Wolpin
Counsel in the Tax Department, Paul, Weiss, Rifkind, Wharton & Garrison LLP