Cross-Border M&A Tax Planning 2024 | Practising Law Institute (PLI) | 12 February 2024 | PLI New York, 1177 Avenue of the Americas, Entrance on 45th Street, New York, NY, USA

The changes made by the 2017 Tax Act, CARES Act, and the Inflation Reduction Act (“IRA”), 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

2024 Speakers

CHAIRPERSONS:

David H. Schnabel
Partners, Davis Polk & Wardwell LLP

Karen Gilbreath Sowell
M&A, EY

MODERATORS:

Marc A. Countryman
Partner, EY

Phillip Gall
Principal, EY

David S. Miller
Partner, Proskauer

Gordon E. Warnke
Principal, Tax, KPMG LLP

SPEAKERS:

Erin Cleary
Partner, Debevoise & Plimpton

William Curran
Associate, Davis Polk & Wardwell LLP

Austin Diamond-Jones
Branch Chief, Internal Revenue Service

Julie Divola
Partner, Pillsury Winthrop Shaw Pittman LLP

William Dixon
Managing Director, Citigroup Global Markets Inc.

David Dubner
Partner Managing Director, Goldman Sachs

Pamela Lawrence Endreny
Partner, Gibson, Dunn & Crutcher LLP

Jason Factor
Partner, Cleary Gottlieb

Darren Heil
Co-Founder & Partner, QM Advisors

Jeff Mensch
Head of M&A Structuring, Barclays Corporate & Investment Bank

Marie Milnes-Vasquez
Special Counsel, Internal Revenue Service

Colleen O'Neill
Partner, EY

Joseph Pari
Co-Chair, Tax Department, Weil, Gotshal & Manges LLP

Brady Plastaras
Attorney, Internal Revenue Service

Teisha Ruggiero
Branch Chief, Branch 4, IRS, Office of Chief Counsel

Gary Scanlon
Principal, KPMG US

David Schizer
Dean Emeritus and Harvey R. Miller Professor of Law & Economics, Columbia Law School

Michael Schler
Retired Partner, Cravath, Swaine & Moore LLP

Jodi Schwartz
Partner, Wachtell, Lipton, Rosen & Katz

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

Davis J. Wang
Sullivan & Cromwell LLP