Transactional Opportunities And Considerations For The Insurance Industry 2021 | BDO USA, LLP | 20 January 2021 | Webinar

Considering the impact of the COVID-19 pandemic on the insurance industry, now more than ever, new or existing dealmakers in the insurance industry must be vigilant and flexible to make informed business decisions as they approach new deals. As dealmakers explore new mergers and acquisitions, engaging tax early in the process provides the opportunity to structurally solve tax issues that may result in pricing uncertainties or a closing risk. Early engagement may allow for the preservation or optimization of existing tax benefits resulting in maximizing deal value for the buyer and seller.

The benefits from collaborating with the tax function tend to reflect a few common themes that we will explore during this webinar. At the completion of this webinar, attendees should be able to:

• Identify M&A collaboration opportunities with the tax function
• Articulate key sources of unexpected tax costs and other M&A considerations
• Identify certain restructuring opportunities available to optimize tax benefits

Learning Objectives:

• Identify collaboration opportunities with the tax function in transactions
• Identify unexpected tax costs and other considerations around transactions
• Identify options for restructuring to maximize tax saving

2021 Speakers

Sean Finn
Tax Managing Director, BDO USA, LLP

Doug Bekker
Partner, National Tax Office, Merger & Acquisitions, BDO USA, LLP