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Tax Issues in M&A Transactions

Recorded On: 09/30/2025

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Do you know the primary tax considerations in M&A transactions?  Join this primer delivered by experienced tax partners and in-house counsel to explore the various ways tax intersects with an M&A transaction. Participants will gain deep insights into how tax professionals navigate tax diligence, structuring, purchase price considerations, and tax covenants, and will be better suited to advise and communicate all things tax.

Generously Sponsored by Blank Rome LLP

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This live program offers free CLE in select jurisdictions for members of ACC. Please see details below! 

 

CLE/CPD CREDIT IS AVAILABLE IN THE FOLLOWING JURISDICTIONS: 

*Alaska, *Arizona, California, *Connecticut, Georgia, *Hawaii, Illinois, Minnesota, Missouri, *Montana, *New Hampshire, *New Jersey, *New York, *North Dakota, Ohio, Pennsylvania,Tennessee, Texas, and Washington. 

 

*Indicates that CLE/CPD credit is available by virtue of reciprocity with another jurisdiction. 

 

ACC WILL MAKE AN APPLICATION FOR CLE UPON REQUEST IN THE FOLLOWING JURISDICTIONS:  

Arkansas, Colorado, Delaware, Kansas, Louisiana, New Mexico, South Carolina, and Vermont. 

 

Requests must be made one week prior to the scheduled program date to ensure timely application submission. Please use the form below to submit your request for CLE.  

 

CLICK HERE TO ACCESS THE FORM! 

 

ATTENDEES MUST SELF-FILE IN THE FOLLOWING JURISDICTIONS (A CERTIFICATE WILL BE PROVIDED TO ASSIST YOUR FILING EFFORTS): 

Alabama, Florida, Idaho, Indiana, Iowa, Kentucky, Maine, Mississippi, Nebraska, Nevada, North Carolina, Oklahoma, Oregon, Puerto Rico, Rhode Island, Utah, West Virginia, Wisconsin, and Wyoming. 

 

 

CLE/CPD IS NOT MANDATORY IN THE FOLLOWING JURISDICTIONS: 

District of Columbia, Maryland, Massachusetts, Michigan, South Dakota 

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Tax Issues in M&A Transactions
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Cory Jacobs

Partner, Tax

Blank Rome

Cory Jacobs concentrates his practice in the areas of business tax law and general corporate law. He advises a broad range of individual and business taxpayers in the technology, manufacturing, healthcare, energy, financial services, sports, and consumer products industries. He regularly provides strategic advice in matters relating to:

  • Tax-efficient structuring of mergers, acquisitions, divestitures, reorganizations, spin-offs, redemptions, and liquidations
  • Use of partnerships, S corporations, and limited liability companies
  • Issuances of equity-based compensation

Cory regularly represents private equity firms, public companies, family-owned businesses, and entrepreneurs. His diverse, multi-industry experience yields a tailored, business-minded approach when advising clients on sophisticated tax issues. Cory has taught numerous corporate and partnership tax classes at Rutgers Camden Law School and Villanova University School of Law. His tax practice is enhanced by his CPA experience as a senior tax consultant in Deloitte & Touche’s international and domestic tax practices.

Jeffrey Rosenfeld

Partner, Tax

Blank Rome

Jeffrey Rosenfeld concentrates his practice in the area of business tax law. He counsels public and private corporations, partnerships, and individuals in a broad array of tax matters including:

  • Domestic and international tax matters
  • State and local tax planning
  • Tax-efficient structuring of domestic and international mergers, acquisitions, divestitures, reorganizations, spin-offs, redemptions, and liquidations
  • Formation, operation, and acquisition of Subchapter S corporations, partnerships, and limited liability companies
  • Federal, state, and local criminal and civil tax controversies, including audits, administrative appeals, and litigation
  • Issuances of equity-based compensation

In addition to his tax practice, Jeffrey maintains a corporate practice where he draws upon his tax base to draft, negotiate, and advise clients on limited liability company operating agreements, equity incentive agreements and similar equity-related documents. Jeffrey’s experience in this regard spans across many industries, including (most prominently) the private equity industry.

Jeffrey also counsels corporate clients and individuals regarding undeclared foreign bank accounts, including “FBAR” reporting obligations, and has represented numerous clients in the Internal Revenue Service’s various voluntary disclosure programs.

Jeffrey also has digital currencies industry experience, including:

  • Formation of entities to be engaged in the digital currencies space
  • Negotiation, drafting and documentation of governing documents (such as limited liability company agreement) for entities engaged in the digital currencies space
  • Compensation and other issues concerning the issuance of digital currencies or the grant of digital currencies to service providers
  • Federal income tax consequences associated with the purchase, sale or exchange of digital currencies