The Use of Spinoffs: Tax Strategies to Dispose of Corporate Assets (OnDemand Webinar)

$219.00

SKU: 411560EAU

Description

Understand the requirements of a taxfree spinoff and common pitfalls in taxfree spinoff structuring.A spinoff of assets or stock by a corporation can incur significant corporate and stockholderlevel tax if not properly structured. There are numerous and often esoteric requirements for a spinoff to qualify as a taxfree transaction for U.S. federal income tax purposes. This presentation will help tax advisors and inhouse tax practitioners understand the reasons when to pursue a taxfree spinoff, the requirements of a taxfree spinoff and common pitfalls in taxfree spinoff structuring. This workshop will also discuss areas under current IRS study, recent revisions to the IRS private letter ruling policy, and alternative structures if a taxfree spinoff is not available. Finally, this discussion will discuss issues specifically impacting technology and life science companies.

Date: 2024-09-17 Start Time: End Time:

Learning Objectives

When Does a Tax-Free Spinoff Make Sense?
• Costs Versus Value
• Operational Restrictions
• Availability for Technology Companies

Basic Requirements and Structures
• Statutory and Regulatory Requirements
• Core Documents
• Spin-off Structures

IRS Study and Rulings
• Recent IRS Guidance and Regulations
• Revisions to Private Letter Ruling Request Requirements and Ruling Policy

Alternatives
• Tracking Stock
• 336(E) Elections

AIPB ,CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Timothy Shapiro-Cooley LLP, Myra Sutanto Shen – Wilson Sonsini Goodrich & Rosati, P.C.