An upcoming election means a possible new tax plan. In 2021, will it be “Make Acquisitions Great Again” or “Battle for the Soul of Transactions?” For business leaders considering a transaction, it can be hard to determine whether to sell, not to sell or to change your business structure. While we can’t predict the future, we can discuss the tax policy changes that could be coming and how that impacts mergers and acquisitions strategies, capital gains and future business planning. What should businesses and business owners consider in anticipation of a possible administration shift? How can attorneys help their clients navigate these policies? What can wealth managers and tax specialists do to shield their clients? Why would bringing on a value creation specialist be a good idea? We’ll discuss these topics and more on Thursday, October 29, 2020. The discussion will be led by Warren Averett Member and Leader of Warren Averett’s Transaction Advisory practice, Hanny Akl. We’re proud to welcome to the panel:
- William M. Sharp, Sr. – Partner, Holland & Knight
- Andrea Darling de Cortes – Partner, Holland & Knight
- Eric Samuels – Vice President, Houlihan Lokey
- Josh Reidinger – President, Warren Averett Asset Management
- David LeGrand – Tax Member, Warren Averett
These advisors will have an open dialogue on the differences between Trump’s and Biden’s tax plans, as well as the impacts you and your organization could experience and how to ensure you are structuring your investments and your enterprise to minimize your risk.