ISIS) seminar folder "Current tax topics in M&A transactions" (2024)
All documents from the ISIS) seminar "Current tax topics in M&A transactions" from March 21, 2024 under the direction of Susanne Schreiber in one PDF document. Case studies, detailed solution notes and slides: Here you will find all documents of the individual workshops according to the following content description.
Content
Challenging tax issues arise in M&A transactions.
The identification of tax risks as part of due diligence and how to deal with them, e.g. quantification and consideration in the purchase price, cure, disclosure, contractual protection and defense after acquisition or coverage by tax insurance.
In view of rising interest rates, tax issues relating to acquisition financing are also coming back into focus, e.g. financing via bonds in Germany and abroad. Different buyers can be approached by splitting up the operating company and real estate. However, complex tax issues regularly arise here. In addition to tax consequences, transactions can often lead to unintended social security consequences that should not be ignored. And in the international environment, the effects of Pillar 2 on tax attributes in transactions, on joint ventures and contractual hedging must be considered.
Speakers from the consulting sector and tax authorities will shed light on current tax pitfalls from various angles.
Topics and speakers
Strategies and challenges in tax due diligence (learn more)
Matthias Marbach, certified tax expert, Partner and Head of Deals Tax, PricewaterhouseCoopers AG
Juliette Buob, certified tax expert, Senior Manager, PricewaterhouseCoopers AG
Tax aspects of financing (learn more)
Stefan Oesterhelt, Attorney-at-Law, Certified Tax Expert, Partner, Homburger AG
Daniel Bieri, Team Leader Team Ruling, DVS Division Federal Tax Administration FTA
Carve-outs and real estate transactions (learn more)
Maxim Dolder, MLaw, certified tax expert, Senior Advisor, Tax Partner AG
Gianfranco Gambaro, Attorney at Law, Property Tax Specialist, Tax Office of the City of Zurich
Social security law issues in transactions (learn more)
René Aeschlimann, AHV auditor, consimo compensation office
Martin Leu, Certified Tax Expert, Senoir Associate, Bär & Karrer AG
Pillar 2 for M&A transactions and mergers (learn more)
Thomas Hug, certified tax expert, Partner, Deloitte AG, substitute judge at the Zurich Tax Appeals Court
Flurin Poltera, certified tax expert, lawyer, EMC INSEAD, Partner, Deloitte AG
