Please note the program will be held in Gilchrist Hall Room 207.

The Anatomy of the Deal

This presentation will cover the lifecycle of a business transaction
from the first steps of dealing with brokers, the execution of NDA’s and
the Letter of Intent, through financial disclosures, due diligence, and
negotiations surrounding the definitive agreements, and will end with a
discussion on closing and post-closing issues. The presentation will
include a discussion of the joint efforts of attorneys and accountants
working on the various tax considerations including sales/use tax,
federal and state tax concerns, payroll, 83(b) elections, tax on net
investment income, partnership tax considerations,
assumption/cancellation of stock options, elections under IRC Section
338(h)(10) and tax-free transactions under Section 368. The seminar will
be presented by Karen N. Shapiro, Esquire and Mark W. Schweighofer,
Esquire of Stein Sperling Bennett De Jong Driscoll, PC.