Instructor
Matthew Foreman
Instructor
Matt advises businesses on the tax effects of a variety of corporate transactions, including taxable and tax-free reorganizations, mergers, sales, and acquisitions. He designs and implements tax-efficient structures for U.S.-based businesses to expand abroad and invest in foreign joint ventures. Matt drafts tax memoranda and opinions on a variety of subjects, tax-efficient return of capital to owners, and Qualified Small Business Stock (QSBS). He has extensive expertise in a variety of SALT issues, especially New York State residency audits and state Sales and Use tax nexus issues post-Wayfair. Finally, Matt has a podcast, How Tax Works, that seeks to equip listeners with the knowledge they need to navigate the intricacies of taxation with confidence.
After OBBBA was passed, there has been a lot of discussion about qualifying for QSBS treatment, but very little on why you might want to avoid it. This session will inform the attendees about section 1202 of the Internal Revenue Code, specifically challenges and common problems.
None.
CPAs, attorneys, financial planning professionals.