Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of “Tax Implications of Merger and Acquisition Transactions.”

In this episode, Avi and Lou discuss an overview for business owner and their trusted advisor on the following topics: 1) The traditional deal structures utilized in M&A transactions 2) A focus on the tax implications of each transaction form 3) More complex deal structures that can facilitate transactions in certain scenarios. 4) The tax treatment of asset sales, stock sales, mergers and transactions under Section 368(a)(1)(F), Section 338(h)10 and Section 336(e) of the Internal Revenue Code.

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Friday, February 28th at 8:30am (EST) featuring Kevin Matz, Esq., CPA, LL.M. (Taxation) a Partner at ArentFox Schiff based in New York. He will be speaking on the topic of “Highlights of the 2025 Heckerling Institute on Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q  ***

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