2018 TAX REFORM SERIES
Effective Strategies to Take Advantage of the New Tax Laws
PART V: Flaster greenberg's inaugural M&A conference
Join us as we partner with our esteemed colleagues from Baker Tilley, Friedman CyZen, Mufson Howe Hunter, Pine Valley Investments, The DAK Group, and Withum Smith+Brown to introduce Flaster Greenberg’s inaugural Mergers & Acquisitions half-day conference.
Attendees will have the opportunity to network with other professionals in the M&A and middle market industries and make meaningful connections that could prove advantageous for the next deal. CPE and CLE credits will be available, and the discussions will center around the M&A lifecycle, what’s trending, the impact of the Tax Cuts and Jobs Act of 2017, and cybersecurity and data privacy issues.
Our half-day program is geared toward accountants, financial advisors, bankers, investors, M&A advisory firms, CFOs, CEOs, business owners/managers/directors, and in-house counsel.
Date and Time
Wednesday, November 7, 2018
8:00 – 11:30 a.m.
Flaster Greenberg PC's Cherry Hill Office
1810 Chapel Ave West
Cherry Hill, NJ 08002
Agenda
8:00 a.m. Breakfast/Networking/Registration
8:30: Welcome and Introduction
- Steven Poulathas, Corporate Department Chair, Flaster Greenberg PC
8:35 – 9:25 a.m. Session I: What’s Trending in M&A
- This session will discuss the trending issues in the M&A space.
- Q&A
Panelists:
- Michael Mufson, Managing Partner, Mufson Howe Hunter & Company, LLC
- Harry Morad, Managing Partner, Pine Valley Investments, LLC
- Stephen Raymond, Managing Director, The DAK Group, Ltd.
Moderator:
- Tami Bogutz Steinberg, Shareholder, Flaster Greenberg PC
9:35 – 10:25 a.m. Session II: Tax Update and Impacts on M&A
- 5 ways the Tax Cuts and Jobs Act of 2017 are impacting the M&A Deal
- Understanding the recent changes in the tax laws
- What trends are we seeing?
- Perspectives on how the Tax Act has impacted deals
- Tax Cut 2.0
- Q&A
Panelists:
- Steve N. Economou, Managing Director, Baker Tilly Capital, LLC
- Joseph Hayes, Shareholder, Flaster Greenberg PC
- Paul Helderman, CPA, MST, Partner, WithumSmith+Brown, PC
Moderator:
- Steven Poulathas, Corporate Department Chair, Flaster Greenberg PC
10:35 – 11:25 am. Session III: Cybersecurity & Data Privacy Due Diligence
- High level cybersecurity introduction
- Who is a target
- Why they’re a target
- How they’re doing these attacks
- How Cybersecurity ties into M&As
- Cybersecurity challenges for M&As
- How growing risks are affecting M&As
- What are driving these issues?
- Risk management – for sellers
- Best practices for either side of M&As
- Steps you can take to protect yourself and your company
- Q&A
Panelists:
- Jacob Lehmann, Managing Director, Friedman CyZen LLC
- William Mendez, Director, Friedman CyZen LLC
Moderator:
- Daniel Markind, Shareholder, Flaster Greenberg PC
Credits
A total of three (3) CLE and CPE credits will be available, one (1) per session. There will be separate sign-in sheets and Certificates of Attendance Available for each session.
