Earnouts: Structuring, Types of Arrangements, Strategies, Taxation
Recording of a 110-minute CPE webinar with Q&A
This webinar will explore taxing and structuring earnout agreements. Our knowledgeable panel of exit planning professionals will review types of earnouts, the tax implications of these arrangements from the buyer's and seller's perspectives, and case studies of typical earnout agreements.
Outline
- Introduction to earnouts
- Types of earnouts
- Earnout agreements
- Tax considerations
- Case studies
Benefits
The panel will cover these and other critical issues:
- Types of earnout arrangements
- The purpose and benefits of earnouts in business transactions
- Common performance metrics and targets
- Structuring earnouts to minimize tax liabilities
Faculty
Walter H. Deyhle, CPA/ABV/CFF, MAFF, CExP™, CEPA
Partner
GRF CPAs & Advisors
Mr. Deyhle provides tax preparation and planning, business valuation, forensic analysis and exit planning consulting to... | Read More
Mr. Deyhle provides tax preparation and planning, business valuation, forensic analysis and exit planning consulting to the firm’s clients including individuals, government contractors, international financial holding companies, wholesale distribution companies, retail stores, professional practices, consulting firms and partnerships owning real property. He and his team are skilled at addressing particularly complex tax issues with clients concerning investments, estate and gift taxes as well as consulting for mergers, acquisitions, liquidations and reorganizations, divorce settlements and litigation, public offerings and buy-sell agreements. A senior tax partner and former director of the firm’s tax division, Mr. Deyhle provides in-house computerized preparation of individual, corporate, partnership, estate and trust, and nonprofit tax filings. He holds the designation of Accredited in Business Valuation (ABV) by the AICPA, as well as the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation by the Exit Planning Institute. Mr. Deyhle was recognized again in 2022 by Washingtonian as one of Washington, DC’s Best Financial Advisors (for tax services).
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Scott W. Taylor
Principal
Ruttenberg Dickerson
Mr. Taylor is a principal with the firm. He is a member of the Virginia State Bar and is admitted to the United... | Read More
Mr. Taylor is a principal with the firm. He is a member of the Virginia State Bar and is admitted to the United States Tax Court and the United States Court of Appeals for the Fourth Circuit. Mr. Taylor earned his Juris Doctor Cum Laude from the George Mason University School of Law in 2001 and a Bachelor of Science Degree (Business) from Virginia Tech in 1992. He is a member of the Fairfax Bar Association and served as the Vice Chair (2006-2007) and Chair (2005-2006) of the Business Law and Corporate Counsel Section. Mr. Taylor is also a member of the American Bar Association and is a member of the Fairfax Chamber of Commerce. His practice areas include mergers and acquisitions; transactional planning and structuring; business succession and exit planning; general corporate and business law; real estate; and tax-exempt organizations.
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