Planning for Cannabis M&A Transactions: Existing Regulatory Landscape, Deal Structures, IRC Section 280E and 368, and More
Recording of a 90-minute premium CLE/CPE video webinar with Q&A
This CLE/CPE webinar will provide an advanced discussion of tax considerations attorneys must consider when negotiating, structuring, and documenting cannabis M&A deals. The panel will discuss the current regulatory landscape impacting cannabis deals, structuring cannabis M&A transactions, and tax issues to consider from the buyer and seller perspectives when negotiating, structuring, and documenting a cannabis M&A deal.
Outline
- Federal and state regulation of cannabis and their impact on M&A deals.
- Tax considerations for buyers and sellers in cannabis M&A transactions.
- Structuring options and pitfalls to avoid.
Benefits
The panel will review these and other relevant issues:
- The regulatory framework of the cannabis industry and the impact on cannabis M&A deals.
- Due diligence considerations.
- The benefits and risks of a stock sale versus an asset sale.
- Determining whether to structure a deal as a taxable or tax-free transaction.
- Best practice to get cannabis deals across the finish line.
Faculty
Irina Dashevsky
Partner & Co-Chair of the Cannabis Law Group
Greenspoon Marder
Ms. Dashevsky is a partner and co-chair of the Cannabis Law practice group at Greenspoon Marder. She advises clients on... | Read More
Ms. Dashevsky is a partner and co-chair of the Cannabis Law practice group at Greenspoon Marder. She advises clients on legal, regulatory, and legislative developments in the highly regulated and competitive cannabis industry. Ms.Dashevsky is also a seasoned commercial litigator. She represents a range of cannabis clients, including public multi-state operators, state-licensed dispensaries, cultivators, infusers, distributors, new social equity entrants, ancillary businesses, and those looking to enter the cannabis space. Her practice includes nearly every aspect of the cannabis industry, from state-level licensing, real estate, regulatory and compliance to litigation and M&A. Ms. Dashevsky is a sought-after resource for her knowledge of the rapidly evolving cannabis industry across the U.S., and in particular in Illinois and New York, and her ability to help cannabis and hemp related businesses navigate the complex legal landscape
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James A. Guadiana
Partner
Greenspoon Marder
Mr. Guadiana is a partner in the Tax practice group at Greenspoon Marder LLP. He is an experienced practitioner in... | Read More
Mr. Guadiana is a partner in the Tax practice group at Greenspoon Marder LLP. He is an experienced practitioner in virtually all areas of taxation. Mr. Guadiana serves as an advisor to public and privately-held multinational companies and investment firms with regard to their operations and investments in the United States and has extensive experience as a tax advisor to a number of public corporations listed on the London, Hong Kong, and Toronto stock exchanges. He is respected domestically and internationally for his ability to identify and resolve unique and complex tax issues in domestic and cross-border investments in a number of different areas of tax law. Mr. Guadiana has also advised both investment management firms and foreign investors in structuring lending programs so as to avoid being treated as the conduct of a “trade or business,” thereby enabling the foreign investor to minimize or avoid U.S. taxation.
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Nick Richards
Partner & Chair of the Cannabis Law Group
Greenspoon Marder
Mr. Richards is a partner and chair of the Cannabis Law practice group at Greenspoon Marder LLP. He... | Read More
Mr. Richards is a partner and chair of the Cannabis Law practice group at Greenspoon Marder LLP. He represents individuals and businesses in tax audits & trials, M&A, in managing tax debt, and he advises cannabis companies, owners and investors regarding tax and regulatory compliance matters. Mr. Richards has been a tax attorney for more than twenty years beginning his career with the IRS where he was a leading trial attorney, a Chief Counsel advisor, and a Special Assistant United States Attorney.
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Michael E. Ross
Partner
Greenspoon Marder
Mr. Ross is a partner in the Corporate & Business practice group at Greenspoon Marder LLP. He has over two decades... | Read More
Mr. Ross is a partner in the Corporate & Business practice group at Greenspoon Marder LLP. He has over two decades of experience advising private equity, middle-market and family-owned businesses on mergers and acquisitions and other strategic business arrangements as well as all manner of commercial contracts and general corporate matters. Mr. Ross has often served as outside general counsel to his clients, providing a wide range of services in areas including licensing, intellectual property, e-commerce, online advertising, employment, energy and real estate. He has worked in-house at a startup energy company, and has also held business positions in management, finance and operations.
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