Tax Planning for Venture Capital Investments
Recording of a 90-minute premium CLE/CPE video webinar with Q&A
This CLE/CPE webinar will provide tax counsel and advisers with a detailed guide to key tax considerations when structuring venture capital funds, investments, and related transactions. The panel will discuss the tax implications of various fund structures, identify potential tax filing and payment obligations, and identify possible strategies for negotiating key fund provisions and investments.
Outline
- Transaction structuring issues and options
- Negotiating key provisions and investments
- Key tax planning considerations for investment transactions
- Best practices and pitfalls to avoid
Benefits
The panel will discuss these and other key issues:
- What are the competing tax preferences of venture capital funds that must be considered when structuring investment transactions?
- What transaction options are available for venture capital investments?
- What are the competing tax preferences that must be considered when structuring investment transactions?
- Due diligence best practices for transaction taxes
- Understanding the various types of transaction taxes, such as stock transfer and documentary transfer/issuance taxes
- Available tax planning techniques and strategies for more favorable tax treatment
Faculty
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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Benjamin Miller
Senior Associate, Private Wealth Services Practice Group
DarrowEverett
Mr. Miller is a Senior Associate in the Private Wealth Services Practice Group at DarrowEverett. He focuses his... | Read More
Mr. Miller is a Senior Associate in the Private Wealth Services Practice Group at DarrowEverett. He focuses his practice on tax and estate planning in connection with domestic and international tax and estate planning representing high and ultra-high net-worth individuals and families, as well as assisting corporate and individual fiduciaries with the administration of trusts and estates. Mr. Miller also handles complex domestic and international corporate and trust structures, implementing international reorganizations, FIRPTA withholding, and entity classification elections. He also advises clients regarding the tax implications of their corporate structures. Specifically, Mr. Miller has advised clients regarding the eligibility of their Qualified Small Business Stock exemptions under I.R.C. 1202. He earned his LL.M. at the Chicago-Kent College of Law in Taxation and received his Juris Doctor from the Florida International University College of Law. During law school, Miller interned for the Honorable Spencer Eig of the Eleventh Judicial Circuit Court of Florida. He also obtained his Bachelor of Arts Degree in Rabbinic and Talmudic Law from the Midrash Shmuel Rabbinical College in Jerusalem, Israel.
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