On-Demand

As tax laws evolve in 2025, independent sponsors face a complex landscape of opportunities and challenges when structuring deals. In this episode, leading experts unpack the most critical tax considerations across the investment lifecycle—from acquisition to exit. You’ll gain actionable insights on how to structure deals to maximize tax efficiency, manage compliance through the holding period, and strategically plan exits to minimize tax burdens.

Our panel explores the latest reforms shaping corporate tax rates and deductions, highlights real-world case studies of successful tax planning, and shares wealth management strategies to mitigate the personal tax bite of monetization events. Whether you’re structuring your first deal or refining your tax approach, this session delivers the practical guidance you need to stay ahead in 2025’s dynamic regulatory environment.

Featuring:

• Moderator: Nichol Chiarella, Partner, Citrin Cooperman

• Panelists:

  • Conner McGee, Managing Director & Financial Advisor, The McGee and Ennis Group, Morgan Stanley

  • Leah Beitner, Partner, Tax, Benesch

  • Michael Kornman, Partner, Align Collaborate

Tune in to gain expert insights that could make all the difference in your next deal.