On-Demand

In this episode, we dive into strategic tax planning for independent sponsors and dealmakers. Our expert panel explores how to secure favorable tax treatment from the start, optimize tax structures during the investment lifecycle, and navigate complexities for a tax-efficient exit.

Key insights include:
✅ Structuring deals for immediate and long-term tax benefits
✅ Tax-efficient strategies during acquisitions
✅ Practical tips for minimizing liabilities while maximizing returns
✅ Real-world examples of successful tax planning
✅ Key tax considerations in today's volatile economic climate

🎙️ Featuring insights from:
🔹 Nichol Chiarella, Partner, Citrin Cooperman (Moderator)
🔹 Omar Simmons, Managing Partner, Exaltare Capital Management
🔹 David Acharya, Managing Partner, Acharya Capital Partners
🔹 Chris Eichmann, Managing Director, Accordion Partners

Tune in for expert advice and proven strategies to help you optimize your tax outcomes at every stage of the investment cycle.