Private Equity Taxation in Action - A Practical Case Study with Jeremy Mindell

Introduction

This new virtual classroom seminar offers an in-depth exploration of private equity taxation through a practical case study.

Expert speaker Jeremy Mindell will guide you through the acquisition of a business by a private equity firm, following the transaction step by step and highlighting the tax implications for all parties involved.

Designed for accountants, advisers, and finance professionals, this session provides practical guidance on navigating the complex tax considerations in private equity deals. Consideration will also be given to actionable strategies for advising clients effectively throughout the transaction lifecycle.

What You Will Learn

This interactive, case-study-based session will explore the impact of the transaction on key stakeholders, including:

• Vendors - Understanding exit strategies and tax obligations
• Financiers - Evaluating the tax structuring of debt and funding
• Purchasers - Planning acquisitions to optimise tax efficiency
• Management - Incentive schemes, deferred taxes, and personal implications
• Other staff - Share schemes, benefits, and employment-related taxes

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.