Insight Center: Podcasts

Fifth Annual Tax Workshop - Venture Backed Companies

Speakers: Lance S. Jacobs and Ellen McElroy


Podcast Category: Tax

Pepper Hamilton hosted our Fifth Annual Tax Workshop. The topic of this year’s workshop was business alignments and was moderated by Horace “Chip” Jordan, Senior Vice President of Tax with Marriott International. Panelists included Pepper partners Annette Ahlers and Ellen McElroy, Jeffrey Schragg, a partner with Argy, Wiltse and Robinson, and Pepper of counsel Lance Jacobs.

The workshop consisted of the panelists going through a few case examples to illustrate some of the tax issues an acquiring company, seller or investor would face in various venture backed and public company scenarios.

This podcast features the discussion of three scenarios regarding a venture backed loss company. The scenarios included the loss company being acquired by a public company; the loss company discussing which structures will preserve their net operating losses while cashing out their convertible debt holders; and the loss company filing for bankruptcy.

MP3 File