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Description: Many advisers to businesses and investors in the U.S. may be accustomed to convertible debt and SAFEs as standard tools of funding a business. However, many taxpayers have been experiencing harmful tax consequences from when equity is issued according to the terms of their agreements.
This live webinar helps the professionals responsible for advising participants in business ventures identify and discuss the issues that may have greatest impact on their clients and develop strategies to mitigate potential problems.
After attending this live webinar, you will be able to recognize and discuss the basic issues of tax consequences of participation in convertible debt and SAFE instruments.
Presenter Bios
William M. Funk is a tax attorney with extensive experience in tax planning and dispute work. His practice focuses on individuals, businesses, funds and non-profit organizations.
Prior to starting his law practice in 2009, he practiced tax law for ten years with firms in New York. He has successfully represented clients before federal and state tax authorities and in business negotiations.
Representative matters include:
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Advising funds on structuring domestic, inbound and outbound investments, including issues such as entity election, drafting offering documents, tax treaty planning and compliance with withholding and reporting rules.
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Advising non-U.S. businesses on structuring U.S. operations, including issues such as entity elections, acquisitions, tax treaty eligibility, planning and compliance with withholding and reporting rules.
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Advising and representing corporations in mergers and acquisitions (both buy-side and sell-side), including issues such as net operating loss preservation, restricted equity considerations, golden parachutes, international considerations, and drafting of covenants, representations and warranties.
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Advising real estate developers on 1031 (“like-kind”) exchanges, extracting refinancing proceeds on a tax-free basis, workouts of underwater properties, formation of partnerships and crafting allocations and distributions.
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Organizing and obtaining tax exemptions for nonprofits including public charities and private foundations, advising nonprofits on all phases of their life-cycle, from formation to operations (including domestic and international) to dissolution.
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Structuring investments and developments by nonprofits to avoid exposure to unrelated business income tax (UBIT).
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Advising businesses on sales tax and other state and local taxes.
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Representation of individuals and businesses before the Internal Revenue Service regarding worker classification disclosures and FBARs, FATCA and other foreign asset and income compliance.
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Representation of individuals before the Internal Revenue Service and the New York State Department of Taxation and Finance in tax litigation and regarding relief from garnishment of wages and levies on bank accounts.
New York City Bar Association: Small Law Firm Committee, Committee on State and Local Taxation. New York State Bar Association. International Bar Association.
He has also been published in leading tax publications on issues ranging from taxation of real estate developments to international tax policy.
 | | Practice Areas: | | Banking & Finance Law, Business Organizations & Contracts, Tax Law | | | Online Media Type: | | Audio | | | Production Date: | | 02/23/2022 | | | Level: | | Intermediate | | | Category: | | Standard | | | Duration: | | 1 Hours, 2 Minutes | | | Online Format: | | On Demand | | | Course Type: | | Public |
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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
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This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.
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