Course Details

Tax Aspects of Private Equity Transactions

This course will cover the federal income tax issues commonly encountered when planning and negotiating transactions sponsored or financed by private equity funds. The majority of the course will focus on the tax issues that arise when private equity funds make leveraged acquisitions of businesses operating as either corporations or partnerships. Specific topics include tax and business aspects of (i) tax buying and selling a target business; (ii) debt issuances; (iii) management equity compensation arrangements; and (iv) charting the sources and uses of funds. In each situation, we will discuss the varying, and sometimes conflicting, tax planning goals of buyers, sellers, financing parties and management participants, and the potential solutions or compromises for these conflicts.

Catalog Number: TAXLAW 618
Additional Course Information: Tax Program Course


Course History

Spring 2019
Title: Tax Aspects of Private Equity Transactions
Faculty: Sheffield, Jeffrey T. (courses | profile)
Carew, Michael
Section: 1     Credits: 2.0
Capacity: 70     Actual: 29

Spring 2018
Title: Tax Aspects of Private Equity Transactions
Faculty: Sheffield, Jeffrey T. (courses | profile)
Carew, Michael
Section: 1     Credits: 2.0
Capacity: 70     Actual: 27

Spring 2017
Title: Tax Aspects of Private Equity Transactions
Faculty: Sheffield, Jeffrey T. (courses | profile)
Section: 1     Credits: 2.0
Capacity: 70     Actual: 19

Spring 2016
Title: Tax Aspects of Private Equity Transactions
Faculty: Sheffield, Jeffrey T. (courses | profile)
Section: 1     Credits: 2.0
Capacity: 65     Actual: 23