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Event Details
This
seminar will address the dynamics and common pitfalls of tax considerations of
IP strategy. In particular, participants and presenters will explore the
overlay of IP valuation analysis for tax purposes in contrast with the
context(s), assumptions and financial frames of commercial valuation.
Agenda
[[8:30
- 9:00] Registration
[9:00
- 9:15] Welcome & Opening Remarks
Patrick Reilly, IP Society
[9:15
- 10:15] Overview of Taxation Dynamics and Intellectual
Property
Rod Donnelly, McDermott Will & Emory
[10:15
- 10:30] Coffee Break
[10:30
- 11:30] Defining and Pricing Intangibles
Barton Bassett, Morgan Lewis
[11:30
- 13:00] Luncheon (Chef Chu’s Buffet)
[13:00
- 14:00] IP Assets in M&A: Structuring Choices and Consequences
Efrat Kasznik Foresight Valuation Group, LLC
[14:00
- 15:00] IP Holding Companies: Structures & Tax Liabilities
Efrat Kasznik Foresight Valuation Group, LLC
[15:15
- 15:30] Break
[15:30
- 16:30] The Intersection of IP Valuation and
Taxation Strategy
Paul Flignor, DLA Piper
[16:30
- 17:00] IP Dynamics & Tax Strategy for Medium
Sized Tech Ventures
Patrick Reilly, IP Society
[17:00
- 19:00] Cocktail Reception
Where
Morgan, Lewis and Blockius LLP
2 Palo Alto Square 3000 El Camino Real, Suite 700
Palo Alto,
CA 94306-2121
Hosted By
Intellectual Property Society