Medical Practice Transactions: Personal Goodwill, Type F Reorganizations, and Health Care Joint Venture Trends

Date: 11/21/24
Time: 2:00-3:30 PM ET

* Please Note: registration closes at 11:59 PM ET the day before the live event. No further registrations will be accepted once registration has been closed *

Live closed captions are available.

Overview: This webinar discusses the purchase of physician owner personal goodwill for certain medical practice transactions, and the tax savings impact it can have on the physician owners through this structure. Speakers discuss notable case law on personal goodwill, valuation approaches to bifurcating the value of physician owner personal goodwill as compared to corporate assets in a transaction, and best practices to ensure compliance.  Speakers also discuss the tax implications and benefits of a pre-acquisition F reorganization of the target company and the appropriate tax forms necessary to complete the F reorganization.  The webinar also examines trends in health care joint venture transactions.

Learning Objectives: 

  • Learn about the tax savings and impact of purchasing physician owner personal goodwill for certain medical practice transactions.
  • Learn about notable case law related to personal goodwill, valuation approaches to bifurcating the value of physician owner personal goodwill as compared to corporate assets in a transaction, and best practices to ensure compliance in this area.
  • Learn about the tax implications and benefits of a pre-acquisition F reorganization of the target company, the tax benefits of doing so, and the appropriate tax forms necessary to complete the F reorganization.

Speaker Information:

Steven Hadjilogiou, Partner, McDermott Will & Emory

Matt Muller, Director, Healthcare Valuation and Advisory, Healthcare Appraisers

Moderator:

 Nicholas Kump, Senior Associate, King & Spalding

Continuing Education:

CLE: IMPORTANT CHANGE REGARDING CLE CREDIT: We are now working with ABA CLE for our accreditation needs. To earn credits during a live webinar, attendees must be logged into the webinar for at least 75 minutes (of a 90-minute webinar) or 60 minutes (of a 60-minute webinar). Then, they will receive a personalized CLE affidavit from mcle-ahla@americanbar.org. Watch for this email within 7-10 business days. If you do not receive it, please check your spam or junk folders as these emails often end up there. Please note you will fill out one affidavit for the full event. Once you complete the affidavit, you will be able to download your certificate(s) of attendance, and certificates will be emailed to you from mcle-ahla@americanbar.org.

CPE: AHLA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. For further information, please visit our Continuing Education Page.

AHLA is seeking CPE credits for live webinars. The maximum number of credits available is 1.80.