Medical Practice Transactions: Personal Goodwill, Type F Reorganizations, and Health Care Joint Venture Trends (On-Demand Webinar)

Date: 11/21/24
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, Stout

Moderator:

 Nicholas Kump, Senior Associate, King & Spalding

Continuing Education:

CLE: The maximum number of credits available for ON DEMAND is 1.0 for a 60-minute state and 1.2 for a 50-minute state. Please note that the availability of credits may vary from state to state.  This self-study course will be available for purchase for approximately one year after the recording date, but state rules on duration of eligibility for CLE-credits differ, so please check with your state before purchasing self-study offerings. 

CPE: CPE credits are not available for on-demand. 

CCB: The Compliance Certification Board (CCB)® has approved this event for up to 1.8 NON-LIVE CCB CEUs based on a 50-minute hour. Continuing Education Units are awarded based on individual attendance records. Granting of prior approval in no way constitutes endorsement by CCB of this event content or of the event sponsor. 

For additional information, please visit the AHLA Continuing Education page.