OBA Alternative Dispute Resolution PROGRAM | 8:30 AM to 10:00 AM

The manner in which a settlement is structured can have significant implications for all parties involved. Ensure you have the expertise to bring maximum value to your clients by recognizing opportunities to structure settlements in the most tax efficient manner, and avoid unpleasant tax consequences.

With a focus on commercial disputes, including debt enforcement, partnership and shareholder disputes, and breach of contract, our expert panel will share valuable insights on:

• How settlement proceeds are generally characterized and the implications of this characterization
• Strategies to avoid tax traps
• How to use tax mechanisms to drive settlement by proposing creative bridge-gapping solutions
• When you need professional tax advice

PROGRAM SPEAKERS

Matthew Bota, Harrison Pensa LLP
Kathryn Podrebarac, Podrebarac Mediation
Andrea Sanche, Ricketts Harris LLP

MODERATOR

Mana Khami, Harrison Pensa LLP

PROGRAM CHAIR

Megan Keenberg, Van Kralingen & Keenberg LLP