Why Tax Advisors Care About What's in the Healthcare Deal Documents and Why You Should Too

Tax attorney Don Stuart was featured on an episode of the American Health Law Association's (AHLA) Speaking of Health Law podcast focused on the tax planning aspects of healthcare transactions. The episode continued the conversation from Don's presentation at the AHLA's Health Care Transactions Conference on the same subject, sharing a tax advisor's perspective on dealmaking in the healthcare industry. Don addressed high-level topics such as the importance of identifying all of the parties (and their tax status) involved in a transaction along with their roles in the process, typical tax provisions found in a deal document and post-closing tax issues, in addition to offering tips on matching the type of tax diligence to the circumstances and goals surrounding a transaction. Overall, the episode demonstrates the value of bringing tax analysis to a deal early on and how tax counsel can guide the negotiation process and deal terms in a favorable direction for each side.

Duration: 46:57