Tax Planning Q&A: 1H 2020 & Beyond

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This informative and in-depth Q&A between a well-recognized tax attorney, who was previously an investment banker, and an M&A and valuation expert contains answers for your most relevant tax planning questions during this pandemic, and beyond to a normalized economy.  Objective Managing Director Channing Hamlet speaks with Attorney Megan Jones from Withersworlwide about tax planning strategies and best practices to optimize financial results in any situation.

Topics addressed include

  • What kind of tax planning or entitiy structuring strategies should you enact in order to prepare for exit or sale of your company?
  • What are the most important tax considerations in the context of debt and debt restructuring, especially during our current crisis?
  • How far in advance should you be planning or changing your entitiy structure before sale?
  • Should you consider repricing your stock options in order to maximize incentive and rentention value for employees?
  • Real world examples of client stories to educate you moving forward

Watch the full Q&A video below

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About the Author:

Channing Hamlet      Channing Hamlet headshot

Managing Director, Objective Capital Partners

20+ Years of Experience

[email protected]


This news release is for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities. While the information provided herein is believed to be accurate and reliable, Objective Capital Partners and BA Securities, LLC make no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. All information contained herein is preliminary, limited and subject to completion, correction or amendment. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person. Securities and investment banking services are offered through BA Securities, LLC Member FINRA, SIPC. Principals of Objective Capital are Registered Representatives of BA Securities. Objective Capital Partners and BA Securities are separate and unaffiliated entities.


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