Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Four



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Credit Details
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Original Air Date:
June 14, 2023
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You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

Using transactional diagrams, the speakers will cover selected foundational aspects of cross-border mergers, acquisitions, and restructuring transactions. In particular, the transactions covered include:

1. Contribution of assets to a foreign corporation
2. Repatriation of assets held abroad and other onshoring transactions
3. Taxable acquisition of a foreign corporation
4. Spin off of a foreign subsidiary
5. Simple SPAC transactions with cross-border connections
6. Tax free reorganizations in the cross-border space

Meet the Speakers
Alexander Lee
Alexander Lee


Partner, Cooley LLP

Alexander Lee is a partner and heads the tax practice in the Los Angeles office of Cooley LLP. Mr. Lee concentrates his practice in mergers, acquisitions, capital markets, and lending and finance, with an emphasis on complex international corporate transactions. Mr. Lee has vast experience dealing with large multinational corporations and emerging technology companies on a broad range of corporate and tax issues. He has worked on over 150 successful IPO’s on the United States and foreign markets and has advised on numerous other global debt and equity offerings. In addition, Mr. Lee has provided tax advice on over one-thousand domestic and cross-border mergers and acquisitions transactions.

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William K. Norman


Senior Partner, Norman & Zak Attorneys at Law

William K. Norman is a Partner of the Southern California tax law firm of Norman & Zak. He is a Certified Specialist in Taxation Law (State Bar of California Board of Legal Specialization). He is admitted to practice in California and Wyoming and has practiced tax law for over 35 years. His practice is focused on international tax and business law.

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