Startup companies often need to raise capital between priced financing rounds. Doing so by entering into convertible notes or a Simple Agreement for Future Equity ("SAFE") is popular, but comes with substantial uncertainty regarding tax treatment and outcomes. This presentation, featuring Lowenstein Tax Vice Chair Lesley P. Adamo, covers common structures for SAFEs and convertible notes, key tax considerations, strategies to mitigate adverse outcomes, and other related matters.
Speakers:
- Lesley P. Adamo, Partner; Vice Chair, Tax Group, Lowenstein Sandler LLP
- Daniel Mayo, National Tax Services Lead, Withum
Time: 9:45 a.m. CT
Location: AT&T Hotel and Conference Center, 1900 University Ave, Austin, TX 78705
