Economic Aspects of Trademark Transactions—Valuation, Taxes, and Financial Planning

CLE pending. Please email cle@inta.org for more information.

Economic Aspects of Trademark Transactions—Valuation, Taxes, and Financial Planning is the fourth segment in the Business Transactions Webcast Series.Trademarks and brands are core assets and primary drivers of profit for many multinational companies. In this segment, hear from an expert panel of speakers as they discuss valuation issues and concepts typically encountered in trademark transactions.  

Additional topics that will be covered include: 

  • Examples and highlights from recent transfer pricing cases, as well as legislation that impacts IP ownership and the protection of IP, to illustrate the importance of minimizing risk through proper management of trademarks and IP assets in a dynamic regulatory environment
  • Overview of valuation and transfer pricing, including reasons for trademark valuations, appraisal methodologies, and the distinction between legal and economic ownership
  • International tax developments including Base Erosion and Profit Shifting (BEPS) developments, European Union (EU) developments, and issues relevant to specific countries
  • Benefits of coordination and communication between the internal groups of a company, such as the tax and legal departments
  • Avoiding potential problems and minimizing tax and IP enforcement risks or disputes

Willem Bongaerts

Partner, Bird & Bird (Luxembourg)

Renowned for his cross-border work, Willem is seen as a leading tax lawyer.

Willem is a partner and heads our Dutch Tax Practice. He is based in The Hague, but also works from our Luxembourg office, and is admitted to the bar in both the Netherlands and Luxembourg.

A qualified tax lawyer, with more than 17 years of experience, Willem has built his practice around both international and domestic clients, with a particular focus on innovative companies. He specialises in international tax and advises, amongst others, European and American multinationals on cross-border transactions, corporate reorganisations, and mergers and acquisitions. He also advises clients on creating European investment and private equity funds, real estate investment funds, financing, licensing and holding structures. He is also a member of our Life Sciences Group.

Willem worked as an international tax lawyer in the Netherlands, Luxembourg and New York.

Willem is a frequent speaker on tax related topics at internal and external seminars and conferences. In addition, he frequently acts as the chairman of a variety of conferences and seminars.

Willem joined us in 2014. He holds Masters degrees in Notarial Civil Law from Leiden University and in Tax Law from the University of Amsterdam. Willem is a member of the Dutch Association of Tax Advisers (NOB), the International Fiscal Association, the Dutch Bar Association (NOvA), the American Bar Association and the New York State Bar Association.

Brian Daniel (Moderator)

Vice President, Charles River Associates (United States)

Keith Medansky

Partner, DLA Piper (United States)

Keith Medansky concentrates his practice in the area of intellectual property, including a full range of transactional and litigation matters pertaining to trademarks, copyrights, software, anti-counterfeiting and technology.

Keith's practice is international in scope. He has handled trademark matters in the United States and in over 100 other countries. Keith has extensive experience managing large intellectual property portfolios for all kinds of businesses, from small start-up companies to large multinationals. He has particular experience in counseling clients in matters involving the protection of Website content and domain names and in developing cyberspace and copyright policies. Keith also has broad experience in assisting clients in addressing complex intellectual property issues relating to licensing, intellectual property holding companies and arising out of mergers, acquisitions, divestitures and bankruptcy.

Keith handles litigation matters before the Trademark Trial and Appeal Board and various federal and state courts. He litigates on behalf of computer component companies in connection with counterfeiting matters and the protection and enforcement of copyright, trademark and other intellectual property rights in software and other products. He also represents manufacturers, retailers, educational institutions, distributors, franchisors and other clients in prosecuting and defending infringement and unfair competition claims pertaining to copyrights, trademarks, domain names and trade secrets.

Key:

Complete
Failed
Available
Locked
Webcast
Recorded 08/22/2017
Recorded 08/22/2017