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Jeremy Babener

Jeremy Babener

Tax Language in Releases

TLU Icon May 13, 2026 ||Zoom Logo

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What tax language do you need in a settlement agreement? In this webinar we’ll walk through general vs. specific release language, how to draft valuable allocations, tax reporting, indemnification, confidentiality, and how to incorporate arrangements that save tax and add value. Different language is needed based on the facts and likely tax treatment of proceeds. But no matter what, you can improve your client’s tax position, and even shift the burden of proof on audit from client to IRS.

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