The Art of the Deal series will be held on Monday, April 2nd at 12pm hosted by Partner and Vice Chair of Lowenstein Sandler LLC’s Tax Group, Leslie Adamo, on “Startup Financing: The Tax Treatment of Convertible Notes and SAFEs”. Convertible notes and SAFEs are popular for startups raising capital between priced financing rounds. However, the tax characterization of such instruments is not always clear and the use of these instruments could have a negative tax result for investors in the absence of efficient tax planning. In this seminar, we will discuss the typical terms of SAFEs and convertible debt, key tax considerations, strategies to mitigate negative tax outcomes, and the relevance of Sections 1202, 1045, and other tax provisions. The seminar will be held in-person and via Zoom at Lowenstein Sandler’s offices in Palo Alto. Seating is limited to 25 persons and lunch will be provided by the Band.