Podcast
Troutman Pepper Locke Podcasts
Hosted by Troutman Pepper Locke · EN
Troutman Pepper Locke is a multinational law firm whose litigation, transactional, and regulatory practices advise a diverse client base. We regularly present podcasts on some of the latest legal issues our clients are facing.
12episodes
Episodes
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Strategic Alignment With Collaboration Is Essential to a Life Sciences M&A Exit
4w ago00:06:13Tap to summarizeAs many life sciences companies prepare for strategic exits, existing collaboration partners can make or break the deal. Join Troutman Pepper Locke Partners Mindy Rudolph and Mandy Hassan as they discuss how targets can navigate M&A transactions when key assets are tied up in complex licensing and collaboration arrangements. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Employee Benefits and Executive Compensation Preparing for 2026 – Mandatory Roth and Optional Super Catch-Up Contributions
Dec 400:31:39Tap to summarizeIn this installment of our Employee Benefits and Executive Compensation Preparing For 2026 series, hosts Constance Brewster and Jeff Banish walk employers through the new rules on mandatory Roth catch-up contributions and the optional "super catch-up contributions," as we approach 2026. This episode distills what's changing, who's affected, updated limits for 2026, and practical steps plan sponsors should take now to prepare for 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Key Advantages of Using REITs by Funds for Foreign Investors
Oct 2700:19:40Tap to summarizeWelcome back to "The Tax Blueprint: Structuring Funds, Joint Ventures, and REITs." In the third episode of our three-part series, hosts Saba Ashraf, Aresh Homayoun, and Tom Phelan explore the advantages that may be offered to foreign investors in U.S. real estate funds by using REITs.This episode discusses how REITs can be utilized to minimize U.S. tax return filing obligations and tax liabilities for foreign investors. Saba, Aresh, and Tom discuss a side-by-side comparison of the results of using a C-corporation blocker by the fund and a REIT blocker by the fund.Stay tuned for upcoming series covering structuring by funds and GPs to ensure maximum utilization of Section 1202, characterization of preferred equity investments, management fee waivers, management compensation structuring, and other topics of interest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Employee Benefits and Executive Compensation Preparing for 2026 – Top Five Health and Welfare Updates
Oct 1300:23:22Tap to summarizeJoin Lydia Parker and Laura Ferguson, partners in Troutman Pepper Locke's Employee Benefits + Executive Compensation Practice, as they discuss the top five health and welfare updates from 2025 to prepare you for 2026, from significant legislative changes to emerging litigation trends that are reshaping the landscape for plan sponsors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Key Advantages of Using REITs by Funds for Tax-Exempt Investors
Oct 300:12:24Tap to summarizeWelcome back to "The Tax Blueprint: Structuring Funds, Joint Ventures, and REITs." In the second episode of our three-part series, hosts Saba Ashraf, Aresh Homayoun, and Tom Phelan explore the unique advantages real estate funds can offer to tax-exempt investors – including pension plans, university endowments, private foundations, and IRAs.This episode discusses key strategies for tax-exempt investors to maximize their returns, including the use of REITs as a "blocker" to avoid UBTI, the implications of debt-financed income, and the nuances of the fractions rule.Stay tuned for upcoming episodes which will cover the advantages of REITs for foreign investors in funds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Key Advantages of Using REITs by Funds for US Individuals and GP Stakeholders
Sep 1200:21:01Tap to summarizeJoin hosts Saba Ashraf, Aresh Homayoun, and Tom Phelan for the inaugural episode of The Tax Blueprint: Structuring Funds, Joint Ventures, and REITs. This episode kicks off a three-part series exploring the strategic advantages of real estate investment trusts (REITs) for various investor groups. We explore the benefits for U.S. individuals, with a special focus on members of general partner (GP) entities.Our hosts discuss how REIT structures can offer significant tax advantages and the specific advantages for GP members, such as optimizing state tax strategies and reducing the tax burden on carried interest.Stay tuned for upcoming episodes, which will explore the advantages for tax-exempt and foreign investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →From Legislation to Implementation: Understanding Section 1202 Changes
Aug 2700:22:08Tap to summarizeJoin Troutman Pepper Locke Partners Morgan Klinzing and Jay Jumper, along with Independence Capital Partners President and CFO Eric Emrich, as they delve into the intricacies of Internal Revenue Code Section 1202, commonly known as the qualified small business stock exclusion. In this insightful episode, the hosts explore the transformative changes brought about by the taxpayer-favorable enhancements to Section 1202, and the impacts on the startup and growth-stage ecosystem. Whether you are a business owner, investor, or tax professional, this discussion will provide valuable perspectives on navigating the evolving landscape of small business stock exclusions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Navigating Legal Strategies for Covering GLP-1s in Self-Insured Medical Plans
Jun 2, 202500:22:18Tap to summarizeIn this episode of Troutman Pepper Locke's Employee Benefits and Executive Compensation podcast, hosts Lydia Parker and Lynne Wakefield explore the complex legal landscape surrounding the coverage of GLP-1s prescribed for weight loss purposes within self-insured medical plans. As these medications gain popularity, plan sponsors face the challenge of controlling costs while meeting participant demand and maintaining legal compliance. The discussion covers various design alternatives, including cost-sharing strategies, waiting periods, and wellness program rewards, while addressing potential legal risks under HIPAA, the Affordable Care Act, and the Americans with Disabilities Act. Tune in to explore how plan sponsors can navigate these issues effectively as a means to attract and retain employees, while mitigating financial exposure. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Medicaid Cuts: Potential Challenges and Legal Implications for Long-Term Care Facilities
May 21, 202500:17:00Tap to summarizeAssisted Living and the Law, hosted by Troutman Pepper Locke attorneys Cal Stein and Emma Trivax, offers timely insights and practical advice on navigating the complex and evolving legal landscape of the long-term care industry.In this installment, Cal and Emma explore the potential impact of proposed Medicaid cuts on nursing homes and long-term care facilities. The discussion includes an overview of Medicaid's role as the primary payer for many nursing home residents and the importance of understanding legal discharge procedures for residents impacted by Medicaid cuts. This episode also covers the implications of a recent federal court decision on the upcoming staffing mandate for nursing facilities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Key Takeaways From the OIG's New Compliance Guidance for Nursing Facilities
Jan 8, 202500:21:10Tap to summarizeAssisted Living and the Law, hosted by Troutman Pepper Locke attorneys Cal Stein and Emma Trivax, offers timely insights and practical advice on navigating the complex and evolving legal landscape of the long-term care industry.In this installment, Cal and Emma explore the recently released Nursing Facility Industry Segment-Specific Compliance Program Guidance (ICPG) from the Office of Inspector General (OIG). They provide a historical context for the ICPG, discuss risk areas highlighted by the ICPG, and offer recommendations and strategies for mitigating such risks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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