Alvarez & Marsal

Join our webinar in partnership with Clyde & Co highlighting the evolving Intellectual Property (IP), tax, and transfer pricing landscape in the UAE as the region continues to strengthen its position as a global innovation and R&D hub. Our senior-led panel will share practical insights on how businesses can structure, protect, and optimize their IP frameworks while aligning with the UAE’s latest R&D tax incentives and corporate tax developments. The session will feature insights from: • Malcolm Manekshaw, Senior Director, Alvarez & Marsal • Lauren Wilson, Manager, Alvarez & Marsal • Joycia Young, Partner, Clyde & Co • Janet Gooi, Partner, Clyde & Co Register Here: https://okt.to/JjauBR #AMon #UAE #Tax #Research #Development #IntellectualProperty

AI is transforming business but for R&D tax credits, the key question isn’t whether AI is used, it’s whether companies are truly building or improving technology. Qualifying activities involve addressing technical uncertainty and experimenting with solutions such as model development, algorithm design, and system integration rather than simply deploying off-the-shelf tools. Understanding this distinction is essential to identifying real R&D credit opportunities and maximizing potential tax benefits. Read more: https://okt.to/Uc5fx0 #AMon #AI #RnD #TaxCredits #Innovation #Technology Jenny Goldinstein

Looking to expand your knowledge of technical tax topics? A&M is a proud sponsor of the 2026 TEI Region 2 Tax Forum, where attendees can earn CLE and CPE credits, advance their professional development, and network with fellow tax professionals. Register today: https://okt.to/u5EmLS #AMon Connect with A&M professionals attending the event: Michael Noreman, Trent Tedesco, Megan DelBianco, CPA, Matthew De Felice

Looking to expand your knowledge of technical tax topics? A&M is a proud sponsor of the 2026 TEI Region 2 Tax Forum, where attendees can earn CLE and CPE credits, advance their professional development, and network with fellow tax professionals. Register today: https://okt.to/u5EmLS #AMon Connect with A&M professionals attending the event: Michael Noreman, Trent Tedesco, Megan DelBianco, CPA, Matthew De Felice

Growth with purpose, that’s MOMENTUM! The Global Corporate Transaction Tax & Advisory (CTTA) team continues to add exceptional talent, strengthening our ability to deliver sophisticated, multidisciplinary tax advice. Explore how we’re helping clients stay ahead in a rapidly evolving global landscape: https://okt.to/5Z0d7W Connect with Andy: https://okt.to/8VbPNq Connect with Norman: https://okt.to/WzS5Px Connect with Willy: https://okt.to/5wkLr8 Connect with Maaike: https://okt.to/s1nVuj Connect with Pongpat: https://okt.to/5ld8uP Connect with Jordan: https://okt.to/Sw0sxV #AMon Norman Academia, Maaike Muit, Willy van Exel, Pongpat Kitsanayothin, Jordan Pittman, Barak Shnaidman

In the seventh installemnt of our Edge AI series, Director Yannick Gablin distills how execution changes when you go from centralized cloud to distributed edge: monitoring shifts to thousands of local data points with buffering, selective transmission, and distributed correlation; incidents require multi‑level resolution across cloud, edge, and site ops; change management moves from “big bang” to wave‑based rollouts; and security expands to a much larger attack surface with multi‑jurisdiction governance and zero‑trust by design. The payoff is material: a hybrid cloud + edge model raises upfront complexity but cuts run‑rate costs, reaching break‑even in a few years and compounding savings over a decade. Download Section 7 for the full process blueprint and come back for Part 8 as we close with the executive synthesis. #EdgeAI #strategy #processes #AMon

Healthcare and life sciences companies are increasingly using portfolio rationalization to sharpen strategic focus, unlock capital, and simplify complex operating models. Capital market pressure and evolving growth priorities are driving divestitures of non‑core assets and business units. Many of these carve‑outs are mature, well‑invested assets that can perform more effectively with dedicated leadership and clearer strategic intent—creating attractive opportunities for both strategic buyers and private equity. Execution, however, remains complex. Successful healthcare carve‑outs depend on rigorous financial diligence, clearly defined asset perimeters, effective Transition Service Agreements, and careful navigation of regulatory, licensing, and operational dependencies. Our Global Transaction Advisory Group and Corporate Transactions Group examine the market dynamics behind portfolio rationalization and outline practical considerations for executing healthcare carve‑outs effectively: https://okt.to/oXNijq Simon Joyeux, Marcos Cortes, M.Sc., Pete Brunetti, Patrick Schaub, Amar Kapadia, Lindsey Bevolo, Paul Aversano, Xuong Liu, Stella Yuan, Jonathan Gibbons, Philip Mitchell, Scott Foster, Anthony Caporrino, Stacy Kirshner, Fabio G. Pires, Ashish Bansal, Bhavik Hathi, David Willis, Nonaka Daisaku, Mark Copeland, Paul Licursi, Kate Lowry, Dina Marie Hernandez

The Tenth Circuit’s April 2026 decision in Liberty Global Inc. v. United States has created uncertainty about what qualifies as legitimate versus abusive tax planning under the economic substance doctrine. Kevin M. Jacobs gives insights into the increases in risk for complex, structured tax planning and emphasizes substance over technical compliance. Kenneth Brewer reinforces this view, by remarking that the IRS may more aggressively challenge tax strategies, even if they technically comply with the law. Read the full article here: https://okt.to/MwgVeS #AMon Tax Notes

Contributing to meaningful work and making an impact is expected at all levels. Naif Almousa’s early career on A&M’s Infrastructure & Capital Projects team has been defined by hands-on experience and learning, real responsibility and a culture that treats junior talent as true contributors from day one. He shares how working with a supportive senior-led team, continuous feedback, and the Bidayah Program accelerated his development and helped him think beyond tasks to deliver meaningful value. Explore Naif’s story here: https://okt.to/Ol85yW #AMon #CampusSpotlight #ConsultingExcellence #Mentorship

The countdown begins. As we fast approach the The Australian Financial Review BOSS Director Awards Gala Dinner on 19 May 2026, Alvarez & Marsal is revisiting insights from leaders shaping today’s boardrooms. David Gonski AC, one of Australia’s most respected business leaders and recipient of the Lifetime Achievement Award, shares practical and timely advice for boards navigating today’s fast-changing landscape. Hear his strategic perspectives on what makes boards truly effective and how they can lead with purpose, resilience and impact. Listen to the full discussion: https://okt.to/Gy1Iuf #Amon #AlvarezandMarsalSEAA #AFRBOSSDirectorAwards #AFRDirectorAwards2026 John Nestel, Utsav Garg, Igor Sadimenko, Bernadette Cullinane, Sebastian Paphitis, Owain Stone, Jason Tracy