Learn how to prevent tax risks and how to address issues when they occur in a business acquisition.
Wait, I have to pay how much in tax? But all I did was buy the stock of a company run by someone else? Why is this my issue and why is it so big? A clear understanding of the tax profile of a target in potential transaction is critical to head-off unanticipated tax consequences. This topic helps key stakeholders determining the true cost of making an acquisition, including potential unknown tax exposures, as well as the value of certain tax attributes. The material will help the tax practitioner identify those main items that give rise to potential tax diligence exposures. The material will also help the practitioner protect against known and unknown tax liabilities to maximize deal value.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Why Perform Tax Due Diligence?
- Stock vs. Asset Sale Potential Exposures
- Diligence Aspects of the Purchase Agreement
- Sell-Side Tax Due Diligence Considerations
Typical Issues Identified in Diligence
- Typical C Corporation Issues
- Typical S Corporation Issues
- Typical Asset Sale Issues
Protecting Against Identified Exposures
- Indemnities
- Representation an Warranty Insurance
- Escrows
- Structuring Considerations
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 24, 2020.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Justin Gurney
RSM US LLP
- Senior manager in RSM McGladrey Inc.’s M&A Tax Practice (New York, NY)
- Practice emphasizes all aspects of mergers and acquisitions
- Licensed to practice law in Hawaii
- LL.M. degree in taxation, University of Washington School of Law; J.D. degree, California Western School of Law; B.A. degree in communications and business, University of San Diego
- Can be contacted at [email protected]
Patrick Phillips
RSM US LLP
- Senior manager in RSM McGladrey Inc.’s Washington National Tax Practice
- Practice emphasizes all aspects of mergers and acquisitions
- Licensed to practice law in Pennsylvania
- LL.M. and J.D. degrees, Villanova University School of Law; B.A. degree in government and international studies, University of Notre Dame
- Can be contacted at [email protected]
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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