20WC-0246: Deal Structure for Mergers and Acquisitions (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Friday, July 17, 2020
10:30am - 6:00pm Central Time
8 CPE (8 technical)
Tax focused discussion on changes in the transaction structure of merger and acquisition deals can significantly impact after-tax cash flows. Gain a significant competitive advantage by understanding how taxes affect M&A and divestiture transaction structures.Further examine the mechanics of M&A deals; the structures of taxable assets and stock acquisitions; triangular and reverse triangular mergers; practical issues in structuring and pricing; types of tax-free reorganizations; tax planning for divestitures; and key elements of purchase and sale documents.Plus, dive into a complex case study and coupled, different approaches to the net tax cash flow for an S Corporate deal. Updated for new tax Reform and impact on M&A deals.
Major subjects
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Mechanics and timelines of MA deals
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Structures of taxable asset acquisitions and stock acquisitions
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Triangular and reverse triangular mergers
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Structuring and pricing an acquisition
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Tax-free reorganizations
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Tax planning for divestitures
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Key sections of purchase and sale documents
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Case studies with schedules
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Tax return forms and elections to be aware of
Learning objective(s)
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Tax Focused Discussion.
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Determine the types of taxable acquisitions of C and S Corps.
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Recognize the types of tax-free acquisitions of C Corps and the requirements for tax-free treatment.
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Identify differences between the taxable sale of S and C Corps.
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Work on examples of dropping assets into new entities for new partners
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Recognize various types of taxable and tax-free divestiture methods, including equity carve-outs, spin-offs and tracking stock and their tax consequences.
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Determine the effect of the acquisition structure on the target firm's tax attributes.
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Identify key sections of purchase and sale documents.
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Outline necessary steps to complete a complex sample S Corporate deal, including schedules.
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Identify a couple approaches to calculating net tax cash flow.
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Discuss briefly Partnership mergers and aquistion issues
Who should take this program?
CPAs, controllers and financial professionals.
Fees
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If you register, you will be charged
$400.00
(Standard Nonmember Fee).
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|
Standard Member Fee |
$295.00
|
 Standard Nonmember Fee |
$400.00
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