Deal Structure for Mergers and Acquisitions Webinar

Nov 14
11:30 - 7:00 p.m.

Online

8-Tax
CPE Credits

  • Tax Focused Discussion.
  • Determine the types of taxable acquisitions of C and S corps.
  • Recognize the types of tax-free acquisitions of C corps and the requirements for tax-free treatment.
  • Identify differences between the taxable sale of S and C corps.
  • Recognize various types of taxable and tax-free divestiture methods, including equity carve-outs, spin-offs and tracking stock and their tax consequences.
  • Determine the effect of the acquisition structure on the target firm's tax attributes.
  • Identify key sections of purchase and sale documents.
  • Outline necessary steps to complete a complex sample S corporate deal, including schedules.
  • Identify a couple approaches to calculating net tax cash flow.

Highlights

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.

Materials are provided as an ebook.

Registration

PICPA Member: $245
Nonmember: $345

More Information

Course No. 4191994D Level: Intermediate

Prerequisites: General understanding of ordinary income and capital gain taxation as well as general knowledge of regular and S corp structures.

Speaker(s)

George Shewchuk