TAX24101

Mergers and Acquisitions & Tax Traps and Considerations When Selling a Business

Date
June 2, 2024
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**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** This workshop class is designed for tax and accounting professionals who are looking to deepen their understanding of the complex landscape of mergers and acquisitions (M&A) and the critical tax considerations involved in selling a business. The course will provide an in-depth analysis of the various stages of M&A transactions, focusing on identifying and navigating potential tax traps that can arise during these processes. KEY TOPICS: • OVERVIEW OF MERGERS AND ACQUISITIONS: Understanding the basics of M&A, types of mergers, acquisition processes, and the role of tax and accounting professionals in these transactions. • TAX CONSIDERATIONS IN M&A: Detailed exploration of tax implications in mergers and acquisitions, including corporate structure, asset vs. stock sales, and cross-border tax issues. • IDENTIFYING TAX TRAPS: Strategies to identify and avoid common tax pitfalls in M&A transactions, such as hidden liabilities, valuation issues, and unrecognized tax obligations. • TAX PLANNING FOR BUSINESS SALES: Comprehensive guidance on effective tax planning strategies when preparing for the sale of a business, including timing considerations, capital gains, and succession planning. • CASE STUDIES AND REAL-WORLD EXAMPLES: Analysis of real-world M&A scenarios and business sales, providing practical insights into applying tax strategies and avoiding pitfalls. • REGULATORY UPDATES: Latest updates on tax laws and regulations affecting mergers, acquisitions, and business sales. REASONS TO ATTEND: • ENHANCE EXPERTISE: Gain advanced knowledge in the niche area of M&A, enhancing your expertise and value as a tax or accounting professional. • STAY UPDATED: Keep abreast of the latest tax laws and regulatory changes that impact M&A and business sales. • RISK MITIGATION: Learn to identify and mitigate potential tax risks and traps in M&A transactions, protecting your clients and your practice. • NETWORKING OPPORTUNITIES: Connect with other professionals in the field, fostering opportunities for collaboration and growth. • PRACTICAL APPLICATION: Apply the knowledge gained through case studies and real-world examples to your practice, improving your service offerings to clients. • PROFESSIONAL DEVELOPMENT: Fulfill continuing education requirements and further your professional development in the ever-evolving field of tax and accounting. This session is an invaluable opportunity for tax and accounting professionals seeking to elevate their practice in the complex and dynamic world of mergers and acquisitions.

Learning Objectives

  • Recognize the basics of mergers and acquisitions.
  • Identify tax implications in mergers and acquisitions.
  • Determine how to avoid common tax pitfalls in M&A transactions, such as hidden liabilities, valuation issues, and unrecognized tax obligations.
  • Apply effective tax planning strategies when preparing for the sale of a business, including timing considerations, capital gains, and succession planning.

Speakers

Speaker Image for Mark Gallegos
Tax Partner, Porte Brown LLC
Speaker Image for Jocelyn Borowsky
Partner, Duane Morris LLP

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