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Taxation of Taxable M&A Transactions for M&A Professionals(1508B_N) |
Course CPE: 2 hours Field(s) of Study: Accounting–2 hrs Program Level: Intermediate Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities. Advanced Preparation: None Delivery Method: Self-Study
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Number: 15PMAFTL08B
Shipping Weight: 0lbs. 0oz. |
Price:
$147.00 |
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Recording Date: December 8, 2015
Presenter: Gregory Caruso
Program Description:
The IRS and State Tax Authorities are your tax partner on most M&A transactions and can take up to 65% or more of the profit of poorly planned transfers. This webinar will cover tax planning basics for merger and acquisition including considerations in market sales, some family and management buy-out techniques. Focus will be on taxable transactions with limited coverage of ESOPs. Basic planning strategies and possible solutions to problems that are commonly encountered will be covered.
After completing this course, you will be able to:
- Identify high level strategies to reduce taxes in common business sale and merger and acquisition situations
- Determine and resolve the tension between buyers desire for asset sales and sellers desires for stock sales
- Recognize unusual deal structures such as installment sales and old company/new company that can dramatically reduce tax burdens
- Identify potential solutions and limitations for C corporation asset sales including S corporation elections, personal goodwill, compensation agreements, and more
- Determine when ESOP's are likely to provide the best transition methodology
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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