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Taxation of Taxable M&A Transactions for M&A Professionals

 Taxation of Taxable M&A Transactions for M&A Professionals
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting
Item Number: 15PMAFTL08B
Shipping Weight: 0lbs. 0oz.
Price: $110.00
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.

Learning Objectives

After completing this session, attendees will be able to:

- Develop high level strategies to reduce taxes in common business sale and merger and acquisition situations
- Describe and resolve the tension between buyers desire for asset sales and sellers desires for stock sales
- Employ 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
- Establish when ESOP's are likely to provide the best transition methodology

Who Should Attend

CEO's, CPA's, Attorneys, M&A practitioners, and brokers. Anyone who might be involved or give advice on a transaction


Gregory Caruso, Esquire, CPA, CVA
Mr. Gregory R. Caruso is a Principal at Harvest Business Advisors. Harvest works with business owners to increase business value and create opportunities through business brokerage, business valuation, succession and transaction consulting. Greg has been involved the valuation, preparation, and implementation of over 250 business mergers and sales.

Prior to entering business brokerage and business valuation Greg had a transactional law practice and real estate title business. Prior to that, for 10 years he was a principal owner of a family homebuilder that delivered up to 70 homes per year. Greg is active in many professional organizations and is a past president of There Goes My Hero as 504(c) nonprofit dedicated to feeding leukemia patients and increasing registrations in bone marrow registries. For more information about Harvest and Greg visit