Tax Due Diligence for Merger & Acquisition

  • Accountant
  • AFSP
  • CRTP
  • CPA (CA)
  • CPA (US)
  • ORTP
  • MRTP
  • CFIRS
  • CWS

Published: September, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Overview of Tax Due Diligence
    15 mins
  • Statue Barred Period
    47 mins
  • Planning Stage - Get the Facts
    74 mins
  • Due diligence scope of work
    93 mins
  • List of Common Tax Issues - CCPC
    139 mins
  • Sample Scenario and Issue Iddentification
    162 mins
  • Taxation of purchase Consideration
    192 mins

Course Description

Mergers and Acquisitions (M&A) are a great way to grow your business without having to wait years for your marketing and sales strategy to pay off. When the company is looking for an immediate growth for business, this can be the best option that provides the instant result. The primary goal of a company interested in a merger or acquisition is to secure an opportunity that will either achieve the objective of growth or provide an area of expansion that will add to the product/service line in a market that is currently not served by the company. The motivation behind this pursuit is that the resulting combination of products, key people, and existing pipeline will allow the business to operate in new markets and offer new options to their existing market.

Recently, there has been a surge in mergers and acquisitions, especially from south of the border where U.S. companies acquire Canadian companies as an expansion strategy. In a typical acquisition transaction, the potential buyers, such as foreign multi-nationals, public companies, private-equity firms, lenders, or investment banks, will often require a tax due diligence review of the Canadian target entity. In this situation, it is essential for the CPAs in practice to uncover significant historical tax exposures and provide recommendations to mitigate the risks.

The Tax law CPE webinar provides a review of tax due diligence tips, traps, and strategies to uncover historical tax liabilities, tax reserves, aggressive tax positions, missed tax elections, and tax “deal breakers”.

Key topics included in the online CPE webinar:

  • Overview of Tax Due Diligence (TDD)
  • Understand the Acquisitions Framework Share Vs. Asset Deal
  • Tax Due Diligence Buy Side Vs. Sell Side
  • Planning and Risk Assessment and Scoping
  • Risk Management & Materiality
  • Preparing the TDD Report
  • List of common tax issues
  • Sample Scenarios and Issue Identification
  • Pre-deal tax structuring from Buyer’s and Seller's perspective
  • Other Considerations

This tax webinar will help you to deepen your understanding of tax due diligence and understand the strategic elements involved in the process.

Recommended for: 

This online tax CPE webinar is recommended for any Finance or Tax Professional who will be involved in the Sale of a business or Valuations or Mergers & Acquisitions

Learning Objectives

  • To assess the risk and accepting a tax due diligence engagement
  • To obtain an understanding of the deal, buyer’s profile and the Target
  • To recognize what to look for when undertaking due diligence reviews
  • To explore how to perform due diligence procedures to uncover significant tax exposures
  • To recall how to perform due diligence procedures to uncover aggressive tax positions

Recommended For

  • This CE webinar is recommended for any Professional or Staff Member helping client in Preparing Federal Income Tax Retruns

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 3.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 3 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0493)
  • 3 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 3 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00493-21-S)
  • 3 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00493-21-S)
  • 3.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 3.5 CE Credit for Certified Wealth Strategist (CWS)
  • 3.5 General Credit for Accountant/Bookeeper
  • 3.5 CPD Credit of Taxes for Chartered Professional Accountant (CPA Canada)

Additional details

  • Course Level :
    Basic
  • Credits :
    3.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Big4 CPA

Founder, AK Consulting Inc.

We are a team of Big4 CPA, CA and other professionals. We offer wide range of professional development courses for CPA members relating to Canadian Taxation, International tax, Accounting, Ethics, Business, Workplace Teams & Culture, High Performance, Soft skills, and Personal Development.

We also work with third party content creators to offer unique CPD for our CPA members, such as on latest technology, cyber security, digital marketing. and various other interesting topics.


Faq

FAQs content

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