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Tax Due Diligence for Merger & Acquisition

Tax Due Diligence for Merger & Acquisition

3.5 Credits


Subject Area


Webinar Qualifies For

3.5 CPE credit of Taxes for all CPAs

3 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

3 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

3 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

3.5 CPD credit (Verifiable) for Canadian CPAs

3.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

3 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00523-21)

3 CE credit of Federal Tax for Oregon Tax Preparers

3 CE credit of Federal Tax for Maryland Tax Preparers

3.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

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


  • 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

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