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Introduction to Mergers and Acquisitions: Tax Strategies and Consequences (MATS)
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The disposition of the assets or stock of a corporation often represents the culmination of the life's work of the selling shareholder. Similarly, expanding an existing corporation by acquiring the stock or assets of a target is a critical moment in any corporation's life cycle. Improperly structuring the transaction can impose upon both buyer and seller an unnecessary tax burden, either upon the date of sale or in the future. As a result, it is imperative that tax advisors give careful consider

8/31/2017
When: Thursday , 31 August , 2017
11:00:00 AM- 1:00:00 PM
Where: Webinar
SURGENT
MATS-2017-01-WEBNR-243-01
United States
Presenter: Tony Nitti, CPA
Contact: April Deneault
801-466-8022


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Description

The disposition of the assets or stock of a corporation often represents the culmination of the life's work of the selling shareholder. Similarly, expanding an existing corporation by acquiring the stock or assets of a target is a critical moment in any corporation's life cycle. Improperly structuring the transaction can impose upon both buyer and seller an unnecessary tax burden, either upon the date of sale or in the future. As a result, it is imperative that tax advisors give careful consideration to properly structuring the sale or acquisition in order to make the transaction as tax efficient as possible. Presented by tax expert Tony Nitti, CPA, MST, this informative and convenient two-hour online CPE webinar will take you through the critical aspects of structuring for a merger or acquisition from an income tax perspective. The online class will begin by discussing the pros and cons of asset sales versus stock sales from both the buyer and seller's perspective. Next, Nitti will explain the tax consequences to both buyer and seller of a taxable merger or sale. Lastly, he will explain the basic requirements for structuring a merger or sale as a tax-free reorganization pursuant to Section 368, as well as the resulting tax consequences, if any. Along the way, Nitti will provide planning opportunities that may allow the taxpayer to avoid or minimize tax whenever possible. All tax professionals in public practice or in industry with corporate clients or clients who are shareholders in a corporation will benefit from this program. Time will be provided for you to ask questions directly to Mr. Nitti via email during the program.

Major Topics

 

 

  • Understanding the different options for selling or buying a business (i.e., asset sale versus stock sale versus merger)
  • Examining the pros and cons of a stock sale versus asset sale from both the buyer's and seller's perspective, including non-tax considerations
  • Learning to quantify the gain or loss recognized by a selling corporation or shareholder on the disposition of a business
  • Introducing the basic requirements for qualifying a transaction under the tax-free reorganization provisions of Section 368

Learning Objectives
  • Understand the role a tax advisor plays in helping a client structure a sale or acquisition, including the questions that must be asked
  • Manage the different goals that often exist between a buyer and seller (i.e., asset sale versus stock sale)
  • Discern when a tax-free reorganization is a possible option, and which tax-free reorganization works best for your client


Design For
CPAs, EAs, tax attorneys, and other tax professionals in public practice or industry looking to learn the basics of planning for corporate acquisitions

CPE Credit: 2 hours

Price $89

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