Crucial Tax Topics 2021-2022 with Art Werner - Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
Overview
Arthur Werner will provide financial professionals with the information their teams will need to successfully plan and execute mergers and acquisitions.
Highlights
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions. What happens in an asset acquisition. What happens in a stock or equity acquisition. 338 and 336 elections. Basics of 382. Basics of 280G. Earnouts and contingent payments. Assumed liabilities. Acquired reserves. Acquired deferred revenue. Treatment of transaction costs. Basics of mixed entity transactions. Partnership acquisitions of various entity types. Very basic overview of tax-free re-organizations. High level overview of entity formations. High level overview of entity liquidations or termination.
Prerequisites
At least three years’ experience in mergers and acquisitions.
Designed For
Designed for CPAs with three to five years of experience with mergers and acquisitions.
Objectives
Differentiate issues related to asset acquisitions and stock acquisitions. Explain various elections (such as IRC Sections 336 and 338). Describe mixed entity transactions.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd
4.94 stars out of 5 - speaker rating for 2019
“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees
Non-Member Price $109.00
Member Price $79.00