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Tax Considerations after Merger and Acquisition Transactions

Date: Friday, September 21, 2018
Time: 1:00 - 2:40 pm EST

Sponsored by Lorman Education Services


Registration - Live Webinar Only: $219.00

Registration - Live Webinar Plus CD Recording: $288.00

 

You often hear about what happens before a merger or acquisition occurs. Make sure you are up to speed on the tax issues that can occur after the deal.

As companies engage in Merger and Acquisition Transactions there are important tax considerations that will help achieve success. In this topic, Crowe Horwath LLP will discuss federal, state, local and other tax matters that arise after the deal closes, and provide common strategies to make post-Merger and Acquisition Transaction integration successful.

Specifically, this material will provide professionals with an understanding of: key takeaways on what you need to contemplate and do after the deal and tax implications of various acquisition platforms (stock, asset, hybrid).

Learning Objectives:

  • You will be able to identify tax considerations for each type of merger and acquisition transaction.
  • You will be able to recognize the proper treatment of transactional costs associated with the deal.
  • You will be able to discuss some risks associated with the respective transaction and identify ways in which to mitigate the risk.
  • You will be able to explain state tax issues in M and A, including the benefits of tax credits and incentives.

This Live Webinar Covers These Hot Issues:

Types of Transactions

  • Asset
  • Stock
  • Hybrid
Types of Considerations Depending on the Type of Transaction 

Considerations

  • Accounting Periods and Methods
  • Elections
  • Transactional Costs
  • Purchase Price Allocation
  • Successor Liability
  • Tax Risk Mitigation
  • Government Incentives
Tax Reform – Planning Opportunities and Structuring Considerations 

Hot State and Local Topics in M and A

Credit Information (Sponsored by Lorman Education Services):

  • CLE
  • CPE
  • NASBA

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Faculty

Ankit S. Joshi, CPA, Crowe LLP

  • Tax senior manager with Crowe LLP
  • More than seven years of tax experience serving hospitality, manufacturing, distribution, service and private equity clients
  • Provides a variety of tax services to clients, including federal and multi-state compliance review and tax planning
  • B.S. degree, Northern Illinois University; CPA

Jon R. Klunk, Crowe LLP

  • Senior manager in the Crowe LLP’s Private Equity Tax practice
  • More than 12 years of public accounting experience
  • Consults with numerous private equity groups ranging in size from $50 million to over $9 billion of capital under management
  • J.D. degree, Loyola University School of Law; M.S. and B.S. degrees, University of Illinois; CPA
  • Can be contacted 630-575-4297 or jon.klunk@crowe.com

Kevin A. Spiegel, J.D., Crowe LLP

  • Senior manager with Crowe LLP
  • Has 20 years of experience in the field of state and local taxation, including income tax; indirect taxes (sales and property); tax credits and incentives; and unclaimed property
  • Assists clients across industries with state tax consulting and compliance; mergers and acquisitions; audit defense and voluntary disclosure; diagnostic and technical analysis, including tax risk assessments; negotiations with state and local governments for tax credits and incentives; and economic development
  • Frequent speaker and has written numerous publications
  • J.D. degree, Chicago-Kent College of Law; B.A. degree, Michigan State University
  • Can be contacted at 312-857-7408 or kevin.spiegel@crowe.com

(Not available outside the US)