Overview:
Mergers and acquisitions involve complex tax implications, necessitating effective tax planning and compliance strategies in order to mitigate the risk of unnecessary penalties. This webinar will cover common and uncommon tax implications within mergers and acquisitions so you can be familiar with any scenario you may encounter. Areas of discussion include:
- “Step-ups” in tax basis
- Tax-free acquisitions
- Reorganization types A, B, and C
-
Judicial requirements
Objective:
To ensure that tax professionals are adequately prepared to handle the challenges and potential complications that may arise during mergers and acquisitions. You will gain the knowledge to help your company and clients complete smooth transactions free of any negative consequences or disruptions.
SPEAKER:
Johnny Montoya, Partner & Tax Principal, BDO
Emphasis:
- Tax Entity Classification
- Inside & Outside Tax Basis
- Actual Asset Purchases
- Section 338 & 336 Elections
- LLC “Drop-Down” & F Reorganization
- Disregarded Entity Mergers
- Triangular Mergers
- Stock Acquisitions & Reorganizations
- Continuity of Shareholder Interest