Tax Planning for M&A & Restructuring | CPE Online

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Tax Planning for M&A & Restructuring Webinar

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Live Webinar

$99

CPE Credits: 1.5 Hours
Overview

Transactions such as mergers, acquisitions, divestitures, and restructurings present complex tax considerations that can significantly affect deal value and long-term business outcomes. This session provides a practical overview of key tax issues that arise throughout the transaction lifecycle, from entity restructuring and NOL planning to spin-offs and post-deal integration considerations. Participants will learn:

  • Major tax considerations that influence transaction structure and deal economics
  • Planning strategies for restructurings, NOL utilization, and organizational changes
  • How to better align tax decisions with broader business strategy and transaction timelines
Objective

To provide CPAs and other tax and finance professionals with a practical understanding of tax considerations in M&A and restructuring transactions, enabling them to evaluate planning opportunities, manage transaction risks, and support strategic decision-making.

Emphasis
  • Buyer and seller objectives and considerations
  • Transaction form: 
    – Business and tax considerations
    – Section 338 elections
    – Tax-free transactions
    – Net operating losses (NOLs)
    – Section 163(J)
  • Pre- and post-acquisition rationalization and restructuring
  • Key tax provisions of the purchase agreement
Speakers

Amie Colwell Breslow, Of Counsel, Jones Day

Elizabeth A. Dengler, Associate, Jones Day

Available Formats:

Live Webinar

$99

CPE Credits: 1.5 Hours

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

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Prerequisite
None
Level of Knowledge
Overview
CPE Credits
1.5 Hours
NASBA Field of Study
Taxes
Title
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

Tax Planning for M&A & Restructuring Self-Study Webinar

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Link Copied!

Available Formats:

Self-Study

$99

CPE Credits: 2 Hours
Overview

Transactions such as mergers, acquisitions, divestitures, and restructurings present complex tax considerations that can significantly affect deal value and long-term business outcomes. This self-study webinar provides a practical overview of key tax issues that arise throughout the transaction lifecycle, from entity restructuring and NOL planning to spin-offs and post-deal integration considerations. Participants will learn:

  • Major tax considerations that influence transaction structure and deal economics
  • Planning strategies for restructurings, NOL utilization, and organizational changes
  • How to better align tax decisions with broader business strategy and transaction timelines

    This course qualifies for IRS Continuing Education Credit.
Objective

To provide CPAs and other tax and finance professionals with a practical understanding of tax considerations in M&A and restructuring transactions, enabling them to evaluate planning opportunities, manage transaction risks, and support strategic decision-making.

 

DETAILED LEARNING OBJECTIVES

• Identify competing tax objectives of buyers and sellers in M&A transactions

• Distinguish between taxable stock acquisitions, taxable asset acquisitions, and tax-free reorganizations

• Evaluate the tax consequences of Section 338 elections

• Recognize the requirements for a qualified stock purchase under Section 338

• Identify key tax considerations affecting transaction structure selection

• Understand the treatment and limitations of net operating losses in acquisitions

• Recognize tax issues arising from post-acquisition integration and restructuring activities

• Identify the default classification rules under the check-the-box regulations

• Evaluate the impact of Section 163(j) on acquisition financing transactions

• Recognize key tax provisions commonly negotiated in purchase agreements

Emphasis
  • Buyer and seller objectives and considerations
  • Transaction form: 
    – Business and tax considerations
    – Section 338 elections
    – Tax-free transactions
    – Net operating losses (NOLs)
    – Section 163(J)
  • Pre- and post-acquisition rationalization and restructuring
  • Key tax provisions of the purchase agreement
Speakers

Amie Colwell Breslow, Of Counsel, Jones Day

Elizabeth A. Dengler, Associate, Jones Day

Available Formats:

Self-Study

$99

CPE Credits: 2 Hours

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
2 Hours
NASBA Field of Study
Taxes
Title
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are.