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Tax Considerations after Merger and Acquisition Transactions

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 ondemand webinar, we 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 webinar 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).


Runtime: 98 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on October 22, 2014.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.7
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.75
     
  • NJ CLE 2.0
     
  • NV CLE 1.5
     
  • NY CLE 2.0
     
  • VT CLE 1.5
     
  • WA CLE 1.75
     
  • WV MCLE 2.0
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

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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
Shawn M. Kane, CPA

Shawn M. Kane, CPA

Crowe LLP

  • Manages Crowe Horwath LLP’s State and Local Tax Practice (SALT) in the Chicagoland area
  • Responsible for Crowe’s SALT in the Chicago market including state income and franchise tax, sales and use tax, real and personal property tax, credits and incentives, and unclaimed property
  • More than 22 years of tax consulting experience and has worked in all industries with organizations ranging in size from Fortune 100 to mid-sized private companies
  • Has in-depth experience providing consulting advice for various tax structures regarding mergers and acquisitions, dispositions and divestitures, tax attributes, tax return filing options, apportionment methodologies and state tax consulting regarding income tax accounting
  • Specializes in business restructurings designed to achieve a tax-efficient structure for clients
  • Prior to his position with Crowe, he served as the Chicago Office Practice Leader for a mid-sized accounting firm and spent several years at two BIG 4 accounting firms where he served as one of the firm’s Illinois tax expert providing consulting services for complex technical issues and audit controversy matters
  • Member of American Institute of Certified Public Accountants (AICPA), Illinois CPA Society, Chicago Tax Club, Chicagoland Chamber of Commerce, Illinois Chamber of Commerce and Taxpayer’s Federation of Illinois; Board of Trustee
  • Can be contacted [email protected]
Matthew J. Mittman, CPA

Matthew J. Mittman, CPA

Crowe Horwath LLP

  • Lead senior tax manager of Crowe Horwath LLP’s firm wide Private Equity Tax Practice and has more than thirteen years of tax experience
  • Consults with numerous private equity groups all over the country and is a tax advisor for firms with $50 million to more than $5 billion in capital under management
  • Primarily focuses on the tax needs of private equity funds and the companies owned by private equity funds since joining Crowe more than six years ago
  • Main responsibilities include corporate, partnership, limited liability company and limited liability partnership taxation, entity structuring and restructuring, tax planning, acquisitions and formations, reorganizations, recapitalizations, divestitures and other liquidity/realization events, buy side tax risk assessment/mitigation and sell side assistance, fund formation and tax maintenance, IRS conflict resolution, and practicing before the IRS
  • Prior to joining Crowe, Mr. Mittman was a tax manager and senior tax manager with Ritchie Capital Management, a $3 billion multistrategy alternative investment fund, where he was responsible for transaction tax structuring and overseeing the tax compliance and reporting function for the fund and more than 200 entities. Prior to joining Ritchie Capital Management, Mr. Mittman was also with RSM McGladrey and Andersen
  • Guest lecturer in the Master of Science Taxation Program at Northern Illinois University and is a frequent presenter for the M&A Leadership Council
  • Recently wrote the following articles published in trade magazines: "Final Sec. 336(e) Regulations: Election for Qualified Stock Dispositions," "Corporate Financing Companies: Treatment of Losses," "Transaction Cost Considerations: Rev. Proc. 2011-29 and Other Related Matters," and "AMT Consequences of an Ownership Change"
  • Can be contacted at [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 394400
Published 2014, 2018
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