Show navigation

Available in:

OnDemand Webinar
Audio & Reference Manual
MP3 Download

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 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).


Runtime: 105 minutes
Purchase Options

More Program Information

Why Lorman?

Over 32 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

Tax Reform - Planning Opportunities and Structuring Considerations

Hot State and Local Topics in M and A

Purchase Options

More Program Information

Why Lorman?

Over 32 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 September 21, 2018.

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.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • 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.

Purchase Options

More Program Information

Why Lorman?

Over 32 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

No photo available

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
No photo available

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 [email protected]
Kevin A. Spiegel, J.D.

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 [email protected]
Purchase Options

More Program Information

Why Lorman?

Over 32 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 404139
Published 2018
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!