Tax Implications of Mergers and Acquisitions: Assessing Tax Impact in Strategic Transactions

What you will learn

Program Structure

• Introduction to Mergers and Acquisitions

  3 Lessons · 45 min
  • Overview of M&A Transactions
  • Types of M&A Deals: Mergers, Acquisitions, and Divestitures
  • Key Participants in M&A Transactions
• Tax Fundamentals in M&A Transactions

  3 Lessons · 45 min
  • Tax Basics and Key Concepts in M&A
  • Overview of Corporate Tax Structures
  • Tax Terminology in M&A Context
• Tax Implications of Mergers

  3 Lessons · 45 min
  • Deferred Tax Considerations
  • Tax-Free Reorganizations
  • Carryover of Net Operating Losses
• Tax Implications of Acquisitions

  3 Lessons · 45 min
  • Purchase Price Allocation and Goodwill
  • Step-Up in Basis and Depreciation
  • Treatment of Transaction Costs
• Cross-Border M&A Tax Considerations

  3 Lessons · 45 min
  • Tax Treaties and Double Taxation
  • Transfer Pricing Issues
  • Tax Considerations for Global Structuring
• Tax Optimization Strategies

  3 Lessons · 45 min
  • Structuring M&A Deals for Tax Efficiency
  • Utilizing Tax Credits and Incentives
  • Managing Tax Risk and Uncertainty
• Practical Case Studies

  3 Lessons · 45 min
  • Real-World Examples of Tax-Efficient M&A
  • Analysis of Tax Implications in Past M&A Transactions
  • Interactive Case Studies and Group Discussions