The tax environment changed significantly over the past year, between stimulus legislation and the change in the presidential administration.
Our course will address how these updates affect tax M&A planning areas to help clarify how tax considerations may affect upcoming transactions. We will discuss how pending and speculative tax law changes could impact transactions, when a seller’s tax liabilities “stick” to a buyer, and other overlooked opportunities to maximize tax efficiency.
After completing this course you will be able to:
- Explain how law changes may impact the taxability of a business transaction,
- Identify successor liabilities and ways a buyer may be able to avoid or limit the burden of tax exposure that pre-dates the transaction, and
- Determine how best to maximize tax efficiency in a transaction
CPE: Eligible for up to 1.2 CPE credits in Tax
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group Internet-based
Intended Audience: CEOs, CFOs, executives, tax directors, investors, and individual business owners.
Speakers: Mark Barr, Senior Manager at CBIZ MHM, Mary Jo Zuelsdorf, Senior Manager, State and Local Tax, CBIZ MHM, and Josh Littlejohn, Managing Director, CBIZ MHM