2021 Tax Planning Opportunities in M&A Social

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.

Course Objectives

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

Additional Details

CPE: Eligible for up to 1.2 CPE credits in Tax

Prerequisites: None

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

Eye on Washington Quarterly Update Q1 2021

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. We may be unable to offer CPE certificates to those who log into the webinar using:

GoToWebinar Instant Join
iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)

If you would like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor Logo CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

**MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm that provides audit, review and attest services, and works closely with CBIZ, a business consulting, tax and financial services provider. CBIZ and MHM are members of Kreston International Limited, a global network of independent accounting firms.