Mergers and acquisitions: State and local tax issues, trends and traps

Event Info

Webinar
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Year-end business tax planning

Business or nonbusiness income? Asset or stock sale? Pre-acquisition tax liabilities. Successor liability. Bulk sale notice. These are some of the many issues that sellers and buyers confront when structuring a deal. Join state and local tax professionals from Baker Tilly and Horwood Marcus & Berk to explore those issues and several more.

The program will discuss

  • Sales/use tax and income tax issues that might arise in a merger or acquisition
  • State and local tax implications of transactions under IRC sections 338, 351, 368 and 382
  • Potential traps for the unwary in a merger or acquisition
  • Possible state tax planning opportunities in a merger or acquisition

Presenters

  • Gary Peric, Partner, Firm Leader of State and Local Tax, Baker Tilly
  • David Hughes, Partner, State and Local Tax, Horwood Marcus & Berk Chartered

Information about CPE eligibility

This webinar will discuss state and local tax issues that may affect a merger or acquisition. There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

CPE credit: one (1) hour total credit
Field of study: Taxes
CPE host: Lindsey Johnson

Please indicate on the registration form if you would like to receive eligible CPE credit for this webinar event. A certificate of completion will be e-mailed to you four to six weeks following the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.

Baker Tilly Virchow Krause, LLP 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 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.

Information about CLE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

CLE credit: one (1) hour total credit
Field of study: Taxes
Difficulty Level:  Intermediate

Please indicate on the registration form if you would like to receive eligible CLE credit for this webinar event. A certificate of completion will be e-mailed to you four to six weeks following the event.

For more information regarding CLE for this program, please contact Maria Arellano at MArellan@hmblaw.com.

Contact Information