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

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.

Listen to state and local tax professionals from Baker Tilly and Horwood Marcus & Berk to explore those issues and several more.

The program also discusses

  • 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

Baker Tilly presenters

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

Download the presentation: Mergers and acquisitions: State and local tax issues, trends and traps >

For more information on this topic, or to learn how Baker Tilly tax specialists can help, contact our team.