This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

Advanced Mergers, Acquisitions, & Sales - Tax Staff Essentials Logo aicpa

  Glenn Gines, CPA, MBT |   $189.00 - 239.00 |   CPE: 8.5 |   AICPA |   Jul 2015 |   Taxes |   AICPA Store

Save when you buy the complete Tax Staff Essentials, Level 4 online bundle.

This information will enable you to provide expert tax planning services to clients or to key management within company finance operations. Case studies will show comparative calculations so that you are able to explain the benefits of one option over another in a way that shows both the economic and the tax impact.

Topics Discussed

  • Understanding the transaction tax environment
  • Transaction structure: “The art of the deal”
  • Specialty transaction: ESOP
  • Specialty transaction: The industry “roll-up”

Learning Objectives
When you complete this course you will be able to:

  • Understand what various types of trusts and life insurance may be used in an effective estate plan.
  • Utilize available credits and deduction provisions in the 2010 Tax Relief Act to reduce estate and gift taxes for years before 2013.
  • Minimize estate and gift transfer taxes via planning techniques and opportunities.

Prerequisite: Introduction to Business Acquisitions (TSE.IBA)

Advanced Preparation: None

Tax Section Members Receive Additional Savings! 

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Find out more information on the Tax Section.

Topics covered:
  • Management accounting: Technical: Tax strategy, planning & compliance: Tax planning, Advanced
  • Forensic & valuation services: Technical: Mergers & acquisitions, Advanced
  • Tax: Technical: C corporation income taxation : Formation, liquidation & reorganization, Advanced
  • Tax: Technical: C corporation income taxation : Reporting & filing requirements, Advanced

Comments/Reflections