This comprehensive, integrated curriculum provides tax training for four different experience levels – New Staff (Level 1), Experienced Staff (Level 2); Tax Senior/Supervisor (Level 3); and Tax Manager/ Director (Level 4).
This course is part of Tax Staff Essentials, Level 4 – Tax Manager/Director contains the advanced technical level of training your firm needs to maintain and improve its core competencies. As your firms leaders expand their levels of expertise, so does your firm expand its ability to offer its professional services to new and existing clients.
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
Understanding the transaction tax environment
Transaction valuation fundamentals
Transaction structure: “The art of the deal”
Asset vs. stock transactions
Specialty transaction: ESOP
Tax preferenced reorganizations
Specialty transaction: The industry “roll-up”
When you complete this course you will be able to:
Understand the different purposes for business valuation and the principal approaches to valuation.
Understand the nature of a negotiated environment and the common objectives for buyers and sellers in a transaction.
Highlight the differences between an asset transaction and a stock transaction.
Indicate basic features of utilizing ESOPs
Discuss with clients the mechanics of the most common types of reorganizations
Prerequisite: Introduction to Business Acquisitions (TSE.IBA)