Key Accounting & Tax Provisions in Purchase Agreements
Helping clients navigate the nuances of a purchase agreement provides a great deal of value. In this course, you will learn about the basic structure of a purchase and sale agreement. We will explore the accounting and tax provisions commonly addressed during business transactions, such as purchase price allocations, deferred taxes, and treatment of transaction costs. Participants will gain an understanding of how these provisions impact financial statements, deal structure, and post-close integration.
COURSE #MA-104 | ONLINE GROUP LEARNING | 50 MIN SESSION | 1 CPE CREDIT
During this training, participants will:
Review Structure
Review the basic structure of a purchase agreement, key terminology, areas of consideration, and presentation.
Analyze Data
Analyze purchase prices allocations, differed taxes, and treatment of transaction costs to ensure the best deal for your client.
Identify Risks
Highlight the accountant's role in identifying tax risks, ensuring compliance, and supporting negotiation of favorable terms.
Program Details
Fields of Study:
Program Level:
Prerequisites:
Advanced Preparation
Delivery Method:
Presenter:
Reviewer:
Transaction advisory, Mergers, Acquisitions
Intermediate
Appropriate for manager and above
No preparation needed
Online Internet Based, Live Webinar
Michael Kidd, CPA
Ann Kidd
PRESENTER:
Michael Kidd
Michael Kidd leads the Transaction Advisory Service practice at Mowery & Schoenfeld where he is a member of the Management Team. Michael is a regular speaker at many of the nation's top universities including Harvard, MIT, and University of Chicago, where he shares his expertise in mergers and acquisitions. Michael was named as as a 40 under 40 CPA by Practice Advisor and a 2024 Notable Leader in Accounting by Crain's Chicago.
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WHY CONTENT CPA
The Content CPA team started together as an in-house marketing and training team for an accounting firm with an aggressive (and successful) growth plan. Today, we are bringing relevant training and marketing support to this industry. All of our CPE must meet three critical requirements. It must be engaging. It must build skills critical for growth. It must applicable to real-world accounting challenges.
Content CPA 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.nasbaregistry.org.