Tax Issues and Developments in Mergers and Acquisitions

Mergers and acquisitions can lead to both tax pitfalls and tax opportunities.

Led by a team from KPMG’s Washington National Tax Office, this seminar engages participants in the upside and downside of corporate tax rules for mergers & acquisitions.

Starting with a review of the core tax principles underlying taxable and tax-free acquisitions, the seminar focuses foremost on the issues that challenge transactional planning. It will also explore a variety of other important issues, including cross-border transactions, consolidated returns, stock distributions, insolvent corporations, internal restructurings, use of losses, economic substance/step-transaction, transaction costs, and debt-equity regulations.

12/4-12/5/2017 New York
CPE Credit:
$1,895 **

Venue and Hotel Details


  • Taxable asset Sales, Section 338, and Section 336(e)
  • Tax-Free Reorganizations and Section 355
  • Economic Substance, Step-Transaction, and Substance-Over-Form
  • Consolidated Returns Issues
  • International Issues Under Sections 367 and 7874
  • Tax Treatment of Transaction Costs
  • New Section 385 Regulations
  • Cancellation of Indebtedness
  • Loss Issues

Program Details

Prerequisite:   None
Preparation:   None
Level of Knowledge:   Intermediate
Field of Study:   Taxes
Delivery Method:   Group Live, Instructor-Led Course

Course Leaders

Partners and Senior Managers from KPMG's Washington National Tax Office.

  • Register Early and Save!*
    Reserve your seat in any session before midnight on October 15, 2017 and apply coupon code FALL17WEBSITE at checkout to receive $100 off the purchase price.
  • Attend Any 2 Executive Education Courses Per Person and Save!*
    Apply coupon code COMBO300 at checkout to receive $300 off the combined purchase price.

    See other courses offered in the same week

  • Discounts Available for Groups of 3 or More!*
    For more information, call 201-505-6062 or email

* Discounts cannot be combined and must be applied at time of initial registration.

** Tuition price includes daily breakfast, lunch, and morning and afternoon refreshments.