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.

5/17-5/18/2017 San Diego
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.

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

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