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.

11/29-11/30/2018 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.

If you have previously attended this course, you may not be eligible for CPE credits. Please contact KPMG Executive Education to confirm your eligibility.