Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Deepen your understanding of tax due diligence and understand strategic elements involved in the process.
Recently, there has been a surge in mergers and acquisitions, especially from south of the border where U.S. companies acquire Canadian companies as an expansion strategy. In a typical acquisition transaction, the potential buyers, such as foreign multi-nationals, public companies, private-equity firms, lender or investment banks, will often require a tax due diligence review of the Canadian target entity. The objective of a tax due diligence is to uncover significant historical tax exposures and provide recommendations to mitigate the risk from the buyer's perspective.
In this CPA Ontario course, participants will be able to The course provides a review of tax due diligence tips, traps, and strategies to uncover historical tax liabilities, tax reserves, aggressive tax positions, missed tax elections and tax "deal breakers".
Key Takeaways
Upon completion of this course, you will be able to:
- Assess the risk and accepting a tax due diligence engagement.
- Obtain an understanding of the deal, buyer's profile and the Target, including what to look for when undertaking due diligence reviews.
- How to perform due diligence procedures to uncover significant tax exposures, aggressive tax positions and missed tax elections.
Who Will Benefit
Tax professionals assisting clients with M&A transactions involving Canadian target. Corporate CEO, directors, controllers who have experience in M&A and those undertaking due diligence for first time will also benefit from this course.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Affan Khalid has over 15 years of public experience and provides international tax advice to Canadian and foreign-based multi-nationals with a focus on inbound and outbound tax planning and structuring, including financing structures, acquisitions and dispositions, tax due diligence, reorganizations, and repatriation strategies. He obtained his BBA from the University of Toronto and has completed the in-depth international course and in-depth tax program.