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 delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
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.