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Executive Education Series Webinar
Webinar: Tax Reform's Impact on Mergers & Acquisitions

The tax reform bill was signed into law on Dec. 22, 2017, bringing sweeping and historic changes to our country’s tax laws. These changes generally are effective in 2018 and impact every taxpayer as well as activities such has mergers and acquisitions (M&A). Businesses and their owners have new and unique considerations to take into account as they optimize M&A decisions under these provisions.

We will focus on proper entity selection, the new net operating loss provisions, the new limitations on deductibility of interest and assessing the impact of the temporary full capital expensing provisions.

Learning Objectives

After completing this course you will be able to:

  • List the benefits of the C corporation structure and the pass-through entity structure under the new law
  • Explain how the net operating loss provisions may affect transaction terms
  • Describe how limitations on business interest deductions affect financing and capitalization
  • Identify the impact on depreciation recapture upon disposition and how the temporary full capital expensing provisions can be maximized

More Tax Reform Resources

Additional details about tax reform and how it can impact you and your business can be found in our Eye on Washington portal.

Gary Curtis

Gary CurtisGary Curtis, CPA
Gary's expertise lies in complex corporate transactions including tax structuring surrounding complex mergers and acquisitions for a variety of buyers including private equity firms, corporate acquirers and various other investment entities. Additionally, he has extensive experience in dealing with consolidated income tax return issues, multi-state taxation, and cancellation of debt issues as well as experience with compliance requirements and issues pertaining to numerous corporation types, including start-ups.


Kathy Rhodes

Kathy RhodesKathy Rhodes, CPA
Kathy is based in our Kansas City office and brings to her clients over 25 years of domestic and international tax experience. She provides a variety of tax and consulting services for medium to large manufacturing, wholesale, retail, agriculture and professional services clients. A significant portion of Kathy's client base is large, multi-state family owned and closely-held businesses, their owners and related flow-through entity groups. Kathy also spends a significant amount of her time working with clients on transactional and complex tax issues, such as restructuring, mergers and acquisitions, divestitures, etc.


Bill Smith

Bill SmithWilliam M. Smith, Esq.
Bill Smith is a managing director in the CBIZ National Tax Office. Bill monitors federal tax legislation and consults nationally on a broad range of foreign and domestic tax services for businesses and individuals, including mergers and acquisitions, domestic and international investments or divestitures, and the review, negotiation and drafting of tax aspects of business agreements.


Archived Recording

Original Air Date:
Feb. 21, 2018

View Recording

*Viewing the recording is not eligible for CPE credit.

Additional Details

Cost: No fee required.

CPE: Eligible for 1 CPE credit in Taxation*

Prerequisites: None

Who Should Attend? CEOs, CFOs and tax directors

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet-based

Questions?

Contact us at cbizmhmwebinars@cbiz.com. You can also follow the discussion using the hashtag #CBIZMHMwebinar on Twitter.

Disclaimer

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. We may be unable to offer CPE certificates to those who log into the webinar using:

  • Google Chrome
  • GoToWebinar Instant Join
  • iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar) 
If you would like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor LogoCBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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