Transaction Cost Analysis Considerations

Start time:
August 27, 2024 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Olivia Schultz, Moss Adams, 206-302-6347
Cost to attend:
Complimentary

Between legal fees, due diligence, structuring, investment bankers, employee bonuses, accountant fees and other expenses, the cost of a transaction can be significant to your company.

The tax law around deducting these types of costs incurred with a transaction can be complex and can have significant value in providing tax deductions to a company.

Join us for our webcast, Transaction Cost Analysis Considerations, to better understand:

  • The basic tax treatment of transaction costs for tax

  • The importance of documentation

  • Considerations of where costs are incurred

View the full webcast series here.

Register

Speakers

Jennifer Menendez, CPA, Managing Director, Moss Adams

Jennifer has practiced public accounting at Moss Adams since 2005. She serves both privately and publicly held companies as well as private-equity firms in several industries. Jennifer has extensive knowledge and experience in tax structuring, modeling, tax due diligence, IRC Section 382, IRC Section 280G, and other transaction issues.

Harry Costin, CPA, Managing Director, Moss Adams

Harry has practiced public accounting since 1997, serving large and midsized corporate and private-equity clients in M&A and dispositions. He serves clients in a broad range of industries. Harry typically focuses on acquisitions and divestitures, including tax due diligence, tax structuring, analyzing the tax assumptions in a client’s transaction model, and reviewing the tax aspects of relevant transaction documents—such as sale and purchase agreements.

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CPE Information

Program Level:
Basic
Learning Objectives:
After completing this training, participants will be able to demonstrate the basic tax treatment of transaction costs for tax; identify the benefits of analyzing transaction costs from both the sell-side and buy-side; and summarize the process for analyzing and deducting transaction costs.
Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Olivia Schultz at 206-302-6347 or send her an email.

Moss Adams 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 course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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