Realize Your Tax Benefits with IRC Section 382

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Start time:
June 11, 2024 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Olivia Schultz, Moss Adams, 206-302-6347
Cost to attend:
Complimentary

When your company has spent years investing in your product, accumulating net operating losses (NOLs) or credits for tax purposes—you want to make sure you can get the tax benefit of those investments, whether negotiating additional value in a deal or being able to offset taxable income or gain.

Join us for our webcast, Realize Your Tax Benefits with IRC Section 382, to explore the basics of limitations that could apply to your net operating losses, credits, and other carryforwards, as well as the importance of staying ahead of these issues to prevent inadvertently losing the tax benefits from these valuable attributes.

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, Section 382, Section 280G and other transaction issues.

Chad Gumm, JD, LLM, Director, Moss Adams

Chad has worked in public accounting since 2001. He specializes in the tax implications of M&A transactions, including tax due diligence, tax structuring, and federal income tax research, writing, and technical analysis. He advises private equity and strategic corporate clients on the applicable federal and state income tax issues and the potential tax benefits and disadvantages of entering into both domestic and cross-border transactions.

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CPE Information

Program Level:
Overview
Credits:
Finance: 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to demonstrate the limitations of Section 382; identify how Section 382 limitations are calculated; and summarize potential pitfalls of Section 382.

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.

Related Topics

Use NOLs and Credits When You Need To: Keep an Eye on IRC Section 382
How to Navigate Section 382 During an Economic Downturn