06 - 08 Apr 2020International Tax, Legal and Commercial Aspects of Mergers & Acquisitions
- International Tax, Legal and Commercial Aspects of Mergers & Acquisitions
Overview and learning objectivesThis course is designed to provide participants with an in-depth analysis of the legal, tax and commercial consequences arising from cross-border mergers and acquisitions (M&A) and transactions.
The course covers the full scope of M&A, focusing on various techniques that should be in place in order to successfully take over a business. Various (cross-border) aspects connected to an M&A deal, such as the tax due diligence, pricing, planning and negotiating the (tax) deal and acquisition tax planning will be explained and several examples will be presented. In addition, tax aspects of cross-border private equity acquisitions and fund structuring will be covered. Also, an in-house tax director of a multinational enterprise will give some insights from a strategic buyer’s perspective. The course content includes:
- experiences shared by an in-house tax director;
- tax due diligence: objectives, process, scope, disclosure and impact of findings;
- pricing of the deal;
- the business perspective, from planning to final implementation;
- cross-border private equity transactions;
- fund structuring;
- acquisition tax planning; and
- case studies and group discussions.
This is an interactive course with a maximum of 32 participants. The case studies and group discussions will enable participants to gain confidence in applying the skills acquired during the course. During to the course, participants will be given access to an online platform which provides them with additional reading material (e.g. legal documentation, case law and related articles/literature).Field of study
Tax, legal and finance.
Who should attend?The course is suitable for practitioners in tax advisory firms, tax specialists in commerce and industry, finance professionals, accountants and government officials who wish to gain a complete understanding of the subject.
Course level and prerequisitesThis is an advanced-level course. Participants should be familiar with the structure of tax systems and tax treaties, specifically with their allocation rules. In addition, they should have experience with and knowledge cross-border M&A transactions in general and in connection with the domestic rules and practice of at least one country in particular.
Pre-course preparationIn order to participate in this particular course, no advance preparation is necessary.
Interactive course - "Group Live"To safeguard the interactive nature of the course, including group discussions and case studies, a maximum of 32 participants will be accepted. Early registration is therefore recommended.
We invite you to send us in advance any technical, content-related questions you may have. During the course we will try to address your specific questions, but please note that this will depend on the amount of time available, the relevance of the questions and the order in which the questions are received.
Should you have a question, please send it to firstname.lastname@example.org.
Disclaimer: The information provided during the course has been prepared solely for the instruction of course participants. This information is not intended to constitute advice on any particular matter.
Continuing Professional EducationRecommended NASBA CPE points for this course: 20 (in accordance with the standards of the National Registry of CPE points, CPE credits are granted based on a 50-minute hour). Read more information on CPE points and accreditation for IBFD International Tax Courses.
Course fee and registration detailsThe course fee covers participation in the course, all course materials, lunch, coffee/tea and refreshments. The costs of accommodation and transport are not covered. If you have any other questions regarding attendance of the course, travel arrangements, payments and cancellations, please consult our FAQ.
- Fund structuring
- Tax due diligence
- Tax aspects of cross-border private equity acquisitions
- Private equity case study
- From valuation to pricing: key concepts
- The commercial perspective: planning and negotiation of the (tax) deal
- A strategic buyer's perspective
- Acquisition tax planning: defining de boundaries, strategies and tools