Advanced Topics in Mergers and Acquisitions for CPAs | CPDFormula by learnformula
Advanced Topics in Mergers and Acquisitions for CPAs
Navigating Complex Transactions, Mitigating Risks, and Driving Successful Outcomes
schedule1h
4.4(168)
Pete Maher, CPA
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Instructor | Greystone College
1 Course
• 169 Reviews
I am a seasoned financial professional, general manager, and CPA with an MBA from Harvard Business School, and nearly 18 years in mid to executive management directing start-up businesses and turning ...
BC Wehman
•
Podcast Host | LearnFormula
B.C. is a working actor, storyteller, comedian, teacher, DJ, writer, consultant, and more (including a professional patient) with a love of running, yoga, darts, and disc golf. Along the way, he found...
About this course
This comprehensive course is designed to provide CPAs with an in-depth understanding of mergers and acquisitions (M&A) and their implications. Participants will gain practical knowledge and skills necessary to navigate M&A transactions successfully, avoid detrimental outcomes, and maximize value and wealth for their organizations. The course covers various topics, including the importance of familiarity with M&A, definitions and types of M&A, tax treatment, valuation, considerations in M&A, cross-border transactions, documentation and paperwork, transaction structuring and compliance, strategic planning, and post-acquisition integration. CPAs will also explore key provisions and regulations in the Income Tax Act and transfer pricing rules.