NTA2203. How to Prepare Your Client for Due Diligence: M&A Checklist

Over the last two years, the mergers and acquisitions market has been soaring, and so has the level of focus and diligence buyers are putting towards the tax compliance of target companies. This course will help participants prepare for questions that come up during tax due diligence and allow them to ensure their clients are ready for these questions well in advance of a liquidity event.

Learning Objectives:

• Apply the common questions and documentation that becomes the focus of tax due diligence prior to a sale
• Determine how you can prepare your client from both a tax and financial standpoint for a liquidity event.