Day 3: Deferred Tax E-Bootcamp

Today’s regulatory and legal environment has complicated the way many companies approach Accounting for income taxes under ASC 740. The ever-changing tax laws and threat of restatement, coupled with tight timelines and nuances of the provision process make it one of the most complex and challenging tasks facing corporate accounting and tax professionals today. Extensive expertise and judgement are necessary to determine not only valuation allowances and temporary differences, but also forecasts and disclosures regarding deferred tax assets and liabilities. This makes the entire provision process particularly complicated and risky in that the outcome will have significant impact on the company’s financial statements.

We know, however, that many businesses do not have the internal tax resources to efficiently and accurately handle this process. During this E-Bootcamp, we will take you back to basics to thoroughly explain deferred taxes, as well as address the practical tasks and challenges corporate tax professionals face when preparing these complicated income tax disclosures. We also walk you through real-world case studies and actual examples for a more hands-on approach. Join us for this hands-on, E-Bootcamp that will cover everything you need to know about deferred taxes and get you in shape for quarterly and annual provision analysis and reporting.

Day 3:

Mergers and Acquisitions

In this overview we’ll cover deferred taxes as they relate to Mergers and Acquisitions. We’ll focus on the differences between Asset Sales and Stock Sales, as well as discuss the most important Pre-Merger (such as 382 and Due Diligence/NEXUS) and Post-Merger Considerations (such as inventory of deferred, purchase accounting adjustments, and the differences between Goodwill Type 1 and Type 2).

Stock Incentives and Windfall Benefits

We know how complicated Stock Incentives and Windfall Benefits can be. Here, we’ll cover the ASU Update 2016-09, Restricted Stock Awards, 83(b) Elections, SEC 34 ACT Section 16[b] implications, Stock Options (ISO’s, Non-Qualified, Phantom Plans, and Cashless Exercise), and Employment Taxes and Reporting.

Be sure to download all three days of the E-Bootcamp and you will walk away with a better understanding of deferred taxes, how to account for them properly and the role they play in your financial statements.

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