When your organization is embarking upon internal restructurings, global expansion or acquisitions and dispositions, there are several layers of diligence associated with these activities. We will discuss how to thoughtfully approach identifying opportunities to help you navigate the diligence process for a smooth transition.

Before acquiring a company, the ITAX and SALT exposures must be carefully reviewed, including potential risks such as transfer pricing, sales tax and state income tax. After the acquisition, any identified exposures can be remediated through voluntary disclosure agreements or corrective filings. Finally, tax services can be integrated, legal entities optimized, and SALT compliance ensured, while also identifying potential credits and incentives and complying with all tax and regulatory requirements. Additionally, systems integration is important for efficient and effective tax management.

Learning Objectives:

• Explore the U.S. and foreign compliance drivers
• Understand tax minimization and optimization through transfer pricing, tax planning, debt and interest optimization and asset and purchase price push down
• Discover how to successfully undergo these transitions and compliance throughout the process