Turn Work Into Results

Overview

In a merger or acquisition, both the buyer and seller must consider numerous factors beyond just the purchase structure. These include tax implications, legal considerations, and regulatory approvals. Mark Gallegos, Tax Partner at PorteBrown, has over 20 years of experience in international tax and mergers & acquisitions. He shares his M&A and tax expertise, discussing strategies to help companies make crucial decisions about deal structure as well as both tax and non-tax issues to consider to maximize business combinations.

Highlights

Prerequisites

Work experience in a corporate staff environment, or an introductory course in personal development.

Objectives

• Define the four elements required to name a clear finish in professional work.
• Distinguish between ambiguous requests and outcome-driven deliverables within a professional services firm.
• Apply the Name the Finish framework to clarify scope and decision criteria.
• Construct a definition of done for a real-world professional deliverable.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.