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2023 Tax Strategist Webcast Series: Fall Planning Session

September 27 @ 1:00 pm - 2:00 pm EDT

BDO Free CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.


Please join us for the third webcast in BDO’s 2023 Tax Strategist Webcast Series.

When preparing a business for a liquidity event — whether an outright sale, IPO or outside investment — identifying historical state and local income and non-income tax liabilities and exposure risks prior to the due diligence process is critical to maximizing deal value and minimizing surprises. Join our panel of BDO professionals as we provide an overview of the tax due diligence process and issues sellers commonly face when addressing potential state and local tax exposures. The panel will also explore:

  • Various types of state and local tax liabilities routinely identified during the exit process, including income/franchise taxes, sales and use taxes, property taxes, etc.
  • Strategies for proactively managing identified state and local tax issues.
  • How the legal form of the transaction can impact the state and local tax issues and liabilities that may arise as well as a buyer’s exposure to such tax liabilities.

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Learning objectives:

  • Describe the state and local tax due diligence process and the various contractual methods of dealing with known exposures, including the importance of addressing state and local tax issues in advance of a liquidity event.
  • Identify types of historical state and local tax exposure items commonly encountered during due diligence related to income, sales, property, and payroll taxes.
  • Discuss the sales tax and real estate transfer tax issues that may arise in the context of a transaction/liquidity event based on the legal entity type and structure of the transaction.

BDO USA, P.A. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

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