7:30 - 8:30 a.m. Registration/Breakfast
8:30 - 12:00 Morning Session
Noon - 1:30 Lunch
1:30 - 4:00 Afternoon Session
Speakers: Jennifer Shearer, Brian O'Connor, Harvey Braverman, Dan Chau &,
Marcus Contro, Ernst & Young
Topic: Mergers & Acquisitions-Due Diligence & Post Acquisition Issues
This program will provide a detailed overview of the steps required in ensuring that your next acquisition is a successful one- at least from a tax standpoint. Topics that will be covered include the due diligence process, traps for the unwary and the maximizing tax value as well as best practices in post-acquisition integration. This is not a program explaining stock vs. asset sales but one that focuses on the actions tax professionals need to follow in order to bring value to the M&A deal.
Please note that late registrations (after November 15th are $30 higher than the above amounts (i.e. Member = $140 and non-member $170)
You are responsible for payment unless cancellation is made by November 15th. Substitutions may be made up to the date of the event.
The San Francisco Chapter of TEI has been approved by the State Bar of California to provide continuing legal education (CLE) credits. This specific program is scheduled to provide at least 6 hours of CLE credits based on 60 minute hours. In addition, the chapter follows the continuing professional education (CPE) guidelines specified in the California Chapter of Accountancy Regulations. Based on 50 minute hours, this specific program is scheduled to provide at least 7 hours of CPE credits.
When & Where
San Francisco Chapter Tax Executives Institute
Tax Executives Institute is the preeminent association of in-house tax professionals worldwide. Our members are business executives who are responsible for taxation matters on an administrative or policy-making level, or whose work is otherwise primarily concerned with the challenges of business taxation. TEI members are accountants, lawyers, and other corporate and business employees who are responsible for the tax affairs of their employers in an executive, administrative, or managerial capacity.
TEI was founded in 1944 by a group of 15 prominent corporate tax executives in New York City. Today the institute has nearly 7,000 members, aligned in 55 separate chapters, and representing over 3,000 leading businesses in the United States, Canada, Europe, and Asia.
Tax Executives Institute is dedicated to the development of sound tax policy, compliance with and uniform enforcement of tax laws, and minimization of administration and compliance costs to the benefit of both government and taxpayers. These goals can be attained only through the members’ voluntary actions and their adherence to the highest standards of professional competence and integrity.