Due diligence is important when acquiring a company, whether it is commercial, financial, legal or tax. In particular, with respect to tax, no one wants to acquire a company with historic tax liabilities incurred when the company was owned by the previous owner. In this course we will cover:

• Tax due diligence scope
• Decision to review all taxes and going back how far
• Typical information required to perform due diligence
• Phasing of due diligence, high level vs deep dive
• How to save costs on due diligence
• Common issues identified
• Warranties and indemnities in the sale and purchase agreement

Upon satisfactory completion of this course you will be able to:

• conduct tax due diligence in a way that best minimises the time and cost to determine material tax related acquisition issues

Suited to:

Anyone involved in business transactions.

Total CPD Hours: 1.25 (1 hour 15 min)

PRESENTER

Ryan Watt, Partner — Tax Advisory, Findex
Ryan has a wide range of clients from privately owned New Zealand companies to multinational groups, to whom he provides a broad spectrum of advice on tax, mergers and acquisitions, transaction services, property and international tax structuring.