Due diligence is important when acquiring a business, 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

Learning Outcomes:
How to best conduct tax due diligence to minimise time and cost to determine material tax related acquisition issues

Suited to:
People involved in mergers and acquisitions

Total CPD Hours: 1.25

PRESENTER

Greg James, Senior Partner, Tax Advisory, Findex/Crowe

Greg has over 25 years’ experience providing tax structuring and consulting advice to clients investing into and from New Zealand.

Greg heads up Findex’s international tax team. Prior to joining Findex, Greg held various senior positions with PricewaterhouseCoopers
in Auckland, New York and China/Hong Kong where he provided tax structuring advice to private equity groups and multinationals.