Tax Due Diligence

What You Will Learn

• 1 Learn the fundamentals of tax due diligence and its role in transactional risk assessment.
• 2 Understand the step-by-step tax due diligence process and engagement framework.
• 3 Analyze income tax considerations including deferred taxes, NOLs, and tax attribute analysis.
• 4 Explore indirect tax risks such as VAT/GST, sales tax, and excise duties in due diligence.
• 5 Develop skills to assess international tax structures, transfer pricing, and permanent establishment risks.
• 6 Apply tax due diligence principles in mergers and acquisitions, including carve-outs and integration.
• 7 Evaluate tax due diligence in private equity transactions, focusing on fund structures and carry.
• 8 Assess real estate tax due diligence including property tax, REIT structures, and 1031 exchanges.
• 9 Create comprehensive tax due diligence reports and documentation for stakeholder communication.
• 10 Recognize emerging issues like digital taxation, BEPS, and ethical standards in tax practice.