Mergers, Aquisitions

Taxation of Intl. Mergers, 
Acquisitions & JVs

A vital consultation before entering into or divesting an international merger, acquisition or joint venture,  U.S. Taxation of International Mergers, Acquisitions and Joint Ventures delivers expertise and guidance on the tax consequences of international M&A activity. Hundreds of practical examples demonstrate opportunities and critical considerations for readers undertaking an acquisition or divestiture of a business located in a foreign country.

Written by top experts in the field--D. Kevin Dolan, Patrick Jackman, Philip Tretiak, and Ronald Dabrowski, U.S. Taxation of International Mergers, Acquisitions and Joint Ventures analyzes and categorizes transactional alternatives in approaching M&A problems.

U.S. Taxation of International Mergers, Acquisitions and Joint Ventures covers such topics as:

  • The interface of the Internal Revenue Code and the tax laws of foreign jurisdictions
  • Inconsistencies in the treatment of business entities among foreign jurisdictions
  • Formation of the venture, including outbound transfers to and from partnerships

Readers will find answers to such questions as:

  • Should the corporation incur debt to finance foreign operations within the U.S. group or other foreign subsidiaries?
  • How does the corporation contribute intangibles to a foreign joint venture?
  • Should any U.S. multinational company continue to have a U.S. parent?
  • How should the corporation use inter-company sales of stock to repatriate cash?

Teaching Faculty

Daniel Ng is an expert in global investments and finance. He was recently named as the International Perceptor at the Tax Law Institute for the 2020 TY. He will research and lecture on the impact of the U.S. internal revenue code upon investment and financing decisions among taxpayers entered into or divesting a merger, acquisition or joint venture. He is an honor's graduate of the Wharton School of the University of Pennsylvania. He earned his J.D. from the British-American Law Program in partnership with the University of Cambridge (UK). He holds a LL.M. from Golden Gate University School of Law, with a certificate in trial advocacy. Daniel will co-moderate the "Practice Area" courses in, "International Transactions" and "U.S. Taxation of Mergers, Acquisitions and Joint Ventures".

Michael Stuart will co-moderate the course. He is a Harvard-trained international relations specialist and former White House tax policy (interim) adviser. He trained at the Fletcher School International Business Relations Program. He spent 20-years on Wall Street where he financed and developed real estate. 

L.B. Carpenter will assist in presenting this course. He a CPA and CFP and a specialist in IRS Code Section 482 transactions. He is admitted to practice in U.S. Tax Court as a United States Tax Court Practitioner.

$3995 + Account Setup
5 Weekend Sessions

Awards 10 CPE/CE Credits 
Offered electronically Summer 2020, 2021 & 2022

Register +1.800.513.1598

Courtesy of Cornell Law School Legal Information Institute

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