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Tax Issues in Mergers & Acquisitions

July 14, 2015 @ 10:00am

In today’s environment, institutions periodically investigate merging with, or acquiring, another institution. If you are contemplating such a transaction, there are some important tax issues that should be considered. It is important to understand these issues before moving forward with the merger or acquisition.

In this webinar, we will specifically be discussing:

  • Tax due diligence
  • Stock vs. asset acquisitions
  • Deductibility of expenses
  • Golden parachute payments
  • Code Section 382 – limitation of loss utilization by the acquirer 


Jana B. Bacon, CPA – Member of the Firm
Michael J. Rowe, CPA – Principal   

Who Should Attend

CEOs, CFOs, Treasurers, Controllers 

About Wolf & Company's Webinar Program

Clients receive complimentary access to our webinar service designed to give you insight into the issues impacting your industry. If you are not a client, but are interested in this topic, please contact Ashley Widger, Wolf & Company's Marketing Supervisor, at 617-261-8148 or