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M&A Source Course #446:
Working with Tax Returns in an M&A Transaction
Thursday, September 26, 2019
8:00 am - 12:00 pm

Tax Returns are utilized for businesses of all sizes as a key resource to provide insight into not only the tax matters of a business but also the current and historical operating results of a business. Although there is some similarity between how information is presented in a tax return versus a set of financial statements, there are also significant reporting differences. Further complication is added by the fact that tax returns between different entity types also have differing ways of reporting information.

The ability to read a tax return, locate information and interpret what is presented in a tax return is critical to an intermediary’s knowledge base. This course will cover the tax return for a C-Corporation, S-Corporation and an LLC taxed as a Partnership. The sections and structure of the various tax returns will be reviewed. The requirements for reporting information will be covered as well as how information is presented differently in a tax return versus a financial statement. This course will be a great refresher for some and a new frontier of information for others. Regardless of your years of experience, the information covered will benefit your ability to serve your clients.

Monty Walker

Monty Walker is a Certified Public Accountant with a diversity of experience in the private closely-held business arena. Monty Supports Entrepreneurial Clients throughout the country. His practice focus is in the Business Transfer Industry providing support to Small Business Owners in the areas of Business Transactions, Business Structuring & Design, Business Tax Planning, and Business Exit Planning. He works with Business Sellers, Business Buyers and their various advisors, such as business intermediaries, accountants, and attorneys, to manage the unique financial, tax, planning and procedural matters associated with buying and selling a business. Due to his background in the area of business transfers and business transitions he is often referred to by his clients and colleagues as a – "Business Transition CPA". Additionally, Monty has also owned and operated several of his own businesses. Thus, his experience comes from being directly in the trenches.

DoubleTree by Hilton San Jose
Monterey Room
2050 Gateway Place
San Jose, CA 95110

Course Pricing:

  Early-Bird Registration
(ENDS Monday, August 5)
Regular Registration
(Online registration ENDS Thursday, September 19)
CABB Member $225.00 $300.00
Non-Member $275.00 $350.00

*Breakfast and lunch will be provided.

September 26th, 2019 8:00 AM through 12:00 PM
2050 Gateway Place
San Jose, CA 95110
United States
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Phone 1: 866-972-2220
Event Fee(s)
Regular Registration
CABB Member $ 300.00
Non-Member $ 350.00