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Insight Center: Webinars

Transaction Costs Webinar Series - Part Three: Deductions and IRS Exam Issues

Speaker: Annette M. Ahlers

9/10/2019
12:00-1:00 PM (ET) | 9:00-10:00 AM (PT)
Transaction Costs Webinar Series - Part Three: Deductions and IRS Exam Issues

Pepper Hamilton has launched a three-part webinar series on transaction costs. This series addresses the fundamental issues that arise when a company incurs transaction costs related to the acquisition or disposition of a business, and seeks to deduct a portion of these costs for federal income tax purposes.

Join us for the third and final webinar in the series, where we discuss tax positions relevant to the payment of an expense incurred by another, which party is entitled to a deduction (if any) resulting from the transaction cost expense, and the proper timing of any deduction or amortization of allocated transaction costs. We discuss the type of documentation by the taxpayer that will assist with supporting the allocation of their transaction costs, including preparing the Revenue Procedure 2011-29 safe harbor election for success-based fees. We also discuss certain tax positions supporting recovery of capitalized costs, and provide a brief overview of typical IRS Exam issues that arise after the tax return has been filed.

Program is approved for one (1) MCLE credit in California, Pennsylvania, New York and New Jersey (through reciprocity). Credit for other jurisdictions may be available upon request.

Webinar Documents

Transaction Costs Webinar Series: Part III - Deductions and IRS Exam Issues slides (.pdf)

Webinar Links
Additional Information

Click a topic below to listen to recordings of previous webinars in our Transaction Costs Webinar Series.

June 25 | Part One: What Are They and Why Does It Matter?

August 6 | Part Two: The Treatment of Transaction Costs

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