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Courses/Accounting & Tax/Corporate Tax

Tax Due Diligence for SMEs: Strategies for Risk Management

Navigate the tax due diligence process to mitigate risks and ensure compliance in business transactions.

Created byTEO Training
BeginnerUpdated Jan 21, 2025
Tax Due Diligence for SMEs: Strategies for Risk Management

What You'll Learn

check_circleConduct tax due diligence in a way that best minimises the time and cost to determine material tax related acquisition issues.
check_circleAnalyze common tax risks and documentation requirements in business transactions.
check_circleDifferentiate between high-level reviews and deep-dive analyses.
check_circleNavigate warranties and indemnities in sale and purchase agreements.

About This Course

Due diligence is important when acquiring a company, whether it is commercial, financial, legal or tax. In particular, with respect to tax, no one wants to acquire a company with historic tax liabilities incurred when the company was owned by the previous owner.

In this course we will cover:

  • Tax due diligence scope
  • Decision to review all taxes and going back how far
  • Typical information required to perform due diligence
  • Phasing of due diligence, high level vs deep dive
  • How to save costs on due diligence
  • Common issues identified
  • Warranties and indemnities in the sale and purchase agreement

Suited to:

Anyone involved in business transactions.

Your Instructors

TEO Training
TEO Training
menu_book204 courses
star224 reviews

TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.

Ryan  Watt
Ryan Watt

Partner - Tax Advisory, Findex/Crowe

Ryan has a wide range of clients, from privately owned New Zealand companies to multinational groups, to whom he provides a broad spectrum of tax, mergers and acquisitions, and transaction services. Ryan specializes in providing advice on international tax, mergers and acquisitions/transaction services, corporate tax matters, property tax, and trans-Tasman tax implications.

Credit Information

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We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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