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Quest Training

Tax Planning, Mergers & Acquisitions and Corporate Restructuring Training Course

Analyses the tax side of mergers, acquisitions and restructuring, weighing strategic alternatives, tax liabilities and the risks that affect deal value.

CFFM · Corporate Finance & Financial ManagementAll Levels#2631ClassroomEnglish , Arabic
Duration
5 Days
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Free substitution at any time · 30+ days' notice: full refund minus 10%. Cancellation policy

Sectors:Finance, Investment & BankingCategories:Corporate Finance & Financial Management

Course Overview

This advanced training course provides a practical framework for tax planning and managing the financial and tax implications of mergers, acquisitions, and corporate restructuring. It focuses on evaluating strategic alternatives, analysing tax liabilities, and identifying risks and opportunities that influence transaction value and corporate financial performance. The programme examines tax-efficient planning within applicable legal frameworks, alternative transaction structures, and the tax implications of share acquisitions versus asset acquisitions. Participants explore the treatment of tax losses, available incentives and exemptions, and the importance of aligning tax decisions with accounting, financing, and legal considerations. Particular emphasis is placed on tax due diligence, identifying potential liabilities and unrecorded exposures, assessing tax provisions, and reviewing tax warranties and indemnities in acquisition agreements. The course also addresses financing structures, dividend distributions, and related-party transactions, including transfer pricing considerations. The programme further examines corporate restructuring through mergers, demergers, asset transfers, and changes in ownership or capital structure. Through practical case studies, participants learn to compare alternatives, assess financial and tax consequences, evaluate cash flow implications, and support investment decisions while maintaining compliance with relevant tax laws and regulations.

Learning Objectives

  • Develop advanced tax planning strategies aligned with corporate financial and business objectives.
  • Evaluate the tax and financial implications of mergers and acquisitions.
  • Compare share acquisitions and asset acquisitions in terms of tax exposure, cost, and risk.
  • Analyse alternative legal, ownership, and financing structures for transactions.
  • Conduct tax due diligence and identify potential liabilities and exposures.
  • Assess the implications of tax losses, incentives, and exemptions under applicable legislation.
  • Analyse related-party transactions and transfer pricing requirements.
  • Evaluate tax risks associated with financing, dividends, and asset transfers.
  • Review tax warranties, indemnities, and contractual provisions in transaction agreements.
  • Design corporate restructuring alternatives while considering tax and accounting implications.
  • Assess the impact of tax decisions on cash flow, company valuation, and investment returns.
  • Develop practical recommendations to manage tax risks and strengthen compliance.

Who Should Attend

Chief Financial Officers and Finance Directors Tax Directors and Tax Planning Specialists Financial Controllers and Corporate Accountants Investment and Business Development Managers Mergers and Acquisitions Professionals Accountants and Financial Auditors Tax and Financial Advisors Legal Advisors involved in corporate transactions Treasury and Corporate Finance Managers Risk, Compliance, and Governance Professionals Corporate Strategy and Restructuring Managers Financial Analysts and Business Valuation Specialists

Learning Outcomes

  • Develop tax planning strategies aligned with corporate objectives and applicable legislation.
  • Evaluate the tax implications of alternative merger and acquisition structures.
  • Analyse the financial and tax differences between share and asset acquisitions.
  • Identify tax liabilities and exposures during due diligence.
  • Assess the impact of tax losses, incentives, and exemptions on transaction costs.
  • Evaluate related-party transactions and transfer pricing risks.
  • Review tax provisions in acquisition agreements and identify potential exposures.
  • Analyse financing structures and dividend distributions from a tax perspective.
  • Design corporate restructuring alternatives and compare their financial and tax consequences.
  • Quantify the impact of tax liabilities on cash flow and company valuation.
  • Develop mitigation plans for tax risks identified during transactions.
  • Prepare structured recommendations to support investment, acquisition, and restructuring decisions.

Course Outline

Day 1

Strategic Corporate Tax Planning

  • The role of tax planning in corporate financial strategy
  • Distinguishing legitimate tax planning from non-compliant practices
  • Aligning tax objectives with commercial and financial goals
  • Analysing corporate legal and operating structures
  • Selecting appropriate ownership and financing arrangements
  • Tax implications of corporate profits, income, and dividend distributions
  • Debt versus equity financing and their tax implications
  • Tax incentives, exemptions, and loss carryforwards
  • Related-party transactions and transfer pricing
  • Analysing after-tax cash flows
  • Tax risk assessment and compliance requirements
  • Practical Application: Compare alternative tax planning structures for a company and assess their impact on cash flow and financial performance.
Day 2

Tax Considerations in Mergers & Acquisitions

  • Types and strategic objectives of mergers and acquisitions
  • Transaction stages from initial evaluation to closing
  • Share acquisitions versus asset acquisitions
  • Legal and tax structuring of transactions
  • Tax implications of asset and ownership transfers
  • Assessing the availability and utilisation of tax losses
  • Tax considerations in corporate combinations and reorganisations
  • Domestic and cross-border transaction considerations
  • Tax implications of dividends, interest, and capital gains
  • Identifying potential tax liabilities before transaction completion
  • Coordination between finance, tax, legal, and investment teams
  • Practical Application: Compare the tax implications of acquiring a company's shares versus its assets and recommend the most appropriate structure for a defined scenario.
Day 3

Tax Due Diligence & Transaction Risk Assessment

  • Scope and objectives of tax due diligence
  • Reviewing tax returns, records, and reconciliations
  • Identifying current, historical, and contingent tax liabilities
  • Reviewing indirect taxes and withholding taxes under applicable legislation
  • Assessing related-party transaction risks
  • Reviewing transfer pricing policies and supporting documentation
  • Examining tax losses, provisions, and outstanding tax claims
  • Identifying compliance and disclosure weaknesses
  • Quantifying the financial impact of identified exposures
  • Tax warranties and indemnities in sale and purchase agreements
  • Developing a tax risk register and mitigation plan
  • Practical Application: Review a simulated target company's tax records, identify potential liabilities, and prepare a due diligence report assessing their impact on the acquisition decision.
Day 4

Corporate Restructuring & Tax Efficiency

  • Strategic, financial, operational, and legal drivers of restructuring
  • Mergers, demergers, and corporate reorganisations
  • Transfers of assets and business activities between entities
  • Ownership and capital structure adjustments
  • Debt restructuring and corporate financing arrangements
  • Tax implications of asset transfers and business realignment
  • Evaluating eligibility for tax-neutral or preferential treatment where available
  • Treatment of tax losses following restructuring
  • Related-party transaction implications of reorganised structures
  • Assessing liquidity and cash flow after restructuring
  • Regulatory approvals, documentation, and compliance requirements
  • Comparing restructuring scenarios by cost, risk, and feasibility
  • Practical Application: Develop alternative restructuring models for a corporate group and compare their tax, financial, and operational implications.
Day 5

Transaction Valuation, Decision-Making & Tax Risk Management

  • Integrating tax analysis into company and transaction valuation
  • Estimating tax effects on future cash flows
  • Evaluating the economic value of alternative transaction structures
  • Assessing the after-tax cost of a transaction
  • Scenario and sensitivity analysis for tax exposures
  • Allocating tax responsibilities before and after transaction closing
  • Developing mitigation plans for identified tax risks
  • Incorporating tax liabilities into post-acquisition integration plans
  • Monitoring compliance during restructuring implementation
  • Preparing reports for senior management and investment committees
  • Establishing tax governance, documentation, and control frameworks
  • Final Workshop: Develop an integrated acquisition or restructuring case covering alternative transaction structures, tax due diligence, liability assessment, cash flow analysis, risk mitigation, and a final recommendation supported by a practical implementation plan.

Upcoming Dates

Selected date

Muscat · 19 – 23 Apr 2027 · Classroom

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ParisScheduled
2 – 6 Nov 2026€5,700—
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RiyadhScheduled
9 – 13 Nov 2026€4,200—
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RomeScheduled
16 – 20 Nov 2026€5,800—
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Sharm El-SheikhScheduled
23 – 27 Nov 2026€4,300€3,870until 2 Nov
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ViennaScheduled
30 Nov – 4 Dec 2026€5,700€5,130until 9 Nov
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SingaporeScheduled
30 Nov – 4 Dec 2026€6,700€6,030until 9 Nov
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AmmanScheduled
6 – 10 Dec 2026€3,100€2,790until 16 Nov
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AmsterdamScheduled
14 – 18 Dec 2026€5,400€4,860until 23 Nov
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BarcelonaScheduled
21 – 25 Dec 2026€5,400€4,860until 30 Nov
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CairoScheduled
28 Dec 2026 – 1 Jan 2027€3,300€2,970until 7 Dec
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CasablancaScheduled
4 – 8 Jan 2027€4,300€3,870until 14 Dec
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DammamScheduled
11 – 15 Jan 2027€4,200€3,780until 21 Dec
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DohaScheduled
11 – 15 Jan 2027€4,400€3,960until 21 Dec
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DubaiScheduled
17 – 21 Jan 2027€4,400€3,960until 28 Dec
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FrankfurtScheduled
25 – 29 Jan 2027€5,800€5,220until 4 Jan
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GenevaScheduled
1 – 5 Feb 2027€6,300€5,670until 11 Jan
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IstanbulScheduled
8 – 12 Feb 2027€4,700€4,230until 18 Jan
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JeddahScheduled
14 – 18 Feb 2027€4,200€3,780until 25 Jan
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Kuala LumpurScheduled
22 – 26 Feb 2027€4,400€3,960until 1 Feb
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LondonScheduled
1 – 5 Mar 2027€5,600€5,040until 8 Feb
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LisbonScheduled
1 – 5 Mar 2027€5,400€4,860until 8 Feb
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MadinahScheduled
8 – 12 Mar 2027€4,200€3,780until 15 Feb
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MadridScheduled
15 – 19 Mar 2027€5,400€4,860until 22 Feb
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MakkahScheduled
22 – 26 Mar 2027€4,200€3,780until 1 Mar
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ManamaScheduled
29 Mar – 2 Apr 2027€4,700€4,230until 8 Mar
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MarbellaScheduled
5 – 9 Apr 2027€5,400€4,860until 15 Mar
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MilanScheduled
12 – 16 Apr 2027€6,000€5,400until 22 Mar
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MuscatScheduled
19 – 23 Apr 2027€5,300€4,770until 29 Mar
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MunichScheduled
19 – 23 Apr 2027€5,400€4,860until 29 Mar
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OnlineScheduled
25 – 29 Apr 2027€1,700€1,530until 5 Apr
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Available in: Istanbul · Dubai · London · Riyadh · Doha · Amsterdam

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