About the Course
Introduction
This webinar will examine the critical tax due diligence and reporting considerations companies must address when preparing for an initial public offering (IPO). Our panel of veteran corporate tax advisers will discuss the scope of tax diligence across federal, state, and international jurisdictions for businesses considering an IPO as well as their tax advisers.
Description
Effective IPO readiness requires coordinated planning across tax, finance, legal, and executive functions. Determining practical strategies for establishing and documenting internal controls, ensuring ASC 740 readiness, and supporting complex tax positions are key to facilitating a smooth transition to operating as a public company. Identifying state and local tax exposure, international tax issues, and other potential risk areas early can mitigate future complications.
Listen as our panel of experienced tax professionals outlines essential tax due diligence and ASC 740 readiness considerations for companies preparing to go public.
Presented By
Following a promotion to partner at Ernst & Young, Mr. DeLau co-founded TaxOps to bring all the best of the big firm knowledge to businesses without the bureaucracy. He gained significant experience in international and domestic accounting and tax transactions within a U.S. corporate environment working for international accounting firms, and as tax director of multiple public and private companies, each with extensive and complex operations throughout the United States and internationally. Mr. DeLau worked as the U.S. tax director for a Fortune 100 company based in Lausanne, Switzerland, and continues to consult on tax and accounting issues with various clients. He has significant experience and background in accounting for income tax (ASC 740).
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Ms. Haskell has more than 15 years of experience in both public and private accounting, with a focus on corporate income tax provision and compliance, as well as international and state and local tax. She serves as a primary point of contact for clients, leading workflows and managing relationships for dynamic companies worldwide. Ms. Haskell also advises on the tax implications of business strategy, including tax transfer pricing, foreign reporting, M&A due diligence, and entity restructuring–ensuring tax considerations align with broader business objectives. She regularly supports clients through audits and assists in building and enhancing corporate tax departments.
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BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.
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BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).
Date + Time
- event
Tuesday, August 4, 2026
- schedule
1:00 p.m. ET/10:00 a.m. PT
I. Introduction and IPO overview
II. Scope of IPO tax due diligence
A. Federal income tax review
B. State and local tax (SALT) review
C. International tax considerations
D. Payroll and indirect tax review
E. ASC 740 tax provision review
III. Common risk Areas
IV. ASC 740 and public company reporting Requirements
V. Internal controls and documentation
VI. IPO readiness and best practices
The panel will cover these and other critical issues
- Scope and execution of IPO tax due diligence across federal, state, and international jurisdictions
- Identification and remediation of common tax risks, including nexus, indirect tax exposure, and equity compensation issues
- ASC 740 readiness, including tax provision processes, valuation allowances, and financial reporting implications
- Public company requirements for SEC reporting, internal controls, and documentation
- Practical readiness strategies, including cross-functional coordination and implementation of IPO tax checklists
Learning Objectives
After completing this course, you will be able to:
- Identify key components of tax due diligence in IPO transactions
- Recognize common tax risk areas that impact IPO readiness and valuation
- Determine ASC 740 principles for public company tax reporting requirements
- Ascertain strategies for strengthening internal controls and tax documentation in advance of an IPO
- Field of Study: Taxes
- Level of Knowledge: Intermediate
- Advance Preparation: None
- Teaching Method: Seminar/Lecture
- Delivery Method: Group-Internet (via computer)
- Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
- Prerequisite:
Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of corporate taxation, including taxation of businesses, accounting methods, net operating losses and loss limitations; familiarity with net operating loss carry-backs and carry-forwards.
BARBRI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.
BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).
BARBRI CE webinars-powered by Barbri-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .
Related Courses
IPO Tax Due Diligence: Identifying Risks, Managing Compliance, and ASC 740 Readiness
Tuesday, August 4, 2026
1:00 p.m. ET/10:00 a.m. PT
