BerryDunn Podcasts
In the Know: Merger & acquisition accounting and tax risks
In the latest episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Partner Rob Smalley and Principal Kristen Perry for the first in a series on financial institution mergers and acquisitions. The discussion highlights why institutions should involve accounting, tax, credit, and operations early to reduce surprises and better manage the deal. Tune in for key guidance on: - Navigating purchase accounting, valuation, goodwill, and capital impacts - Understanding how fair value marks can create deferred tax assets and liabilities - Evaluating credit marks and allowance for credit losses considerations - Planning for loan coding, system integration, and day-two reporting impacts - Identifying tax due diligence risks, including nexus, payroll tax, and tax credit exposure
