Course ID: PTPASC740

From Private to Public: ASC 740 and IPO Readiness

In this course, Lindsay Haskell, CPA and Director of Corporate Tax at TaxOps, guides professionals through the critical tax provision steps companies must take on the road to going public. With a focus on ASC 740 and IPO readiness, this session reveals how early planning can boost valuation, build investor trust, and ensure smooth financial reporting well before the bell rings.

For live and in-person events, this course is available for up to 2.0 CPE credits.

Learning Objectives

Identify the core principles of ASC 740 and how they apply to companies preparing for IPO transactions.
Distinguish when and why companies need to begin building tax provisions, including the importance of quarterly comparability and historical consistency.
Recognize how deferred tax assets and liabilities impact financial statements and company valuation during a public offering.
Recall the risks of delayed provision planning, including the potential need to reissue financial statements and the impact on investor confidence.
Indicate best practices for managing state-level ASC 740 complexities and legislative changes that affect blended tax rates and apportionment.

Major Topics

This course explores the critical role of ASC 740 in preparing for an IPO, showing how early tax provision planning can drive valuation, investor confidence, and regulatory readiness. Attendees will learn how to strategically build and manage tax provisions well in advance of going public, with insights tailored for today’s fast-paced capital markets.

Advanced Preparations

None

Who Should Attend

Finance, accounting and tax professionals, industry and in-house.

Fields of Study

Taxes

Prerequisites

None

Provider

Business Learning Institute

CPE Credits

2.0

Level

Basic

Markets We Serve