IPO Tax Due Diligence: Identifying Risks, Managing Compliance, and ASC 740 Readiness

by | Aug 3, 2026 | ASC 740, Events, Federal Tax, R&D, Tax Minimization, Tax News | 0 comments

TaxOps Partner Lindsay Haskell and Corporate Tax Advisor and Co-Founder Dan DeLau examine critical tax due diligence to prepare for an Initial Public Offering.

IPO Tax Due Diligence

Online Only | 2.0 Credits

Tuesday, August 4 | 11:00 AM MT, 1:00 PM ET

Register

IPO Tax Due Diligence: Identifying Risks, Managing Compliance, and ASC 740 Readiness

TaxOps Corporate Tax Partner Lindsay Haskell and Corporate Tax Advisor and Co-Founder Dan DeLau will provide businesses and their tax advisers with a practical discussion of the critical tax due diligence and reporting considerations companies must address when preparing for an initial public offering (IPO). Register to learn 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.

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

After the presentation, there will be a live question and answer session with participants to answer your questions about these important issues directly.

Instructors:

Lindsay Haskell
Partner, Corporate Tax

Lindsay 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. Lindsay is known for her energy, tenacity, and commitment to delivering practical, client-focused solutions.

Dan DeLau
Partner, TaxOps Minimization

Daniel DeLau is a co-founder of TaxOps and a boomerang to our business tax advisory mission here at TaxOps. Following a promotion to partner at Ernst & Young, Dan co-founded TaxOps to bring all the best of the big firm knowledge to businesses without the bureaucracy. TaxOps today continues to offer the strength, experience, and resources of a national tax brand with the hands-on client engagement of a boutique firm.

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