DTL/DTA

I am super confused going through the M&A advanced questions in BIWS. I cannot figure out these DTAs/DTLs and I thought I had a good grasp. I understand conceptually was a DTA and DTL is but am confused about the answer to this question: "Could DTLs and DTAs arise in an asset purchase?" The answer is "No" essentially citing that in a stock sale the assets are written up creating a difference between the book basis and tax basis of assets, but in an asset sale the book basis and tax basis are the same. I am confused because everywhere I look it and the way I have learned it is that in a stock sale assets are NOT written up so how can this be. Please help

2 Comments
 
Most Helpful

Deferred tax assets and liabilities are temporary book-tax differences which will ultimately resolve to zero. A DTA is basically a prepaid asset which will ultimately be used up while a DTL is an incurred liability which will ultimately require cash payment. A book tax difference is when book income is different from tax return income. An example is Section 179 expensing. You get an upfront tax benefit by expensing, but the books only take gradual depreciation. For those future years, your books will say you are getting depreciation which can lower your taxable income, but no way, Jose, there’s nothing more to expense, you already took it all in Year 1. This is a DTL for the future years which ultimately resolves to $0 when the asset is depreciated fully. If you have separate books from an acquisition of the equity, you inherit their book-tax differences. If you buy the assets, you don’t inherit the seller’s book tax differences.

 

Quasi hic occaecati aliquam a sit excepturi. Et nihil pariatur maxime. Eum impedit aut aliquam quaerat qui veniam. Quia nobis consectetur autem sit incidunt aut ut.

Aperiam incidunt et voluptatibus impedit in accusamus. Aliquam enim laborum labore cumque perspiciatis eius.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (77) $151
  • Intern/Summer Analyst (71) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”