Payroll Tips for Mergers and Acquisitions 1 Credit
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As a payroll leader, you learn that your company is anticipating or in the process of a merger or acquisition do you know what that means for payroll?
Yes, as payroll leaders we understand there will be employees that will be transferred to our payroll system and there will be testing and validation for those employee data transfers, but do we understand in which cases we may need to merge EINs (Employer Identification Number) or even get a new EIN.
Did you know depending on the legal definition of the type of transaction such as an asset acquisition or a merger that your company may be liable for the employee W-2s for the time “before” that transaction took place?
In this CE/CPE webinar, speaker Dayna Reum will review the skills to be prepared for all types of mergers and acquisitions.
You will learn about federal tax reporting and remitting concerns from how to handle Form 941s, Annual W-2s, and even the employees' Form W-4s. We will also review FUTA concerns, state issues that may arise, the basics of understanding successor and predecessor employers, and how to handle them.
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Here is the link to your interests: Tax webinars | Payroll courses.
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Dayna currently is the director of payroll operations at a major medical center in Chicago and has been heavily involved in the payroll field for more than 20 years.
She started as a payroll clerk at a small Tucson company but moved on to be a payroll team leader at Honeywell Inc.
During her time at Honeywell Inc., she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. Dayna has also received several merit awards for customer service and acquisitions, and divestiture.
She also serves on the National American Payroll Association on the national Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee), and received a citation of merit for her service along with being a gold pin member of the APA.
Dayna is also a CPP (Certified Payroll Professional) through the APA and certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
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AK
Great course for Payroll employees. I have been involved with many mergers, restructures, and acquisitions. We partnered with a third party when we had over 400 new tax accounts to register.
DA
I've been at companies where there were mergers and this information would have been so helpful. Now I will have this information in my toolbox.
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