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Payroll tips for Mergers and Acquisitions

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

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 941’s, 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.

Here is the link to your interests: IRS Approved Webinars I IRS Approved Courses for Enrolled Agents

Learning Objectives

  • To describe the basic understanding of mergers and acquisitions.
  • To explain what involvement should payroll have in the transaction.
  • To analyze the transaction types.
  • To discuss how to deal with EIN.
  • To inspect Merger/Reorg Processing.
  • To review data exchange and how to be successful.
  • To explain the concept of successor employer.
  • To discuss special tax concerns.

Recommended For

  • This Online Education Course is recommended for CPA, EA, AFSP, CRTP, MRTP, ORTP, SHRM, HRCI, CFIRS, CWS, and Other Professional who wants to understand everything about payroll aspects of mergers and acquisitions.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CE Credit for California Registered Tax Preparers (CRTP)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Oregon Registered Tax Preparers (ORTP)
  • 1 CE Credit for Maryland Tax Preparer (MRTP)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Dayna Reum

Specialist, Ann & Robert H. Lurie Children's Hospital of Chicago

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.


About Company

Ann & Robert H. Lurie Children's Hospital of Chicago

www.luriechildrens.org/

Ann & Robert H. Lurie Children's Hospital of Chicago is the largest pediatric healthcare provider in the region with a 130 year legacy of excellence. We are proud to serve as the pediatric teaching and research partner of Northwestern University Feinberg School of Medicine, and are ranked nationally in all 10 pediatric specialties by U.S. News & World Report.

Faq

FAQs content

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Payroll tips for Mergers and Acquisitions

PREMIUM

1 Credit

Subject Area

Taxes

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