Know the steps to consider in the merger and acquisition process and the general steps to consider in payroll due diligence.
In the last decade there has been significant transaction activity, so much so, that most large to mid-size organizations have experienced, at minimum, a reorganization. Learn about the vital role that employment tax professionals play throughout the transaction timeline, and in particular, during due diligence, at the time of the event, and retroactively, through a lookback review. Gain an understanding of employment tax considerations in the due diligence process; wage base carryovers and how they can impact the bottom line; state unemployment insurance rate assignments and what can go wrong subsequent to a partial and total acquisition; the federal employment tax reporting mechanics connected to mergers and acquisitions; considerations in a lookback review and steps to consider in the process and the general steps to consider in a merger and acquisition work plan.
Agenda
Faculty
Nikos Arhos
Alvarez & Marsal Tax, LLC
- Senior Director and US Employment Tax Services Leader, Alvarez & Marsal Tax, LLC
- Practices in all aspects of payroll and employment tax compliance, including payroll transformation, M&A due diligence, federal and state audit defense, equity compensation tax planning, workforce restructuring, and state compliance
- Frequent guest speaker for the Chicago Bar Association, PayrollOrg, The Chicago Tax Club, Tax Executives Institute (TEI), and other organizations
- Contributing editor of Principles of Payroll Administration (Thomson Reuters); author and publication contributor on payroll tax obligations in M&A transactions, corporate restructuring, remote workforce compliance, fringe benefit taxation, and multi-state withholding challenges
- Member of the Illinois Bar; Chicago Bar Association; PayrollOrg
- J.D. Degree, and LL.M. Degree in Taxation, University of Illinois Chicago School of Law
- Can be contacted at [email protected], 312-720-8237, or LinkedIn: https://www.linkedin.com/in/nikosa9
Lily Wu
EY-Parthenon
- Staff associate within Ernst & Young LLP’s Employment Tax Advisory Practice in Chicago, Illinois
- Advises clients on federal and state unemployment insurance and withholding matters, as well as local income tax withholding matters
- Regularly advises clients on transactional issues and the employment tax implications of business reorganizations, mergers, acquisitions, and divestitures
- Regularly assists with state employment tax account compliance, including the preparation of account registrations and unemployment insurance experience rating transfer analysis and applications
- Consults on multistate income tax withholding issues, non-employee compensation withholding issues, and federal and state Form 1099 series compliance
- Prior to joining Ernst & Young LLP, she worked for Westbon Inc. as accountant for two years
- LL.M. degree, School of Law, Loyola Marymount University; Master’s degree in Accountancy, DePaul University
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