Education & Certification


Mergers & Acquisitions Forum

Mergers and Acquisitions

Program Overview

Learn the federal and state information needed to ensure compliance and reduce expenses during a merger or acquisition, as well as determine when to carry forward social security, FUTA, and SUTA wages to the acquiring company.

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2021 Pricing


Learning Objectives

 • Determine when to carry forward social security, FUTA, and SUTA wages to the acquiring company
 • Prepare to complete Schedule D (Form 941) when reporting wage and tax discrepancies caused by the transaction
 • Discover how to limit your company's liability through effective due diligence
 • Identify the different types of transactions from the payroll perspective

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Who Should Attend

Payroll, human resources, benefits, accounting, and tax professionals who are facing a merger or acquisition, or who want to become more proactive in their organization.

Delivery Options

 • One-day Interactive Virtual Session
 • Three-session Virtual Classroom


Interactive Virtual
Classroom opens: 8:15 a.m.
Class: 8:30 a.m. to 4:00 p.m.
The Interactive Virtual course uses Zoom. There will be morning and afternoon breaks and a lunch break.
Virtual Classroom
Days: Monday/Wednesday/Friday
Schedule: 3:00 p.m. - 5:00 p.m. ET
Duration: Two hours with a five-minute break
Number of Class Sessions: Three
The virtual classroom will use an online training center. The course will be presented in segments which cannot be purchased separately.

Credit Information

Earn 6 Recertification Credit Hours (RCH) .6 Continuing Education Units (CEU) or 6 Continuing Professional Education (CPE) credits. No prerequisites or advance preparation required. Fields of Study: Taxes = 4.0, Business Law = 2.0

Event Policies

Please read our policies regarding registration, transfers, substitutions, cancellations, refunds, travel arrangements, and consent to use your photograph and contact information.

Please be sure to verify your session before purchasing.
A $55 administrative fee will be assessed for each transfer/substitution.