ETS Tax Intelligence: Achieving a Successful M&A Transaction

Situation When contemplating a merger, acquisition, reorganization, or divestiture (“M&A”) transaction, a structured, cohesive plan can assist employers in achieving desired outcomes.  Continuing from last month’s ETS Tax Intelligence, which focused on implementing a successful M&A transaction, the fourth and final phase focuses on the Post-Implementation requirements of the strategic plan (a/k/a the follow-up phase). [Read More…]

ETS Tax Intelligence: Implementing A Successful M&A Transaction

Situation When contemplating a merger, acquisition, reorganization, or divestiture (“M&A”) transaction, a structured, cohesive plan can assist employers in achieving desired outcomes.  Continuing from last month’s ETS Tax Intelligence, which focused on planning for a successful M&A transaction, the third phase of an M&A transaction focuses on implementation of the strategic plan, also referred to [Read More…]

ETS Tax Intelligence: Planning for a Successful M&A Transaction

Situation When contemplating a merger, acquisition, reorganization, or divestiture (“M&A”) transaction, a structured, cohesive plan can assist employers in achieving desired outcomes. Continuing from last month’s ETS Tax Intelligence, which emphasized the importance of proper Due Diligence, the second phase in preparing for a successful M&A transaction focuses on Planning/Design. Solution Planning/Design is the strategy [Read More…]

ETS Tax Intelligence: SUI Transfer of Experience Provisions

Situation Mergers and acquisitions (“M&A”), whether an internal reorganization of legal entities under the same organizational umbrella or an external unrelated party, can significantly influence an employer’s state unemployment insurance (“SUI”) tax rates.  Past issues of ETS Tax Intelligence addressed the importance of properly reporting M&A transactions and the potential for employment tax overpayments.  This [Read More…]

Internal Reorganization: A Case Study on Unemployment Impacts

As a number of restaurant organizations continue to expand and evolve to meet their strategic initiatives, it often leads to internal reorganizations that can have significant unemployment tax impacts.  These changes can take on many different names, including: Internal reorganizations Spin-offs Mergers / consolidations Workforce realignments Restructuring Case Study:  One of our prominent restaurant chain [Read More…]