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Mergers and acquisitions provide a fertile ground for awkward and difficult retirement plan questions. Such questions come from the inherent complexity of the arrangements, which can take many different forms, , the fact that practitioners often learn about such transactions after the fact as well as from the relative lack of solid IRS guidance. Join David Schultz as he turns his expertise on controlled groups and related employers to the complex issues surrounding the effects of acquisitions on qualified plans.
Topics include:There are no prerequisites and no advance preparation required for this program. However, the speaker assumes that participants understand the fundamentals of qualified plans.
Level: IntermediateNASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After participating in this program, an attendee should be able to:
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