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EBP2361

Dynamic Company Transactions: A study of mergers, acquisitions, and spinoffs

Date
May 10, 2023
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2023 AICPA & CIMA Employee Benefit Plans Conference
This includes sessions from the conference: 2023 AICPA & CIMA Employee Benefit Plans Conference

In this session we will discuss the impact of mergers, acquisitions, and spin offs to employee benefit plans. We will discuss audit risk assessment and potential procedures as well as going through financial reporting under liquidation accounting and Form 5500 reporting.

Learning Objectives

  • Identify mergers, terminations, and spin off transactions
  • Identify relevant audit procedures specific to these transactions
  • Recognize when a termination is imminent
  • Recognize reporting examples under liquidation accounting

Speakers

Speaker Image for Kendra Dodson
Managing Director, Grant Thornton
Speaker Image for Monique Elliott
Shareholder/Owner, Elliott Group CPAs, PLLC

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