Matthew White
|
MATTHEW WHITE ACCOUNT EXECUTIVE |
In his current capacity as Account Executive – Employment Tax Services for Equifax Workforce Solutions (“EWS”), Matthew assists companies in analyzing employment tax issues associated with mergers, acquisitions, internal reorganizations and other similar business transactions. In addition, he consults with employers on unemployment cost management as well as proper employment tax planning and auditing.
Over his thirty-one (33) year career, Matthew has also held positions in EWS’ tax operations group as well as field service organization as a Client Relationship Manager. Throughout his time with EWS, Matthew has been a regular speaker at state and local level trade organizations such as PayrollOrg (f/k/a the American Payroll Association).
Matthew holds a Bachelor of Science in Business Administration from the University of Missouri – St. Louis and resides in O’Fallon, MO with his wife Melissa and their two teenage kids – Connor and Allison.
Workshop Session 3-B: Understanding M&A Tax Obligations
3:00 PM – 4:30 PM
When contemplating a merger, acquisition, reorganization, or divestiture (“M&A”) transaction, a structured, cohesive plan can assist employers in achieving desired outcomes. An important part of the planning process involves federal and state employment tax compliance requirements and integration of payroll systems.
Preparing for significant changes in an organization’s structure can be complex and time-consuming as employers must understand the multitude of applicable federal and state statutes specific to their type of transaction, along with making certain that employees are paid timely and accurately during the transition phase.
During this session, we will discuss:
- Types of Transactions (e.g., Stock, Asset, Merger, etc.)
- Compliance and Reporting Requirements
- Payroll Integration
- Unemployment Cost Management strategies