Guest meggie Posted February 5, 2004 Posted February 5, 2004 I have a situation where a consulting firm was bought by another consulting firm. The buyer bought the business and the employees. As a result, it is business as usual since the same Enrolled Actuaries will be signing the Schedule B for teh same clients regardless of who they work for. The enrolled actuaries would include the new firm's name on the B. Does this change necessitate disclosure on Schedule C where the entity that employs the Enrolled Actuaries has now changed? The sold consulting firm would no longer exist. Thanks
david rigby Posted February 5, 2004 Posted February 5, 2004 I suggest the answer is NO. Prior discussion: http://benefitslink.com/boards/index.php?showtopic=21554 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Kirk Maldonado Posted February 5, 2004 Posted February 5, 2004 Wouldn't the safest approach be to add an attachment to the form explaining what actually transpired? Kirk Maldonado
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