Merger & Acquisition Services
"Organizational Action" Reporting by corporate issuers
Frequently asked questions
following publication of the article in PDF By Franco Ferrario IT Strategist & CIO Temporary Manager
1. Organizational Action" Reporting by Corporate Issuers
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January 15, 2014, marks the third reporting cycle under IRC section 6045B and Form 8937, yet corporate issuers
continue to lag in their overall awareness of these disclosure obligations. There is also ongoing uncertainty regarding the
situations that require disclosure and the practical aspects of the reporting itself.
The latest M&A Insights piece highlights some common issues encountered in determining whether reporting is required
for events occurring in 2013, as well as common questions concerning the preparation of the form. Questions involving
shareholders, foreign corporations, commonly reported actions and several more are addressed.
Read this article to learn more.