UIComply
Minnesota APA Northstar Chapter Presentations

 Session B - Unemployment 101
  Speaker – Jared Vale

 Beginning with a brief overview of the unemployment tax system,
 we will cover the following topics:

  • Summary of UI system
    		•
  • Rate Calculations
  • Cost Avoidance/Savings Opportunities
    		•
  • Compliance Responsibilities
    		•
  • State Legislation
    		•
  • Unemployment Cost Control Management Recommendations
    		•


     Speaker Bio: Jared S. Vale- BARNETT ASSOCIATES, Director Strategic Compliance Jared graduated from Hofstra University with a BBA in
     Banking and Finance in 1992. His career in Unemployment Cost Control began in 1996 as a technical analyst with Barnett Associates. His
     knowledge of programming helped to automate rate and analysis calculations significantly increasing efficiency. In 1998 Jared realized a need for
     increased awareness of the complexity of the UI system and corporate compliance exposure, Jared volunteered to educate employers accepting
     speaking invitations with numerous payroll, tax, human resources and finance associations. Jared has been the unemployment cost control contact
     for the American Association’s Volunteer Hotline since 1999. Jared is an active participant in AUTO (Association of Unemployment Tax
     Organizations), a group committed to reviewing, endorsing and opposing legislation affecting the Unemployment Insurance System.
     With 11 years of employment with Barnett Associates, Jared is currently the Director of Strategic Compliance. Continued responsibilities include
     Sales, Marketing, Compliance and Process Development. Jared comprehensive understanding of all aspects of Unemployment Cost Control, from
     number crunching and strategic planning, to unemployment claims control makes him a valued asset to his clients, his company and the industry.

     UI 101

     Session G - Mergers & Acquisitions - Planning & Reporting ADVANCED
      Speaker – Martin Armstrong CPP & Jared Vale

     This workshop goes beyond the basic tax and reporting requirements that must be met during a merger or acquisition.
     Designed for payroll professionals who oversee merger and acquisition activities, it focuses on being prepared for the following
     transactions:

  • Due diligence: payroll – liens, notices, audits
    		•
  • Strategic planning and implementation
  • UI tax management
    		•
  • Benefit plans, garnishments, child support, pension plans
    		•

     Mergers & Acquisitions - Planning and Reporting

     Sample Charts and Forms

         All State Reference Chart

         Reorganization Questionaire

         M&A Checklist - Advanced
       
    Barnett Associates
    BARNETT ASSOCIATES