Webcast: Surgent's Taxation of the Mobile Workforce
2.0 Credits
Member Price $75.00
Non-Member Price $100.00
Overview
Today’s workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area, but also examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue, so that you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.
Highlights
- What states do not have an income tax? What is the relevance to employers?
- Where does an employer have an obligation to withhold state taxes for an employee?
- At what point does an employee become a resident?
- Where is unemployment paid for an out of state employee?
Prerequisites
Experience in corporate taxation
Designed For
Accountants who want an update on current multistate tax issues to minimize clients’ potential state and local tax liability
Objectives
- Recall which states do not have an income tax.
- Determine when employer withholding obligations exist.
- Recognize how withholding obligations are affected by reciprocal agreements between states.
- Identify where employers are obligated to pay unemployment for employees.
Leader(s):
Leader Bios
David Peters, CPA, CFP, CLU, CPCU, MST, Surgent McCoy CPE, LLC
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, and a Financial Advisor for Peters Financial, LLC. He has over fifteen years of financial services experience, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Kaplan, and Surgent and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for Business & Industry topics for the SC Association of CPAs and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four Master’s degrees and is currently pursuing his Ph.D. in Financial Planning. He regularly contributes to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia.
Non-Member Price $100.00
Member Price $75.00