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Multistate Taxation of Individuals (4153003D)
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"Find out about the complexities of complying with withholding tax administrative duties when an out-of-state firm sends an employee into a state for only a few days during the year to make sales calls, follow up with customers or do one of a many different things associated with conducting your business. This commonplace transaction has tax ramifications that are frequently ignored, which can be a costly error as states begin to enforce the tax filing requirements associated with telecommuter

11/16/2015
When: 11/16/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Kathleen K. Wright, JD, LLM, CPA
Contact: April Deneault
801-834-6634


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Find out about the complexities of complying with withholding tax administrative duties when an out-of-state firm sends an employee into a state for only a few days during the year to make sales calls, follow up with customers or do one of a many different things associated with conducting your business.
This commonplace transaction has tax ramifications that are frequently ignored, which can be a costly error as states begin to enforce the tax filing requirements associated with telecommuters and the mobile work force.  Additionally, get reacquainted with taxation of nonresidents, particularly those who are self-employed and have income from multistate sources; the complexities of sourcing income from stock options, royalties and different types of sale transactions; and guidelines related to residency determinations in California and in other states.



Objectives:


    Identify how having telecommuting employees trigger employer withholding requirements.
    Determine the difference between state withholding requirements and states' doing-business standard.
    Identify a state's specific withholding guidelines (number of days vs. wages earned in the state).
    Recognize when the employee is required to file a nonresident income tax return in another state.
    Identify the rules governing residency in California and other states
    Identify how a nonresident pays tax in California and other states.
    Recognize the complexities of claiming the credit for taxes paid to other states.



    
   

Major Subjects:




    Employer ramifications of an employee who works from home in another state
    Employer ramifications of sending an employee into another state
    State withholding thresholds
    Nonresident income tax return filing requirements imposed by the states
    State reciprocity agreements and penalties
    Related legislation: Mobile Workforce State Income Tax Simplification of 2011 (HR 1864); MTC Mobile Workforce Proposal
    Audit practices of states
    Tax liability of a nonresident

    
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Designed For:

Corporate controllers, payroll administrators and CPAs with clients whose employees work in multiple states; practitioners who advise clients on residency determinations.

Prerequisite:  None

Advanced Prep:  None

Speaker: Kathleen K. Wright, JD, LLM, CPA

Vendor: CalCPA

Field of Study:   Taxes

Level:  Overview

CPE Credit: 8 Hours

Acronym:  MTXI

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Kathleen K. Wright, JD, CPA,MBA,  LLM (Taxation), is a professor of accounting in the Graduate Tax Program at California State University Fullerton. She has a private tax practice focusing on personal and small business tax planning dealing primarily with California state issues. Ms. Wright has been awarded the Education Foundation's  Instructor of the Year Award, the Outstanding Course Materials award and the Award for Meritorious Service. She is also the author of numerous articles on State and Local Tax issues which have been published in The Tax Lawyer (the SALT edition), The Tax Adviser (published by AICPA), the Journal of State Taxation (published by CCH) and State Tax Notes (published by Tax Analysts) where she serves as a California Correspondent. She is also the author of the California Income Tax Manual 2009 edition published by Commerce Clearing House.

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