Multistate Taxation - Fundamentals and Best Practices for Handling Multistate Employees

Duration: 60 Minutes
The internet and mobile devices have helped changed the nature of workforces. There are less skyscrapers and more home offices. There is less 8 am to 5 pm and more 6 am to whenever. Perhaps the greatest benefit to the business is workforce mobility - information flows as freely across state lines and national borders as it does across Wi-Fi networks.
Multistate Taxation
Instructor: Mark Schwartz
Product ID: 507050
Objectives of the Presentation
  • Where to pay unemployment insurance
  • Where to withhold and pay state income tax
  • Local taxes
  • Telecommuting
  • Tax turtles
  • Other state laws
Why Should you Attend
You can be prepared, and make appropriate changes to your payroll IT systems, and human resource policies, in order to promote smooth and orderly multistate operations. Not only will this help increase your national presence, it will help keep relationships between you and your workers from suffering the ill effects of long distance relationships.

Areas Covered
  • Explain how to determine state withholding liability
  • Identify who is a resident
  • Describe how reciprocal agreements affect taxation of wages
  • Explain how state exemptions or credits affect withholding
  • Recognize resident and nonresident taxation policies
  • Describe the four factor test for state unemployment insurance
  • Explain income and unemployment taxation of fringe benefits
  • List which states follow the Internal Revenue Code and which version
  • Describe how to handle income and unemployment insurance taxation for employees working in multiple states
  • Explain supplemental withholding rates
  • Describe withholding requirements when an employee is in a state temporarily
  • List states that require the use of their own withholding allowance certificate, states that allow either their own certificate or the Form W-4, and states that don’t have a form
  • Explain how to report wages for multistate employees on Form W-2
Who will Benefit
  • Payroll Professionals
  • Human Resources
  • Accounting Personnel
  • Business Owners
  • Lawmakers
  • Attorneys, or any individual or entity that must deal with the complexities and technicalities of multistate taxation within the payroll method
$300
Recorded Session for one participant
Get life time access with download option!
Book this course
Pay Now
  $450.00 Training CD
Free shipment within 4 Working Days of placing the order. Get life time access for unlimited participants.
  $550.00 Training USB Flash Drive
Free shipment within 4 Working Days of placing the order. Get life time access for unlimited participants.
For multiple location please contact our customer care team +1-510-857-5896.
How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Mark Schwartz is an employment tax specialist and has over 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the State of California. He has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multi-national corporations. He is expert at defining regulatory and statutory requirements from local, State and Federal government agencies; and helping the average businessperson understand what that mean to their business. He has processed weekly and bi-weekly payroll checks plus tax forms for businesses with hourly as well as exempt workers, multistate operations and a wide variety of benefits.

Mr. Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Markhas represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting your employees.

Mark prides himself on his outstanding customer service skills. He listens attentively to his clientele, helping them bridge the gap between the small business world and Government bureaucracy. He eagerly assists with clients needs, and feels that educating clients toward faster, accurate and more complete payroll processes provides the most value.

Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.
View More