Event Description

Understand the complex tax challenges created by today’s mobile workforce and multi-state operations. This course provides practical guidance on residency determinations, state sourcing rules, and withholding obligations to help you manage compliance and reduce client risk.

Objectives

Apply planning steps; assess impacts; build a client/company checklist. Identify high-risk positions, documentation requirements, and audit triggers; strengthen workpaper support. Use checklists and review steps to reduce errors in entity and individual workflows. Apply current federal and South Carolina guidance to common filing, planning, and compliance scenarios. Evaluate fact patterns to select treatment, elections, and documentation steps.