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.