2023 July Solutions Room: State & local tax implications of remote workers (& other considerations)

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Description

2023 July Solutions Room: State & local tax implications of remote workers (& other considerations)
IRS Program #: X9QQU-U-00980-23-O
CTEC #: 6257-CE-0158
Speaker: Leanne Scott

This course will provide an overview of the potential state and local tax consequences of remote workers, which have become more and more common in all industries in recent years as an outcome of the pandemic. Topics will include nexus, payroll-related matters, income/franchise tax consequences, sales/use tax consequences, and other tax types as well. The presenter will provide real-world examples, as well as information on recent developments, items, factors to consider, non-tax matters to discuss with clients/leadership, etc. This course is appropriate for all levels of tax practitioners and applies to all industries.

Learning Objectives:

Assist in assessing the possible state and local tax implications of remote workers employed by their clients or organizations.
Review implications may include personal income tax withholding obligations, state unemployment tax obligations, income/franchise tax filing obligations, sales/use tax filing obligations, and others.
Gain an understanding into how human resources (HR) and legal professionals are a crucial part of conversations in this area as well and why they should be involved in any analysis in this area.
Learn tools to allow better understanding to assist in advising clients and/or firm or company management.

Contributors

Leanne Scott

Leanne is a principal in the firm’s Boston tax practice, specializing in the state and local taxation of businesses and individuals. She works with multiple areas of state and local taxation, including income, franchise, and gross receipts taxes, sales and use tax, premium tax, and other tax types. Leanne’s experience includes tax consulting, multi-state tax planning, tax controversies, credits and incentives, and return preparation and review.

Prior to joining the firm in 2018, Leanne previously served as the director of state and local taxes for a Boston-based financial services and insurance company. She also spent fifteen years with various public accounting firms.

In addition to serving clients, Leanne is a frequent author and speaker. She also regularly conducts internal trainings for colleagues on a variety of state and local tax topics.
Leanne earned a bachelor’s degree, cum laude, in history from Louisiana State University. She then earned a juris doctor from Emory University School of Law and, later, an LL.M. in taxation from Boston University School of Law.