Surviving an EDD Payroll Tax Audit
10:00 AM to 12:00 PM PST
Cost: Member: $30 / Non-Member: $60
Wednesday, November 2, 2022

Speaker: Allison D.H. Soares, Partner at Vanst Law LLP
2 California hours
IRS: N/A
CTEC: 1000-CE-5161
Knowledge Level: Advanced

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Description: 

EDD audits are focused on reclassifying independent contractors to employees. This audit will include a review of business records for the past three years, specifically records with special interest on documentation about your employees and independent contractors. An EDD audit may leave an impact that financially impacts the business growth and business model. After a worker is reclassified to an employee, the business will be assessed taxes, penalties, and interest. Additionally, the EDD can collect from the responsible party. The business does not need to be shut down for the EDD to assess and collect personally from the owner, officer, employee, etc.

Presenter:

Allison D.H. Soares is a Partner at Vanst Law LLP, where she helps individuals and businesses with avoidance or resolution of tax problems with federal, state, and local taxing authorities. She has represented hundreds of clients before the Internal Revenue Services (IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), and the California Department of Tax and Fee Administration (CDTFA).

In addition to having a JD and Master of Laws in Taxation, Ms. Soares has an MBA in Forensic Accounting. Ms. Soares enjoys advising clients and providing practical advice to her students as an adjunct professor at San Diego State University.

In 2020 and 2021, she was nominated as a Super Lawyer, as well as a Martindale Hubbell AV Preeminent: Highest Excellence in Legal Ability and Ethical Practice. Active in public service, in 2021, she was appointed by Mayor Todd Gloria to serve as a member of the City of San Diego’s Balboa Park Committee. The Committee serves in an advisory capacity to the Mayor, the City Council and City Manager on policy issues relating to the acquisition, development, maintenance and operation of the region’s Crown Jewel. Originally from Wisconsin, she lives in the South Park community of San Diego with her husband and two sons.

Cancellation and Refund Policy for Meeting Purchase:
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.