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CSTC Academy - Employees After Dynamex, AB-5, and Beyond!
Thursday, June 25, 2020, 10:30 AM - 12:10 PM PDT
Category: CSTC Academy

Thursday, June 25, 2020
10:30 AM to 12:10 PM

Topic: Employees After Dynamex, AB-5, and Beyond!
Speaker: Frank Acuña, Attorney at Law
2 California Hours
IRS: None
CTEC: 1000-CE-4741

Course Description:
Recent court cases and new California law have completely upended the distinction between employees and independent contractors. Failure to classify correctly will leave our clients (and ourselves) open to claims, damages, and penalties for failing to provide proper wages and benefits. And, of course, there could be a liability for employment-related taxes that have not been properly withheld. This class will review the traditional test for employees vs. independent contractors, the Dynamex decision, and the legislature’s response, which makes it very difficult for businesses to claim that anyone is an independent contractor. Tips will be given for how to minimize liability, and crucial reporting requirements will be presented.

Knowledge Level: Intermediate / Advanced

Learning Objectives: 

#1: Review traditional methods of identifying independent contractors and employees, and the reporting requirements for each. 

#2: Study the Dynamex case, AB5, and legislative history that changed how California identifies employees.

#3: Apply Dynamex and AB5 in the context of a tax advisor who is counseling small, medium, and large business owners and suggest legal strategies to retain independent contractor status.


Frank Acuña, Attorney at Law

Frank R. Acuña is a founding partner of ACUÑA ❖ REGLI. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Consultants, a number of state and local chapters of the National Association of Enrolled Agents, and the American Institute of Certified Public Accounts. Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California, the National Guardianship Association, and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California.

 


Contact: [email protected] or 949-715-4192