Multistate Tax Issues
Wednesday, June 16, 2021
10:00 AM to 11:40 AM

Speaker: Shannon Hall, EA
2 California Hours
IRS: None
CTEC: 1000-CE-4871

Session Description:
With so many taxpayers working remotely this year, chances are you'll wind up with more than a few clients filing multistate tax returns. We’ll take an in-depth look at what makes a resident, explore income sourcing issues (keep an eye on those RSUs), and work our way from sea to shining sea on a virtual road trip through filing requirements, unusual state reporting issues, and much more!

Knowledge Level: Intermediate

Learning Objectives:

#1: In-depth discussion of residency

#2: Filing requirements and non-resident issues

#3: Income sourcing

 Shannon Hall, EA

Shannon Hall spent three years studying classical theatre at an acting conservatory, so it was only a matter of time before she got into the tax business. She has been a member of CSTC since she began preparing taxes all the way back in 2012, though her tax career truly began many years before when, as a child, she would play with the tax forms in the library. Shannon has prepared taxes at respected places like her kitchen table and H&R Block, where she served as an instructor and office manager before moving in with some laid-back CPAs in Signal Hill, CA. She has been a presenter at several local CSTC chapters and the Summer Symposium, and has also been a guest webinar presenter for Spidell Publishing and a contributing author to Enterpreneur.com. More than anything, Shannon hopes to make tax education engaging and fun and strives to make taxes less taxing. Shannon is a proud member of the Greater Long Beach Chapter of CSTC.