Worker Classification: Dealing with Current Rules and What Might Lie Ahead (Completed)

Date: Tuesday, January 10, 2023
Instructor: Annette Nellen
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Law for CTEC
2 hours Federal Tax Related for EAs and OTRPs

This course will cover the tax rules and issues regarding worker classification to avoid worker misclassification. It also covers federal and state proposals, changes in the gig economy, and helping clients deal with these rules and issues.

Who Should Attend
Practitioners who hire workers or have clients who hire them.

Topics Covered

  • Why and when worker classification is relevant
  • Challenges in dealing with the tax classification rules
  • The federal tax rules and comparison to some states
  • Gig economy considerations
  • Recent developments in work relationships and federal and state tax laws
  • Dealing with the challenges
  • Practice tips
  • Proposals for change

Learning Objectives

  • Recognize why worker classification is relevant under numerous tax and non-tax laws
  • Identify the tax rules for distinguishing between employees and contractors
  • Differentiate special tax rules and remedies applicable when problems are discovered
  • Recognize how related tax rules are relevant in the worker classification area
  • Identify proposals for change and varied state classification law enacted in recent years


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Practitioners who hire workers or have clients who hire them.

Advance Preparation

 Chat — Books Support