Helping Your Client With Their Numbers & Preparing Your Recommendations + Accounting, Human Resources, Taxes & Insurance CCL Tuesday Businesses and Students
- Shared screen with speaker view
- Recording 2/2

01:28:07
….or an HR Consulting company that processes payroll :)

01:31:46
What do you do when your employee wants to change his exemption from 2 to 10? Without documentation of 10 exemptions.

01:33:55
Give the appropriate form to fill out

01:34:00
I will include the link

01:34:24
It's not your responsibility to verify if their exemptions are valid. You just need the document

01:35:37
https://www.marylandtaxes.gov/forms/current_forms/mw507.pdf

01:36:22
https://www.irs.gov/pub/irs-pdf/fw4.pdf

01:36:36
Wonderful references @maria...much appreciated!

01:36:44
Be sure that you're using the latest version of the forms

01:46:10
Thank you Tameaka for sharing your expertise!! Having an HR consulting business in CCL was made for this week’s content in so many ways!

01:47:17
Anytime, I am happy to share

01:53:19
Often times, as small business owners, we find out something isn't right when it goes wrong! Is there a small business owner toolbox (website) that you can recommend? A place where a new business can go to see a checklist of most deadlines and focus areas? Or would you say these are the key areas and there's nothing else of real substance? And therefore you've given us the solutions.

02:08:33
443-393-3380 or jlgreen3@tgcagency.com

02:08:47
Dr. Johnetta ThurstonCell-202-320-3677Ofc- 301-912-4294jthurston@getjda.comwww.getjda.com

02:10:39
Sahmra A. StevenensonS.A. Stevenson Law Offices, LLC301-795-2728www. SASLawOffices.comwww.OfficeWithoutWalls.orgIG: https:www.instagram.com/OfficeWithoutWalls/https:www.instagram.com/SASFitPractice/

02:12:16
Hi Garrett, I used to work with Grant Thornton too in the Public Sector :)

02:12:40
Nice to meet you!

02:14:49
Is there a specific type of attorney that helps with NDA's and Contracts?

02:18:10
how many employees are required to have HR assistance?

02:18:42
What are the risks (if any) to using Payroll companies for HR services and Benefits Administration?

02:22:33
Does that annual filing apply to S-Corps and C-Corps, or just LLC's?

02:23:40
I just filled out my personal property taxes this week. However, I realize that I have NO CLUE of how to answer some of the questions. For example, depreciation....What specialist helps with that?

02:24:01
An accountant

02:26:50
Does it make sense to establish your business in a different state? One that is more business friendly, like Delaware or Wyoming?

02:29:24
Registering for new states as employees are hired in those states is a headache! It seems like there are so many things that can be missed. What type of companies/professionals help with state registrations?

02:29:24
Thanks!!

02:31:21
payment platforms for products and services may not take out state tax, and how is state tax assessed if purchases for your services are outside of your state. Is there a federal sales tax?

02:33:20
this question is in regards to online products and services. Thank you

02:34:10
….is there a difference between what a CPA does versus a Tax Accountant?

02:37:10
Are they both appropriate to refer employees to if employees struggle with filling out appropriate withholdings for their pay?

02:42:54
how important is it to have job descriptions if you are a small business? Do HR companies help create the descriptions?

02:43:34
During COVID legislation was adjusted so that employers could fill out Form I-9's over web based video. Is this something that you think will go away?

02:43:47
Understanding that insurance company's policy rate increase annually, can you explain what goes into the audit process? It is solely based on a firm's most recent revenue #'s verses the previous years #'s?

02:49:57
My last name is Wright too and I was literally about to say, I don’t know that answer, but forgot that Catherine Wright is on the call as well. 🙃

02:50:36
lol😀

02:50:37
Thanks Millita!

02:52:14
I was wondering about 1099 employees. I work as a 1099 at a pilates studio, and it “seems” as if she thinks I work as an employee. It is a weird dynamic. How does one have that conversation with a company to “remind” them you are a 1099?

02:57:18
Do you recommend the pay by pay workers compensation that payroll companies deduct as part of the payroll?

03:06:11
Catherinewright@wrightwaytax.com 410-383-9575 www.wrightwaytax.com

03:09:35
👏

03:09:51
Keep going no matter what!