ETS Tax Intelligence: Pre-Acquisition SUI Tax Planning

Situation While state unemployment insurance (”SUI”) taxes rarely drive a company’s decision relating to the structure of a merger, acquisition, internal workforce reorganization/restructuring, or divestiture (“M&A”) transaction, pre-acquisition planning can help shape the timing and final organizational structure that can result in significant tax cost savings. Solution An acquiring employer has the responsibility, perhaps obligation, [Read More…]

June 2018 Briefly: An Unemployment Case Analysis

Background The claimant was discharged for threatening violence in the workplace. He was disqualified from benefits upon a finding that he was discharged for misconduct connected with the work. The claimant appealed. A hearing was scheduled before an administrative law judge. At The Hearing The Employer’s Evidence: The claimant’s manager testified that the claimant walked [Read More…]

May 2018 Briefly: An Unemployment Case Analysis

Background The claimant was discharged for violating the employer’s tardiness policy. She was allowed benefits upon a finding that she was discharged, but not for misconduct connected with the work. The employer appealed, and a hearing was scheduled before an administrative law judge. At the Hearing The Employer’s Evidence: The employer testified that the claimant [Read More…]

ETS Tax intelligence: Mitigation of Overpaid SUI Tax

Situation There are numerous ways that employers are at risk for overpaying state unemployment insurance (“SUI”) tax. This is especially true with employers that operate in multiple taxing jurisdictions and/or have employees performing services in more than one state or jurisdiction during a calendar year. Solution To avoid or mitigate overpaid unemployment taxes, an employer [Read More…]

April 2018 Briefly: An Unemployment Case Analysis

Case Analysis: Claimant Discharged for Theft, but Allowed Benefits by ALJ Background The claimant was discharged for theft. She was allowed benefits upon a finding that she was discharged, but not for misconduct connected with the work. The employer appealed, and a hearing was scheduled before an administrative law judge (ALJ). At the Hearing The [Read More…]

ETS Tax Intelligence: Actionable Insights Using TaxManager

Situation Those charged with managing state unemployment insurance (“SUI”) tax accounts for an organization can be overwhelmed by the volume of data issued each tax rate season. This data must be reviewed, and analyzed for accuracy and the surfacing of savings opportunities. Solution The Equifax unemployment platform, TaxManager, delivers actionable insight to optimize unemployment tax [Read More…]

March 2018 Briefly: An Unemployment Case Analysis

Case Analysis: Claimant Discharged for Theft Background The claimant was discharged for theft. She was allowed benefits upon a finding that she was discharged, but not for misconduct connected with the work. The employer appealed, and a hearing was scheduled before an administrative law judge. At the Hearing The Employer’s Evidence: The claimant was employed [Read More…]

January 2018 Briefly: An Unemployment Case Analysis

Unemployment Claims Review: Did the claimant quit with good cause? Background The claimant resigned after a meeting regarding her work performance. She was allowed benefits upon a finding that she quit with good cause. The employer appealed, and a hearing was scheduled before an administrative law judge. At the Hearing The Claimant’s Evidence: The claimant, [Read More…]

December 2017 Briefly: An Unemployment Case Analysis

Background The claimant was discharged for receiving two written warnings within a year period. He was allowed benefits upon a finding that he was discharged, but not for misconduct connected with the work. The employer appealed, and a hearing was scheduled before an administrative law judge. At The Hearing The Employer’s Evidence: The employer offered evidence [Read More…]

Tax Incentives Compliance – Redeeming and Maintaining Incentives

Congratulations! Your company just secured a lucrative negotiated incentives package. Your benefits might include tax credits for creating jobs, property tax abatements for new investment and grants for training employees. Your job is done, right? Sorry! The journey has just begun… The most important part of receiving a negotiated incentives benefits package is the incentive [Read More…]