March 2017 Briefly: An Unemployment Case Analysis

Background The claimant left voluntarily when she believed she had been discharged. She was allowed benefits upon a finding that she was separated for no disqualifying reason.  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, a retail shift [Read More…]

James Taylor, decision management expert, reviews InterConnect®

James Taylor, CEO and Principal Consultant of Decision Management Solutions recently reviewed InterConnect®, the premier  decision management system from Equifax.  Decision Management Solutions, leading experts in decision management consulting, specialize in helping organizations build decision-centric, action-oriented systems and processes using decision management, business rules, and advanced analytic technologies. In his review, Taylor said “Equifax InterConnect [Read More…]

ETS Tax Intelligence: Preparing for a Successful M&A Transaction

Situation When contemplating a merger, acquisition, reorganization, or divestiture (“M&A”) transaction, a structured, cohesive plan can assist employers in achieving desired outcomes.  Such planning must begin with the first phase of the M&A process, Due Diligence, and carry through to Planning/Design, Implementation/Compliance, and Post-Implementation.  Over the next few months, Tax Intelligence will focus on each [Read More…]

February 2017 Briefly: An Unemployment Case Analysis

Background The claimant was discharged for repeated violations of company 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…]

Bulletin: TCI – US Department of Labor Issues Updated Guidance on WOTC

Department of Labor Issues Updated Guidance on WOTC Situation In January, the United States Department of Labor released an update to Training and Employment Guidance Letter (TEGL) No. 25-15, with revised guidance on the Work Opportunity Tax Credit (WOTC). The main change was extending the grace period for using the previous versions of the Employment [Read More…]

Prepare for Notifications with our ACA Subsidy Toolkit for Employers

While many HR and benefits professionals have been heads down and busy working on getting important tax forms out the door, a record-breaking open enrollment season has just ended on the Affordable Care Act (ACA) Marketplaces. So, why is this important? Employers will need to be prepared to receive ACA subsidy notices, likely in larger volumes [Read More…]

Bulletin: TCI – Geographic Information Systems (GIS) and Tax Credits

Geographic Information Systems (GIS) & Tax Credits Situation If your company is searching for tax credits, a very important piece of the puzzle is accurate GIS (or location) data.  Using the science of mapping, GIS enhances a company’s tax credits by identifying a company’s tax-favored zone location.  GIS technology can help make location determinations to [Read More…]

ETS Tax Intelligence: Multi-State Unemployment Tax Issues

Situation The beginning of a new calendar year is the perfect time for employers to review current payroll reporting practices to identify and rectify any inappropriate pay practices and review the prior year’s filings for potential refund opportunities.  This review should include an analysis of state unemployment insurance (“SUI”) sourcing rules and utilization of out-of-state [Read More…]

January 2017 Briefly: An Unemployment Case Analysis

Background The claimant was discharged for excessive breaks and time clock fraud. 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 [Read More…]

ETS Tax Intelligence: 2017 SUI Annual Taxable Wage Bases

Situation In general, there are two main factors that determine an employer’s annual state unemployment insurance (“SUI”) tax costs: 1) the employer-specific tax rate assigned, and 2) the taxable wage base.  The annual taxable wage base is a limit on the amount of an employee’s wages on which an employer must pay SUI taxes, as [Read More…]