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Monthly Dinner Meeting – May 21, 2015

Federal & State Worker Classification: Issues, Development and Trends

Speaker: James Bourbeau, Attorney at Law

Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825

This program will provide tax preparers with an overview of current federal and state worker classification issues, employment tax enforcement and judgment trends, and practice tips for employment tax audits and petitions.  Attendees will learn the differences in federal and California worker classification factors, recent developments in case law surrounding employment taxes, defending the use of independent contractor labor in audits and petitions, employment tax appeal procedures and strategy, and recent IRS and EDD enforcement trends. 

Learning Objectives 

  • Understand the differences between federal and state worker classification standards and enforcement.
  • Identify ways to defend employer practices
  • Gain awareness of enforcement methods and trends
  • Gain tools for defending audits and petitions

Speaker Bio:

James Bourbeau is an Associate Attorney who joined the Law Office of Williams & Associates, PC, after working for the California Employment Development Department (EDD) for six years.

While at the EDD, Jim handled cases with tax assessments ranging from a few thousand into the millions of dollars and regularly appeared at hearings before the California Unemployment Insurance Appeals Board (CUIAB). He also negotiated settlements on many cases and advised the EDD on legislation and regulations affecting both the EDD and the employers of California. Jim also created the EDD's electronic discovery and electronic communications policies. His diligent work resulted in receiving the Director's Service Award for his work in the EDD Legal Office.

Jim's experience with the EDD allows him to fully understand the concerns California employers face during tax audits and petitions. Jim primarily handles employment tax matters representing business owners in audits and appeals concerning worker classification issues affecting employees and independent contractors, unemployment insurance rate manipulation and shareholder wages. He also assists clients with penalty abatement requests, in settlement negotiations and with claims for refund. Additionally, Jim advises business owners and assists employers with business planning issues that relate to employment taxation. He reviews current processes and recommends improvements such as preparing independent contractor agreements in compliance with California's tax laws.

Jim also represents clients in the area of employment and labor law matters, such as the defense of wage and hour claims by both governmental agencies and plaintiffs.

Prior to working for the EDD, Jim analyzed and drafted legislation for the Governor's Office and worked in the State Senate. Before practicing law, Jim had diverse careers in the construction trades and the arts and music fields.

Jim earned his Juris Doctorate from the University of the Pacific, McGeorge School of Law and earned his Bachelor of Arts in Fine Arts from California State University, Sacramento where he graduated summa cum laude.

CE Hours:

1 hour Federal – IRS Program # WZA09-T-01292-15-I

1 hour California – CTEC Program # 1001-CE-7770


Register at https://www.123signup.com/event?id=pgqrr  


Board Meeting begins at 4:45pm

Dinner begins at 6:00pm

Education 7:00pm to 9:00pm


Members/Non-Members who RSVP by May 18th- $35/$40

Members/Non-Members who RSVP after May 18th- $40/$45

* Any unpaid reservations not canceled on or before May 18th will be billed. 


2015 SEE Course

Learn the Easy way!  This is a fast paced, comprehensive course designed to help you tackle the vast amount of information you are required to know to successfully pass the SEE. 

Instructor led discussion utilizing Fast Forward Academy materials and question bank offers you the best of both worlds.  Our materials are relevant for both beginners and those with experience.  This is the only course taught in the Sacramento area—do not missout! 

Classes: Saturdays from 9 AM—4 PM 

Part I – Individuals (June 13th, June 20th, June 27th, July 11th)

Prelim Work/Taxpayer Data

Income and Assets

Deductions and Credits

Taxation and Advice

Specialized Individual Returns


Part II – Businesses (Aug 1st, Aug 8th, Aug 15th, Aug 22rd, Aug 29th)


Type of Businesses

Business Financial Information

Specialized Returns and Tax


Part III – Representation, Practices and Procedures (Sept 19th & Sept 26th)


Practices and Procedures

Representation Before the IRS

Specific Types or Representation

Completion of the Filing Process



$200 materials fee is non-refundable!  All cancellations are subject to a $25 processing fee. No refunds if you cancel less than 1 week prior to the start of a session. 


For more information or the register, please go to https://www.123signup.com/event?id=pgvdz 

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