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September Chapter Meeting: MultiState Withholding and Withholding Audits

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September Chapter Meeting: MultiState Withholding and Withholding Audits

September 12, 2019 @ 3:00 pm - 5:00 pm

Jon Stone, KPMG.

Jon is a Tax Senior Manager who splits time between Santa Clara, California and Short Hills, New Jersey for KPMG’s Global Mobility Services Employment Tax practice. He has over eleven years of employment tax consulting and compliance experience with a wide range of Federal, state, and local tax matters for clients in a variety of industries.

Professional and industry experience
Jon has assisted clients with reviewing payroll tax processes and procedures to determine leading practices, if the company is properly complying with Federal and state employment tax requirements, including monthly, quarterly, and year end compliance filings, and if areas of savings opportunities or potential exposure or risk exists. As part of the reviews, he has helped identify HR and tax processing procedure gaps and assisted in the development policies to ensure that efficient and compliant HRIS/payroll operations align with business strategy.  Jon has also assisted with drafting policy and communication to employees regarding new HR and employment tax procedures to confirm that the language and messages conveyed were consistent with company culture and business strategy.

Jon has reviewed and overseen the implementation of multi-jurisdictional withholding policies, procedures, and capabilities for clients with a mobile workforce throughout the United States. As part of this, Jon has coordinated KPMG, client, and third party vendor resources to successfully oversee and manage the implementation of multi-jurisdictional tax solution technology and/or new payroll systems for multiple clients. He has reviewed compensation, including long-term awards programs, stock plans, and incentive awards for compliance with state allocation for wage reporting and withholding tax purposes.  He has also developed and led client-tailored trainings to educate employees on the new policies and technology requirements.

Jon delivers a variety of services to clients related to the movement of employees between legal entities, including: providing due diligence assistance prior to the acquisition of employees for outstanding exposures related to worker classification, fringe benefits, and Federal, state, and local tax compliance; confirming post- employee acquisition compliance with all Federal, state and local guidelines, including completing all necessary withholding and unemployment employment tax forms; and identifying and securing refunds for clients associated with the overpayment of employment taxes that resulted from a prior movement of employees.

Jon also assists non-U.S. based clients begin and maintain payroll operations in the U.S. through local hires or secondments and also assists the clients through the coordination of employment tax, Federal and state corporate taxes, international tax, and transfer pricing compliance requirements.

Jon also provides tax controversy services to clients at the Federal, state and local level including audit assistance, notice resolution, penalty and interest abatements, and review of the classification of workers as an independent contractor or employee.

Regularly Scheduled Meetings –Chapter meetings are an ideal place to network and they provide educational opportunities for chapter members to learn more about critical payroll and compliance issues while earning Recertification Credit Hours (RCHs). Non members are charged a $20.00 Fee per Regular Meeting.


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$20 Non-Member Attendance Fee
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September 12, 2019
3:00 pm - 5:00 pm


Orange County Chapter American Payroll Association


Care Ambulance Service, Inc.
1517 W. Braden Ct
Orange, CA 92868, CA United States
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OCCAPA: Network. Learn. Succeed.