Understanding Worker Classification Crash Course
What you'll learn
- Learn common factors used to test whether a worker is an employee or independent contractor
- Apply common factors to their personal business situation
- Use Self-Assessment Tools to identify business practice that may adjustment so workers can be properly classified as independent contractors
- Keep organized records of your contractors' classifications
Requirements
- Students will need software or programs that allow them to view pdf and excel documents
Description
Understanding Worker Classification is a crash course that will help business owners learn the factors used to determine whether a worker is an employee or independent contractor.
The additional bonus resources included with the course are:
- Independent Contractor v. Employee Self-Assessment questionnaire (one for each test covered in the course: 20 factor, IRS Test and Economic Realities Test);
- Independent Contractor Worksheet (one for each test covered in the course: 20 factor, IRS Test and Economic Realities Test);
- 5 Step Guide to Conducting your Self-Audit;
- 20 Factor Cheat Sheet with examples;
- 50 State Survey that sets forth the worker classification tests used in each state; and
- IRS Independent Contractor Information Sheet
- Form Independent Contractor Agreements for Single Projects and Recurring Projects
There is about 2 hours of learning material including videos, power point presentation, and audio recordings.
I will discuss some background issues on worker classification and then dive right into the 20 factor test. I will define each factor and discuss a comparison of two cases: one where the worker was determined to be an independent contractor and another where a class of workers were found to be employees. That way, you can see real situations that these factors were applied and learn common "do's and don'ts." After every 5 factors, I will do a brief recap and discuss important take-a-ways. Once we conclude the 20 factor test, I also address the IRS Test and the Department of Labor Economic Realities test. I will then go through next steps for your business and the 5 simple steps to conduct your self-assessment. After that, I do a lecture where I discuss the key provisions of the form contracts that are included in the course and then I give a course wrap up.
Worker classification is a hot issue for the federal government and state agencies which have increased audits in this area. Understanding these issues will help your business get proactive and hopefully stop a problem before it starts.
Please remember that the information in this course should be used as a general reference and you should not solely rely on this information for making legal decisions. You should consult an attorney for employment law issues.
Who this course is for:
- This course is meant for business owners who have independent contractors or who intend to have independent contractors.
- This course could also be for attorneys or HR personnel looking to gain a better understanding of worker classification issues.
- This course is probably not for those who don't have a workforce or have any interest in employment law.
Instructor
I founded STL Startup Lawyer in 2014 because I wanted to pursue my passion to represent start-ups and entrepreneurs. I felt that becoming a business owner would help me better understand the trials and tribulations of my clients. Quickly after starting my own firm, I realized that the cost of legal services was a barrier for many start-ups.
As a Udemy instructor, I hope to be able to offer resourceful information for business owners so they can grow while managing risk.
Prior to opening my own firm, I obtained experience offering compliance and regulatory advice to investment advisory and precious metals firms. That experience coupled with my educational training provided me with the unique ability to analyze complex laws and regulations and transform that information into sustainable business solutions.
I obtained an LLM in taxation from the Washington University School of Law in 2011 and received my Law degree, magna cum laude, and Masters in Business Administration degree, magna cum laude, from St. Thomas University School of Law in Miami, FL in 2010. While as St. Thomas, I served as Notes and Comments Editor for the St. Thomas University Law Review. In 2007, I received my Bachelor of Arts degree, cum laude, from DePaul University in Chicago, IL where I competed on the Division I Track and Field team and received several scholar-athlete awards, including the DePaul Women's Big East Conference Scholar Athlete of the Year.
I am licensed in the State of Missouri