Todd McIndoo is a Vice President at Speedy - National Association ...

More documents

Recommendations

Info

InstructionsProvide the following information for the Person/Business You Are Reporting if Known:1. Namea. Street Address of Residenceb. City, State, and Zip Codec. Social Security Numberd. Date of the Person’s Birth2. Business Namea. Street Address of Businessb. City/State/Zip Codec. Enter Employer Identification Numberd. Describe the Primary Business Activity3. Indicate Martial StatusM - Married S - Single HH - Head of Household Div - Divorced Sep - Separated3a. Enter name of spouse, if applicable.4. Check all Tax Violations That Apply to Your Report or Describe in Comments If Not Listed.5. If your report involves unreported income, indicate the year(s) and the dollar amount(s)5a. Briefly describe the facts of the alleged violation(s) as you know them. Please attach another sheet, if you needmore room.5b. Indicate (Yes or No) if books and/or records are available that substantiate your report.5c. Indicate (Yes or No) if you consider the person to be violent or dangerous and provide an explanation in thecomments section of this form.5d. List name and address of bank(s) and/or financial institution(s) used by the taxpayer if known.5e. Briefly explain how you learned of or obtained the information contained in your report. Please attach anothersheet, if you need more room.6. Enter your name, street address, city, state, zip code and a telephone number where you can be contacted. Indicatetime of day you may be contacted if appropriate. This Information is not Required to Process Your Report.Please print and send your completed form to the Internal Revenue Service at:Internal Revenue ServiceFresno, CA 93888PAPERWORK REDUCTION NOTICE: We ask for the information on this form to carry out the Internal Revenue lawsof the United States. This report is voluntary and the information requested helps us determine if there has been aviolation of Income Tax Law. We need it to insure that taxpayers are complying with these laws and to allow us tofigure and collect the right amount of tax.You are not required to provide the information on a form that is subject to the Paperwork Reduction Act unless theform displays a valid OMB control number. Books or records relating to a form or its instructions must be retained aslong as their contents may become material in the administrations of any Internal Revenue laws. Generally, tax returnsand tax return information are confidential, as required by Code section 6103.The time required to complete this form will vary depending on individual circumstances. The estimated average timeis 15 minutes.Privacy Act NoticeWe are requesting this information under authority of 26 U.S.C. 7801.The primary purpose of this form is to report potential violations of the Internal Revenue laws.The information may be disclosed to the Department of Justice to enforce the tax laws.Providing the information is voluntary. Not providing all or part of the information will not affect you.Catalog Number 47872E Form 3949 A (Rev. 2-2007)28 — Exclusivefocus Winter 2009/2010
featureKeeping up the PressureFor the past several years your associationhas talked about and writtenabout the “independent contractor” issueat Allstate. During those years, NAPAAhad hoped that the company would see theerror of its ways and begin to treat agentsas true independent contractors. Regrettably,this vision never came to pass and,in fact, conditions have steadily worsened.It is clear the company will never acquiesceunless forced by the courts or sometype of government intervention.To that end, NAPAA has initiatedcampaigns to raise awareness about theindependent contractor misclassificationproblem at Allstate. First there wasthe IRS postcard campaign last winter.Then in the last issue of this magazine,we included petitions to the IRS andPresident Obama and the hypotheticalexample of an IRS Form SS-8.In this issue, we are introducingtwo more tools that agents can use toanonymously report the company’sbehavior to state and federal agencies.The first is described in the article: MeetIRS Form 3949 A – an Anonymous Way toReport IC Abuse. The second is the letterthat accompanies this article. It can beremoved from the magazine and mailedto your state attorney general and yourelected representatives.Thanks to the launch of the IRSQuestionable Employment TaxPractice (QETP) initiative in 2008, theemployment tax issue is now spreading tostate governments. More than two dozenstates have signed data sharing agreementswith the IRS, which will help ensureproper worker classification and ferret outemployers who exploit the system.As it turns out, the timing of theQETP couldn’t have been better forstate taxing authorities. The economicdownturn created significant shortagesin tax collections in most states, so stategovernments are eager to find ways toboost revenues. Therefore, states are nowramping up efforts to identify companiesengaged in employment tax schemes,including those that are deliberatelymisclassifying their workers in order togain favorable tax treatment. Recently,in fact, New York, New Jersey andMontana announced their intent to sueFedEx for violations of state labor laws.And last September, the IRS announcedplans to audit 6,000 companies forevidence of worker misclassification andunderpayment of employment taxes.When a company calls its workersindependent contractors and then turnsaround and blatantly treats them likeemployees, it is up to the workers toreport it. Failure to report such treatmentsends the message that the company’sbehavior is acceptable, which only leadsto more control and exploitation.The following letter was drafted basedon information obtained by NAPAAfrom agents, company materials andmanagement communications. Webelieve it to be a truthful representation ofthe state of affairs at Allstate. If you agreeand believe you are being treated likean employee instead of an independentcontractor, we urge you to send it to theattorney general in your state. The lettercan be sent anonymously if desired.By now we’ve all heard that asignificant number of Allstate agentswill be terminated in the next 12 to 24months. This is a startling revelation forsome and an “I told you so” moment forothers. Whatever your beliefs, it is clearthat the company is intent on eliminatingmany of us and it is time for us to dosomething about it.You can help save our jobs by detachingand mailing the letter found in thecenter of this magazine. Mail it to yourstate’s attorney general, your electedrepresentatives, the Department of Laborand other departments or officials.Sending the attorney general letter iseasy. For all states, except New Jersey*,follow the steps below:1. Remove and read the multi-pageletter from the magazine.2. From the list beginning on the nextpage, locate the name and address of theattorney general in your state.3. Fill in the address and salutationsection located on the upper left side ofthe letter (see instructions on next page).4. Sign your name or if you prefer,write the words “Name Withheld forFear of Retaliation” on the last page ofthe letter under “Respectfully yours.”5. Address envelope to your stateattorney general and insert letter.6. Optional additional step: Makeadditional copies to send to your electedrepresentatives. Be sure to make copies ofthe letter before completing the addresssection. That way you can send a letter toother officials or government agencies.*New Jersey agents: Please contact NAPAAHeadquarters for a special version of the letter.Winter 2009/2010 Exclusivefocus — 29
Page 1 and 2: ExclusivefocusWinter 2009/2010An Of
Page 3 and 4: 2010 EA National Conference & Job F
Page 6 and 7: Ado an analysis to determine if I s
Page 8 and 9: making process. I believe that agen
Page 10 and 11: Nancy,First of all, I would like to
Page 12 and 13: . . . . . . . . . . . . .I was read
Page 14 and 15: usiness/marketing tipsAre You Assoc
Page 16 and 17: technology tipsThe Power of Wireles
Page 18 and 19: There is no software to install onm
Page 20 and 21: featureA Voice is A TerribleThing t
Page 22 and 23: Why join NAPAA?NAPAA Resource Cente
Page 24: featureMeet IRS Form 3949 A -an Ano
Page 27: Form 3949 A(2-2007)1. Taxpayer Name
Page 31 and 32: Maryland Attorney GeneralDouglas F.
Page 33 and 34: “AMS 360 frees us up. I love that
Page 41 and 42: agency financing tipsThe Driving Fa
Page 43 and 44: As a nationwide provider of agency
Page 45 and 46: portunities can far outweigh the pr
Page 47 and 48: positive mentions or quickly respon
Page 49 and 50: You’ve workedhard buildingyour bo
Page 51 and 52: 20%, including 53.24% (Sep. 1980-Ju
Page 53 and 54: SAre you a Technology Dinosaur?Tips
Page 55 and 56: Winter 2009/2010 Exclusivefocus —
Page 57 and 58: agents should seek ways to instill
Page 59 and 60: the IRS will determine if we are em
Page 61 and 62: the NAPAA market placeAgencies for

Todd McIndoo is a Vice President at Speedy - National Association ...

Create successful ePaper yourself

Delete template?

Save as template?