Managing Sales Tax Audits - The Auditors Speak
State Revenue Officials Share Insights for Removing the Agony From Audits
Recording of a 100-minute teleconference with Q&A
Conducted on Wednesday, June 10, 2009
Recorded event now available
This seminar will provide corporate sales tax specialists insights into and perspectives from state auditors about their requirements and preferences for managing sales and use tax audits.
Description
State sales and use tax audits are inevitably adversarial at times — sometimes highly adversarial. However, having advance intelligence into what the other side expects allows a corporate tax department to plan for a smooth audit.
This seminar will feature candid insights from a cross-section of states' audit administrators about what constitutes an efficient sales and use tax audit from their side of the table. Tax executives can use this "insider knowledge" to calibrate their pre-audit plans and strategize for audits.
Listen as our panel of state sales tax audit specialists tells you the steps that companies can take to ensure a well run audit and the kinds of sales tax mistakes and missteps they absolutely do not want to see.
Outline
- Preparation for the audit
- States’ procedures for assigning auditors
- Scope of auditors’ pre-audit research
- The pre-audit meeting
- Specific examples from panelists’ states
- Auditors’ expectations for conduct of the audit
- What to expect from initial contact with the auditor
- Preparation for the opening conference
- Specific examples from panelists’ states
- Procedural aspects of the audit
- Common mistakes in audit samples
- Procedures for sales tax reviews and use tax reviews
- Specific examples from panelists’ states
- Alternatives to the conventional audit process
- Managed audits
- Emerging trends
- Specific examples from panelists’ states
- After the audit
- Preparation for and conduction of the post-audit conference
- Resolving auditor error and areas of disagreement
- Presenting payment prior to assessment
- Specific examples from panelists’ states
Benefits
The panel will give you insights on these and other critical topics:
- Expectations and standards for sales and use tax audits.
- Measures taxpayers can take to move audits along
- Mistakes and missteps by corporate taxpayers that irritate revenue agencies
- Conduct and poor documentation the auditors find intolerable
Faculty
Jim McGrady,
Senior Revenue Consultant
Florida Revenue Department, Tallahassee, Fla.
He works in the state's general tax administration program, which is responsible for administering and collecting 36 state taxes, including sales and use. He has 18 years of experience with Florida tax law, and has worked for the Revenue Department since 1990.
Rich Unen,
Process Group Manager
Florida Revenue Department, Tallahassee, Fla.
He oversees the comprehensive sales and use tax audits of large multi-state and multi-national corporations. He and his staff handle the audits of more than 5,000 sales and use tax filers in eight states and various parts of Canada. He has 24 years of experience in Florida sales and use tax auditing, compliance and research.
Vicki Gibbons,
Audit Bureau Director
Wisconsin Revenue Department, Madison, Wis.
She has worked for the Revenue Department since 1983, and currently oversees audits in the income, sales and excise tax division. She previously worked as a staff specialist in the administrative technical services unit of the Department, where she specialized in sales and use tax. She has also worked as a field auditor.
Isaac Torres,
Auditor
Texas Comptroller of Public Accounts, Austin, Texas
He has worked in the Audit Division of the Comptroller's Office for five years where he manages sales and use and mixed beverage tax audits.
Jim Kuhl,
Supervising Tax Auditor 3
California Board of Equalization, Sacramento, Calif.
He heads the Board's sales and use tax audit information section. He has worked for Board of Equalization since 1992, starting as a field auditor. Jim has been assigned to the Board's sales and use tax policy division since 1997 in a variety of roles.
Ordering
Online Teleconference
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
CPE: Self-study CPE is not offered on online webinars.
Online Seminar Audio $247.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CPE: Self-study CPE is not offered on recorded events.
MP3 Download (Audio Only) $247.00
Available 24 hours after the live event
CD $247.00
plus $9.45 S&H
Available ten business days after the live event
NASBA CPE Sponsor
Strafford Publications, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CPE Credit
Strafford is a NASBA CPE sponsor and our live seminars qualify for CPE credits. They offer you a high quality, cost effective, and convenient CPE option, with no lost travel time or expenses.
Customer Reviews
I thought the speakers covered a fascinating subject matter very well.
Bob Linton
Dykema
The three presentations created a balanced approach.
Cris Navarro
Enloe Medical Center
The speakers were good and the topic was not something covered in other seminars / webinars.
Ronald Yano
Loeb & Loeb LLP
A brief but informative seminar with very good information on the new laws and new things the IRS is considering on W-8s.
Pam Whelan
CSC
Very practical and useful advice for antitrust lawyers.
Michaelynn Ware
Hogan Lovells US LLP
Sales and Use Tax Advisory Board
Silvia Aguirre
President
Tax Technology Services
Rick Bregitzer
Manager of Domestic Taxes
Parker–Hannifin Corp.
Stephanie Anne Lipinski-Galland
State and Local Tax Attorney
Joseph Geiger, Esq., CPA
Tax Consultant
Vertex
Diane Matulich
Senior Manager, Local Taxes
Advanced Micro Devices
Rich Prem
VP of Indirect Taxes and Tax Reporting
Amazon.com
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