State Tax Compliance Software

CD of Live 90-Minute Telephone Conference with an Interactive Q&A Session Conducted on October 25, 2005 Now available on CD

Crafting or upgrading a compliance system for state sales, income or property taxes is a challenge for any corporate tax department. Getting objective experiences and assessments – unbiased by software vendors – is particularly difficult yet essential to making a good decision.

How are other tax departments getting the job done? Are they using a single compliance system to handle each state tax, or are they stringing together multiple programs?

Listen as our panel of corporate tax professionals and consultants who are on the front line of state tax compliance -- unwed to any particular software vendor --offer objective guidance to help make those key decisions.

• Michael Figueroa, First VP of Tax Systems and Administration, Countrywide Mortgage, Calabasas, CA, manages design, implementation and support for all of Countrywide's tax compliance software. His experience includes process and data flow analysis and design, legacy and ERP tax engine configuration, tax software integration with ERP and Web-based sales portal applications, and general troubleshooting on integrated systems. He has also worked as a client support representative for Deloitte and Touche Tax Technology’s CORPSales software, assigned to West Coast clients.
• Jeff Greene, Executive, Crowe Chizek, Indianapolis, is one of the nation's leading state tax systems automation specialists. As manager of the State and Local Tax Group at this major accounting firm, he helps clients improve multistate sales and use tax compliance with automated systems. He also has extensive experience with Taxware and Vertex systems and with ERP accounting systems.
• Julian Chavez, Partner, Drew Stafford & Chavez, Laguna Hills, CA, has more than 25 years of experience in the sales, use and excise taxes arenas. He now assists clients with multistate sales and use tax issues. Previously, he was a director in the sales & use tax practices at Deloitte & Touche and Ernst & Young.

You’ll benefit from their candid and insightful discussion of:

• The pros and cons of the mainstream software packages now on the market for sales, income and property taxes.



• Different perspectives for evaluating a combination of technology and processes that will work best for your company.



• Realistic assessments of installation time and budget for new software.



• Effective approaches to continuous analysis of tax burdens and tracking of income apportionment.



• Practical implications of the Streamlined Sales Tax Project when it comes to selecting and installing sales tax compliance software.

*******************************************************************************

TELECONFERENCE CD