and Audit Tactics
CD of Teleconference with Q&A
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and Sales & Use Tax Monitor
It’s hard enough for corporate tax specialists to defend their interests in a state sales tax audit. The task gets even harder in a use tax audit.
You’re dealing with different corporate departments than with sales tax compliance, asking them for different support documentation. Plus, the definitions of a taxable “use” of a product vary widely from state to state.
Meanwhile, revenue departments are pushing their auditors very hard to improve the historically poor collections on use tax from both businesses and consumers. Particularly when it comes to use tax, advance work on documentation and audit planning can tip the scales in your company’s favor.
Listen as our panel of veteran tax pros gives you valuable guidance and insights into managing a state or local use tax audit.
Our panel included:
Tom Baker, Excise Tax Audit Manager, BP America Inc., Houston. He previously was a Tax Manager at Ernst & Young and a Field Auditor with the Oklahoma Tax Commission’s Business Tax Division. He also owned a private accounting and tax consulting business.
Jeff Greene, Executive, Crowe Chizek, Indianapolis. He is one of the nation’s leading state tax systems automation specialists. As a manager in the firm’s State and Local Tax Group, he helps clients improve multi-state sales and use tax compliance.
Mark Stone, Principal, Olivier & Associates, New York. He heads the firm's Long Island, N.Y. office and specializes in sales, use and transaction taxes. He has more than 15 years of tax experience and previously worked as a state auditor.
Al Leistner, Sales and Use Tax Manager, Yum! Brands Inc., Louisville, Ky. He is responsible for managing audits and tax planning initiatives for five restaurant chains. He has worked in sales and use tax compliance for more than 30 years in four industries.
The panel explains and prepares you to react to these and other key issues:
- How to consistently get the support documentation you’ll need from other company departments.
- Preventive measures, such as training staff to prevent use tax overpayments and doing a better job of accruing tax manually or with different systems.
- Specific strategies for negotiating samples for use tax audits.
- How to make direct pay programs work for your company.
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TELECONFERENCE CD
Purchase a CD-ROM of the full conference proceedings, including Q&A and PDF files of all handouts (available 10 days after the program).
- Regular Price - $247 (plus $9.45 S&H)
- With Teleconference Registration – an additional $75 (plus $9.45 S&H)
Self-study CPE is not offered on CD purchases.