CD of Teleconference with Q&A
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and Sales & Use Tax Monitor
How can corporate tax departments ensure full or even sufficient compliance with states on use tax? Unexpected use tax charges can arise in audits when vendor documents don't indicate payment of sales tax or where equipment is purchased in a low sales tax state and transferred across state lines.
While software is a necessary tool, your tax staff plays the most crucial role in identifying transactions subject to use tax, calculating tax due, and creating an accountable use tax accrual. They’ll need to properly train purchasing staff and help defend exemption decisions in audits.
Judgment calls by you and your tax staff are integral to effective use tax compliance.
Listen as a panel of your peers — veteran corporate sales and use tax leaders and savvy consultants — shares approaches and advice on important issues for use tax compliance.
The panel included:
Rick Bregitzer, Manager of Domestic Taxes, Parker-Hannifin Corp., Cleveland. He has worked in tax for Parker Hannifin for 16 years and previously was sales and property tax supervisor over 70 operating divisions and facilities. Rick also worked as an Ohio sales and use tax auditor.
Jordan Goodman, Partner, Horwood Marcus & Berk, Chicago. His practice focuses on state and local tax planning and controversies for multi-state and multi-national corporations. He is a frequent presenter and lecturer on tax topics.
David Moore, Transaction Tax Manager, American Electric Power, Canton, Ohio. He manages a tax staff responsible for various excise taxes in more than 20 states and also is responsible for various tax compliance, planning and policy responsibilities. He has worked for the company for 27 years.
Mark Ledoux, Senior Manager, Ryan & Co., Boston.
The panel prepares you to review your company’s own processes and systems and make improvements in:
- Training staff (in tax and other departments) on proper procedures for use tax compliance.
- Processing invoices and exemption certificates.
- Identifying and correcting potential red flags in purchase documents — before an audit.
- Selecting and operating compliance software to fit your business' needs.
- Calculating the correct amount of use tax due for each period.
Following the speaker presentations, you’ll have an opportunity to get answers to your specific questions during the interactive Q&A.
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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.