CD of Teleconference with Q&A
Click here for program outline
Conducted on Tuesday, October 21, 2008
Now available on CD
Sponsored by State Income Tax Monitor,
Tax Incentives Alert and Sales & Use Tax Monitor
Tax Teleconference Advisory Board
The use of procurement cards (company credit cards used for small-dollar purchases of supplies and materials) has become entrenched in corporate America as well as in the government sector. Their popularity is great for the purchasing department but can create anxiety for the tax staff.
Hiring and negotiating with a card-issuer bank on providing statements that support the tax function is crucial. Maintaining proper documentation for enough years can make the minefield of state sales tax audits even more dangerous. Are non-tax staff trained on taxability and exemption certificates?
As tax professionals, it falls on you to ensure your company’s processes are sound and its purchasing personnel are thoroughly trained when it comes to using and accepting procurement cards, insisting on the exemption certificates and spotting mistaken tax.
Listen as our panel of procurement card and sales tax experts helps you get a handle on this tricky area.
The panel included:
Sandra Robertson, President, Robertson Consulting, Atlanta. She is a CPA with more than 20 years of experience in corporate finance and tax compliance work. Before launching her tax advisory firm, she was SALT director for Georgia-Pacific Corp. and served on the board of COST.
Steve Oldroyd, Tax Senior Director – Sales & Use Tax, Property Tax, BDO Seidman, San Jose, Calif. Steve leads the Sales and Use and Property Tax Consulting Practice for BDO's western region. Previously, he worked as an auditor with the California State Board of Equalization for 10 years.
Steve Peck, Sales and Use Tax Manager, Georgia-Pacific Corp., Atlanta. He has worked for Georgia-Pacific for 23 years, the last 12 as Sales Tax Manager. He also has Big Eight accounting firm experience. At Georgia-Pacific, he is involved with procurement/pay systems and reverse sales tax audits.
The panel provides guidance and thoroughly brief you on:
- Creating a procurement card recordkeeping process that is scaled to your company's size and industry.
- Planning for audits with P-card documentation in mind.
- Improving your compliance efficiency with adjustments needed in your own sales tax-compliance processes, both as a purchaser and seller.
- Understanding how tax pros can take an assertive role in preparing procurement and sales staffs to use procurement cards with no sales tax mistakes.
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.