Open Filter Close Filter
Filter Results:

Search Results

Depreciation and Expensing: New Rules and Limits Under Current Tax Law
Section 179 Property, First-Year Bonus Depreciation, Limitations on Personal Use Property...
July 24, 2018 CPE, EA Live Webinar

This CPE webinar will guide tax professionals and advisers on the depreciation and expense limitations under the new tax law. The panel will discuss rules for bonus depreciation deductions, IRC Sec. 179 expensing deductions, depreciation for property used in a business, limitations on personal use p... Read More

Speakers:  Michael Plaks, E.A., REI Tax Firm John P. Napoli, Partner, Seyfarth Shaw

State Corporate Income Apportionment: Key Fundamentals and Legislative Trends
Understanding State Approaches to Factor Weighting, Service Revenue, Key Apportionment Con...
August 9, 2018 CPE, EA Live Webinar

This webinar will prepare tax staff for state income tax compliance by multistate companies with a review of key apportionment concepts, relevant court decisions, and new state laws and proposals. Read More

Speakers:  Michael J. Cataldo, Special Counsel, Pillsbury Winthrop Shaw Pittman Jeffrey S. Reed, Counsel, Kilpatrick Townsend & Stockton Mike Shaikh, Counsel, Reed Smith

State Taxation of Virtual Currency: Sales Tax and Other Implications of Cryptocurrency Tra...
Mining Virtual Currency, Accepting as Payment, Policy Considerations for Applying Sales Ta...
August 30, 2018 CPE Live Webinar

This webinar will provide tax professionals and advisers guidance on the state taxation of virtual currency. The panel will discuss state tax implications of selling cryptocurrency, accepting this new kind of virtual money as payment, the application of sales tax and planning techniques to minimize... Read More

Speakers:  Christopher Beaudro, Atty, Eversheds Sutherland (US)

R&D Credit: Expanded Statistical Sampling for Small Businesses and Safe Harbor for LB&I Ta...
Determining QRA and QREs, Increasing R&D Expenditures, Documentation and Nexus, Calculatio...
June 28, 2018 CPE, EA Download

This CPE webinar will guide tax professionals and advisers on claiming the IRC Section 41 Research and Development (R&D) Income Tax Credit for small businesses and large business and international (LB&I) taxpayers. The panel will discuss new statistical sampling for multiple tax years for small comp... Read More

Speakers:  Les Bryson, Managing Director, Probity Tax Recovery Angelique Garcia, Manager, Warner Robinson Daniel F. Laughlin, Director, FGMK

Check-the-Box Elections for Foreign Subsidiaries: Achieving Optimal Tax Treatment Through...
Using Hybrid Entities for Tax Arbitrage, Structuring Entities to Enable Deferral of Foreig...
June 19, 2018 CPE, EA Download

This webinar will provide tax advisers with thorough and practical guidance on the advantages and pitfalls of utilizing the "check-the-box" election for foreign subsidiaries. The panel will discuss the various tax effects of specific elections, outline the tax timing and tax treatment, and explain r... Read More

Speakers:  Pamela A. Fuller, JD, LLM, Of Counsel, Tully Rinckey William Henson, Partner, Plante Moran Jon T. Hutchens, Partner, Dentons

New Section 59A: Base Erosion and Anti-Abuse Tax (the "BEAT")
Tax Benefit Limitations on Transactions and Other Challenges for U.S. and Non-U.S. Based M...
June 6, 2018 CPE, EA Download

This CPE webinar will provide tax professionals and advisers with an in-depth understanding of the base erosion and anti-abuse tax (BEAT) under Sec. 59A. The panel will discuss the strict rules, requirements and limitations of Sec. 59A for transactions between U.S. and non-U.S. affiliates and availa... Read More

Speakers:  Mark H. Leeds, Partner, Mayer Brown Joshua D. Odintz, Partner, Baker & McKenzie Alan Cathcart, Senior Director, Alvarez & Marsal Taxand

Transfer Pricing for Mid-Market Companies: New IRS Directives, Intercompany Agreements, Av...
May 31, 2018 CPE, EA Download

This CLE/CPE webinar will guide tax counsel and professionals on managing transfer pricing issues post-tax reform for mid-market companies. The panel will discuss provisions of the new tax bill that impact transfer pricing, recent procedural changes and directives issued by the IRS Large Business an... Read More

Speakers:  Steven Toscher, Principal, Hochman Salkin Rettig Toscher & Perez Lacey Strachan, Hochman Salkin Rettig Toscher & Perez Nancy Voth, Managing Director, WTP Advisors

Taxation of Foreign Source Income Under New Tax Law
Expansion of Subpart F, Dividends Received Deductions, Sales or Transfers of Foreign Corpo...
May 10, 2018 CPE, EA CPE On-Demand, Download

This webinar will provide tax professionals guidance on new rules and regulations governing the taxation of foreign source income. The panel will present an in-depth analysis of the expansion of Subpart F, the dividends-received deduction (DRD), and tax implications of sales or transfers of foreign... Read More

Speakers:  Stanley C. Ruchelman, Chairman, Ruchelman Galia Antebi, Atty, Ruchelman

State and Local Tax Implications of Tax Reform
Impact on High-Tax States, SALT Deduction Cap, Deemed Repatriation and Other Conformity Is...
May 2, 2018 CPE, EA CPE On-Demand, Download

This webinar will focus on the ripple effect of the new tax bill on state tax law. The panel will discuss the limitations and removal of specific state tax benefits within the new tax bill causing states to deviate from federal law to maintain or add benefits for individuals and businesses within st... Read More

Speakers:  Stephen W. Long, Partner, Baker McKenzie Michael C. Tedesco, Atty, Baker & McKenzie

Sales and Use Tax Audits: Effective Strategies and Best Practices
Internal Controls, Risk Assessment, Identifying Pitfalls, Implications of Tax Reform and M...
March 14, 2018 CPE Download

This CLE/CPE webinar will provide counsel and tax professionals effective strategies and best practices for avoiding and handling state sales and use tax audits. The panel will provide guidance on current methodologies for conducting internal audits to identify items of concern and tactics to keep p... Read More

Speakers:  Joseph N. Endres, Partner, Hodgson Russ Michael T. Dillon, President, Dillon Tax Consulting Joseph F. Geiger, Jr., CPA, Consulting Tax Manager, Vertex

Mastering FATCA Compliance for NFFEs: Navigating Who, What, When and How Much
Understanding the Complex Withholding Requirements
March 1, 2018 CPE, EA Download

This webinar will provide tax executives, tax counsel and tax advisers with a drill down into the intricacies of Foreign Account Tax Compliance Act (FATCA) compliance relevant to non-financial foreign entities (NFFES), including Chapter 4 withholding, NFFE status and potential exemption, new require... Read More

Speakers:  Matthew D. Lee, Partner, Fox Rothschild Jeffrey M. Rosenfeld, Esq., Blank Rome

SALT and Multinational Businesses: Analyzing State and Local Taxation of Foreign Company T...
February 22, 2018 CPE Download

This CLE webinar will offer tax professionals insight and guidance on state tax implications for transactions and activities of multinational businesses. The panel will discuss the impact of deemed tax residency, business apportionment, certain selective add-backs to income, tax implications arising... Read More

Speakers:  Dennis Rimkunas, Partner, Jones Day Michael J. (Mike) Wynne, Partner, Jones Day

Tax Reform: Impact on Corporate Tax Planning and Reporting
Corporate Tax Rule Changes, Benefits, Limitations and More
February 15, 2018 CPE, EA Download

This CLE/CPE webinar will offer counsel and tax professionals an overview of complex issues and considerations stemming from the new tax law. The panel will discuss the impact of new corporate tax rules and regulations, and provide guidance on available options leading to effective corporate tax com... Read More

Speakers:  Brian T. Lovett, CPA, JD, Partner, WithumSmith+Brown Darren J. Mills, Esq., CPA, ChFC, CLU, Mills Elder Law

IC-DISC Compliance: Exporter Challenges in the Federal Tax Break
Leveraging Benefits From the Dividend Tax Solution
December 21, 2017 CPE, EA Download

This webinar will prepare tax professionals and advisers to leverage the tax benefits of IC-DISC formation. The panel will review and explain key steps for forming entities, tax planning and maintaining compliance. Read More

Speakers:  James Loizeaux, Managing Director, Global Tax Services, CliftonLarsonAllen Robert J. Misey, Jr., Shareholder, Reinhart Boerner Van Deuren

Forms W-8BEN and W-9 Compliance in Foreign and U.S. Business Transactions
Meeting the Demands of the Substantially Overhauled W-8BEN Under New FATCA Rules
December 19, 2017 CPE, EA Download

This webinar will provide corporate tax advisers with a detailed and practical guide to IRS Form W-8BEN. The panel will describe the most recent 2017 changes to the W-8BEN, and will offer useful tips to help complete the form including new treaty position references and issuing Form W-8 from the pay... Read More

Speakers:  Jack Brister, TEP, Partner, International Wealth Tax Advisors Professor William H. Byrnes, Associate Dean, Special Projects, Texas A&M University Law

Basis Calculations in Section 368 Reorganizations: Tax Deferral Benefits For Subsidiary Sh...
Reporting Target Company Stockholder Basis in Type B and Reverse Triangular Reorganization...
December 14, 2017 CPE, EA Download

This webinar will provide guidance to corporate tax advisers and compliance professionals in determining target stock basis in a Section 368 tax-free reorganization transaction. The panel will offer insights to the accounting, calculations and reporting requirements pursuant to a Section 368 corpora... Read More

Speakers:  William R. Skinner, Partner, Fenwick & West Rose L. Williams, Principal, Ernst & Young

International Tax Impact of Business Entity Selection for Foreign Operations of U.S. Compa...
Making Tax-Based Decisions With Branch Offices, CFCs, Check-the-Box and More
December 12, 2017 CPE, EA Download

This webinar will provide corporate tax executives and advisers with practical guidance on short-term and long-term tax issues in selecting an entity for a foreign affiliate, subsidiary, etc. The panel will outline how to navigate the tax consequences inherent in foreign entity selection decisions. Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Director, Aronson Lori A. Hellkamp, Jones Day James S. Wang, Jones Day

Market-Based Sourcing for Revenue From Services and Intangibles: Multistate Apportionment...
December 7, 2017 CPE Download

This webinar will provide tax executives and managers with a practical guide to handling the most complex and challenging state income tax apportionment issues involving sales of services and intangible personal property. The panel will detail various states' methods of apportioning revenues from se... Read More

Speakers:  Gary C. Bingel, CPA, JD, MBA, CMI, Partner-in-Charge – State & Local Taxes, EisnerAmper Mark L. Nachbar, Principal, Ryan Elizabeth Pascal, Partner, Hodgson Russ

New IRC 987 Regs and Foreign Currency Translation: Income Calculation for Qualified Busine...
November 30, 2017 CPE, EA Download

This webinar will furnish corporate tax managers and advisers with a comprehensive guide to the recently issued IRC 987 regulations for calculating and reporting taxable income and loss attributable to a foreign branch with a different functional currency than its owner. The panel will describe the... Read More

Speakers:  Douglas E. Chestnut, Partner, Ernst & Young Laura Valestin, Director, PricewaterhouseCoopers

Claiming the Section 41 R&D Credit After the PATH Act: Small Business Provisions
Calculation and Substantiation of QRAs and QREs, Using R&D Credits to Offset Payroll Tax a...
November 29, 2017 CPE, EA Download

This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to the Section 41 Research and Development (R&D) Income Tax Credit. The panel will discuss how to identify activities that may be treated as qualified research activities (QRAs), offer guidance on... Read More

Speakers:  Christina Schenzel, Tax Partner, PwC Angelique Garcia, Manager, Warner Robinson

Business vs. Nonbusiness Income: When to Allocate and When to Apportion
UDITPA Standards, Transactional and Functional Tests for Income Characterization
November 16, 2017 CPE Download

This webinar will provide corporate tax advisers and compliance professionals with a thorough and practical guide to distinguishing between business and nonbusiness income for purposes of determining multistate allocation vs. apportionment. The panel will discuss UDITPA distinctions between business... Read More

Speakers:  Michael J. Cataldo, Special Counsel, Pillsbury Winthrop Shaw Pittman Carl N. Richie, CPA

Tax Reporting of Business Startup and Expansion Costs: Deduction and Amortization Rules
Navigating Sections 195, 162 and 263(a) on Qualified Startup Expenses
November 14, 2017 CPE, EA Download

This webinar will provide corporate tax advisers with a practical guide to the proper tax treatment of business startup and expansion costs. The panel will detail startup and expansion costs that are deductible in the year of expenditure, describe the amortization rules for expenses over allowable t... Read More

Speakers:  Erin L. Fraser, Atty, Hanson Bridgett Andrew M. Youhas, CPA/JD/MBA, Youhas & Associates

State Sales Tax on Drop Shipments: Navigating Various States' Rules on Registrations and E...
November 9, 2017 CPE Download

This webinar will prepare corporate tax specialists to handle the full range of potential sales and use tax issues involved in drop shipments, whether as a vendor, shipper or customer. The panel will provide an integrated approach to compliance, documentation and tax planning in this evolving and co... Read More

Speakers:  Michael T. Dillon, President, Dillon Tax Consulting

Sales & Use Tax for Cloud Computing, Software, Apps, and Other Digital Products and Servic...
Overcoming Vendor and Customer Compliance Challenges Due to Inconsistent Multistate Tax La...
October 26, 2017 CPE Download

This webinar will provide tax professionals with a detailed and practical guide to the latest state developments and trends affecting multistate companies dealing with digital products and services (cloud computing) as either seller or buyer. The panel will offer compliance approaches for adjusting... Read More

Speakers:  Joseph N. Endres, Partner, Hodgson Russ Hanish Patel, Esq., Eversheds Sutherland Laurie Wik, CMI, Senior Tax Director, Alvarez & Marsal Taxand

Multistate Partnerships: Navigating Various State Taxation Rules of Corporate Partners
Business vs. Nonbusiness Income Characterization, Aggregate vs. Entity Determination, and...
October 19, 2017 CPE, EA Download

This webinar will provide tax advisers and professionals with a detailed and practical guide to critical state tax issues and trends impacting partners owning shares of multistate partnerships. The panel will discuss key questions such as whether the character of pass-through income is determined at... Read More

Speakers:  Dennis Rimkunas, Partner, Jones Day Michael J. (Mike) Wynne, Partner, Jones Day

Form 1120-F Reporting for Foreign Corporations: Filing Obligations Under IRS Scrutiny
Effectively Connected Income, Permanent Establishment and Treaty Position Exemption Claims...
October 10, 2017 CPE, EA Download

This webinar will provide corporate tax professionals with a solid and practical guide to Form 1120-F. The panel will focus on the key schedules unique to Form 1120-F, discuss the permanent establishment rules, and offer useful guidance in filing protective returns and other strategies to avoid IRS... Read More

Speakers:  Stanley Barsky, Partner, Fox Rothschild Kimberlee S. Phelan, CPA, MBA, Tax Partner, WithumSmith+Brown Dirk Gifford, Managing Director, KPMG John Samtoy, Tax Principal, Holthouse Carlin & Van Trigt

IC-DISC Strategies Update: Commissions, Complex Computations, IRS Audit Risks, Tax Savings...
October 5, 2017 CPE, EA Download

This webinar will provide an updated guide to accounting professionals, tax advisers, and DISC administrators on the tax benefits and operational requirements of an Interest Charge-Domestic International Sales Corporation (IC-DISC). The panel will review and explain the key strategic steps for estab... Read More

Speakers:  Mark C. Gasbarra, CPA, National Managing Director, Forte International Tax Neal J. Block, Senior Counsel, Baker & McKenzie

Sampling Strategies in Sales Tax Audits: Selecting an Appropriate Methodology and Negotiat...
October 3, 2017 CPE Download

This webinar will prepare state tax professionals to establish audit samples for a state sales or use tax audit by reviewing proven sampling strategies used by corporate tax departments in audits across diverse industries. Read More

Speakers:  Martin Eisenstein, Managing Partner, Brann & Isaacson Jason McGlamery, Director – Audit Sampling, Ryan Brad W. Tomlinson, Senior Manager (non-attorney professional), Zaino Hall & Farrin

Factor Presence Nexus for State and Local Taxes: Meeting the Challenges of Developing Stat...
Navigating Economic Presence Tests and Other Emerging Nexus Trends in Gross Receipts, Inco...
September 27, 2017 CPE Download

This webinar will provide corporate tax advisers with thorough and up-to-date guidance on various states' attempts to enforce factor presence nexus on nonresident corporate taxpayers in the face of numerous judicial and administrative challenges. Multiple states have been aggressively pushing back a... Read More

Speakers:  Edward J. Bernert, Partner, Baker & Hostetler Martin Eisenstein, Managing Partner, Brann & Isaacson Matthew P. Schaefer, State and Local Tax Partner, Brann & Isaacson

Form 926 Compliance: Domestic Corporate Transfers to Foreign Subsidiaries and Related Corp...
Navigating IRC 6038 Corporate Rules for Transactions Involving Reorganization, Liquidation...
September 7, 2017 CPE, EA Download

This webinar will provide corporate tax professionals with a comprehensive guide to complying with reporting obligations for contributions of cash or other property to foreign corporations. The panel will identify the types of transactions that trigger reporting obligations, discuss filing threshold... Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Director, Aronson John Garcia, CPA, Corporate Tax Advisors

Multistate Challenges to Quill Physical Presence Standard: Navigating Nexus in State Sales...
August 30, 2017 CPE Download

This webinar will provide SALT practitioners and Corporate Tax professionals charged with sales tax oversight responsibilities with an updated look at states' efforts in key states to expand what constitutes a physical presence for sales tax collection and remittance purposes or to bypass the landma... Read More

Speakers:  Sylvia F. Dion, CPA, Founder & Managing Member, PrietoDion Consulting Partners Timothy A. Gustafson, Counsel, Eversheds Sutherland James A. Ortiz, State and Local Tax Senior Manager, REDW

Calculating Depreciation Recapture Under IRC 1245 and 1250: Minimizing Tax Through Transac...
August 15, 2017 CPE, EA Download

This webinar will provide a deep and detailed explanation of depreciation recapture rules, focusing on the technical calculations and planning opportunities of the recapture provisions. The speakers will explore IRC 1245 and 1250, which set out the rules for recapture based on various types of asset... Read More

Speakers:  Heather Behrend, Norton Rose Fulbright US Michael Plaks, E.A., REI Tax Firm

Cross-Border Ownership Structures: Lessons Learned Under Tough IRS Scrutiny
Complying With Forms 5471, 5472, 1120F and 926
August 10, 2017 CPE, EA Download

This webinar will prepare corporate tax executives and advisers working on forms 5471, 5472, 1120-F and 926 with practical experiences geared toward improving compliance. The panel will provide insights to deal with IRS policies on audits and penalties. Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Director, Aronson John Samtoy, Tax Principal, Holthouse Carlin & Van Trigt

Advanced Income Tax Apportionment Issues Confronting Multi-State Companies
Navigating States' Shift to Market-Based Sourcing, Utilizing Alternative Apportionment and...
July 20, 2017 CPE, EA Download

This webinar will prepare tax executives and managers to handle the most complex and challenging apportionment issues with broad application to companies operating in a variety of industries and in a large number of states. The panel will go beyond the basics of apportionment for corporate tax profe... Read More

Speakers:  Gary Bingel, Partner, EisnerAmper Mark L. Nachbar, Principal, Ryan

Subpart F Income Rules and Sections 956, 958 and 1248: Meeting the Reporting Challenges of...
July 13, 2017 CPE, EA Download

This webinar will provide professionals with a solid foundation on defining a controlled foreign corporation and a "U.S. shareholder," under the rules of Subpart F. The panel will prepare corporate tax managers and advisers to master tax reporting challenges by drilling down into different types of... Read More

Speakers:  Pallav Acharya, CPA, FCA, CGMA, Founder and Owner, CPA Global Tax & Accounting Alan Cathcart, Senior Director, Alvarez & Marsal Taxand

VAT Fundamentals for U.S. Companies Buying or Selling in the European Union
Ensuring VAT Compliance on Goods and Services Transactions
July 6, 2017 CPE Download

This webinar will give U.S. transactional tax specialists a grounding in the most relevant aspects of European value-added tax (VAT). Read More

Speakers:  Britta Eriksson, President and CEO, Euro VAT Refund Brian Groome, Senior Manager, KPMG

State Research and Development Tax Credits: Navigating Multi-State Apportionment Rules
Identifying State Deviations From Federal Treatment, Uncovering R&D Tax Benefits for Compa...
June 27, 2017 CPE, EA Download

This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to claiming research and development (R&D) income tax credits in a multi-state setting. The panel will discuss how to determine activities that may be treated as qualified research activities (QRA... Read More

Speakers:  Joe Stoddard, CPA, Partner, Eide Bailly Daniel F. Laughlin, Director, FGMK Stacey L. Roberts, CPA, State and Local Tax Senior Manager, Eide Bailly

SaaS Sales and Use Tax: Reconciling Varying State Rules to Avoid Unforeseen Tax Traps
June 20, 2017 CPE Download

This webinar will provide tax professionals with a "deep dive" into current developments and trends in state sales and use tax on Software as a Service (SaaS) affecting multistate companies dealing with remote digital software provision services as either seller or buyer. The panel will offer compli... Read More

Speakers:  Gerald J. Donnini, II, Esq., Partner, Moffa Sutton & Donnini Martin Eisenstein, Managing Partner, Brann & Isaacson Kelley C. Miller, Atty, Reed Smith

Avoiding Tax Pitfalls in C Corp to S Corp Elections: Built-in-Gains, Earnings and Profits,...
June 15, 2017 CPE, EA Download

This webinar will equip tax counsel and advisers with the tools to advise C Corporation clients of the benefits and potential tax drawbacks of terminating C Corp status in favor of making an S election. The panel will dissect the necessary considerations involved and outline ways to minimize potenti... Read More

Speakers:  Scott A. Harty, Partner, Alston & Bird L. Andrew Immerman, Partner, Alston & Bird Allen Magee, CPA, Partner, Dixon Hughes Goodman

U.S. Equity Compensation Grants to Foreign Employees: Structuring and Reporting Options
Tax Impact of U.S.-Sourced Non-Qualified Options and Grants of U.S. Parent's Shares to For...
June 14, 2017 CPE, EA Download

This webinar will provide corporate advisers with a practical and comprehensive guide to the tax and other implications of granting compensatory stock options to nonresident employees. Read More

Speakers:  Ian Fraser, Partner, Simmons & Simmons Bob Grayson, Partner, Tapestry Compliance William D. Wright, Partner, Fisher & Phillips Craig P. Tanner, Counsel, Reed Smith

Corporate Entity Conversions: Allocating E&P and Tax Attribute Carryovers in Reorganizatio...
May 23, 2017 CPE, EA Download

This webinar will provide corporate tax professionals and advisers with a practical guide to mastering the calculation of earnings and profits (E&P) and other tax attributes in the context of entity conversions, mergers and reorganizations. The panel will identify transactions and structures where E... Read More

Speakers:  Marcus E. Dyer, CPA, Esq., Tax Manager, WithumSmith+Brown Paul Helderman, CPA, MST, Partner, WithumSmith+Brown

Procurement Cards and Sales Tax Compliance: Mastering Multi-State Complexities
Processes for Tracking Exempt Purchases and Maintaining Audit Documentation
May 18, 2017 CPE Download

This webinar will prepare corporate tax executives with the tools and practical perspectives needed to sharpen their procurement card sales tax compliance. The panel will review the most recent state developments on taxation of P-card purchases. Read More

Speakers:  Joseph F. Geiger, Jr., CPA, Consulting Tax Manager, Vertex Frank J. Tobias, CGFM, Principal, Tax Services Group, RKL Kevin Watson, CMI, Manager, State & Local Tax, RSM US

Branch Profits Tax Rules: Calculating and Reporting Dividend Equivalent Amounts and Identi...
Completing Form 1120-F Section III, Computing Tax on Excess Interest, and Planning to Mini...
May 10, 2017 CPE, EA Download

This webinar will provide corporate tax advisers with a practical and comprehensive guide to planning and calculations related to the branch profits tax. The panel will detail steps needed to calculate the dividend equivalent amount (DEA) that constitutes the base for computing the branch profits ta... Read More

Speakers:  John D. Bates, Partner, BakerHostetler Robert J. Misey, Jr., Shareholder, Reinhart Boerner Van Deuren

Navigating Complex IRS Penalty Abatement Procedures for Failure-to-File, Failure-to-Pay, a...
Mastering Procedural and Practical Ways to Obtain Penalty Abatement; Mitigating Harsh IRS...
May 3, 2017 CPE, EA Download

This webinar will provide tax professionals with a comprehensive and practical guide to navigating the procedural and practical ways to obtain a penalty abatement. The panel will cover domestic information abatement requests, and will offer useful tools for compiling and submitting the appeal corres... Read More

Speakers:  Joel N. Crouch, Managing Partner, Meadows Collier Reed Cousins Crouch & Ungerman Benjamin J. Peeler, J.D., CPA, LL.M., Partner, Eide Bailly Judi Smith, The Law Office of Judi Smith

Managing Sales and Use Tax Risk: Reviewing Nexus Activities, Procurement Processes and Pol...
May 2, 2017 CPE Download

This webinar will provide sales and use tax advisers and compliance professionals with a thorough and practical guide to designing a policy and procedures review to identify sales tax exposure and eliminate unnecessary sales and use tax risk. The panel will discuss structuring test processes to eval... Read More

Speakers:  Michael T. Dillon, President, Dillon Tax Consulting Martin Eisenstein, Managing Partner, Brann & Isaacson

Non-Resident and Mobile Workers: State Tax Traps for Employers
Anticipating and Avoiding Unnecessary Withholding Tax Duties and Nexus Triggers
April 25, 2017 CPE Download

This webinar will familiarize corporate tax professionals with differing state policies on withholding tax obligations for non-resident employees or those employees who work in other states periodically. The panel will outline a framework for companies to avoid unplanned and unwanted nexus, taxes or... Read More

Speakers:  Mary Jo Dolson, Partner, Skoda Minotti Debra Silverman Herman, Partner, Hodgson Russ Elizabeth Pascal, Partner, Hodgson Russ

Mastering U.S. Permanent Establishment Tax Under New OECD Guidance vs. General Tax Treaty...
Navigating Income Attribution Rules in the U.S. Model Income Tax Convention and Recently S...
April 20, 2017 CPE, EA Download

This CPE webinar will provide U.S. tax advisers and corporate tax executives with a practical guide to navigating the permanent establishment rules for foreign corporations conducting business in the United States. The panel will discuss the evolving standards for determining whether a foreign entit... Read More

Speakers:  William K. Norman, J.D., LL.M. (Taxation), Partner, Ord & Norman Dan Cassidy, CPA, Principal, Clark Nuber

Sales and Use Tax Reserves: Reconciling ASC 450/FAS 5 Reserve Requirements With IAS 37 Sta...
Establishing and Maintaining Accruals, Provisions and Unrecognized Contingent Liabilities
April 6, 2017 CPE Download

This webinar will provide tax professionals with a review of current best practices for establishing, documenting and maintaining reserves for uncertain sales and use tax positions of U.S.-based multinational companies using the most current interpretations of ASC 450 (f/k/a FAS 5) and IAS 37 under... Read More

Speakers:  William Ault, Director, Crowe Horwath Myron Vansickel, National SALT COE Tax Director, Experis

Withholding on Equity Awards: Mastering Complex New FASB ASC 718 Standard and IRS Requirem...
March 30, 2017 CPE, EA Download

This webinar will provide corporate tax professionals to U.S.-based multinational corporations that withhold on equity awards with a detailed, practical and thorough guide to answer questions regarding U.S. income tax withholding rules applicable to equity compensation and how FASB ASC 718 update im... Read More

Speakers:  Barbara Baksa, Executive Director, National Association of Stock Plan Professionals Marlene Zobayan, Partner, Rutlen Associates

Navigating the Effectively Connected Income Tax Regime: Avoiding Devastating Impact on Tax...
Implementing Compliant Tax Strategies to Avoid or Mitigate Punitive Taxation
March 23, 2017 CPE, EA Download

This webinar will provide corporate tax professionals and advisors to multinational corporations (MNCs) and other multinational businesses with a detailed, practical and thorough guide to mitigate the risk of high levels of tax on effectively connected income (ECI). The panel will provide practical... Read More

Speakers:  Steven Hadjilogiou, Partner, Baker & McKenzie Daniel W. Hudson, Baker & McKenzie Raimundo Lopez-Lima Levi, Founder and Managing Partner, Lopez Levi Lowenstein Glinsky Sean J. Tevel, Baker & McKenzie

Navigating Divergent State Sales Tax Treatment of Product and Service Warranties and Softw...
February 21, 2017 CPE Download

This webinar will provide tax professionals with a detailed update on the latest state tax developments and trends for multi-state companies buying or selling warranties. The panelist will offer compliance approaches to adjust to multi-state developments. Read More

Speakers:  Sean Evans, Director, Tax Advisory Services, DuCharme McMillen & Associates

Obtaining Relief From Form 1120-F Deficiency Penalties: Filing Protective Returns and Seek...
Preserving Expense Deductions, Claiming Treaty Positions and Leveraging Section 1.882-4 Pr...
February 14, 2017 CPE, EA Download

This webinar will provide corporate tax professionals with a deep and practical guide to navigate the IRS processes for obtaining relief from penalties and deduction disallowances due to failure to accurately file Form 1120-F Income Tax Return of a Foreign Corporation. The panel will discuss the pun... Read More

Speakers:  Stanley Barsky, Partner, Fox Rothschild Jennifer E. Benda, Partner, Fox Rothschild Alison N. Dougherty, J.D., LL.M., Director, Aronson

Navigating Impact of New York Corporate Tax Overhaul: New Apportionment and Reporting Rule...
Mastering Unitary Reporting, Market-Based Sourcing, and Changes to NY State Treatment of N...
February 9, 2017 CPE Download

This webinar will provide corporate tax advisers with a thorough and practical guide to the latest developments in New York State's multi-year tax reform initiative. The panel will discuss the broader framework of New York's corporate tax reform changes and will address the provisions scheduled to g... Read More

Speakers:  Christopher L. Doyle, Partner, Hodgson Russ Elizabeth Pascal, Partner, Hodgson Russ Nicholas Montorio, STS-SALT Manager, BDO USA

State Sales Tax in the Digital Economy: Navigating Electronic Taxability and the Factor Pr...
Determining When and Where Your Services and Products Trigger Liability
January 26, 2017 CPE Download

This webinar will provide guidance to corporate tax professionals, counsel and advisers for navigating the various and evolving standards of state taxability of digital products and services to determine what component of a company's offering is taxable, and in which jurisdiction(s). Read More

Speakers:  David W. Bertoni, Partner, Brann & Isaacson Michael E. Carey, Esq., Brann & Isaacson Martin Eisenstein, Managing Partner, Brann & Isaacson

Final Section 385 Regs: Navigating State and Local Tax Impact of New Debt-to-Equity Reclas...
January 12, 2017 CPE Download

This webinar will provide state and local tax advisers and finance professionals with a critical first look at the state and local tax implications of the sweeping final regulations under Section 385 which present significant changes in the way intra-company debt is treated among commonly controlled... Read More

Speakers:  Jaye A. Calhoun, Partner, Kean Miller Kelley C. Miller, Atty, Reed Smith

Forms 1094 and 1095: Complying With Mandatory ACA Healthcare Coverage Reporting Requiremen...
January 5, 2017 CPE, EA Download

This webinar will give corporate tax professionals and tax advisers a detailed and practical guide to mastering the employer health coverage reporting mandated by the Affordable Care Act (ACA). The panel will provide concrete instructions and examples on documenting and completing the required forms... Read More

Speakers:  Lorie L. Maring, Of Counsel, Fisher & Phillips Alyson Mathews, Partner, Lamb & Barnosky Jeffrey D. Smith, Partner, Fisher & Phillips

Claiming the Section 41 R&D Credit After the PATH Act: Leveraging Small Business Provision...
Calculation and Substantiation of QRAs and QREs, Using R&D Credits to Offset Payroll Tax a...
December 1, 2016 CPE, EA CPE On-Demand, Download

This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to the Section 41 Research and Development (R&D) Income Tax Credit. The panel will discuss how to determine what activities may be treated as as qualified research activities (QRAs), offer guidanc... Read More

Speakers:  Brett Ritter, Tax Partner, PricewaterhouseCoopers Bruce Warner, Managing Director, Warner Robinson Kenneth (Mike) Flesher, Tax Director, Swanson Reed

IC-DISC Strategies: Mastering the Complex Operational Challenges
Anticipating IRS Audit Risks, Calculating Commissions, and Tackling Computational Intricac...
November 10, 2016 CPE, EA CPE On-Demand, Download

This CPE webinar will prepare accounting professional, tax advisors, and DISC administrators to understand the requirements of Discs and to better leverage their tax benefits. The panel will review and explain the key strategic steps for day-to-day aspects of running an IC-DISC, including calculatin... Read More

Speakers:  Neal J. Block, Senior Counsel, Baker & McKenzie Mark C. Gasbarra, CPA, National Managing Director, Forte International Tax Randall Janiczek, CPA, Plante & Moran

Repatriating Foreign-Source Income for U.S. Taxpayers: Minimizing the Tax Impact of Transf...
November 3, 2016 CPE, EA Download

This webinar will provide corporate tax professionals and advisers with a practical guide to the challenges and strategies of repatriating foreign income. The panel will outline circumstances in which companies would choose to repatriate, detail steps to minimize tax on repatriation transactions, di... Read More

Speakers:  Chip Morgan, JD, International Tax Partner, BDO Albert W. Liguori, Managing Director, Alvarez & Marsal Taxand

Check-the-Box Elections for Foreign Subsidiaries: Achieving Optimal Tax Treatment Through...
Using Hybrid Entities for Tax Arbitrage, Structuring Entities to Enable Deferral of Foreig...
October 20, 2016 CPE, EA Download

This webinar will provide tax advisers with thorough and practical guidance on the advantages and pitfalls of utilizing the "check the box" election for foreign subsidiaries. The panel will discuss the various tax impacts to specific elections, outlining the tax timing and tax treatment, both deferr... Read More

Speakers:  William Henson, Partner, Plante Moran Alison N. Dougherty, J.D., LL.M., Senior Manager, Aronson Pamela A. Fuller, JD, LLM, Gremminger Law Firm

Mandatory Unitary Combined Reporting: Navigating Conflicting and Evolving State Rules
Latest Guidance on Regulatory and Enforcement Developments, Ongoing New York Corporate Tax...
September 29, 2016 CPE Download

This webinar will review the latest developments in combined reporting for state corporate income tax purposes for the benefit of corporate tax professionals and advisors. The panel will offer approaches to streamline compliance and address the challenges of sometimes contradictory and competing reg... Read More

Speakers:  Jeffrey S. Reed, Counsel, Kilpatrick Townsend & Stockton Mike Shaikh, Counsel, Reed Smith

Mastering Foreign Tax Credits for Corporations and Individuals: Calculations, Carrybacks,...
September 7, 2016 CPE, EA Download

This webinar will provide tax advisers and corporate tax professionals with a comprehensive guide to the mechanics of the foreign tax credit in a global tax environment, including the rules, requirements, limitations, and opportunities for carryback, carryover and recalculation. Read More

Speakers:  Morris N. Robinson, Esq., CPA, LL.M., Managing Director, M. Robinson & Co. Alison N. Dougherty, J.D., LL.M., Senior Manager, Aronson Patricia Weisgerber, Esq., LL.M., M. Robinson & Co.

Property Tax Issues for Construction Work In Progress: Minimizing Property Tax on CWIP
Leveraging Capitalization Policies, Establishing Grounds for Challenging Assessments on Pa...
September 1, 2016 CPE Download

This CPE webinar will provide corporate tax professionals and advisers with a practical guide to the various state property tax approaches to assessments and reporting valuation on partially complete, WIP and unoccupied real estate properties. The panel will detail the various approaches key states... Read More

Speakers:  Elliott B. Pollack, Esq., Member, Pullman & Comley Benjamin A. Blair, Faegre Baker Daniels

Foreign Outbound Transaction Planning: Navigating Deferral Under Subpart F and the New IRC...
August 16, 2016 CPE, EA Download

This webinar will provide corporate tax advisers with a broad and practical guide to foreign tax planning of outbound transactions. The panel will describe the various deferral structures allowed by the Internal Revenue Code, review the ownership and asset thresholds for "CFC" and "PFIC" status and... Read More

Speakers:  William K. Norman, J.D., LL.M. (Taxation), Partner, Ord & Norman Pamela A. Fuller, JD, LLM, Gremminger Law Firm

Sales and Use Tax Challenges With Highly Skilled Temporary Workers: Varying States' Treatm...
Dealing With Problems of "Employer" Control Test, Underlying Services Test, Remote Workers...
July 13, 2016 CPE Download

This webinar will provide sales and use tax professionals with a thorough and practical guide to the sales tax issues that arise from the utilization of highly skilled temporary workers. The experienced panel will identify the various taxing schemes states are imposing on services provided by this t... Read More

Speakers:  Katherine Gauntt, Engagement Manager, Experis Chandra Ford, Tax Manager, Allegis Group

Income Sourcing in Multinational Tax Planning and Compliance: Navigating Residence Issues,...
July 7, 2016 CPE, EA Download

This webinar will provide tax professionals with a thorough understanding on how to identify the income-sourcing rules in international tax planning and compliance work; how to recognize the importance of both citizenship and residence in determining tax liabilities of individuals; and how to identi... Read More

Speakers:  Yoram Keinan, Partner and Chair, Tax Department, Carter Ledyard & Milburn Richard Hartnig, Schwartz International

Navigating the Texas Margin Tax: RTFT Calculations, Entity Issues, Combined Reporting and...
June 28, 2016 CPE Download

This webinar will provide a guide to various compliance requirements and planning opportunities of the Texas Franchise Tax. The program will discuss options for calculating and report the most challenging aspects of the tax, including calculating margin, identifying Texas cost of goods sold, apporti... Read More

Speakers:  Karen Harriger Currie, Partner, Jones Day Bill Crow, JD, Chief Operating Officer, Dan Martinez & Associates Christina A. Mondrik, Esq., CPA, Mondrik & Associates

New BEPS Country-by-Country Reporting Requirements: International Tax Reform Planning and...
Critical Steps for Multinational Companies to Take NOW to Prepare for New Transparency Sta...
June 2, 2016 CPE, EA Download

This webinar will provide a practical overview of the planning required as U.S. based multinationals transition to the new country-by-country reporting requirements and the increasing likelihood of international tax reform. The panel will identify entities impacted by the new reporting mandate, outl... Read More

Speakers:  Susan Fickling-Munge, Managing Director, Duff & Phelps Mark C. Gasbarra, CPA, National Managing Director, Forte International Tax

Navigating State Voluntary Disclosure Programs: Multistate and Single State Programs to Re...
Minimizing or Avoiding Penalties and Interest, Identifying Nexus Problems, and Quantifying...
May 24, 2016 CPE Download

This webinar will provide tax advisers with a detailed and practical guide to navigating the multistate voluntary disclosure programs (VDPs) for noncompliant taxpayers with potential but unassessed state tax liabilities through a central point of contact. The panel will also discuss the nuances of i... Read More

Speakers:  Morris N. Robinson, Esq., CPA, LL.M., Managing Director, M. Robinson & Co. Michael L. Colavito, Jr., JD, Senior Manager, Tax Services Group, Aronson Sanford I. Millar, MillarLaw

Forms W-8BEN and W-9 Compliance in Foreign and U.S. Business Transactions
Meeting the Demands of the Substantially Overhauled W-8BEN Under New FATCA Rules
May 12, 2016 CPE, EA CPE On-Demand, Download

This webinar will provide tax advisers and executives with a detailed review of the latest Form W-8BEN and best practices for compliance, including Form W-9, from the payor's and payee's perspectives. Read More

Speakers:  Jack Brister, Managing Member, International Wealth Tax Advisors Professor William H. Byrnes, Associate Dean, Special Projects, Texas A&M University Law Alicea Castellanos, Director, International Wealth Tax Advisors

State Tax Incentives: Structuring Activities to Take Advantage of Capital Investment, Hiri...
March 23, 2016 CPE Download

This webinar will provide tax advisers and corporate tax professionals with a solid working knowledge of the key tax incentives that individual states provide to corporations and business entities to encourage expansion or relocation within the state. The panel will discuss the primary state-level i... Read More

Speakers:  Zach Kimball, Managing Director, Business Development, DevelopmentAdvisors Patric S. Zimmer, President, DevelopmentAdvisors Jennifer A. Zimmerman, Atty, Horwood Marcus & Berk Chartered

Business Personal Property Tax Compliance: Key Fundamentals
Understanding Key Dates and Deadlines, Assessment Ratios, Market Valuations and Other Esse...
March 3, 2016 CPE Download

This webinar will review important concepts and trends that tax staff must understand to effectively work on state, county or city business personal property tax compliance. Read More

Speakers:  Laura Bellotti Cardillo, Member, Pullman & Comley Eric N. Reynolds, Jones Day

Navigating the Apportionment Landscape After Maryland v. Wynne: Maximizing Tax Credit Oppo...
January 21, 2016 CPE Download

This webinar will provide state tax professionals with an update of the latest trends in state apportionment issues after the U.S. Supreme Court's landmark decision in Comptroller of the Treasury of Maryland v. Wynne. The Court's holding provided a major victory for individual taxpayers who receive... Read More

Speakers:  Christopher L. Doyle, Partner, Hodgson Russ Debra Silverman Herman, Partner, Hodgson Russ Alexandra P.E. Sampson, Reed Smith

Reconciling U.S.-Foreign Intercompany Accounts to Avoid Taxable Deemed Dividends Under Sec...
December 9, 2015 CPE, EA Download

This webinar will provide corporate tax professionals with a deep dive into the complex and often neglected process of reconciling intercompany payables and receivables between a U.S. company and a controlled foreign subsidiary. The panel will discuss important but easily overlooked steps to properl... Read More

Speakers:  Lewis J. Greenwald, Partner, Mayer Brown William R. Skinner, Partner, Fenwick & West Paul K. Marineau, Principal, Global Tax Consulting Lucas Giardelli, Mayer Brown

Sales & Use Tax for Cloud Computing, Software, Apps, and Other Digital Products and Servic...
Overcoming Vendor and Customer Compliance Challenges Due to Inconsistent Multi-State Tax L...
October 29, 2015 CPE Download

This webinar will provide tax professionals with a detailed briefing on the latest state developments and trends affecting multi-state companies dealing with digital products and services as either seller or buyer. The panel will offer compliance approaches for adjusting to these multi-state develop... Read More

Speakers:  Joseph N. Endres, Partner, Hodgson Russ Charles Kearns, Counsel, Sutherland Asbill & Brennan Laurie Wik, Tax Director, DuCharme McMillen & Associates

Transaction Tax Challenges in Mergers and Acquisitions
Identifying Reserves, Preserving Credits and Incentives, Maintaining Post-Integration Docu...
September 29, 2015 CPE Download

This webinar will provide corporate tax professionals and advisers with a detailed exploration of the critical sales and use, real estate transfer, and other transaction taxes arising from a merger and acquisition event. The panel will explore specific challenges that arise with transaction taxes du... Read More

Speakers:  Matthew C. Boch, Member, Dover Dixon Horne Fiona Donovan, Senior Manager, State and Local Tax Mergers and Acquisitions Group, KPMG Kathryn Pittman, McGlinchey Stafford

Supporting Transfer Pricing Positions and Preparing for MTC's Arms-Length Adjustment Servi...
Defending Multi-State Intra-Company Transactions from Transfer Pricing Challenges under AL...
August 26, 2015 CPE Download

This webinar will provide tax professionals with the tools to navigate the current landscape of state policies regarding transfer pricing in a multi-state environment. The panel will discuss the latest developments in key states' transfer pricing audit practices, detail the implementation schedule f... Read More

Speakers:  Patrick McColgan, Director, Duff & Phelps Robert E. Weyman, Reed Smith

Mastering Corporate E&P Calculations and Rules: Maintaining Current Earnings and Profits B...
Computing Current and Accumulated E&P Schedules and Adjustments
August 18, 2015 CPE, EA Download

This webinar will provide corporate tax professionals and advisers with detailed and advanced practical guidance on the calculation of a corporation's earnings & profits (E&P). The panelist will discuss the accounting rules and principles for calculating both current and accumulated E&P, detailing c... Read More

Speakers:  Jason W. Malinowski, Tax Director, PricewaterhouseCoopers

European VAT for Cloud Computing, Software, Apps, and Other Digital Products and Services:...
August 4, 2015 CPE, EA Download

This webinar will update corporate tax professionals on the latest developments in value added tax (VAT) laws for companies that sell digital products and services to customers in the European Union (EU), and companies that purchase from EU-based business locations. The panel will offer approaches f... Read More

Speakers:  Britta Eriksson, President and CEO, Euro VAT Refund

Accounting For Income Tax: Beyond the Basics of ASC 740
Mastering the Complexities of Tax Provision Valuations and Schedules
July 28, 2015 CPE, EA Download

This webinar will provide corporate tax professionals and tax advisers with an intermediate level treatment of necessary calculations, allocations, and schedule preparation and maintenance for reporting a company's income tax provisions. Moving beyond the basic concepts of accounting for income tax,... Read More

Speakers:  Catherine Fox-Simpson, Partner, Corner Office Yung Ling, Director, Multinational Corporate Tax Services, Burr Pilger Mayer

Advanced Income Tax Apportionment Issues Confronting Multi-State Companies
Navigating States' Shift to Market-Based Sourcing, Utilizing Alternative Apportionment and...
July 22, 2015 CPE, EA Download

This webinar will prepare tax executives and managers to handle the most complex and challenging apportionment issues with broad application to companies operating in a variety of industries and in a large number of states. The panel will go beyond the basics of apportionment for corporate tax profe... Read More

Speakers:  Gary Bingel, Partner, EisnerAmper Mark L. Nachbar, Principal, Ryan

Corporate AMT: Mastering Calculations, Carry-Forwards, ATNOLs and Basis Schedules
Identifying Planning Opportunities to Minimize AMT Impact
July 15, 2015 CPE, EA Download

This webinar will prepare corporate tax professionals to properly calculate and maintain the separate schedules required as part of calculating the corporate alternative minimum tax (AMT). Read More

Speakers:  Joseph P. Nicola, Jr., Tax Partner, Sisterson & Co.

Mastering FATCA Compliance and Implementation for NFFEs: Navigating Who, What, When and Ho...
Understanding the Complexities of the Withholding Requirements
July 8, 2015 CLE, CPE, EA Download

This webinar will provide tax executives, tax counsel and tax advisors with a drill down into the intricacies of Foreign Account Tax Compliance Act (FATCA) compliance relevant to non-financial foreign entities, including Chapter 4 withholding, non-financial foreign entities (NFFE) status and potenti... Read More

Speakers:  Ian M. Comisky, Partner, Blank Rome Bill Leary, Director, International Tax, Doeren Mayhew Matthew D. Lee, Partner, Blank Rome

Cross-Border Ownership Structures: Lessons Learned Under Tough IRS Scrutiny
Complying With Forms 5471, 5472, 1120F and 926
June 17, 2015 CPE, EA Download

This webinar will prepare corporate tax executives and advisors working on forms 5471, 5472, 1120-F and 926 with practical experiences geared toward improving compliance. The panel will provide insights to deal with IRS policies on audits and penalties. Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Senior Tax Manager, Aronson John Samtoy, Senior Tax Manager, Holthouse Carlin & Van Trigt

Mastering Section 368 Tax-Free Reorganization Reporting for Maximum Tax Benefits
June 4, 2015 CPE, EA Download

This webinar will provide corporate tax professionals with a deep and practical exposure to the accounting, calculations and reporting requirements pursuant to a Section 368 Corporate Reorganization. Read More

Speakers:  William R. Skinner, Partner, Fenwick & West Rose L. Williams, Member, Ernst & Young

Nexus Reviews: Uncovering New State Sales or Income Tax Obligations
Identifying and Responding to Potential Tax Exposure for Multi-State Companies
May 14, 2015 CPE Download

This webinar will provide tax professionals and advisors with best practices to plan, execute and oversee a comprehensive sales/income tax nexus evaluation for a multi-state corporation. Our panel will provide their experienced perspectives and guidance for following through on results. Read More

Speakers:  Mark A. Loyd, Partner, Bingham Greenebaum Doll Mark Yopp, Atty, McDermott Will & Emery

Navigating Sales Tax Treatment of Direct Mail and Online Promotional Communications
Avoiding Unexpected Sales and Use Tax Consequences Given Various State Policies
May 5, 2015 CPE Download

This webinar will prepare corporate tax professionals and advisors to navigate the unexpected sales and use tax consequences of direct mail promotions, outsourced customer billings, and electronic communications. Read More

Speakers:  Martin Eisenstein, Managing Partner, Brann & Isaacson Matthew P. Schaefer, State and Local Tax Partner, Brann & Isaacson

Foreign Tax Credit Utilization for Corporations: Calculations, Schedules and Consideration...
April 30, 2015 CPE, EA Download

This webinar will prepare corporate tax advisors to handle complex calculations for reporting foreign-source income to claim foreign tax credits on Form 1118, including income classification baskets, carry-forwards and election decisions. Read More

Speakers:  Cory Perry, Manager, International Tax Consulting, Grant Thornton Robert J. Misey, Jr., Shareholder, Reinhart Boerner Van Deuren William R. Skinner, Partner, Fenwick & West David Weiner, International Tax Services Senior Manager, Grant Thornton

Federal Consolidated Return Regulations for Corporate Taxpayers: Mastering Complex Rules a...
April 2, 2015 CPE, EA Download

This webinar will prepare corporate tax professionals to fully comply with the federal consolidated return rules and provide a thorough update on recent statutory and regulatory changes. The panel will offer lessons based on filing experiences and outline best practices to ensure compliance now and... Read More

Speakers:  Greg W. Featherman, Principal, KPMG Olivia Ley, Director, PricewaterhouseCoopers Wayne Strasbaugh, Partner, Ballard Spahr

Managing Complex IRS Audits of Large- and Medium-Sized Business Taxpayers
Navigating Examination Processes, IRS Summonses, Section 982 Foreign-Based Documentation,...
February 18, 2015 CLE, CPE, EA Download

This webinar will provide guidance and best practices for responding to IRS audits of large- and medium-sized business taxpayers, including detailing IRS examination techniques, how to respond to and defend summons, navigating IRC Section 982 foreign-based documentation, and handling "unagreed" audi... Read More

Speakers:  Jamie E. Brown, Atty, Kilpatrick Townsend & Stockton Antoinette L. Ellison, Atty, Kilpatrick Townsend & Stockton Susan S. Hu, Atty, Kilpatrick Townsend & Stockton

FBAR Requirements for Business Foreign Bank Accounts
Making Sound Compliance Decisions for Reporting Foreign Accounts Under Final IRS Regs
December 18, 2014 CPE Download

This webinar will bring corporate tax professionals and advisors up to speed on the most recent developments of the Report of Foreign Bank and Financial Accounts (FBAR) planning and reporting for companies and provide a detailed review of the reporting requirements under the FBAR program. Read More

Speakers:  John Colvin, Partner, Colvin & Hallett Igor S. Drabkin, Principal, Holtz Slavett & Drabkin Kelley Miller, Atty, Reed Smith

Fixed-Asset Recordkeeping and Avoiding Overpayment of Business Personal Property Tax
Purging Ghost and Other Non-Reportable Assets; Monitoring and Properly Reporting Depreciat...
October 23, 2014 CPE Download

This webinar will provide corporate property tax specialists with a review of their role in policing and maintaining their companies' fixed-asset recordkeeping policies and practices. The panel will outline best practices for effective oversight of business personal property valuation and tax. Read More

Speakers:  Ian Carr, Senior Manager, Deloitte Transactions and Business Analytics Scott Tyler, Principal, SC&H Group

IC-DISC: Compliance Challenges in the Federal Tax Break for Exporters
Leveraging Benefits Arising From the Dividend Tax Solution
October 21, 2014 CLE, CPE, EA CPE On-Demand, Download

This webinar will prepare tax counsel, professionals and advisors to take on the tough challenges of leveraging tax benefits of IC-DISC formation. The panel will review and explain the key strategic steps for forming entities, tax planning, and maintaining compliance. Read More

Speakers:  James Loizeaux, Managing Director, Global Tax Services, CliftonLarsonAllen Robert J. Misey, Jr., Shareholder, Reinhart Boerner Van Deuren

Manufacturing and Production Sales Tax Exemptions: Not Just for Manufacturers
Leveraging Tax-Savings Opportunities as States Create and Expand Reach of Exemptions
September 18, 2014 CPE Download

This webinar will brief tax professionals on the latest state improvements of manufacturing sales tax exemptions and how expansive terms of the tax break in many states can benefit your companies in unexpected ways. Read More

Speakers:  Susan Traylor Bittick, Principal, Ryan Mark A. Loyd, Partner, Bingham Greenebaum Doll Thomas E. Mazurek, Jr., Principal, Tronconi Segarra & Associates Andrew J. Toth, Partner, Tronconi Segarra & Associates

U.S.-Canada Corporate Tax Challenges With Surge in Cross Border Deals, More Aggressive Enf...
June 19, 2014 CLE, CPE Download

This webinar will provide tax professionals and counsel with a review, by an experienced panel of Canadian tax advisor/attorneys, of key recent and emerging corporate tax developments for U.S. companies. The panel will outline areas where U.S. and Canadian businesses must update tax compliance and p... Read More

Speakers:  Jonathan Garbutt, Barrister and Solicitor, Garbutt Tax Law Carl Irvine, Principal, McMillan Michel M. Ranger, Tax Partner, McMillan

Non-US Business Entity Selection - How U.S. and Global Taxation Regimes Impact the Decisio...
Making Critical Tax-Based Choices Regarding Branch Offices, CFCs, Disregarded Entities, Jo...
June 12, 2014 CPE Download

This webinar will provide tax executives and advisors guidance on the full range of short-term and long-term tax issues that arise in selecting the entity type to use for a new foreign operation and pitfalls to avoid if seeking to change the entity type after formation. The panel will outline how to... Read More

Speakers:  Jerry Jonckheere, International Tax Partner, Plante & Moran Douglas W. Nakajima, Managing Director, Smart Devine

FATCA Compliance and Implementation for FFIs: Mastering the Complexities Before the July 1...
March 20, 2014 CPE Download

This webinar will discuss the information reporting and withholding requirements under the newly released FFI agreement under the Foreign Account Tax Compliance Act (FATCA) regulations. The program will focus on the latest developments, changes from the proposed agreement released in Oct. 2013, and... Read More

Speakers:  John Colvin, Partner, Colvin & Hallett Kelley C. Miller, Reed Smith

Minimizing Property Taxes: Leveraging the New IRS Repair Regs
Strategies for Cost Expensing, Fixed Asset Capitalization Policies, and Avoiding Audit Fla...
March 6, 2014 CPE Download

This webinar will equip tax pros with key tools and insights to manage new challenges for the business personal property tax compliance process since the IRS issued finalized repair regulations effective Jan. 1, 2014. The panel will provide best practices for effective oversight of business personal... Read More

Speakers:  Rebekah G. Feather, Senior Manager, Grant Thornton Sam Kinslow, Director, Property Tax, Grant Thornton

Managing Sales Tax Data: Streamlining Internal Controls to Maximize Compliance Efficiency
February 20, 2014 CPE Download

This webinar will prepare state tax professionals to establish reliable internal controls for data management in order to make reliable data more accessible to staff for use in preparing sales tax returns and meeting state audit challenges. Read More

Speakers:  Michael T. Dillon, President, Dillon Tax Consulting Kenneth Stites, Principal, Stites Tax Consulting

Leveraging Earnings-Stripping Regs for Foreign Investments: Maximizing Tax Savings, Minimi...
February 6, 2014 CPE Download

This webinar will provide tax professionals and advisors with an in-depth analysis of Sect. 163(j) regulations and guidance, explore frequently faced decisions involving interest deductions, and outline key strategies. Read More

Speakers:  Susan Conklin, International Tax Director, PricewaterhouseCoopers Matthew P. Moseley, Alston & Bird

Sales Tax Affiliate and Click-Through Nexus: After the Amazon Ruling
Mastering the New Demands of Sales Tax Compliance for Multi-State Companies
January 30, 2014 CPE Download

This webinar will bring tax professionals up to date on the compliance implications of the U.S. Supreme Court's rejection of certiorari in Amazon.com et. al. v. New York, as well as other recent legislative, regulatory and judicial changes affecting affiliate and click-through sales tax nexus standa... Read More

Speakers:  Benjamin F. Gardner, Steptoe & Johnson Arthur Rosen, Partner, McDermott Will & Emery

Sales Tax Intricacies for Retailers: Tackling Online Sales, Coupons, Rebates, Nexus, Sourc...
January 8, 2014 CPE Download

This webinar will provide tax professionals with a detailed briefing on the critical latest state developments and tax trends affecting retailers. The panel will offer compliance approaches and demonstrate their application to guide professionals in navigating and adjusting to multi-state developmen... Read More

Speakers:  Sylvia F. Dion, CPA, Founder & Managing Member, PrietoDion Consulting Partners Monika Miles, President, Labhart Miles Consulting Group

Subpart F Income Taxation: Latest Compliance Developments
Mastering Income Calculation, Tax Rates, Audit Preparation and Other Complexities
December 18, 2013 CPE Download

This webinar will provide tax advisors with an analysis of the relevant terms of Subpart F and guidance in the context of practical situations frequently faced in U.S. federal income tax compliance, reporting and audits. Read More

Speakers:  Melinda Fellner Bramwit, Member, Norris McLaughlin & Marcus James K. Sams, Principal, KPMG Vinay Navani, Shareholder, Wilkin & Guttenplan Caren S. Shein, Managing Director, KPMG

State Income Tax Base Calculation: Complex Issues in Income Modification
Reporting for Multi-State Companies to Minimize Tax and Maximize Deductions
December 18, 2013 CPE Download

This webinar will provide tax professionals with key challenges and solutions to the current issues related to the modification of corporate income for state income tax purposes. The panel will provide real world examples to accurately compute state taxable income along with guidance and rules to mi... Read More

Speakers:  John Daly, Tax Manager, WithumSmith+Brown Jeffrey Reed, Atty, Mayer Brown

Sales and Use Tax Implications of M&A: Avoiding Costly Mistakes
Correctly Identifying Assets and Inherited Liabilities and Meeting Compliance Requirements
November 19, 2013 CPE Download

This webinar will provide tax professionals with an overview of the most prevalent mistakes in sales and use tax compliance related to M&A transactions. Our panel will explain and outline solutions to pitfalls such as when a transaction with an affiliate can be deemed a sale, IRC taxability factors,... Read More

Speakers:  Mark A. Loyd, Partner, Bingham Greenebaum Doll Myron Vansickel, National Tax Director, Strategic Accounts, Experis

Business Personal Property Tax Compliance: Advanced Strategies to Avoid Costly Errors
Overcoming Challenges With Exemptions and Exclusions, Depreciation, Valuation, and Jurisdi...
November 12, 2013 CPE Download

This webinar will equip tax pros with key tools to avoid high-level costly mistakes and oversights commonly made by even experienced tax pros in the business personal property tax compliance process. The panel will look at the issues at the state, county and city level, and rely on significant state... Read More

Speakers:  Ian Carr, Senior Manager, Deloitte Transactions and Business Analytics Megan K. Lusby, Principal, SC&H Group Selena Longway, Senior Manager, SC&H Group Bobby Barnes, National Director of Property Tax Compliance Services, Ducharme McMillen & Associates

Key Indirect Tax Strategies: Avoiding Critical and Costly Mistakes
Navigating the Maze of Compliance Demands to Minimize Tax Liability
October 29, 2013 CPE Download

This webinar will brief tax professionals on the biggest tax hit most companies face--indirect taxes. The panel will outline the latest opportunities to minimize indirect taxes and offer experienced-based strategies to avoid critical and costly errors. Read More

Speakers:  Julian Chavez, Director, Transaction Tax, Ryan Jerry Barry, State and Local Tax Leader, Crowe Horwath James Tauber, Managing Director, WTAS

NOL Strategies for Federal and State Tax Reporting by Multi-State Companies
Mastering Federal Regs and Restrictions, Differing State NOL Matches, Carryback and Carryf...
September 24, 2013 CPE Download

This teleconference will provide tax professionals at multi-state companies with a current awareness briefing on treatment of NOLs in federal and individual state laws and regs. Our panel will also present a practical discussion on navigating associated complications that arise with state combined r... Read More

Speakers:  Robert Liquerman, Principal, KPMG Amy Chapman, Senior Manager, KPMG Rebecca Holtje, Manager, KPMG John B. Harper, Director, KPMG

Leveraging Addbacks of Related-Party Royalties, Interest and Expenses in 2013
Responding to Latest State Laws, Regs and Rulings Affecting Multi-State Companies
September 11, 2013 CPE Download

This teleconference will provide state tax specialists with a bottom-line briefing on what's happening with the related-party addback agenda for multi-state corporations, looking at state and major local laws, regulations, and court and agency rulings. The panel will also address emerging, sophistic... Read More

Speakers:  Scott Smith, Of Counsel, Baker Donelson Bearman Caldwell & Berkowitz Maria Todorova, Atty, Sutherland Asbill & Brennan

State and Local Tax Challenges With Leases of Equipment and Other Assets
Navigating Differing State Approaches With Sales, Business Personal Property and Income Ta...
June 27, 2013 CPE Download

This teleconference will provide tax managers and advisors with a review of important trends in multi-state tax treatment of equipment and other asset leases. The discussion will include issues that have confronted lessors and lessees for years, some issues comparatively new on the scene, and some s... Read More

Speakers:  Valerie Pfeiffer, Managing Principal and Founder, Tax Coefficient Brian Strahle, Senior Manager of State and Local Taxes, Baker Tilly Virchow Krause

State and Local Tax Challenges in Mergers, Acquisitions and Asset Sales
Anticipating and Responding to Successor Liability, Bulk Sales, Incentives, Records Retent...
June 26, 2013 CPE Download

This teleconference will prepare tax professionals to identify and respond to issues during due diligence for mergers, acquisitions and asset sales. The panel will explore specific challenges that arise with sales, corporate income, franchise/net worth, property and other taxes, and address post-int... Read More

Speakers:  Kim Krueger, Director, PricewaterhouseCoopers Benjamin Bacon, Director, PricewaterhouseCoopers Darren McCarthy, Principal, State and Local Tax – M&A Tax, KPMG Robert Buckley, Senior Manager, KPMG

Mandatory Combined Reporting for State Income Taxes
Improving Tax Compliance to Manage Conflicting State Rules
May 22, 2013 CPE Download

This teleconference will provide corporate tax professionals with approaches to streamline compliance and cope with the challenge of disparate regulations for mandatory combined reporting of state income tax. The panel will highlight the important differences in the group formation rules of key comb... Read More

Speakers:  Robert Rosato, Manager of State Income-Franchise Tax, Ryan Jeffrey Reed, Atty, Mayer Brown Mike Shaikh, Counsel, Reed Smith Robert Porcelli, Partner, State and Local Tax Group, PricewaterhouseCoopers

Nexus Fundamentals for Sales and Use Tax Compliance
Understanding and Navigating Tax Challenges with Attributional, Affiliate and Other Forms...
May 8, 2013 CPE Download

This teleconference will provide corporate tax and accounting firm staffs with a thorough introduction to sales tax nexus fundamentals and key challenges. Read More

Speakers:  Gerald J. Donnini, II, Atty, Moffa Gainor & Sutton James H. Sutton, Jr., Partner, Moffa Gainor & Sutton Sylvia Dion, Partner, PrietoDion Consulting Partners Annette Nellen, Professor, San Jose State University

Branch Profits Tax: Compliance and Planning from the Ground Up
Navigating the Tax Landscape for Foreign Businesses Operating in the U.S.
May 2, 2013 CPE Download

This teleconference will give tax advisors and federal tax professionals a detailed review of the branch profits tax, reported on Form 1120F. The panel will also cover other tax issues imposed on inbound activities of foreign businesses that are involved in a U.S. trade or business. Read More

Speakers:  James K. Sams, Principal, KPMG Robert J. Misey, Jr., Shareholder, Reinhart Boerner Van Deuren Douglas Holland, Senior Manager, KPMG

Unclaimed Property: Mitigating Risks Arising From Tougher State Enforcement
Identifying Unclaimed Property, Sharpening Compliance, and Tracking Latest Developments
April 16, 2013 CPE Download

This teleconference will provide corporate state and local tax professionals and advisors with insights in mitigating the risk of a costly unclaimed property assessment with interest and penalties. Read More

Speakers:  Sonia Walwyn, Vice President, Unclaimed Property, Duff & Phelps Jennifer Zimmerman, Horwood Marcus & Berk Robert Peters, Managing Director, Tax Services, Duff and Phelps Jim Weigand, Senior Manager, True Partners Consulting

Final FATCA Regulations: Implications for U.S. Taxpayers
Leveraging Benefits for Taxpayers Holding Assets in Offshore Financial Institutions or Oth...
March 28, 2013 CPE Download

This teleconference will give tax advisors and corporate federal tax professionals a detailed review of the final IRS Foreign Account Tax Compliance Act (FATCA) regulations issued in January and how they affect preparation of Form 8938. Read More

Speakers:  Randall Andreozzi, Partner, Andreozzi Bluestein Fickess Muhlbauer Weber Brown Susan Segar, Partner, Burt Staples & Maner Kelli Wooten, Of Counsel, Burt Staples & Maner Matthew D. Lee, Partner, Blank Rome

Use Tax Accrual: Managing Systems and Personnel to Address Tax Risk
March 27, 2013 CPE Download

This teleconference will provide tax staff and managers with effective approaches to review use tax accrual policies and procedures to improve compliance and minimize risk of an audit assessment. Read More

Speakers:  Michael T. Dillon, President, Dillon Tax Consulting Thomas Smith, Partner, HoganTaylor

Uncertain Tax Positions: New Schedule UTP Requirement for Many Companies in 2013
Making Complex Disclosure Decisions as IRS Reduces its Filing Threshold
February 13, 2013 CPE Download

This teleconference will prepare corporate tax professionals who are reporting uncertain tax positions to the IRS to identify and understand Schedule UTP compliance challenges and anticipate potential questions upon an audit. Read More

Speakers:  Cherie Hennig, Associate Professor of Accounting, University of North Carolina at Wilmington

Sales Tax Audits in the Era of Digital Documentation
Preparing for a Computer-Based Review Involving Electronic Invoices, Bills of Lading, Etc.
January 31, 2013 CPE Download

This teleconference will familiarize tax professionals with common aspects of, and trends in, state electronic sales tax audits. The panel will discuss the practical issues that corporate taxpayers must consider as a full or partial e-audit approaches. Read More

Speakers:  Mark L. Stone, Managing Partner, Sales Tax Defense Adam Rupp, Manager, Ryan Andrew Sabol, Property Tax Administrator, Tax Technology Services

Corporate Apportionment and Sourcing Rights in Multistate Tax Compact States
Key Implications Triggered by California's Gillette Case
January 23, 2013 CPE Download

This teleconference will explore the important multistate corporate income tax implications arising from controversies about how closely member states must track the Multistate Tax Compact on apportionment and sourcing. Read More

Speakers:  Bruce Ely, Partner, Bradley Arant Boult Cummings Walter Pickhardt, Partner, Faegre Baker Daniels Donald Griswold, Partner, Crowell & Moring Jeremy Abrams, Atty, Crowell & Moring

Outbound Transactions and U.S. Federal Tax
Tackling Compliance Challenges for U.S. Companies With Foreign-Based Income or Business Re...
January 15, 2013 CPE Download

This teleconference will give corporate tax professionals and advisors a review of essential federal tax issues affecting outbound transactions and explore difficult aspects that frequently arise in preparing related IRS forms. Read More

Speakers:  Christopher Karachale, Senior Counsel, HansonBridgett Melinda Fellner Bramwit, Member, Norris McLaughlin & Marcus Vinay Navani, Shareholder, Wilkin & Guttenplan

Reverse Audits for Corporate Taxpayers: Best Practices for Identifying Sales Tax Refunds
December 13, 2012 CPE Download

This teleconference will offer tax managers and advisors best practices for managing a reverse sales and use tax audit for corporate tax staffs either running the process or overseeing the work performed by an outside firm. Read More

Speakers:  Mark A. Loyd, Partner, Bingham Greenebaum Doll Michael T. Dillon, President, Dillon Tax Consulting

Inbound Transactions and Federal Tax: Compliance Issues With 1120-F, 8833 and Other Forms
Tackling Protective 1120-Fs, Calculation of ECI and FDAP, Exemptions and Other Challenges
December 5, 2012 CPE Download

This program qualifies for CPE and CFP continuing education credits. This teleconference will provide advisors and tax professionals with a review of the essential aspects of taxable income in the U.S. for foreign taxpayers, and explore complications that often arise in preparing the related IRS fo... Read More

Speakers:  James K. Sams, Principal, KPMG Juan Carlos Ferrucho, Managing Director, Alvarez & Marsal Taxand Kimberlee S. Phelan, Tax Services Partner, WithumSmith+Brown Carola Knoll, International Tax Manager, WithumSmith+Brown Silvia Flores, Senior Director, Alvarez & Marsal Taxand

State Tax E-Filing Update: Corporate, Partnership and S Corporation Returns
Mastering Latest Rules and Technologies for Mandatory and Optional Electronic Filing
November 27, 2012 CPE Download

This teleconference will provide corporate tax managers and advisors with an update and analysis of the latest e-filing options and mandates for state business-related returns from revenue departments and the IRS. Read More

Speakers:  Terry Hunt, E-File Manager, Kansas Department of Revenue Aaron Lindwall, Support Analyst, Corptax

Form W-8IMY: Preparing for Expanded Reporting of U.S. Withholding
November 7, 2012 CPE Download

This teleconference will provide corporate tax specialists with a detailed review of the planned major update to Form W-8IMY and prepare them to comply with pending changes to forms W-8BEN-E, W-8ECI and W-8EXP. Read More

Speakers:  Kelli Wooten, Of Counsel, Burt Staples & Maner Gretchen Wyatt, International Senior Tax Manager, Alpern Rosenthal Jacqueline Bak, Director, PricewaterhouseCoopers

Sales Tax Attributional Nexus: Latest Developments Affecting Multi-State Companies
Adjusting Tax Compliance Given New Laws, Rules and Policies on Click-Through Agreements, R...
October 25, 2012 CPE Download

This teleconference will bring tax professionals up to date on the latest legislative, regulatory and judicial events affecting attributional sales tax nexus standards for multi-state companies, ranging from online affiliates to those who can be regarded as a company's in-state representative. Read More

Speakers:  Shirley Sicilian, General Counsel, Multistate Tax Commission Michael Giovannini, Atty, Alston & Bird Kerne Matsubata, Partner, Pillsbury Winthrop Shaw Pittman

Form 8903 Compliance
Challenges in Making Accurate Determinations and Calculations for the Domestic Production...
October 11, 2012 CPE Download

This teleconference will prepare corporate tax professionals to handle the most difficult aspects of calculating and claiming the Sect. 199 domestic production activities deduction on Form 8903. Read More

Speakers:  Ronald Wainwright, Jr., Partner, Cherry Bekaert & Holland Kathleen King, Managing Director, Research Credit and Incentive Services, Alvarez & Marsal Taxand Rick McElvain, Director, Engineered Tax Services

Economic Nexus and State Income Taxes: Responding to Latest Developments
Avoiding Traps Triggered by Royalty Income, Support Activities, Excess Sales and Other Ind...
September 13, 2012 CPE Download

This teleconference will provide tax professionals with a review of the latest important developments in court actions, legislation and regulations affecting state economic nexus standards and the practical impact on multi-state corporate income tax compliance. Read More

Speakers:  Jaye Calhoun, Member, McGlinchey Stafford Karen Currie, Jones Day Mary Reiser, Supervising Consultant, BKD

Advanced VAT Issues for U.S. Corporate Tax Departments
Meeting Challenges With Accounting Systems, Refund Timing, Tax on Warranty Contracts and M...
September 6, 2012 CPE Download

This teleconference will provide tax managers a review of a discrete list of the higher-complexity VAT issues for U.S. companies in common tax administration and business activities. The panel will discuss internal company matters and relationships with taxing authorities and explore possible respon... Read More

Speakers:  Mark Houtzager, Principal, US VAT Britta Eriksson, President and CEO, Euro VAT Refund Shoab Malak, Director, Global VAT Services, Deloitte Tax

Business Personal Property Audits: Preparation Strategies for Taxpayers
Planning for and Responding to Disputes Over Documentation, Values and Assessments, Penalt...
August 8, 2012 CPE Download

This teleconference will prepare tax managers to plan strategies for managing a business personal property audit, whether conducted by a state agency or a contingent-fee firm. Read More

Speakers:  Gregory Servodidio, Member, Pullman & Comley Laura Bellotti Cardillo, Member, Pullman & Comley Jeff Mills, Senior Manager of Property Tax, Crowe Horwath

Mastering Form 8937 and Section 6045B: An Ongoing Obligation
Complying With Reporting Requirements Arising From Activities Affecting Tax Basis of Secur...
July 12, 2012 CPE Download

This teleconference will give tax professionals and advisors a stronger grip on the calculation and reporting requirements associated with Form 8937 and the benefits of others' filings and reporting to date. Read More

Speakers:  Dale Collinson, Director, Financial Institutions and Products, KPMG Bob Adams, Tax Services Partner, McGladrey Steve Tyler, Tax Partner, PricewaterhouseCoopers Candace Ewell, Director, PricewaterhouseCoopers

Subpart F Income: Navigating the Revised Branch and Contract Manufacturing Rules
June 20, 2012 CLE, CPE Download

This teleconference will prepare corporate taxpayers and advisors to make informed decisions about taxability in situations involving foreign branch offices of a controlled foreign corporation or a contract manufacturing arrangement. Read More

Speakers:  Robert J. Misey, Jr., Shareholder, Reinhart Boerner Van Deuren James K. Sams, Principal, KPMG Frederick Chilton, Partner, McDermott Will & Emery

Revised Federal Forms 940, 941 and W-9 and Interactions With SUTA Forms
Unemployment and Employment Tax Update and Compliance Lessons
May 31, 2012 CPE Download

This teleconference will provide tax professionals with a review of the latest changes to forms and instructions for federal unemployment and employment taxes. The panel will explore the relationship between FUTA and state unemployment taxes, and relate experiences from recent filings of revised for... Read More

Speakers:  Steven Weil, President, RMS Accounting Jay Grokowsky, Manager, Bauman Associates

Michigan's Corporate Income Tax: Latest Developments
Navigating the Latest Transitional Legislation and Administrative Guidance
May 8, 2012 CPE Download

This teleconference will analyze the legal and regulatory guidance to date on Michigan's new corporate income tax, providing tax executives and advisors with a much-needed current awareness briefing to anticipate issues for their companies. Read More

Speakers:  Steven Grob, Member, Dykema Angela Acosta, Senior Manager, Grant Thornton Tom Cornett, Senior Manager, Deloitte Tax

New Foreign Tax Credit and FTC Splitting Regulations
Mastering Section 909 and 901 Rules to Maximize Efficiencies in Complex FTC Planning
May 3, 2012 CLE, CPE Download

This teleconference will provide tax professionals with a review of the temporary Sect. 909 and final Sect. 901 regulations involving foreign tax credits and foreign taxpayers. The panel will explore how the regs affect U.S. corporate taxpayers' compliance and planning in a variety of FTC structures... Read More

Speakers:  Peter Daub, Partner, Baker & McKenzie John D. Bates, Atty, Ivins Phillips & Barker

Cost Segregation Studies: Best Practices
Reclassifying Business Personal Property to Achieve Income and Property Tax Benefits
April 5, 2012 CPE Download

This teleconference will review best practices and commonly followed standards in conducting a cost segregation study as performed by corporate tax professionals and advisors handling both income and property taxes. Read More

Speakers:  Daniel McGrath, Director, Grant Thornton Gian Pazzia, Principal, KBKG Julio Gonzalez, Founder and CEO, Engineered Tax Services Dennis Duffy, President, Duffy + Duffy Cost Segregation Services

Exemption Certificate Management in Sales Tax Compliance
Sharpening Your Company's Approach to Verifying, Storing and Retrieving Certificates
March 29, 2012 CPE Download

This teleconference will provide tax executives with best practices and new approaches to more efficiently and effectively manage exemption and resale certificates. Read More

Speakers:  Tony Turner, Regional Manager, CertCapture Steve Oldroyd, Tax Senior Director - Sales & Use Tax, Property Tax, BDO USA Sean Evans, Director, Tax Advisory Services, DuCharme McMillen and Associates

Apportioning Service Revenue in Corporate Tax Compliance
Navigating the Latest State Laws and Regulations
March 15, 2012 CLE, CPE Download

This teleconference will provide tax executives a detailed briefing on the most recent state legislative, regulatory and court developments affecting multi-state companies' apportionment of revenue from service sales. The panel will offer compliance strategies on decoding and adjusting to these deve... Read More

Speakers:  Michael Wynne, Partner, Reed Smith Mark Siegel, Senior Tax Manager, BDO USA Peter Stathopoulos, Managing Director, State and Local Tax Group, Bennett Thrasher

State Corporate Income Tax Audits: Preparing the Case
Anticipating Critical Planning and Documentation Demands for State Examinations
February 16, 2012 CPE Download

This teleconference will provide corporate tax managers with new tactics for managing the income tax audit process from the receipt of an audit notice to the conclusion of the exam. Read More

Speakers:  Pilar Mata, Counsel, Sutherland Asbill & Brennan Richard Jones, Partner, Sullivan & Worcester Nicole Crighton, Principal, State and Local Tax, KPMG

Challenging a Business Personal Property Assessment
Strategies for Reducing Your Company's Valuation and Property Tax Bill
January 26, 2012 CLE, CPE Download

This teleconference will provide tax professionals with best practices for preparing a solid case to lower a proposed assessed value of inventory, machinery and equipment, furnishings, and other personal property, based on principles that will apply regardless of the jurisdiction. Read More

Speakers:  Jesse Noneman, Senior Manager, Property Tax, DuCharme McMillen & Assoc. Gregory Servodidio, Member, Pullman & Comley Jeff Mills, Senior Manager of Property Tax, Crowe Horwath

Unclaimed Property Audit Strategies: Responding to Latest Developments
Sharpening Compliance and Planning as States Aggressively Pursue Additional Revenue
January 12, 2012 CPE Download

This teleconference will provide tax executives and advisors with an overview of the growing risk of unclaimed property audits. The panel will provide insights to sharpen compliance and audit planning and conduct in this area. Read More

Speakers:  Jennifer Zimmerman, Horwood Marcus & Berk Sonia Walwyn, Vice President, Unclaimed Property, Duff & Phelps David Hopkinson, CEO, Abandoned Property Experts

Heightened IRS Scrutiny on Worker Misclassification and Tax Compliance
Preparing for Federal and State Information Sharing; Evaluating Risks and Benefits of the...
December 1, 2011 CPE Download

This teleconference will provide corporate tax executives with a framework to evaluate the potential risks and benefits of the information-sharing and enforcement cooperation between the IRS, Department of Labor and the states and outline best practices for worker classification and payroll tax comp... Read More

Speakers:  Bob Adams, Managing Director, Tax Services, RSM McGladrey Stephen Ashby, Accounting and Auditing Manager, Billups Company CPAs Michael Gall, Baker Hostetler Wray Rives, Owner, RivesCPA Tim Ellenwood, Director of Employment Tax, RSM McGladrey

Sales and Use Tax Audit Strategies
Anticipating Auditor Requirements for Documentation, Samples, Nexus and More
October 20, 2011 CPE Download

This teleconference will provide tax executives at multi-state companies with new perspectives, approaches and tactics to fortify audit preparation when managing several sales and use tax audits at a time. Read More

Speakers:  James Tauber, Managing Director, WTAS William Ault, Director, Crowe Horwath Tom Johnson, Director, Ryan

Single-Sales Apportionment: Crafting a Multi-State Strategy
Meeting Tax Compliance and Planning Demands Amid Significant Changes in Sales Weighting
October 6, 2011 CLE, CPE Download

This teleconference will provide tax professionals with a thorough briefing on the current status of single-sales or heavier-weighted-sales apportionment throughout the states. The panel will explore the ramifications of each method for businesses and outline effective alternative tax planning strat... Read More

Speakers:  Kirk Lyda, Partner, Jones Day Mark L. Nachbar, Principal, Ryan Sarah McGahan, Senior Manager, Washington National Tax, KPMG

Form 941: Compliance Challenges and Intensified IRS Audits
Avoiding Errors That Trigger Costly Penalties and Documenting a Solid Case for Examiners
September 27, 2011 CPE Download

This teleconference will help tax executives and advisors anticipate pitfalls and sharpen data-gathering, compliance and reporting with federal employment taxes and prepare for the next IRS audit focused on Form 941. Read More

Speakers:  Patrick Haggerty, Owner, Patrick A. Haggerty, EA Elizabeth Dold, Principal, Groom Law Group Kurt Lawson, Partner, Hogan Lovells

Canadian Sales Tax Audits: Preparation Strategies
Getting Ready for Tougher GST, PST and HST Examinations
September 15, 2011 CPE Download

This teleconference will provide tax executives with fresh insights into the practical realities of Canadian federal GST/HST and PST audits. The panel will outline new alternatives to consider in crafting a comprehensive strategy to managing the audit process from the taxpayer perspective. Read More

Speakers:  Cyndee Todgham Cherniak, Counsel, McMillan Heather Weber, Leader, Indirect Tax Group, MNP Cathy Kuhrt, Partner, Sales Tax, Grant Thornton

Mastering the Sales Comparison Approach in Property Valuations
Making Relevant Comparisons and Defensible Adjustments to Argue an Effective Case to Asses...
September 14, 2011 CPE Download

This teleconference will prepare tax executives and advisors to evaluate the potential use of the sales comparison approach in a business personal or real property valuation and to present an effective analysis to a jurisdiction's assessors. Read More

Speakers:  John Cocklereece, Jr., Director/Attorney, Bell Davis & Pitt Larry Mott, Consultant, Stancil & Co. Robert Slavin, Owner, Assessment Counseling Services

Sales Tax on Information Services: Navigating Aggressive State Policies
Understanding Taxable Features of a Database or Service for Multi-State Compliance
August 11, 2011 CPE Download

This teleconference will explore common state approaches and latest developments in sales taxation of information services. The panel will discuss the differing rationales, potential tax exemptions, and possible pitfalls for buyers and sellers of information-based services. Read More

Speakers:  Irwin Mittleman, Sales Tax Consultant, Meridian Global Services Aaron Young, Partner, Reed Smith Martin Eisenstein, Managing Partner, Brann & Isaacson

Bonus Depreciation: Making Informed Decisions About Upcoming Capital Investments
Mastering the Latest Guidance and Navigating the Complexities of the Qualifying Rules
August 9, 2011 CPE Download

This teleconference will explain the federal rules and guidance for 100% bonus depreciation, review the landscape of state matches or decouplings, and discuss potential tax advantages and pitfalls in upcoming corporate investment decisions. Read More

Speakers:  Mary Burke Baker, Government Affairs Advisor, K&L Gates Tom Windram, Managing Director, RSM McGladrey David McGuire, Director, McGuire Sponsel Edward Meyette, Partner, Crowe Horwath

Federal Consolidated Return Regulations for Corporate Taxpayers
Mastering Complex Rules and Guidance to Ensure Ongoing Compliance
May 19, 2011 CLE, CPE Download

This teleconference will prepare corporate tax professionals to comply fully with the federal consolidated return rules and provide a thorough update on recent statutory and regulatory changes. The panel will offer lessons based on filing experiences and outline best practices to ensure compliance n... Read More

Speakers:  Devon Bodoh, Principal, Washington National Tax Corporate Practice, KPMG Marcie Barese, Manager, PricewaterhouseCoopers Michelle Albert, Senior Manager, Transaction Advisory Services - Tax, Ernst & Young

IRS Alternative Dispute Resolution Strategies
Evaluating and Leveraging ADR Options in Tax Disputes
March 24, 2011 CLE, CPE Download

This teleconference will prepare tax executives and advisors to utilize the IRS alternative dispute resolution (ADR) programs and to evaluate its potential to leverage a successful resolution of a disputed federal tax item from the taxpayer's perspective. Read More

Speakers:  David Blair, Member, Miller & Chevalier Todd Welty, Partner, SNR Denton Elizabeth Erickson, Partner, McDermott Will & Emery David Click, Tax Director, McGladrey

Tier I Audit Issues: Current IRS Priorities, Policies and Procedures
Preparing for the Latest IRS Approach to Examination and Enforcement
January 13, 2011 CPE Download

This teleconference will prepare U.S. corporate taxpayers and advisors for the procedural realities of IRS Tier I examinations based on recent audits, IRS staff involvement, and announced changes in Tier I issues. Read More

Speakers:  George Hani, Member, Miller & Chevalier Jean Pawlow, Partner, McDermott Will & Emery Matthew Lerner, Partner, Steptoe & Johnson

Form 1099: Preparing for Significant New Reporting Demands
Meeting Challenges with Broader 1099-MISC Reporting, New 1099-K and Other Changes
December 16, 2010 CPE Download

This webinar will provide tax executives and advisors with a review of important changes in the federal Form 1099 program, including expansions in Form 1099-MISC filing, the new 1099-K, and the updated Form 1099-C. Read More

Speakers:  Michael Phillips, Partner, Calfee Halter & Griswold Cindy Grossman, Giordani Swanger Ripp Phillips Scott Taylor, Tax Senior Manager, Eide Bailly

Legal Entity Restructuring: State Tax Implications
Analyzing Liquidation and Conversion Options to Achieve Tax Benefits
November 18, 2010 CLE, CPE Download

This webinar will provide tax executives and advisors with an analysis of the steps for leading a review of a company's business entities, focused on minimizing state taxes without undercutting the company's operations. Read More

Speakers:  Clark Calhoun, Alston & Bird Pat Derdenger, Tax Partner, Steptoe & Johnson Michael Jacobs, Partner, Reed Smith

80/20 Companies and Foreign-Source Income: State Treatment
Navigating States' Tests for Shielding Income and Claiming Deductions
October 21, 2010 CLE, CPE Download

This CLE webinar will update tax professionals and advisors on the current treatment of foreign-source income and dividends, including 80/20 structures, by state legislatures, revenue agencies and courts. Read More

Speakers:  Joe Neff, National Managing Director, State and Local Tax, RSM McGladrey Mitchell Newmark, Of Counsel, Morrison & Foerster Pilar Mata, Sutherland Asbill & Brennan

U.S.-Canada Cross Border Corporate Tax Challenges
Planning and Compliance Strategies Given Latest Guidance and Regulation Changes
October 6, 2010 CLE, CPE Download

This CLE webinar will provide tax professionals with a review, by an experienced panel of Canadian tax advisors, of recent and emerging corporate tax developments for U.S. companies. The panel will outline areas where compliance and planning must be adjusted. Read More

Speakers:  Jonathan Garbutt, Barrister and Solicitor, Garbutt Tax Law Merv Edwards, Managing Director, Ceteris Canada Duane Milot, Cassels Brock

Corporate Income Tax: Compiling and Maintaining Audit Files
Strategies for Preparing an Effective Record for Federal and State Exams
August 17, 2010 CPE Download

This webinar will prepare your company tax department to develop a refined, well-planned approach to strategizing and executing an audit file for both state and federal income tax audits. Read More

Speakers:  Pilar Mata, Sutherland Asbill & Brennan Robert Willmore, Partner, Tax and Litigation Group, Crowell & Moring George Hani, Member, Miller & Chevalier Aaron Young, State and Local Tax Partner, Reed Smith

State Tax Process Reviews
Strategies to Identify Gaps in Your Company's Multi-State Compliance Efforts
July 20, 2010 CPE Download

This webinar will explain the key success-drivers in an effective state tax process review, preparing you to better coordinate your company's next review. Read More

Speakers:  Gary Bingel, Director, State and Local Tax, Amper Politziner & Mattia John Fiore, Director of Tax Technology, Ryan Paul Ditton, Tax Consultant, Vertex

New HIRE Act Tax Breaks for Employers
Complying with the Qualification and Documentation Rules for Hiring Unemployed Workers
June 3, 2010 CLE, CPE Download

This CLE webinar will provide tax executives and advisors with guidance on meeting the HIRE Act tax incentive compliance and documentation requirements, weighing the HIRE Act benefits against those offered by Work Opportunity Tax Credits (WOTC), and working with other company departments to plan an... Read More

Speakers:  Ali Master, National Director of Business Incentives and Tax Credit Services, Ernst & Young Cody Villella, Senior Tax Associate, National Tax Group, RSM McGladrey Peter Kulick, Member, Dickinson Wright

The Michigan Business Tax: Conquering the Most Complex Challenges
Anticipating and Resolving High-Level MBT Compliance Issues
May 18, 2010 CLE, CPE Download

This CLE webinar will prepare corporate tax professionals to anticipate and overcome the most difficult ongoing compliance challenges with the Michigan Business Tax to ensure full compliance. Read More

Speakers:  Sam Hodges, Managing Member, Sam Hodges & Associates Michael Bozimowski, Principal and Director of State and Local Tax Services, Rehmann Group Lisa Pohl, Senior State and Local Tax Attorney, Miller Canfield Edward Kisscorni, CPA, MBA

Reporting Uncertain Tax Positions: Implications of the New IRS Return Schedule
Preparing for New Transparency Demands and Managing Disclosure Risks
May 6, 2010 CLE, CPE Download

This CLE webinar will prepare corporate tax professionals to comply with coming IRS policy on reporting uncertain tax positions and give insights into how to calculate maximum tax liability and describe each reserved position. The panel will also explain the potential risks to previously protected w... Read More

Speakers:  Robin Greenhouse, Tax Partner, McDermott Will & Emery Todd Simmens, Partner and National Director, Tax Controversy and Procedure, BDO USA Ronald Kerridge, Partner, K&L Gates Adam Tejeda, Attorney, K&L Gates

Streamlining Sales Tax Audits
Leveraging Software and E-Records to Develop Reports That Expedite Audits
April 29, 2010 CLE, CPE Download

This CLE webinar will enable corporate sales tax specialists to make strategic use of existing software to create targeted reports that anticipate auditors' data interests and needs--and that contribute to an efficient, less time-intensive audit. Read More

Speakers:  Joseph Geiger, Senior Tax Consultant, Vertex James Tauber, Managing Director, WTAS Charles Collins, Vice President of Government Affairs, Automatic Data Processing

Passive Foreign Investment Company Tax Regulations
Navigating Complex Tax Features of Foreign Investments Absent Clear IRS Guidance
April 8, 2010 CLE, CPE Download

This CLE webinar will update tax executives dealing with passive foreign investment companies on the material terms of applicable IRS regulations and guidance, how to deal with ambiguous areas of the regulations, and to navigate common tax planning and compliance challenges with PFICs. Read More

Speakers:  Michael J. Miller, Partner, Roberts & Holland Carol P. Tello, Partner, Tax Practice Group, Sutherland Asbill & Brennan J. Richard Duke, Principal, Duke Law Firm

Canadian Sales Tax Compliance Challenges for U.S. Companies
Mastering New Provincial Harmonized Sales Taxes, Nexus Standards, and Other Critical Topic...
March 31, 2010 CLE, CPE Download

This CLE webinar will provide tax advisors to U.S. companies conducting business in Canada with the latest updates and insights into important sales tax-related developments in Canada. Experienced Canadian tax advisors will outline recommendations for sharpening your company's tax compliance and aud... Read More

Speakers:  Alan Kenigsberg, Partner, Stikeman Elliott Kal Ruprai, Partner, Indirect Taxes, Meyers Norris Penny Rod Butcher, Director, Tax Advisory Services, Ryan

Subpart F Rules on Taxation of Controlled Foreign Corporations
Navigating the Complexities in Tax Planning for Multinational Companies
March 9, 2010 CLE, CPE CLE On-Demand, Download

This CLE webinar will prepare counsel and advisors to multi-national companies to meet the requirements of the current Subpart F rules governing the taxation of controlled foreign corporations. The panel will review recent enforcement developments and discuss key tax planning strategies. Read More

Speakers:  Daniel L. Gottfried, Partner, Rogin Nassau Jeff Rubinger, Partner, Holland & Knight Michael J. Miller, Partner, Roberts & Holland

Tax Amnesties: Evaluating the Latest State Offers
Analyzing Penalty, Interest, Lookback and Other Terms Amid States' Expanding Nexus Policie...
February 11, 2010 CPE Download

This webinar will examine the pros and cons of general state tax amnesties for multi-state business taxpayers, both in the context of an overall tax planning strategy and by analyzing the terms of individual states' upcoming amnesties. Read More

Speakers:  Gary Bingel, Director, State and Local Tax, Amper Politziner & Mattia Patrick Duffany, Tax Partner, J.H. Cohn Michael Jacobs, Partner, Reed Smith Karen Currie, Jones Day

New Mexican Tax Reform: Cross Border Tax Ramifications
Planning and Compliance Strategies for Consolidated Group Recapture Items and Rate Increas...
February 4, 2010 CLE, CPE Download

This CLE webinar will update U.S. corporate tax professionals on the meaningful aspects of the latest Mexican tax reform legislation. The panel will provide the tools to ensure accurate compliance and minimize tax liability through effective planning. Read More

Speakers:  Diana Davis, Of Counsel, Greenberg Traurig Manuel Rajunov-Tawil, Partner, Thompson & Knight Agustin Mercado, Partner, International Tax Services, Mexican Desk, PricewaterhouseCoopers Mario Alberto Gutierrez, Manager, International Tax Services, Mexican Desk, PricewaterhouseCoopers

Cancellation of Indebtedness Income: Navigating Multi-State Tax Challenges
Strategies for State Non-Conformity, Allocation and Apportionment Policies
January 13, 2010 CPE Download

This webinar will analyze the numerous challenges to multi-state corporate tax departments arising from different states' policies on cancellation of debt income and whether the policies match the federal Sect. 108. Read More

Speakers:  Michael Jacobs, Partner, Reed Smith Brian Sullivan, Director, Multi-State Tax Services, Deloitte Tax Scott Gilefsky, Senior Manager, State and Local Tax Practice, Ernst & Young Steve Wlodychak, Principal, Transaction Advisory Services/State and Local Tax Practice, Ernst & Young

Property Market Value Calculations: Latest Guidance From the Trenches
Assessing New Market Valuation Factors to Minimize Business Property Taxes
December 10, 2009 CLE, CPE Download

This CPE/CLE seminar will analyze recent significant developments in market valuation analyses and offer response strategies for corporate tax professionals. Read More

Speakers:  Don Millis, Shareholder, Reinhart Boerner Van Deuren David LeVan, CEO, Advantax Group Charles Sanders, Tax Consultant, Advantax Group

Sales and Use Tax Audits: Effective Records Management Under Conflicting State Demands
Best Practices For Retaining, Administering and Producing Required Records
October 15, 2009 CPE Download

This seminar will provide corporate sales and use tax professionals with best practices for efficient administration of key records before an audit and producing them during audit. The panel will address effective procedures and controls to meet conflicting state requirements for documentation submi... Read More

Speakers:  Silvia Aguirre, Principal, CertCapture Gus Rivera, U.S. Transaction Tax Manager, Intel Dan Davis, Partner, Associated Sales Tax Consultants Dr. Will Yancey, CPA

Sales and Use Tax Software: Comparing the Leading Platforms
Candid Evaluations for Your Next Investment in a Compliance System
September 29, 2009 CPE Download

This seminar will provide sales tax managers and their staffs with clear guidance and experienced perspectives to evaluate your compliance software needs, choose the right platform to meet your needs, and avoid wasting time and money on dead-ends. Read More

Speakers:  Mike Hayes, Director, The Gagnon Group Michael Figueroa, Tax Systems Manager, Citadel Investment Group Tony Chavez, Director of Tax Technology, Ryan

Sect. 199 Domestic Production Activities Deduction
Managing Ongoing Compliance Challenges With the Key Federal Tax Incentive
September 17, 2009 CPE Download

This seminar will identify a discrete list of widespread, ongoing challenges involving claims for the federal Sect. 199 domestic production activities deduction. The panel of federal tax advisors will outline alternative approaches on more efficient compliance in those areas. Read More

Speakers:  Brandy Arbuthnot, Tax Senior Manager, BDO USA Chuck Marchand, Associate, Tax Services Group, Plante Moran Tom Windram, National Leader, R&D/Federal Credit and Incentives, RSM McGladrey

IRS Issue Tiering: New Audit Strategies for Corporate Taxpayers
Proactive Steps to Withstand IRS Scrutiny of Priority Issues and Target Industries
August 19, 2009 CLE, CPE Download

This seminar will review the terms of all three IRS issue tiers, discuss how audits involving each tier are now being conducted, and outline best practices to improve a company's audit planning under the tier system. Read More

Speakers:  Kathy Petronchak, National Director, Washington National Tax, Deloitte Tax Sean Akins, Attorney, Latham & Watkins George Hani, Member, Miller & Chevalier Michael Lueck, Senior Manager, Tax Controversy Services Practice, KPMG

Revised Federal Forms 1120 and 1065: Meeting the New IRS Demands
Compliance Strategies for Obtaining and Reporting Detailed Ownership Information
August 12, 2009 CLE, CPE Download

This seminar will bring corporate tax staff and their advisors up to date on the new requirements for Form 1120 and Form 1065, review the compliance challenges facing businesses, and outline steps to fine tune compliance efforts. Read More

Speakers:  Jim Calzaretta, Partner, Deloitte Rick Olson, Principal, Corporate Tax, Larson Allen Jamie Lewis, Senior Tax Manager, Clifton Gunderson

Corporate Income Tax Software: Comparing the Leading Platforms
Real World Evaluations for Your Next Investment in a Compliance System
August 5, 2009 CPE Download

This seminar will offer corporate tax professionals real world perspectives on how the leading corporate income tax software platforms perform in a tax compliance setting, and how to leverage the benefits of a particular program for your tax department's needs. Read More

Speakers:  James C. Bourke, Partner, WithumSmith and Brown Christopher Chudyk, Partner, Traphagen and Traphagen CPAs Lara Della Valle, Director of Compliance, The Gagnon Group

Mastering the Revised Federal Schedule M-3
Identifying and Reporting Data for Full Compliance
July 22, 2009 CLE, CPE Download

This seminar will demystify the latest version of Schedule M-3 to guide tax staff in overcoming the challenges presented, and developing strategies to streamline and fine tune tax compliance. Read More

Speakers:  John P. Bennecke, Managing Director, True Partners Consulting Tim Ross, Partner and Firmwide Leader for Large and Midsized, Clifton Gunderson

Withholding Tax on Cross-Border Transactions Under Heightened IRS Scrutiny
Strategies to Improve Compliance and Minimize Audit Risks
June 24, 2009 CLE, CPE Download

This seminar will identify the more complex U.S. withholding obligations on cross-border transactions, explain the heightened IRS oversight in this area, and present best practices for improving compliance and preparing for audits. Read More

Speakers:  Cyrus Daftary, Partner, Burt Staples & Maner Laurie Hatten-Boyd, Partner, KPMG

California Franchise and Sales Tax Update: Critical New Developments
Adapting Compliance and Tax Planning to Latest Requirements
June 17, 2009 CLE, CPE Download

This seminar will offer a thorough review of key details of finalized and proposed changes involving California sales and use, corporation franchise and income tax compliance for tax specialists at companies with tax obligations in California. Read More

Speakers:  Greta Hoversten, Tax Partner, Ghirardo CPA Stuart Simon, Senior Counsel, Buchalter Nemer Thomas Steele, Partner, Morrison & Foerster Paul McGovern, Senior Tax Director, Southern California SALT Practice Leader, BDO USA

Managing Sales Tax Audits - The Auditors Speak
State Revenue Officials Share Insights for Removing the Agony From Audits
June 10, 2009 CPE Download

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. Read More

Speakers:  Jim McGrady, Senior Revenue Consultant, Florida Revenue Department Rich Unen, Process Group Manager, Florida Revenue Department Vicki Gibbons, Audit Bureau Director, Wisconsin Revenue Department Isaac Torres, Auditor, Texas Comptroller of Public Accounts Jim Kuhl, Supervising Tax Auditor 3, California Board of Equalization

New U.S.-Mexico Cross Border Corporate Tax Challenges
Planning and Compliance Strategies After the Latest Mexican Tax Reforms
June 3, 2009 CPE Download

This seminar will update U.S. corporate tax professionals with the latest developments in U.S.-Mexico cross-border tax compliance. The panel will provide the tools to ensure accurate compliance and minimize tax liability through effective planning. Read More

Speakers:  Enrique Hernandez-Pulido, Partner, Procopio Cory Hargreaves and Savitch Simon Somohano, Partner, Deloitte Luis C. Carbajo, Partner, Baker & McKenzie

Federal Research Tax Credit: Maximizing Your Company's Tax Savings
Tax Court's Union Carbide Decision Creates New Opportunities, New Limitations
May 26, 2009 CLE, CPE Download

This seminar will analyze the Tax Court's Union Carbide decision, particularly emphasizing its impact on businesses' processes for documenting and qualifying expenditures for the federal research tax credit. The panel will also explain and offer their perspectives on recent IRS guidance on the resea... Read More

Speakers:  Bruce Warner, President, Warner Tax Consulting Kendall Fox, Tax Partner and Leader, U.S. National Research and Development Team, PricewaterhouseCoopers Kathleen King, Managing Director, Research Credit and Incentive Services, Alvarez & Marsal Taxand Joseph Maselli, Director, Washington National Tax Services, PricewaterhouseCoopers Christine Kachinsky, Federal Tax Partner, Accounting Methods and Credits, KPMG David Culp, Senior Manager in Pass-Throughs Group, Washington National Tax Practice, KPMG

Cross Border Ownership Structures Under Heightened IRS Scrutiny
Mastering the Compliance Challenges of Forms 1120-F, 5471, 5472 and 926
April 29, 2009 CPE Download

This seminar will review recent changes to federal regulations and applicable IRS guidance for corporate tax executives and accounting advisors to ensure complete and accurate reporting of foreign ownership structures on forms 1120-F, 5471, 5472 and 926. Read More

Speakers:  William P. Elliott, Partner, Cherry Bekaert & Holland Kirk Sinclair, Senior Tax Accountant, Holtz Rubenstein Reminick Russell Mansky, Partner, Spott Lucey & Wall

Minimizing Your Business Property Tax Bills
Proven Strategies for Challenging Real and Personal Property Valuations
April 22, 2009 CLE, CPE Download

This seminar will offer proven strategies for developing proposals for favorable real and business personal property assessments and for appealing a high valuation and costly tax bill. Read More

Speakers:  Joseph Calvanico, Director, Midwest Property Tax and Valuation Services, Grant Thornton Kieran Jennings, Partner, Siegel Siegel Johnson & Jennings Dennis Neilson, Partner Emeritus and Consultant/Appraiser, Advantax Group

New U.S.–Canada Cross Border Corporate Tax Challenges
Planning and Compliance Strategies After New Laws and Regulations
March 18, 2009 CLE, CPE

This seminar will present an experienced panel of U.S. and Canadian tax advisors discussing their insights and strategies to deal with recent and emerging corporate tax developments for companies operating on both sides of the border. Read More

Speakers:  Rob Davis, Partner, KPMG John Lorito, Partner, Stikeman Elliott Howard Berish, Partner, SNG Collins Barrow Lorne Richter, Partner, SNG Collins Barrow Aly Lallani, Senior Manager in International Tax Practice, Deloitte & Touche Dennis Alexander, Partner, Deloitte & Touche

Texas' New Business Tax: Conquering the Most Complex Issues
Anticipating and Resolving High-Level Margin Tax Compliance Problems
March 4, 2009 CPE Download

This seminar will equip you with the background and practical tips you need to tackle the most complex and difficult aspects of Texas margin tax compliance. Read More

Speakers:  Amanda Fathke, Director, State and Local Taxes, PriceWaterhouseCoopers James A. Smith, Managing Director, Smith Jackson Boyer & Bovard Eric L. Stein, Managing Partner, Ryan and Co. Terry Gaul, State and Local Tax Senior Manager, Grant Thornton

The New Michigan Business Tax: Conquering the Most Complex Challenges
Anticipating and Resolving High-Level MBT Compliance Issues
February 4, 2009 CLE, CPE Download

This seminar will offer a high-level review of the most complex compliance challenges presented by the Michigan Business Tax system. Read More

Speakers:  Richard Spengler, Partner Multi-State Tax Consulting, BDO USA Cynthia Knoll, State and Local Tax Principal, The Rehmann Group Steven Grob, Director, Dykema Gossett Gregory Nowak, Partner, PricewaterhouseCoopers

State Corporate Tax E-Filing: Mastering Latest Rules and Technologies
Prepare Now for New York Mandatory E-Filing, Michigan's Revised Process, and Other State O...
December 17, 2008 CPE Download

Read More

Speakers:  Lynne Belokopitsky, Director of E-Services, New York Taxation and Finance Department Annette Olivier-Wolfe, Alternative Filing Program Manager and Acting Assistant Administrator for Return Processing Division, Michigan Treasury Department Joyette Speirs, Manager, Contact Management and Design Group, CORPTAX Terry Hunt, E-File Coordinator, Kansas Department of Revenue

Property Tax Exemptions and Abatements: Successful Negotiation Strategies
Proven Approaches for Minimizing Your Company's Tax Bill
November 25, 2008 CPE Download

Read More

Speakers:  Gregory F. Servodidio, Member, Pullman & Comley Laura Bellotti, Partner, Pullman & Comley Mike Ford, Property Tax Consultant, E.I. du Pont de Nemours and Co.

Corporate Procurement Cards: Planning and Executing a Program to Master the Sales Tax Comp...

October 21, 2008 CPE Download

Read More

Speakers:  Sandra Robertson, President, Robertson Consulting Steve Oldroyd, Tax Senior Director – Sales & Use Tax, Property Tax, BDO USA Steve Peck, Sales and Use Tax Manager, Georgia–Pacific

Stock Options and State Income Taxes
Avoid Costly Nexus and Apportionment Traps
October 16, 2008 CPE

Read More

Speakers:  Marlene Zobayan, West Coast Practice Leader, Global Rewards, Deloitte & Touche Andy Gibson, Partner and National Practice Leader, Compensation and Benefits Group, BDO USA Tom Geppel, Partner, Employment Tax Services Group, PricewaterhouseCoopers

Minimizing Property and Income Taxes: Tactics to Tighten Fixed-Asset and Real Property Con...

September 2, 2008 CPE Download

Read More

Speakers:  Mindy McLees, Vice President and National Sales Director, AccuVal Associates Thomas Brown, Senior Vice President of Practice Development, American Appraisal Paul Chaben, Business Development Manager, Asset Management Resources

S Corporation Tax Developments: Leveraging the Latest Law, Regulation and Guidance Changes

August 20, 2008 CPE Download

Read More

Speakers:  Carolyn Turnbull, Senior Tax Manager, Grant Thornton Laura Howell-Smith, Director, Deloitte & Touche Jeanne Sullivan, Senior Manager, National Tax Pass-Throughs Group, KPMG Steven Goluch, Partner, Wolowicki and Associates

Intangible Assets: Capitalize on Alternative Tax Planning Opportunities
Successful Approaches Since the Fall of Intangible Holding Companies
August 6, 2008 CPE

Read More

Speakers:  John Gilbert, Partner, State and Local Tax Practice Group, Pricewaterhouse Coopers Thomas Steele, Partner, Morrison & Foerster Pilar Sansone, Associate, Morrison & Foerster Peter Stathopoulos, Managing Director, State and Local Tax Group, Bennett Thrasher

Use Tax Audits: Latest Tactics to Tip the Scales in Your Favor
Real-World Guidance for Effective Documentation and Compliance
July 10, 2008 CPE

Read More

Speakers:  Sharon Davis, Senior Tax Analyst, EPCO Inc. and subsidiaries Sean Nicholson, Senior Sales and Use Tax Manager, Target Debra Sandoval, Director SALT Practice, PricewaterhouseCoopers Janet Zahn, Advisory and Audit Manager, ExxonMobil

The New Michigan Business Tax: Get Ready Now
Proactive Steps to Update Compliance and Minimize Your Tax Impact
April 3, 2008 CPE

Read More

Speakers:  Robert Rhoades, Member, Dickinson Wright Richard Spengler, Partner Multi-State Tax Consulting, BDO USA Curtis Ruppal, Partner and Director State and Local Tax Practice, Plante Moran Paul McCord, Attorney, Varnum Riddering Schmidt & Howlett

Negotiating Property Tax Exemptions and Abatements
Strategies for Maximizing Your Company’s Tax Break
November 29, 2007 CPE

Read More

Speakers:  Patrick Cullerton, Partner, Thompson Coburn Fagel Haber David LeVan, President and CEO, Advantax Group Scott Ziance, Partner, Vorys Sater Seymour & Pease

Cross-Border Corporate Tax: New Challenges in US and Canada
Cross-Border Corporate Tax: New Challenges in US and Canada
November 27, 2007 CPE

Read More

Speakers:  Carey Singer, Principal, Mintz & Partners Jonathan Garbutt, Attorney, Baker & McKenzie

Protecting Tax Accrual Workpapers from the IRS
Insights on Taxpayer Confidentiality after the Textron Decision
November 1, 2007 CPE

Read More

Speakers:  Norma J. Schrock, Executive Director, Tax Quality and Risk Management Group, Ernst & Young Susan Seabrook, Tax Partner, Latham & Watkins Elizabeth Askey, Partner, Pillsbury Winthrop Shaw Pittman Edward L. Froelich, Of Counsel, Morrison & Foerster

Federal Income Tax Planning for Commercial Real Estate Transactions
Minimize Your Tax Bite: Responding to Latest Guidance
August 8, 2007 CPE

Read More

Speakers:  Paul Carman, Tax Partner, Chapman and Cutler William G. Fendley, IV, Tax Attorney, McGuireWoods Patrick O'Connor, President, O'Connor & Assoc

Maximize Your Negotiated State and Local Tax Incentives
Securing the Biggest Dollars for Your Company
July 17, 2007 CPE

Read More

Speakers:  Michael Press, Managing Director, Business Incentives Advisory Group, Duff & Phelps Gregory C. Burkart, Of counsel, Squire, Sanders & Dempsey George Pretty, Partner in the Transactional department, Parker Poe Adams & Bernstein Tammy Propst, President, taxadvantagegroup

Transfer Pricing Of Services: Understand The New IRS Rules
Maximize Tax Savings Under The More Favorable Regulations
July 10, 2007 CPE

Read More

Speakers:  Brian Becker, President and CEO, Precision Economics Inc., Alan Granwell, Partner, DLA Piper Valerie Amerkhail, Director of Transfer Pricing Services, Economic Consulting Services Patricia Lewis, Member, Caplin & Drysdale

Mastering Compliance In SSTP States
Refining Your Company's Systems And Practices
June 26, 2007 CPE

Read More

Speakers:  Vytenis Kirvelaitis, Director, State and Local Tax Group, Grant Thornton Sean Nicholson, Senior Sales and Use Tax Manager, Target Chris Strawbridge, Sales Tax Manager, J.C. Penny

New Tax Strategies for Deferred Compensation Plans
Best Practices for Responding to Final §409a Regulations
June 13, 2007 CPE

Read More

Speakers:  Keith A. Mong, Shareholder, Buchanan Ingersoll & Rooney Susan Serota, partner, Pillsbury Winthrop Shaw Pittman Don Wellington, Partner, Steptoe & Johnson Laura Thatcher, Partner, Alston & Bird

Corporate Tax Departments And Lobbying:
Complying With New State and Local Laws, Developing Best Practices
April 5, 2007 CPE

Read More

Speakers:  Kenneth A. Gross, Partner, Skadden Arps Slate Meagher & Flom Michael Press, Managing Director, Business Incentives Advisory Group, Duff & Phelps Joe Pilewski, Director, Business Incentives Advisory Group, Duff & Phelps

IRS Pre-Filing Agreement & Compliance Assurance Program
Risks and Benefits of Giving Auditors an Advance Look
March 21, 2007 CPE

Read More

Speakers:  Kevin Johnson, Attorney, Miller & Chevalier David Bowen, Tax Partner, Mayer Brown Rowe & Maw Steve Whiteaker, Manager, Tax Shelter Analysis Program, Internal Revenue Service

The State Use Tax Challenge
Tactics to Ensure Compliance and Avoid Penalties
March 20, 2007 CPE

Read More

Speakers:  Steve Peck, Sales and Use Tax Manager, Georgia–Pacific David Hobley, Sales and Use Tax Manager, Masco Howard Mantel, Decentralized Tax Manager, United Parcel Service

Managing State Income & Franchise Tax Audits - The Auditors Speak
State revenue officials reveal what they love, hate and won't stand for
March 6, 2007 CPE

Read More

Speakers:  Gary Dullum, Franchise Tax Specialist, Texas Comptroller’s Office Gary Morris, Executive Director of Income Taxation, Kentucky Revenue Department Marc McCallum, Field Division Regional Manager, Kentucky Revenue Department Charles Campbell, Income Tax Division Manager, Illinois Department of Revenue Karolyn Bishop, Out-of-State Field Audit Manager, Washington Revenue Department

Intangible Holding Companies In Peril
Tax strategies to navigate a hostile legal environment
February 7, 2007 CPE

Read More

Speakers:  Don Griswold, State Tax Partner, McDermott Will & Emery Richard Pomp, Law Professor, University of Connecticut

New Federal Reportable Transaction Regulations
Why your tax strategies may expose you to broader IRS scrutiny
January 10, 2007 CPE

Read More

Speakers:  Julian Kim, Partner, Latham & Watkins Ellis Reemer, Partner, DLA Piper