Assessing Sales, Income and Other Tax Exposure
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will outline the steps to assess a business' filing obligations in other states. Our experts will explain the process of determining whether an entity has a reporting and payment obligation for income, sales and other taxes outside its home state.
- Laying the groundwork
- State sales tax nexus
- State income tax nexus
- Other state tax nexus
- Identifying potential exposure
- Managing exposure
- Best practices when entering new states
The panel will review these and other issues:
- Establishing best practices for performing an out-of-state nexus review
- Determining whether other state filing and reporting obligations may exist
- How is nexus determined in most states for state taxes, including income and sales taxes?
- How should prior unpaid liabilities and reporting obligations be handled?
Tram Le, CPA
Ms. Le is a CPA and licensed attorney specializing in tax strategies for growing businesses. She works closely with... | Read More
Ms. Le is a CPA and licensed attorney specializing in tax strategies for growing businesses. She works closely with clients on a variety of state and local tax (SALT) issues and assists businesses in responding to notices issued by taxing jurisdictions. Ms. Le has represented taxpayers before the IRS and the U.S. tax court and assisted clients with complex tax issues including offers-in-compromise and audit reconsiderations.Close
Judith B. Vorndran, JD, CPA, MSBA
Ms. Vorndran helps clients and tax professionals navigate the morass of state and local tax issues with the goal of... | Read More
Ms. Vorndran helps clients and tax professionals navigate the morass of state and local tax issues with the goal of making it less “taxing!” She is a nationally recognized thought leader and award-winning instructor with a steady focus on finding ways to simplify complex state and local tax issues and resolve areas of state tax controversy.Close