Managing Complex Audits and Negotiating State and Local Tax Settlements
State Tax Compliance Traps, State Enforcement Actions, Audit and Settlement Procedures, Documentation
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This course will provide tax professionals and corporate finance executives with useful strategies and best practices for managing audits and negotiating state and local tax settlements. The panel will guide advisers on critical sales tax and other state tax compliance issues and current methodologies for conducting internal audits, handling state audits, settlement procedures, and required documentation. Tips and tricks on how to respond to notices and nexus questionnaires, reframe the audit, and pre-audit strategies for an audit-ready business will be covered. The panel will also provide an in-depth analysis of essential areas of concern in an audit and offer tactics for taxpayers to obtain the best tax settlements.
Outline
- Latest state tax enforcement actions and key issues
- Key state tax compliance issues
- Managing audits
- Negotiating settlements and key items of concern
- Tax controversy abatement
Benefits
The panel will discuss these and other key issues:
- What are standards of review and ways states find noncompliant businesses?
- How can you manage risk from sales tax registrations and failures to file?
- What should be on your nexus checklist to avoid tax audits?
- What are effective tactics for negotiating state and local tax settlements?
- What are the critical state tax controversy abatement issues and methods to overcome them?
- When to settle or appeal state audit findings?
Faculty
Alexander Korzhen, J.D., MBA
SALT Senior Tax Manager
TaxOps
Mr. Korzhen joined TaxOps with over 15 years of state and local tax (SALT) specialization, driving positive tax... | Read More
Mr. Korzhen joined TaxOps with over 15 years of state and local tax (SALT) specialization, driving positive tax outcomes for clients of all sizes across industries. He has extensive experience in all aspects of SALT consulting, planning and compliance.
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Stacey L. Roberts, CPA
State and Local Tax Director
TaxOps
Ms. Roberts has been making SALT less taxing for thousands of businesses over the last 25 years. As a director of the... | Read More
Ms. Roberts has been making SALT less taxing for thousands of businesses over the last 25 years. As a director of the SALTovation team at TaxOps, she is at the table-and in the weeds-helping guide dynamic businesses through compliance and strategic planning that minimizes risk and strengthens tax positions. She entered accounting with Andersen Worldwide/Andersen LLP, where she honed her state and local tax experience. She added stints at KPMG and Deloitte before moving in-house with a Fortune 500 company, managing State and Local Tax Administration. Before joining TaxOps, she led the national SALT practice at a regional firm. Stacey is a member of the Colorado Legislative Task Force Concerning Tax Policy and a frequent speaker and author on SALT issues for industry and professional organizations, including the Journal of State Taxation, Strafford Publishing, and more.
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Connie Zoerink, CPA
State and Local Tax Director
TaxOps
Ms. Zoerink has years of public and private accounting experience specializing in state and local tax (SALT) research,... | Read More
Ms. Zoerink has years of public and private accounting experience specializing in state and local tax (SALT) research, compliance, automation and state tax business consulting. Through her prior roles with large multinational companies, the Big Four, and regional accounting firm experience, she has seen and tackled the gamut of state and local tax issues.
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