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
A live 110-minute CPE webinar with interactive Q&A
This webinar 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
Stacey L. Roberts, CPA
State and Local Tax Director
TaxOps
Ms. Roberts finds the singular state and local tax (SALT) area fascinating and is energized by the daily challenges to... | Read More
Ms. Roberts finds the singular state and local tax (SALT) area fascinating and is energized by the daily challenges to design solutions that improve business tax outcomes. With 20+ years of public and private sector accounting experience, both practical and in management, she’s gained the essential business acumen necessary to be a key advisor to clients. Ms. Roberts works closely with business clients managing all compliance issues related to state income/franchise, state and local sales and use, real and personal property and unclaimed property taxes for flow through entities and C corporations; identifying planning opportunities and state and local credits and incentives; and, mitigating state and local tax controversy issues with auditors and taxing jurisdictions.
Stacey began her career with Andersen Worldwide/Andersen LLP, where she began to hone her state and local tax experience. She added stints at KPMG and Deloitte before moving in-house with Ball Corporation as their manager of State and Local Tax Administration. An interlude with a regional tax firm followed before Stacey joined TaxOps. Ms. Roberts is a frequent speaker and author on SALT issues for industry and professional organizations including the Denver Tax Institute, Product PowerUp, NowCFO and more.
Judith B. Vorndran, JD, CPA, MSBA
Partner
TaxOps
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.
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Live Webinar & CPE Processing
$236