Nexus Reviews: Uncovering New State Sales or Income Tax Obligations
Identifying and Responding to Potential Tax Exposure for Multi-State Companies
Recording of a 110-minute CPE webinar with Q&A
This course 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.
Outline
- Identifying potential triggers of states’ sales and income tax nexus
- Interpreting state laws
- Analyzing corporate activities in key states
- Crafting an ongoing nexus-monitoring program
- Designing an effective nexus questionnaire
- Fostering cooperation among departments
- Tracking legal and regulatory updates from state revenue agencies
- Implementing action items from a nexus review
- Voluntary disclosure agreements
- Tax amnesty programs
- Filing new returns
Benefits
The panel will offer you action-oriented guidance on each step of developing and executing a nexus review:
- Designing the nexus questionnaire: Posing clear and insightful questions and balancing your need for information against impractical requests
- Getting buy-in from the company’s staff: Making a persuasive pitch to put your review at the top of their to-do list
- Taking action: Making sound choices about responding, negotiating voluntary disclosure agreements, and filing well-supported state tax returns
Faculty

Mark A. Loyd
Partner
Bingham Greenebaum Doll
Mr. Loyd is a partner of the law firm and chairs its Tax and Finance Practice Group. His practice concentrates on... | Read More
Mr. Loyd is a partner of the law firm and chairs its Tax and Finance Practice Group. His practice concentrates on state, local and federal tax controversy resolution, litigation and planning. Before coming to the firm, he managed the SALT and federal excise tax planning functions for an international consumer products manufacturer.
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Mark Yopp
Atty
McDermott Will & Emery
Mr. Yopp focuses his practice on state and local tax matters. He has experience in state tax controversy, multistate... | Read More
Mr. Yopp focuses his practice on state and local tax matters. He has experience in state tax controversy, multistate planning and multistate legislative analysis. He assists clients in analyzing various state tax and unclaimed property issues, and advises clients on the implications of state tax legislation. In addition to regularly speaking on state tax topics, he co-authored a number of articles on various state tax and unclaimed property issues.
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