Performing Multistate Nexus Reviews: Assessing Sales, Income, and Other Tax Exposure
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will outline the steps to assess 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?
Stacey L. Roberts, CPA
State and Local Tax Director
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
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
Buy Live Webinar
CPE credit processing is available for an additional fee of $39. CPE processing must be ordered prior to the event.
See NASBA details.
Live Webinar & CPE Processing
Buy Live Webinar & Recording
A savings of $150
Live Webinar & Download
Live Webinar & DVD
$344 + $24.45 S&H