Performing Multistate Nexus Reviews: 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 course 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 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.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
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CPE credit is not available on downloads.