Reverse Audits for Corporate Taxpayers: Best Practices for Identifying Sales Tax Refunds
Recording of a 110-minute CPE webinar with Q&A
This teleconference will offer tax managers and advisors best practices for managing a reverse sales and use tax audit for corporate tax staffs either running the process or overseeing the work performed by an outside firm.
- Goals for the reverse audit
- Evidence and indications of possible tax overpayments
- Implementing safeguards against future overpayments
- Planning for tax staff time, documentation needs, other expenses
- Negotiating with and managing a reverse audit outsourcing firm
The panel will drill into these and other key topics:
- Best practices for identifying tax overpayments.
- Taking steps to avoid future overpayments.
- Implementing quality control measures.
- Negotiating a fair compensation arrangement with an outsourcer.
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Mark A. Loyd
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.Close
Michael T. Dillon, Esq.
Dillon Tax Consulting
Mr. Dillon is an attorney specializing in multistate sales and use tax matters for multistate and multinational... | Read More
Mr. Dillon is an attorney specializing in multistate sales and use tax matters for multistate and multinational businesses. For more than 20 years, as leader of his firm, practice leader for global accounting firms and in-house for two publicly-traded technology companies, Mike has successfully helped companies identify multistate nexus, negotiate settlements of historical exposure, register and automate sales and use tax compliance processes, and address risk during M&A activity. Mike has successfully represented taxpayers in over 200 sales tax audits, often coming in when “all hope is lost” to beneficially resolve the matter. He is highly sought to lecture and opine on sales tax matters.Close