SaaS Sales and Use Tax: Reconciling Varying State Rules to Avoid Unforeseen Tax Traps
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 with a deep dive into current developments and trends in state sales and use tax post-Wayfair and tax reform on Software as a Service (SaaS) impacting multistate companies dealing with remote digital software provision services as either seller or buyer. The panel will offer compliance approaches for adjusting to these multistate developments.
- State-by-state legislative and administrative update
- An overview of state trends, notices, rulings and pronouncements
- Sourcing and nexus with SaaS transactions
- Primary object: Is the service provided data processing or SaaS?
The panel will review these and other key issues:
- The impact of the U.S. Supreme Court's decision in Wayfair
- States' varying approaches on sales tax for SaaS
- Impact of the SSTP on the tax treatment of sales of SaaS
- The most recent states to release guidance or pass legislation in this area
Gerald J. Donnini, II, Esq.
Moffa Sutton & Donnini
Mr. Donnini concentrates in the area of Florida and Federal tax matters, with a heavy emphasis on the tobacco,... | Read More
Mr. Donnini concentrates in the area of Florida and Federal tax matters, with a heavy emphasis on the tobacco, convenience store and petroleum industries. He also handles a myriad of multi-state state and local tax issues. Mr. Donnini is a co-author for CCH’s Expert Treatise Library: State Sales and Us Taxand writes extensively on multi-state tax issues for SalesTaxSupport.com.Close
Kelley C. Miller
Ms. Miller's practice areas include cloud computing, complex federal tax controversies, state and federal... | Read More
Ms. Miller's practice areas include cloud computing, complex federal tax controversies, state and federal tax issues involving closely held entities, state tax planning and litigation and tax planning issues involving E-Commerce, and state nexus. She presents on cloud computing, particularly negotiating SaaS agreements. She also has written and spoken widely on numerous federal and state tax topics for clients representing a broad spectrum of industries, including exempt organizations.Close
Jamie E. T. Szal
Brann & Isaacson
Ms. Szal focuses her practice on assisting businesses in all aspects of state and local tax controversy, from... | Read More
Ms. Szal focuses her practice on assisting businesses in all aspects of state and local tax controversy, from regulatory and administrative proceedings through civil litigation. She came to Brann & Isaacson following several years at the Massachusetts Department of Revenue. As Counsel in both the Litigation Bureau and Office of Appeals, she focused on complex tax issues facing corporations and pass-through entities. She earned her LL.M. in Taxation and Certificate in State and Local Taxation, both with distinction, from Georgetown University Law Center.Close
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