SaaS Sales and Use Tax: Reconciling Varying State Rules to Avoid Unforeseen Tax Traps
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This course will provide tax professionals with a deep dive into current developments and trends in state sales and use tax post-Wayfair and recent state tax law changes on Software as a Service (SaaS). The panel will discuss the impact on multistate companies dealing with remote digital software provision services as either seller or buyer and 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:
- 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
DeAndré R. Morrow
Mr. Morrow is a member in the State Tax Group. He focuses his practice on Maryland, Virginia, and DC taxes. In 2017,... | Read More
Mr. Morrow is a member in the State Tax Group. He focuses his practice on Maryland, Virginia, and DC taxes. In 2017, Mr. Morrow was recognized by The National Black Lawyers as a Top 40 Under 40 attorney.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