Sales Tax Intricacies for Retailers: Tackling Online Sales, Coupons, Rebates, Nexus, Sourcing and More

Recording of a 110-minute CPE webinar with Q&A

Conducted on Wednesday, January 8, 2014

Recorded event now available

or call 1-800-926-7926
Program Materials

This webinar will provide tax professionals with a detailed briefing on the critical latest state developments and tax trends affecting retailers. The panel will offer compliance approaches and demonstrate their application to guide professionals in navigating and adjusting to multi-state developments.


Retail industry tax professionals and staff can't just rely on an understanding of the basics of state and local sales and use tax compliance. Tax staff must master the more nuanced and complex concepts of the four types of sales taxes, including seller privilege, consumer levy, transaction, and gross receipts.

The trickiest compliance challenges arise from the basics, so tax staff must understand the proper treatment for coupons, rebates, incentives and the challenges associated with sales tax holidays. Tax pros then need to combine their retail-specific knowledge with a grasp of the differences between the Quill physical presence standard and other types of attribution nexus and the ability to navigate state sales tax variations for online sales for multi-state businesses.

Proficient tax professionals must also understand the impact of the Streamlined Sales and Use Tax Agreement, the potential impact of the Marketplace Fairness Act, and key variations in major states sales tax structures. Only then, armed with this broad-based background, tax staff will be prepared to efficiently and accurately comply with state sales tax requirements.

Listen as our panel of veteran tax advisors suggests strategies for fine-tuning your company's sales and use tax compliance and planning in response to the latest developments affecting retailers with multi-state presence, physical or online.



  1. Current Landscape Under Quill
  2. Amazon Laws
  3. The Marketplace Fairness Act
    1. Current situation
    2. Potential
  4. Considerations in fine-tuning a retailer's tax strategy
    1. Coupons and discounts
    2. Practical issues faced by corporate taxpayers
    3. Problematic products and services
    4. Tax planning


The panel will review these and other key ideas:

  • Which administrative and court rulings, rules, SSTP matrix changes, etc. should get a multi-state company's attention?
  • The Marketplace Fairness Act: How is it expected to impact businesses' sales tax compliance?
  • Discounts and coupons: What are the key pitfalls in accurate compliance?
  • Sales tax holidays: Analyzing and understanding the differences between states.

Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.


Sylvia F. Dion, CPA
Sylvia F. Dion, CPA

Founder & Managing Member
PrietoDion Consulting Partners

Ms. Dion's firm specializes in providing SALT consulting and compliance Services to companies throughout the U.S....  |  Read More

Monika Miles
Monika Miles

Labhart Miles Consulting Group

Ms. Miles focuses on multi-state tax consulting. She provides consulting services on sales and use tax, federal and...  |  Read More

Additional faculty
to be announced.

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