Sales Tax Treatment of Direct Mail and Online Communications Post-Wayfair
Avoiding Unexpected Sales and Use Tax Consequences Given Various New State Tax Rules
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will provide guidance to tax professionals with an in-depth analysis of the sales tax treatment of direct mail promotions, outsourced customer billings, and electronic communications after Wayfair. The panel will discuss the unexpected sales and use tax consequences faced by companies, recent state regulations, nexus-related issues, taxability of postage and shipping, and reporting obligations.
- Essential concepts concerning taxability: direct mail and electronic communications
- Latest state actions
- Examples of specific state laws and tax policies
- Nexus-related issues
- Taxability of postage, shipping, and other mailing services
The panel will focus on these and other material aspects of state sales and use tax treatment of printed and online communications:
- Latest state actions: Which administrative and court rulings, state and local regulations, SSTP matrix changes, etc. should get a multistate company's attention?
- Policies of major states: Which states tax or exempt promotional, non-promotional, or electronic communications?
- Obligations of printers and customers of printers.
- Sourcing: Which jurisdictions should receive the tax from a direct mail or electronic communication program with recipients located in multiple states?
- Audits: What kind of documentation may state tax auditors expect to review and/or accept in this area?
- Taxability of different services? How to minimize the tax bill?
Brann & Isaacson
Mr. Eisenstein is one of the nation’s leading experts in state and local taxation of information... | Read More
Mr. Eisenstein is one of the nation’s leading experts in state and local taxation of information technology. He has wide experience in state and local tax issues and has represented prominent providers in major litigations, including filing amicus briefs in the United States Supreme Court. He is a regular contributor to State Tax Notes, among other publications, writing on state tax developments. Mr. Eisenstein has been selected consistently by his peers as one of The Best Lawyers in America.Close
Matthew P. Schaefer
State and Local Tax Partner
Brann & Isaacson
Mr. Schaefer regularly advises clients on state sales and use tax issues, including those involving direct mail... | Read More
Mr. Schaefer regularly advises clients on state sales and use tax issues, including those involving direct mail tax questions. He is co-author of a blog that reports on legal developments affecting direct marketers and online sellers. Overall, his practice focuses on state and local tax issues and general civil and commercial litigation, in both federal and state courts.Close