State Taxes in the Digital Economy: Navigating Electronic Taxability and the Factor Presen...
Determining When and Where Your Services and Products Trigger Liability
March 2, 2022 • CPE • Live Webinar
This course will provide guidance to corporate tax professionals, counsel and advisors for navigating the various and evolving standards of state taxability of digital products and services, including emerging issues regarding taxes on blockchain technologies, to determine what component of a compan...
Transaction Tax Challenges in Mergers and Acquisitions
Identifying Reserves, Preserving Credits and Incentives, Maintaining Post-Integration Docu...
December 14, 2021 • CPE • CPE On-Demand, Download
This webinar will provide corporate tax professionals and advisers with a detailed exploration of the critical sales and use, real estate transfer, and other transaction taxes arising from a merger and acquisition event. The panel will explore specific challenges that arise with transaction taxes du...
New State Digital Tax Rules: Multistate Sales Tax Issues, Best Practices
Identifying Sales Tax Exposure, Sourcing, Apportionment, Determining Tax Liability, Report...
October 5, 2021 • CPE • Download
This course will provide sales and use tax advisers and compliance professionals with a thorough and practical guide to overcoming state digital tax laws, collections, and reporting challenges. The panel will discuss recent state tax rules on digital goods and services, advertising and the influence...
Sales and Use Tax Implications of Business Acquisitions: Stock vs. Asset Sales, Successor...
Nexus Implications of Acquiring Certain Entities, Drop Down of Assets Followed by Stock Sa...
April 8, 2021 • CPE • Download
This course will guide tax professionals with an in-depth analysis of the sales and use tax issues in acquiring certain businesses. The panel will discuss the unexpected sales and use tax consequences, nexus implications, issues stemming from the drop-down of assets followed by a stock sale, success...
Sales Tax Issues for Rental and Lease Transactions: Tangible vs. Intangible, Sourcing, Tax...
State Tax Rules, Accurately Reporting Sales Tax, Maintaining Compliance for Certain Assets
December 8, 2020 • CPE • Download
This course will provide tax professionals and advisers an in-depth analysis of state sales tax treatment of lease, purchase, and finance transactions for certain assets. The panel will discuss the taxation of tangible versus intangible property, sourcing rules for leases, available tax elections, e...
Expanded State Tax Duties for Businesses: Sales and Income Tax, Navigating New State Compl...
Wayfair Impact on Income Taxes; Economic Nexus Exemptions; Retroactive Tax Collection on O...
October 7, 2020 • CPE • Download
This course will provide tax professionals and advisers an in-depth analysis and guidance for navigating the continued expansion of state tax duties and compliance for businesses. The panel will discuss the post- Wayfair landscape updates and how states have opened new and broader tax pipelines. The...
Sales and Use Tax for Cloud Computing, Software, Apps, and Other Digital Products and Serv...
Overcoming Vendor and Customer Compliance Challenges Due to Inconsistent Multistate Tax La...
August 27, 2020 • CPE • Download
This course will provide tax professionals with a detailed and practical guide to the latest state developments and trends impacting multistate companies dealing with digital products and services (cloud computing) as either seller or buyer. The panel will offer compliance approaches for adjusting t...
Managing Complex Audits and Negotiating State and Local Tax Settlements
State Tax Compliance Traps, State Enforcement Actions, Audit and Settlement Procedures, Do...
August 13, 2020 • CPE, EA • Download
This course will provide tax professionals and corporate finance executives with useful strategies and best practices for managing audits and negotiating state and local tax settlements. The panel will guide advisers on critical sales tax and other state tax compliance issues and current methodologi...
Economic Nexus Rules and New Tax Challenges for Multistate Businesses
Sales Taxation Post-Wayfair for Remote Sellers of Goods and Services; Key Tax Planning Con...
April 28, 2020 • CPE • Download
This course will guide tax professionals and advisers on the state tax issues facing remote sellers of taxable goods and services since the U.S. Supreme Court's decision in South Dakota v. Wayfair. The panel features attorneys who represented Wayfair in the case who will discuss the ramifications of...
Sales and Use Tax Reserves: Financial Accounting Standards Under ASC 450 and IAS 37
Establishing and Maintaining Accruals, Provisions, and Disclosures of Contingent Liabiliti...
February 27, 2020 • CPE • Download
This course will provide tax professionals with a review of current best practices for establishing, documenting, and maintaining reserves for uncertain sales and use tax positions of multinational companies using the most current interpretations of financial reporting under US General Accepted Acco...
Sales and Use Tax Compliance: Origin-Based vs. Destination-Based Sourcing, Key Issues for...
Recent State Regulations and Enforcement Actions, Multistate Sourcing and Apportionment, H...
December 5, 2019 • CPE, EA • Download
This course will provide tax professionals and advisers an in-depth analysis of sales and use tax compliance with a specific focus on origin-based versus destination-based sourcing rules and state regulatory enforcement. The panel will discuss differing state laws and enforcement actions in response...
Marketplace Facilitator Sales Tax Collection, Reporting, and Liability Risks
Key Tax Rules Impacting Facilitators of the Sale of Third-Party Goods and Services
November 6, 2019 • CPE • Download
This course will provide tax professionals and advisers guidance on the key sales tax issues facing marketplace facilitators stemming from the sale of goods and services of third parties. The panel will discuss recent developments in state sales tax laws, key nexus considerations, collection and rep...
VAT Fundamentals for U.S. Companies Buying or Selling in the European Union
Ensuring VAT and U.S. Use Tax Compliance on Goods and Services Transactions
September 3, 2019 • CPE • Download
This course will give U.S. transactional tax specialists a grounding in the most relevant aspects of European value-added tax (VAT). The panel will discuss recent VAT rules regarding international services, determining the application of such regulations, registration and exemptions, and overcoming...
Multistate Sales Tax Reporting and Remittance: Best Practices for Tax Professionals
Identifying Sales Tax Exposure, Sourcing, Apportionment, Determining Tax Liability, Home R...
May 23, 2019 • CPE • Download
This course will provide sales and use tax advisers and compliance professionals with a thorough and practical guide to overcoming challenges in sales and use tax collections and reporting for multistate taxpayers. The panel will discuss methods in identifying sales tax exposure and eliminating unne...
Procurement Cards and Sales Tax Compliance: Mastering the Complexities
Avoiding State Sales Tax Traps and Compliance Challenges, Navigating Audit Issues
March 21, 2019 • CPE • Download
This course will prepare tax professionals with the tools and practical perspectives needed to sharpen their compliance practices for procurement card sales tax. The panel will review recent state developments on taxation of P-card purchases; state tax traps to avoid; and methods in managing and pre...
State Taxation of Virtual Currency: Sales Tax and Other Implications of Cryptocurrency Tra...
Mining Virtual Currency, Accepting as Payment, Policy Considerations for Applying Sales Ta...
August 30, 2018 • CPE • Download
This course will provide tax professionals and advisers guidance on the state taxation of virtual currency. The panel will discuss state tax implications of selling cryptocurrency, accepting this new kind of virtual money as payment, the application of sales tax and planning techniques to minimize t...
South Dakota v. Wayfair: Overturning Physical Presence Rule, New Tax Challenges for Multis...
Sales Taxation Post-Wayfair for Remote Sellers of Goods and Services; Key Tax Planning Con...
August 23, 2018 • CLE, CPE • CLE On-Demand, Download
This CLE/CPE course will guide tax professionals and advisers on the state tax issues facing remote sellers of taxable goods and services after the U.S. Supreme Court's decision in South Dakota v. Wayfair. The panel features attorneys who represented Wayfair in the case who will discuss the ramifica...
Sales and Use Tax Challenges With Highly Skilled Temporary Workers: Varying States' Treatm...
Dealing With Problems of "Employer" Control Test, Underlying Services Test, Remote Workers...
July 13, 2016 • CPE • Download
This course will provide sales and use tax professionals with a thorough and practical guide to the sales tax issues that arise from the utilization of highly skilled temporary workers. The experienced panel will identify the various taxing schemes states are imposing on services provided by this ty...
Sales & Use Tax for Cloud Computing, Software, Apps, and Other Digital Products and Servic...
Overcoming Vendor and Customer Compliance Challenges Due to Inconsistent Multi-State Tax L...
October 29, 2015 • CPE • Download
This course will provide tax professionals with a detailed briefing on the latest state developments and trends affecting multi-state companies dealing with digital products and services as either seller or buyer. The panel will offer compliance approaches for adjusting to these multi-state developm...
Nexus Reviews: Uncovering New State Sales or Income Tax Obligations
Identifying and Responding to Potential Tax Exposure for Multi-State Companies
May 14, 2015 • CPE • Download
This course will provide tax professionals and advisors with best practices to plan, execute and oversee a comprehensive sales/income tax nexus evaluation for a multi-state corporation. Our panel will provide their experienced perspectives and guidance for following through on results.
Sales and Use Tax Implications of M&A: Avoiding Costly Mistakes
Correctly Identifying Assets and Inherited Liabilities and Meeting Compliance Requirements
November 19, 2013 • CPE • Download
This course will provide tax professionals with an overview of the most prevalent mistakes in sales and use tax compliance related to M&A transactions. Our panel will explain and outline solutions to pitfalls such as when a transaction with an affiliate can be deemed a sale, IRC taxability factors,...
Key Indirect Tax Strategies: Avoiding Critical and Costly Mistakes
Navigating the Maze of Compliance Demands to Minimize Tax Liability
October 29, 2013 • CPE • Download
This course will brief tax professionals on the biggest tax hit most companies face--indirect taxes. The panel will outline the latest opportunities to minimize indirect taxes and offer experienced-based strategies to avoid critical and costly errors.
State and Local Tax Challenges With Leases of Equipment and Other Assets
Navigating Differing State Approaches With Sales, Business Personal Property and Income Ta...
June 27, 2013 • CPE • Download
This teleconference will provide tax managers and advisors with a review of important trends in multi-state tax treatment of equipment and other asset leases. The discussion will include issues that have confronted lessors and lessees for years, some issues comparatively new on the scene, and some s...
Nexus Fundamentals for Sales and Use Tax Compliance
Understanding and Navigating Tax Challenges with Attributional, Affiliate and Other Forms...
May 8, 2013 • CPE • Download
This teleconference will provide corporate tax and accounting firm staffs with a thorough introduction to sales tax nexus fundamentals and key challenges.
Sales Tax Audits in the Era of Digital Documentation
Preparing for a Computer-Based Review Involving Electronic Invoices, Bills of Lading, Etc.
January 31, 2013 • CPE • Download
This teleconference will familiarize tax professionals with common aspects of, and trends in, state electronic sales tax audits. The panel will discuss the practical issues that corporate taxpayers must consider as a full or partial e-audit approaches.
Sales Tax Attributional Nexus: Latest Developments Affecting Multi-State Companies
Adjusting Tax Compliance Given New Laws, Rules and Policies on Click-Through Agreements, R...
October 25, 2012 • CPE • Download
This teleconference will bring tax professionals up to date on the latest legislative, regulatory and judicial events affecting attributional sales tax nexus standards for multi-state companies, ranging from online affiliates to those who can be regarded as a company's in-state representative.
Exemption Certificate Management in Sales Tax Compliance
Sharpening Your Company's Approach to Verifying, Storing and Retrieving Certificates
March 29, 2012 • CPE • Download
This teleconference will provide tax executives with best practices and new approaches to more efficiently and effectively manage exemption and resale certificates.
Unclaimed Property Audit Strategies: Responding to Latest Developments
Sharpening Compliance and Planning as States Aggressively Pursue Additional Revenue
January 12, 2012 • CPE • Download
This teleconference will provide tax executives and advisors with an overview of the growing risk of unclaimed property audits. The panel will provide insights to sharpen compliance and audit planning and conduct in this area.
Sales and Use Tax Audit Strategies
Anticipating Auditor Requirements for Documentation, Samples, Nexus and More
October 20, 2011 • CPE • Download
This teleconference will provide tax executives at multi-state companies with new perspectives, approaches and tactics to fortify audit preparation when managing several sales and use tax audits at a time.
Canadian Sales Tax Audits: Preparation Strategies
Getting Ready for Tougher GST, PST and HST Examinations
September 15, 2011 • CPE • Download
This teleconference will provide tax executives with fresh insights into the practical realities of Canadian federal GST/HST and PST audits. The panel will outline new alternatives to consider in crafting a comprehensive strategy to managing the audit process from the taxpayer perspective.
Sales Tax on Information Services: Navigating Aggressive State Policies
Understanding Taxable Features of a Database or Service for Multi-State Compliance
August 11, 2011 • CPE • Download
This teleconference will explore common state approaches and latest developments in sales taxation of information services. The panel will discuss the differing rationales, potential tax exemptions, and possible pitfalls for buyers and sellers of information-based services.
Streamlining Sales Tax Audits
Leveraging Software and E-Records to Develop Reports That Expedite Audits
April 29, 2010 • CLE, CPE • Download
This CLE course will enable corporate sales tax specialists to make strategic use of existing software to create targeted reports that anticipate auditors' data interests and needs--and that contribute to an efficient, less time-intensive audit.
Canadian Sales Tax Compliance Challenges for U.S. Companies
Mastering New Provincial Harmonized Sales Taxes, Nexus Standards, and Other Critical Topic...
March 31, 2010 • CLE, CPE • Download
This CLE course will provide tax advisors to U.S. companies conducting business in Canada with the latest updates and insights into important sales tax-related developments in Canada. Experienced Canadian tax advisors will outline recommendations for sharpening your company's tax compliance and audi...
Tax Amnesties: Evaluating the Latest State Offers
Analyzing Penalty, Interest, Lookback and Other Terms Amid States' Expanding Nexus Policie...
February 11, 2010 • CPE • Download
This course will examine the pros and cons of general state tax amnesties for multi-state business taxpayers, both in the context of an overall tax planning strategy and by analyzing the terms of individual states' upcoming amnesties.
Sales and Use Tax Audits: Effective Records Management Under Conflicting State Demands
Best Practices For Retaining, Administering and Producing Required Records
October 15, 2009 • CPE • Download
This seminar will provide corporate sales and use tax professionals with best practices for efficient administration of key records before an audit and producing them during audit. The panel will address effective procedures and controls to meet conflicting state requirements for documentation submi...
Sales and Use Tax Software: Comparing the Leading Platforms
Candid Evaluations for Your Next Investment in a Compliance System
September 29, 2009 • CPE • Download
This seminar will provide sales tax managers and their staffs with clear guidance and experienced perspectives to evaluate your compliance software needs, choose the right platform to meet your needs, and avoid wasting time and money on dead-ends.
Managing Sales Tax Audits - The Auditors Speak
State Revenue Officials Share Insights for Removing the Agony From Audits
June 10, 2009 • CPE • Download
This seminar will provide corporate sales tax specialists insights into and perspectives from state auditors about their requirements and preferences for managing sales and use tax audits.