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SaaS Sales and Use Tax: Reconciling Varying State Rules to Avoid Unforeseen Tax Traps
July 18, 2019 CPE Live Webinar

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.... Read More

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 webinar 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 unn... Read More

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 webinar 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 pr... Read More

Sales and Use Tax Fundamentals: Mastering Tax Base, Compliance, Nexus, and Other Essential...
January 29, 2019 CPE, EA Download

This webinar will guide tax professionals and advisers on essential concepts and trends that tax staff must understand before they can effectively work on state and local sales and use tax compliance. The panel will discuss their thoughts on sales and use tax, sourcing transactions, nexus post- Wayf... Read More

Transaction Tax Challenges in Mergers and Acquisitions
Identifying Reserves, Preserving Credits and Incentives, Maintaining Post-Integration Docu...
December 4, 2018 CPE 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... Read More

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 webinar 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... Read More

Sales and Use Tax Audits: Effective Strategies and Best Practices
Internal Controls, Risk Assessment, Identifying Pitfalls, Implications of Tax Reform and M...
March 14, 2018 CPE Download

This CLE/CPE webinar will provide counsel and tax professionals effective strategies and best practices for avoiding and handling state sales and use tax audits. The panel will provide guidance on current methodologies for conducting internal audits to identify items of concern and tactics to keep p... Read More

SALT and Multinational Businesses: Analyzing State and Local Taxation of Foreign Company T...
February 22, 2018 CPE Download

This CLE webinar will offer tax professionals insight and guidance on state tax implications for transactions and activities of multinational businesses. The panel will discuss the impact of deemed tax residency, business apportionment, certain selective add-backs to income, tax implications arising... Read More

State Sales Tax on Drop Shipments: Navigating Various States' Rules on Registrations and E...
November 9, 2017 CPE Download

This webinar will prepare corporate tax specialists to handle the full range of potential sales and use tax issues involved in drop shipments, whether as a vendor, shipper or customer. The panel will provide an integrated approach to compliance, documentation and tax planning in this evolving and co... Read More

Sales & Use Tax for Cloud Computing, Software, Apps, and Other Digital Products and Servic...
Overcoming Vendor and Customer Compliance Challenges Due to Inconsistent Multistate Tax La...
October 26, 2017 CPE Download

This webinar will provide tax professionals with a detailed and practical guide to the latest state developments and trends affecting multistate companies dealing with digital products and services (cloud computing) as either seller or buyer. The panel will offer compliance approaches for adjusting... Read More

Sampling Strategies in Sales Tax Audits: Selecting an Appropriate Methodology and Negotiat...
October 3, 2017 CPE Download

This webinar will prepare state tax professionals to establish audit samples for a state sales or use tax audit by reviewing proven sampling strategies used by corporate tax departments in audits across diverse industries. Read More

Multistate Challenges to Quill Physical Presence Standard: Navigating Nexus in State Sales...
August 30, 2017 CPE Download

This webinar will provide SALT practitioners and Corporate Tax professionals charged with sales tax oversight responsibilities with an updated look at states' efforts in key states to expand what constitutes a physical presence for sales tax collection and remittance purposes or to bypass the landma... Read More

VAT Fundamentals for U.S. Companies Buying or Selling in the European Union
Ensuring VAT Compliance on Goods and Services Transactions
July 6, 2017 CPE Download

This webinar will give U.S. transactional tax specialists a grounding in the most relevant aspects of European value-added tax (VAT). Read More

Managing Sales and Use Tax Risk: Reviewing Nexus Activities, Procurement Processes and Pol...
May 2, 2017 CPE Download

This webinar will provide sales and use tax advisers and compliance professionals with a thorough and practical guide to designing a policy and procedures review to identify sales tax exposure and eliminate unnecessary sales and use tax risk. The panel will discuss structuring test processes to eval... Read More

Sales and Use Tax Reserves: Reconciling ASC 450/FAS 5 Reserve Requirements With IAS 37 Sta...
Establishing and Maintaining Accruals, Provisions and Unrecognized Contingent Liabilities
April 6, 2017 CPE Download

This webinar 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 U.S.-based multinational companies using the most current interpretations of ASC 450 (f/k/a FAS 5) and IAS 37 under... Read More

Navigating Divergent State Sales Tax Treatment of Product and Service Warranties and Softw...
February 21, 2017 CPE Download

This webinar will provide tax professionals with a detailed update on the latest state tax developments and trends for multi-state companies buying or selling warranties. The panelist will offer compliance approaches to adjust to multi-state developments. Read More

State Sales Tax in the Digital Economy: Navigating Electronic Taxability and the Factor Pr...
Determining When and Where Your Services and Products Trigger Liability
January 26, 2017 CPE Download

This webinar will provide guidance to corporate tax professionals, counsel and advisers for navigating the various and evolving standards of state taxability of digital products and services to determine what component of a company's offering is taxable, and in which jurisdiction(s). Read More

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 webinar 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 t... Read More

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 webinar 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 develop... Read More

Transaction Tax Challenges in Mergers and Acquisitions
Identifying Reserves, Preserving Credits and Incentives, Maintaining Post-Integration Docu...
September 29, 2015 CPE 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... Read More

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 webinar 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. Read More

Navigating Sales Tax Treatment of Direct Mail and Online Promotional Communications
Avoiding Unexpected Sales and Use Tax Consequences Given Various State Policies
May 5, 2015 CPE Download

This webinar will prepare corporate tax professionals and advisors to navigate the unexpected sales and use tax consequences of direct mail promotions, outsourced customer billings, and electronic communications. Read More

Manufacturing and Production Sales Tax Exemptions: Not Just for Manufacturers
Leveraging Tax-Savings Opportunities as States Create and Expand Reach of Exemptions
September 18, 2014 CPE Download

This webinar will brief tax professionals on the latest state improvements of manufacturing sales tax exemptions and how expansive terms of the tax break in many states can benefit your companies in unexpected ways. Read More

Managing Sales Tax Data: Streamlining Internal Controls to Maximize Compliance Efficiency
February 20, 2014 CPE Download

This webinar will prepare state tax professionals to establish reliable internal controls for data management in order to make reliable data more accessible to staff for use in preparing sales tax returns and meeting state audit challenges. Read More

Sales Tax Affiliate and Click-Through Nexus: After the Amazon Ruling
Mastering the New Demands of Sales Tax Compliance for Multi-State Companies
January 30, 2014 CPE Download

This webinar will bring tax professionals up to date on the compliance implications of the U.S. Supreme Court's rejection of certiorari in Amazon.com et. al. v. New York, as well as other recent legislative, regulatory and judicial changes affecting affiliate and click-through sales tax nexus standa... Read More

Sales Tax Intricacies for Retailers: Tackling Online Sales, Coupons, Rebates, Nexus, Sourc...
January 8, 2014 CPE Download

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 developmen... Read More

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 webinar 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,... Read More

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 webinar 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. Read More

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... Read More

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. Read More

Unclaimed Property: Mitigating Risks Arising From Tougher State Enforcement
Identifying Unclaimed Property, Sharpening Compliance, and Tracking Latest Developments
April 16, 2013 CPE Download

This teleconference will provide corporate state and local tax professionals and advisors with insights in mitigating the risk of a costly unclaimed property assessment with interest and penalties. Read More

Use Tax Accrual: Managing Systems and Personnel to Address Tax Risk
March 27, 2013 CPE Download

This teleconference will provide tax staff and managers with effective approaches to review use tax accrual policies and procedures to improve compliance and minimize risk of an audit assessment. Read More

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. Read More

Reverse Audits for Corporate Taxpayers: Best Practices for Identifying Sales Tax Refunds
December 13, 2012 CPE Download

This teleconference will offer tax managers and advisors best practices for managing a reverse sales and use tax audit for corporate tax staffs either running the process or overseeing the work performed by an outside firm. Read More

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. Read More

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. Read More

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. Read More

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. Read More

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. Read More

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. Read More

Streamlining Sales Tax Audits
Leveraging Software and E-Records to Develop Reports That Expedite Audits
April 29, 2010 CLE, CPE Download

This CLE webinar 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. Read More

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 webinar 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 aud... Read More

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 webinar 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. Read More

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... Read More

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. Read More

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. Read More

Use Tax Audits: Latest Tactics to Tip the Scales in Your Favor
Real-World Guidance for Effective Documentation and Compliance
July 10, 2008 CPE

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Mastering Compliance In SSTP States
Refining Your Company's Systems And Practices
June 26, 2007 CPE

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The State Use Tax Challenge
Tactics to Ensure Compliance and Avoid Penalties
March 20, 2007 CPE

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