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Current California Tax Issues: New Sales Tax Nexus Thresholds, Market-Based Sourcing Rules...
October 24, 2019 CPE Live Webinar

This webinar will guide SALT professionals through the complexities of California tax compliance, and provide an update on the latest developments in California business taxation, including market-based sourcing, pass-through entities, local taxes imposed by San Francisco and Los Angeles, and the re... Read More

Multistate Partnerships: Navigating Various State Taxation Rules of Corporate Partners
Business vs. Nonbusiness Income Characterization, Aggregate vs. Entity Determination, and...
October 31, 2019 CPE, EA Live Webinar

This webinar will provide tax advisers and professionals with a detailed and practical guide to critical state tax issues and trends impacting partners owning shares of multistate partnerships. The panel will discuss critical questions such as whether the character of pass-through income is determin... Read More

State and Local Tax Challenges in Mergers, Acquisitions, and Asset Sales
November 5, 2019 CPE Live Webinar

This webinar will prepare SALT professionals to identify and respond to state issues during due diligence for mergers, acquisitions, and asset sales. The panel will explore specific challenges that arise with sales, corporate income, franchise/net worth, property, and other taxes. Read More

Top State Corporate Income Tax Cases of 2019: Nexus, Business Income, Combined Reporting,...
November 13, 2019 CPE Live Webinar

This webinar will provide tax professionals with an instructive review of the top state corporate income tax cases from 2019. Our panel will discuss SALT cases spanning substantive areas including nexus, apportionment, non-business income, the tax base, sales factor sourcing, and unitary combined re... Read More

State Taxation of Gross Receipts: Minimizing Tax in Oregon, Texas, Ohio, Nevada, Delaware,...
November 21, 2019 CPE Live Webinar

This webinar will address how to minimize the increasingly popular gross receipts taxes (GRTs) charged by states. The panel will cover Oregon's recently enacted corporate activity tax (CAT), Texas' franchise tax, and Ohio's CAT, among others. The speakers will discuss which businesses are subject to... Read More

Stock Compensation, Deferred Compensation and State Income Taxes
Compliance with Corporate and Employer Filing
December 11, 2019 CPE Live Webinar

This webinar will discuss the state tax implications of incentive stock options (ISOs), non-qualified stock options, restricted stock units (RSUs), and other forms of stock compensation, including withholding obligations and issues involving mobile employee incentives. Read More

Economic Presence Nexus for State and Local Taxes: Meeting the Challenges of Developing St...
Economic Presence Tests and Other Emerging Nexus Trends in Gross Receipts, Income, and Sal...
September 24, 2019 CPE Download

This webinar will provide business tax advisers with thorough and up-to-date guidance on various states' responses to Wayfair. The panel will discuss the far-reaching impact Wayfair is having on not only sales tax but income tax and other state business taxes. Read More

Managing State NOLs: Tracking Carryovers and Limitations Under Section 381 and Section 382...
August 21, 2019 CPE Download

This webinar will address the complexities of calculating and maintaining an entity's state NOLs. A practitioner must determine how to best utilize a state net operating loss (NOL) in each state an entity does business. Our panel of experts will guide practitioners and corporate return preparers thr... Read More

Composite Return Issues for Pass-Through Entities and Nonresidents: Filing, Withholding, R...
August 14, 2019 CPE CPE On-Demand, Download

This webinar will provide SALT professionals and pass-through owners who have multistate filing obligations with an in-depth review of preparing composite returns. Filing composite returns is a significant and necessary piece of SALT. The burden of withholding and remitting nonresident taxes in a mu... Read More

Assessing Sales, Income and Other Tax Exposure
August 6, 2019 CPE Download

This webinar will outline the steps to assess a business' filing obligations in other states. Our experts will explain the process of determining whether an entity has a reporting and payment obligation for income, sales and other taxes outside its home state. Read More

Advanced Income Tax Apportionment Issues Confronting Multistate Companies
Navigating States' Shift to Market-Based Sourcing, Utilizing Alternative Apportionment and...
July 23, 2019 CPE, EA Download

This webinar will prepare tax executives and managers to handle the most complex and challenging apportionment issues with broad application to companies operating in a variety of industries and a large number of states. The panel will go beyond the basics of apportionment for corporate tax professi... Read More

State Taxation of Income From Foreign Affiliates After the Tax Reform
Multistate Treatment of GILTI, FDII, Section 250 Deductions and Other Tax Issues
July 11, 2019 CPE Download

This webinar will provide tax specialists, advisers, and counsel with a deeper understanding of crucial multistate tax developments involving taxation of income derived from foreign affiliates and subsidiaries post Tax Cuts and Jobs Act ("TCJA") of 2017. State taxation of GILTI varies depending on h... Read More

State Tax Strategies for Athletes and Entertainers: Residency and SALT Deduction Limitatio...
June 20, 2019 CPE Download

This webinar will discuss how performers are taxed in varying states, mitigating the impact of state taxes, and the effect of tax reform on athletes and entertainers. Most individuals live and work in the same state and file a federal and a single state return. Professional athletes and entertainers... Read More

State and Local Tax Considerations Under Current Federal Tax Law
Impact on High-Tax States, SALT Deduction Cap, Deemed Repatriation and Other Conformity Is...
May 7, 2019 CPE, EA Download

This webinar will focus on the ripple effect of the new tax law on state taxation. The panel will discuss the limitations and removal of specific state tax benefits within the new tax law causing states to deviate from federal law to maintain or add benefits for individuals and businesses within sta... Read More

Market-Based Sourcing and Multistate Apportionment of Revenue From Services and Intangible...
March 27, 2019 CPE Download

This webinar will provide tax executives and managers with a practical guide to handling challenging state income tax apportionment involving sales of services and intangible personal property. The panel will detail various states' methods of apportioning revenues from services and intangibles, disc... Read More

Nexus Limitations and Protections for Service Providers Post-Wayfair
P.L. 86-272 and Interstate Taxation, Nexus Standard Under the Due Process and Commerce Cla...
February 19, 2019 CPE Download

This webinar will guide tax professionals and advisers on nexus limitations and protections for service providers in light of the Wayfair decision. The panel will discuss key challenges stemming from the economic presence test, nexus standards under the due process clause and commerce clauses, inter... Read More

State Tax Traps for Employers and Employees Post-Wayfair
Nexus Triggers, State Withholding Rules, Personal Income Tax Allocation, Resident Credits...
January 15, 2019 CPE, EA Download

This webinar will provide tax professionals and advisers guidance on differing state rules on withholding tax obligations for employers and personal income tax allocation for employees operating or working in multiple jurisdictions in the post- Wayfair environment. The panel will discuss nexus trigg... Read More

Federal and State Tax Residency Rules: New IRS Examination Guidance and Navigating State T...
New Residency and Allocation Issues, Tax Planning Techniques, Nonresident Audits
December 18, 2018 CPE, EA Download

This webinar will guide tax professionals and advisers on recent IRS examination guidance and state tax law issues regarding taxpayer residency. The panel will discuss federal and state tax residency rules, new residency and allocation issues, U.S. income tax treaties, available tax planning techniq... Read More

State Tax Guidance on Remote Sellers Post-Wayfair: State Law on Economic Nexus, Compliance...
Avoiding Liability for Unpaid Taxes and Penalties; State Sales Tax Requirements, Limitatio...
December 11, 2018 CPE, EA Download

This webinar will provide tax professionals and advisers guidance on recent state regulatory developments on economic nexus post- Wayfair. The panel will discuss new state regulations affecting remote sellers, tax compliance challenges, and mechanisms to avoid unintended tax consequences for small a... Read More

Corporate Tax Planning for Out-of-State Workforces: SALT Compliance, Non-Income Based Taxe...
Using Out-of-State Contractors, Payroll Tax and Non-Resident Withholding, and More
October 25, 2018 CPE, EA Download

This webinar will guide tax professionals and advisers on state and local tax challenges and effective planning methods for out-of-state workforces. The panel will discuss state regulations and reporting requirements, consequences of noncompliance, tax challenges associated with the use of out-of-st... Read More

Mitigating Federal Limitations on SALT Deductions: New State Laws and Tax Planning Techniq...
September 20, 2018 CPE, EA Download

This webinar will guide tax professionals and advisers on new state laws implemented in response to limitations on the deductibility of state and local taxes (SALT) imposed by tax reform. The panel will examine new state tax law enacted in New York, Connecticut, and other tax legislation proposed by... Read More

State Corporate Income Apportionment: Key Fundamentals and Legislative Trends
Understanding State Approaches to Factor Weighting, Service Revenue, Key Apportionment Con...
August 9, 2018 CPE, EA Download

This webinar will prepare tax staff for state income tax compliance by multistate companies with a review of key apportionment concepts, relevant court decisions, and new state laws and proposals. Read More

Business vs. Nonbusiness Income: When to Allocate and When to Apportion
UDITPA Standards, Transactional and Functional Tests for Income Characterization
November 16, 2017 CPE Download

This webinar will provide corporate tax advisers and compliance professionals with a thorough and practical guide to distinguishing between business and nonbusiness income for purposes of determining multistate allocation vs. apportionment. The panel will discuss UDITPA distinctions between business... Read More

Advanced Income Tax Apportionment Issues Confronting Multi-State Companies
Navigating States' Shift to Market-Based Sourcing, Utilizing Alternative Apportionment and...
July 20, 2017 CPE, EA Download

This webinar will prepare tax executives and managers to handle the most complex and challenging apportionment issues with broad application to companies operating in a variety of industries and in a large number of states. The panel will go beyond the basics of apportionment for corporate tax profe... Read More

State Research and Development Tax Credits: Navigating Multi-State Apportionment Rules
Identifying State Deviations From Federal Treatment, Uncovering R&D Tax Benefits for Compa...
June 27, 2017 CPE, EA Download

This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to claiming research and development (R&D) income tax credits in a multi-state setting. The panel will discuss how to determine activities that may be treated as qualified research activities (QRA... Read More

Navigating Impact of New York Corporate Tax Overhaul: New Apportionment and Reporting Rule...
Mastering Unitary Reporting, Market-Based Sourcing, and Changes to NY State Treatment of N...
February 9, 2017 CPE Download

This webinar will provide corporate tax advisers with a thorough and practical guide to the latest developments in New York State's multi-year tax reform initiative. The panel will discuss the broader framework of New York's corporate tax reform changes and will address the provisions scheduled to g... Read More

Final Section 385 Regs: Navigating State and Local Tax Impact of New Debt-to-Equity Reclas...
January 12, 2017 CPE Download

This webinar will provide state and local tax advisers and finance professionals with a critical first look at the state and local tax implications of the sweeping final regulations under Section 385 which present significant changes in the way intra-company debt is treated among commonly controlled... Read More

Mandatory Unitary Combined Reporting: Navigating Conflicting and Evolving State Rules
Latest Guidance on Regulatory and Enforcement Developments, Ongoing New York Corporate Tax...
September 29, 2016 CPE Download

This webinar will review the latest developments in combined reporting for state corporate income tax purposes for the benefit of corporate tax professionals and advisors. The panel will offer approaches to streamline compliance and address the challenges of sometimes contradictory and competing reg... Read More

Navigating the Texas Margin Tax: RTFT Calculations, Entity Issues, Combined Reporting and...
June 28, 2016 CPE Download

This webinar will provide a guide to various compliance requirements and planning opportunities of the Texas Franchise Tax. The program will discuss options for calculating and report the most challenging aspects of the tax, including calculating margin, identifying Texas cost of goods sold, apporti... Read More

Navigating State Voluntary Disclosure Programs: Multistate and Single State Programs to Re...
Minimizing or Avoiding Penalties and Interest, Identifying Nexus Problems, and Quantifying...
May 24, 2016 CPE Download

This webinar will provide tax advisers with a detailed and practical guide to navigating the multistate voluntary disclosure programs (VDPs) for noncompliant taxpayers with potential but unassessed state tax liabilities through a central point of contact. The panel will also discuss the nuances of i... Read More

State Tax Incentives: Structuring Activities to Take Advantage of Capital Investment, Hiri...
March 23, 2016 CPE Download

This webinar will provide tax advisers and corporate tax professionals with a solid working knowledge of the key tax incentives that individual states provide to corporations and business entities to encourage expansion or relocation within the state. The panel will discuss the primary state-level i... Read More

Navigating the Apportionment Landscape After Maryland v. Wynne: Maximizing Tax Credit Oppo...
January 21, 2016 CPE Download

This webinar will provide state tax professionals with an update of the latest trends in state apportionment issues after the U.S. Supreme Court's landmark decision in Comptroller of the Treasury of Maryland v. Wynne. The Court's holding provided a major victory for individual taxpayers who receive... Read More

Supporting Transfer Pricing Positions and Preparing for MTC's Arms-Length Adjustment Servi...
Defending Multi-State Intra-Company Transactions from Transfer Pricing Challenges under AL...
August 26, 2015 CPE Download

This webinar will provide tax professionals with the tools to navigate the current landscape of state policies regarding transfer pricing in a multi-state environment. The panel will discuss the latest developments in key states' transfer pricing audit practices, detail the implementation schedule f... Read More

Advanced Income Tax Apportionment Issues Confronting Multi-State Companies
Navigating States' Shift to Market-Based Sourcing, Utilizing Alternative Apportionment and...
July 22, 2015 CPE, EA Download

This webinar will prepare tax executives and managers to handle the most complex and challenging apportionment issues with broad application to companies operating in a variety of industries and in a large number of states. The panel will go beyond the basics of apportionment for corporate tax profe... Read More

State Income Tax Base Calculation: Complex Issues in Income Modification
Reporting for Multi-State Companies to Minimize Tax and Maximize Deductions
December 18, 2013 CPE Download

This webinar will provide tax professionals with key challenges and solutions to the current issues related to the modification of corporate income for state income tax purposes. The panel will provide real world examples to accurately compute state taxable income along with guidance and rules to mi... Read More

Leveraging Addbacks of Related-Party Royalties, Interest and Expenses in 2013
Responding to Latest State Laws, Regs and Rulings Affecting Multi-State Companies
September 11, 2013 CPE Download

This teleconference will provide state tax specialists with a bottom-line briefing on what's happening with the related-party addback agenda for multi-state corporations, looking at state and major local laws, regulations, and court and agency rulings. The panel will also address emerging, sophistic... Read More

Mandatory Combined Reporting for State Income Taxes
Improving Tax Compliance to Manage Conflicting State Rules
May 22, 2013 CPE Download

This teleconference will provide corporate tax professionals with approaches to streamline compliance and cope with the challenge of disparate regulations for mandatory combined reporting of state income tax. The panel will highlight the important differences in the group formation rules of key comb... Read More

Corporate Apportionment and Sourcing Rights in Multistate Tax Compact States
Key Implications Triggered by California's Gillette Case
January 23, 2013 CPE Download

This teleconference will explore the important multistate corporate income tax implications arising from controversies about how closely member states must track the Multistate Tax Compact on apportionment and sourcing. Read More

State Tax E-Filing Update: Corporate, Partnership and S Corporation Returns
Mastering Latest Rules and Technologies for Mandatory and Optional Electronic Filing
November 27, 2012 CPE Download

This teleconference will provide corporate tax managers and advisors with an update and analysis of the latest e-filing options and mandates for state business-related returns from revenue departments and the IRS. Read More

Economic Nexus and State Income Taxes: Responding to Latest Developments
Avoiding Traps Triggered by Royalty Income, Support Activities, Excess Sales and Other Ind...
September 13, 2012 CPE Download

This teleconference will provide tax professionals with a review of the latest important developments in court actions, legislation and regulations affecting state economic nexus standards and the practical impact on multi-state corporate income tax compliance. Read More

Michigan's Corporate Income Tax: Latest Developments
Navigating the Latest Transitional Legislation and Administrative Guidance
May 8, 2012 CPE Download

This teleconference will analyze the legal and regulatory guidance to date on Michigan's new corporate income tax, providing tax executives and advisors with a much-needed current awareness briefing to anticipate issues for their companies. Read More

Apportioning Service Revenue in Corporate Tax Compliance
Navigating the Latest State Laws and Regulations
March 15, 2012 CLE, CPE Download

This teleconference will provide tax executives a detailed briefing on the most recent state legislative, regulatory and court developments affecting multi-state companies' apportionment of revenue from service sales. The panel will offer compliance strategies on decoding and adjusting to these deve... Read More

State Corporate Income Tax Audits: Preparing the Case
Anticipating Critical Planning and Documentation Demands for State Examinations
February 16, 2012 CPE Download

This teleconference will provide corporate tax managers with new tactics for managing the income tax audit process from the receipt of an audit notice to the conclusion of the exam. Read More

Single-Sales Apportionment: Crafting a Multi-State Strategy
Meeting Tax Compliance and Planning Demands Amid Significant Changes in Sales Weighting
October 6, 2011 CLE, CPE Download

This teleconference will provide tax professionals with a thorough briefing on the current status of single-sales or heavier-weighted-sales apportionment throughout the states. The panel will explore the ramifications of each method for businesses and outline effective alternative tax planning strat... Read More

Legal Entity Restructuring: State Tax Implications
Analyzing Liquidation and Conversion Options to Achieve Tax Benefits
November 18, 2010 CLE, CPE Download

This webinar will provide tax executives and advisors with an analysis of the steps for leading a review of a company's business entities, focused on minimizing state taxes without undercutting the company's operations. Read More

80/20 Companies and Foreign-Source Income: State Treatment
Navigating States' Tests for Shielding Income and Claiming Deductions
October 21, 2010 CLE, CPE Download

This CLE webinar will update tax professionals and advisors on the current treatment of foreign-source income and dividends, including 80/20 structures, by state legislatures, revenue agencies and courts. Read More

Corporate Income Tax: Compiling and Maintaining Audit Files
Strategies for Preparing an Effective Record for Federal and State Exams
August 17, 2010 CPE Download

This webinar will prepare your company tax department to develop a refined, well-planned approach to strategizing and executing an audit file for both state and federal income tax audits. Read More

State Tax Process Reviews
Strategies to Identify Gaps in Your Company's Multi-State Compliance Efforts
July 20, 2010 CPE Download

This webinar will explain the key success-drivers in an effective state tax process review, preparing you to better coordinate your company's next review. Read More

The Michigan Business Tax: Conquering the Most Complex Challenges
Anticipating and Resolving High-Level MBT Compliance Issues
May 18, 2010 CLE, CPE Download

This CLE webinar will prepare corporate tax professionals to anticipate and overcome the most difficult ongoing compliance challenges with the Michigan Business Tax to ensure full compliance. Read More

Cancellation of Indebtedness Income: Navigating Multi-State Tax Challenges
Strategies for State Non-Conformity, Allocation and Apportionment Policies
January 13, 2010 CPE Download

This webinar will analyze the numerous challenges to multi-state corporate tax departments arising from different states' policies on cancellation of debt income and whether the policies match the federal Sect. 108. Read More

Corporate Income Tax Software: Comparing the Leading Platforms
Real World Evaluations for Your Next Investment in a Compliance System
August 5, 2009 CPE Download

This seminar will offer corporate tax professionals real world perspectives on how the leading corporate income tax software platforms perform in a tax compliance setting, and how to leverage the benefits of a particular program for your tax department's needs. Read More

California Franchise and Sales Tax Update: Critical New Developments
Adapting Compliance and Tax Planning to Latest Requirements
June 17, 2009 CLE, CPE Download

This seminar will offer a thorough review of key details of finalized and proposed changes involving California sales and use, corporation franchise and income tax compliance for tax specialists at companies with tax obligations in California. Read More

Texas' New Business Tax: Conquering the Most Complex Issues
Anticipating and Resolving High-Level Margin Tax Compliance Problems
March 4, 2009 CPE Download

This seminar will equip you with the background and practical tips you need to tackle the most complex and difficult aspects of Texas margin tax compliance. Read More

The New Michigan Business Tax: Conquering the Most Complex Challenges
Anticipating and Resolving High-Level MBT Compliance Issues
February 4, 2009 CLE, CPE Download

This seminar will offer a high-level review of the most complex compliance challenges presented by the Michigan Business Tax system. Read More

State Corporate Tax E-Filing: Mastering Latest Rules and Technologies
Prepare Now for New York Mandatory E-Filing, Michigan's Revised Process, and Other State O...
December 17, 2008 CPE Download

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Intangible Assets: Capitalize on Alternative Tax Planning Opportunities
Successful Approaches Since the Fall of Intangible Holding Companies
August 6, 2008 CPE

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The New Michigan Business Tax: Get Ready Now
Proactive Steps to Update Compliance and Minimize Your Tax Impact
April 3, 2008 CPE

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Transfer Pricing Of Services: Understand The New IRS Rules
Maximize Tax Savings Under The More Favorable Regulations
July 10, 2007 CPE

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Corporate Tax Departments And Lobbying:
Complying With New State and Local Laws, Developing Best Practices
April 5, 2007 CPE

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Managing State Income & Franchise Tax Audits - The Auditors Speak
State revenue officials reveal what they love, hate and won't stand for
March 6, 2007 CPE

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Intangible Holding Companies In Peril
Tax strategies to navigate a hostile legal environment
February 7, 2007 CPE

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