The Interplay of PL 86-272 and Economic Nexus
Navigating Conflicting State Nexus Regulations, Reconciling the Two for Taxpayer Benefit
February 25, 2021 • CPE • Live Webinar
This webinar will explain nexus as outlined in PL 86-272, the sometimes conflicting nexus regulations established by individual states, and how to reconcile the two for the benefit of the taxpayer.
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Federal and State Tax Residency Rules: Latest IRS Examination Guidance and Navigating Stat...
Residency and Allocation Issues, Tax Planning Techniques, Nonresident Audits
December 16, 2020 • CPE, EA • Download
This webinar will guide tax professionals and advisers on the latest IRS examination guidance and state tax law issues regarding taxpayer residency. The panel will discuss federal and state tax residency rules, residency and allocation matters, U.S. income tax treaties, available tax planning techni...
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State Taxation on the Sale of Pass-Through Entity Interests
Sourcing Issues, Tiered Entities, Apportionment vs. Allocation, Residents vs. Nonresidents...
November 18, 2020 • CPE • CPE On-Demand, Download
This webinar will explain the issues practitioners encounter when reporting and taxing the sale of an interest held in a pass-through entity (PTE). Our panel of SALT veterans will discuss how types of owners, residency, and various state approaches (or lack thereof) impact these calculations, includ...
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Nonresident and Mobile Workers: Nexus Triggers, State Tax Traps
State Withholding Rules, Personal Income Tax Allocation, Resident Credits, and More
April 23, 2020 • 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 post- Wayfair. The panel will discuss nexus triggers, key challenges...
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New York State and City Tax Issues: Top Tax Issues Impacting Businesses and Business Owner...
Choice of Entity, Nexus, Apportionment, Sales Tax, and Other Considerations
February 17, 2020 • CPE • Download
This webinar will explain the unique aspects of New York State and City taxation when compared to the laws of other jurisdictions. Our expert will guide SALT professionals and business owners through a summary and evaluation of key issues within New York's corporate tax, sales tax, withholding tax,...
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Stock Compensation, Deferred Compensation and State Income Taxes
Compliance with Corporate and Employer Filing
December 11, 2019 • CPE • Download
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.
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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 • Download
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...
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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...
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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...
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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...
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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...
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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...
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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...
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State and Local Tax Implications of Tax Reform
Impact on High-Tax States, SALT Deduction Cap, Deemed Repatriation and Other Conformity Is...
May 2, 2018 • CPE, EA • CPE On-Demand, Download
This webinar will focus on the ripple effect of the new tax bill on state tax law. The panel will discuss the limitations and removal of specific state tax benefits within the new tax bill causing states to deviate from federal law to maintain or add benefits for individuals and businesses within st...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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.
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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.
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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...
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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.
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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...
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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.
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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.
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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.
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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.
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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.
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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.
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