Sales and Use Tax: Minimizing Compliance and Legal Woes in 2018
Sales and use taxes are now among the most vigilantly enforced tax laws in the United States. State and local governments have heightened their focus and will investigate or pursue companies that may have neglected or misinterpreted their tax compliance and reporting responsibilities.
To help manage such challenges and legal hurdles, companies are encouraged to stay current on tax law changes and the evolving requirements in all relevant jurisdictions. Reviewing the legal framework and learning from recent audits and examinations can also help protect companies against costly woes.
In this LIVE webcast, a panel of distinguished professionals and thought leaders brought together by The Knowledge Group will help companies understand the important aspects and latest developments in U.S. Sales and Use Taxes. They will provide an in-depth discussion of the evolving standards in jurisdictions and will offer effective strategies to anticipate and manage audits.
Key issues that will be covered in this course are:
- Sales and Use Taxes: Legal Framework
- Sales and Use Tax Enforcement in the States
- Biggest Government Uptakes of 2017
- Recent Tax Notices & New Reporting Requirements
- Effective Management & Mitigation Strategies
Sonya Daniels, Manager, State and Local Tax
CBIZ MHM, LLC
- Making sure your point of sale system is adequate
- Drop shipping sales tax implications
- Services—aren’t they exempt?
- Exemption certificates review and maintenance for audit protection
Emily Cummins, Managing Director of Tax and Risk Management
National Rifle Association
- An e-commerce case story: retailer for product sales
- Application of the nexus study
- Statutes of limitations and tax contingency analysis (ASC 450)
- Three learning lessons from recent state audits
Robert F. Rhoades, Member
Dickinson Wright PLLC
- Documentation issues
- Preparing for litigation
- Nexus issues
Who Should Attend:
- Retailers, Distributors, Manufacturers, and Vendors
- Tax Professionals (especially with Sales & Use Tax Responsibilities)
- Tax Lawyers
- Other Related and Interested Professionals
Robert F. Rhoades focuses his practice on Taxation Law and Property Tax Appeals.Mr. Rhoades has litigated property tax cases in the Tax Tribunal, State Tax Commission Circuit Courts and Appellate Courts focusing on valuation of property and unusual and complex cases concerning unauthorized tax rates, exemptions of industrial personal property and renaissance zone tax rates. He has substantial experience litigating state tax assessments, such as assessments for state sales, use, income, and single business taxes and taxes on insurance companies. Mr. Rhoades is accomplished in assisting clients in obtaining tax incentives such as Industrial Facilities Exemption Certificates and MEGA credits.
Robert F. Rhoades focuses his practice on Taxation Law and Property Tax Appeals.Mr. Rhoades has litigated property tax cases in …
Sonya Daniels has more than twenty years of accounting experience, eight of which has been in public accounting and the remaining spanning the corporate and government sectors. Sonya spent six years as a Tennessee Auditor where she conducted sales and use tax audits as well as franchise/excise tax audits, liquor by the drink audits, and business tax audits.
Sonya offers turnkey solutions for her clients, providing both outsourced sales and use tax compliance and guidance for her clients’ SALT and audit related issues. Working primarily within the retail and manufacturing industries, Sonya focuses on contracting work for mid-size companies with operations across the U.S. She is the State and Local Tax (SALT) expert in the Memphis office of CBIZ MHM and regularly assists with work within the National SALT group.
Sonya is a Certified Member of the Institute of Professionals in Taxation (IPT), and she regularly speaks and writes on sales tax regulatory updates and state-specific changes.
Sonya Daniels has more than twenty years of accounting experience, eight of which has been in public accounting and the …
Emily Cummins (MBA, CPA, CPCU, CISSP) is Managing Director of Tax and Risk Management for the National Rifle Association. She has worked for the NRA since 2006 and at the director level since 2007. Prior to the NRA, she worked for Wachovia (Wells Fargo) and Ernst & Young. Emily has degrees from Wake Forest University, George Washington University, and George Mason University. She is currently on the Board of Directors for RIMS, the Risk and Insurance Management Society, and serving as Chair of the RIMS Audit Committee.
Emily Cummins (MBA, CPA, CPCU, CISSP) is Managing Director of Tax and Risk Management for the National Rifle Association. She …
Print and review course materials
Method of Presentation:
On-demand Webcast; Group-Internet Based
Experience in tax laws
NASBA Field of Study:
Taxes - Technical
NY Category of CLE Credit:
Areas of Professional Practice
1.5 CPE; 1.5 IRS-CE
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About Dickinson Wright PLLC
Dickinson Wright PLLC is one of the fastest growing law firms in North America, with 18 offices in the U.S. and Canada. We have more than 450 lawyers that provide elite client service in more than 40 practice areas to a broad range of business and governmental entities. From the largest Fortune 500 companies to small and emerging businesses, state and local governments, non-profits and individuals, each client benefits from the depth of our experience, the breadth of our expertise and our focus on providing personalized service. No client is the same, and we don’t treat them as such. We focus on the individual needs of each client and work to create legal solutions to satisfy those needs. Our lawyers are respected by their peers, honored by industry endorsements and recognized through significant appointments throughout the legal industry.
Dickinson Wright has office locations in Arizona, Florida, Michigan, Ohio, Kentucky, Nevada, Tennessee, Texas, Washington D.C. and Toronto, Ontario.
About CBIZ MHM, LLC
At CBIZ, we represent more than a list of services. We are people with unique expertise. We start by asking questions and then listening, because it’s not about us. It’s about saving you time and money with the right advice and solutions. And, we make the process easy because we know you need less on your to-do list, not more.
With more than 100 offices and 4,600 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and benefits and insurance services to organizations of all sizes.
We are one of the nation's leading:
- Accounting Providers
- Employee Benefits Specialists
- Property & Casualty Brokerage and Risk Consulting Firms
- Valuation Firms
- Retirement Plan Service Providers
We invite you to learn more about us at https://www.cbiz.com/
About National Rifle Association
Dismayed by the lack of marksmanship shown by their troops, Union veterans Col. William C. Church and Gen. George Wingate formed the National Rifle Association in 1871. After being granted a charter by the state of New York on November 17, 1871, the NRA was founded. Civil War Gen. Ambrose Burnside, who was also the former governor of Rhode Island and a U.S. senator, became the fledgling NRA's first president.
While widely recognized today as a major political force and as America's foremost defender of Second Amendment rights, the NRA has, since its inception, been the premier firearms education organization in the world. But the NRA’s successes would not be possible without the tireless efforts and hours of service nearly five million members give to champion Second Amendment rights and support NRA programs.