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Insights : Seminar

Regional Tax Update - Norman

Course Description:
State and local sales tax compliance is always evolving, making it important to stay up-to-date on changes affecting your tax liability and responsibilities. This session will cover what you need to know regarding the recently enacted state and local sales tax rules in the region, including the Oklahoma amnesty program, as well as critical national laws like the Multistate Tax Commission amnesty program. Help ease your compliance burden by gaining knowledge about the ins-and-outs of multistate and local sales taxation and sales tax software solutions.

Learning Objectives:

  • Identify the hot topics for multi-state sales tax
  • Review the new reporting rules and penalties for out-of-state retailers
  • Outline the recent cases affecting multi-state sales tax
  • Review regional tax updates and nuances
  • Discuss sales tax software solutions


Presenter:
Mike Herold, J.D., Director of State and Local Tax
Mike has more than 20 years of experience in state and local tax with an emphasis in the sales tax area. He has represented clients in every state for income and sales tax issues and is a recognized multi-state expert and frequent national speaker. Mike has vast experience in income tax, franchise tax, gross receipts, personal and real property, and unclaimed property.

Stacey Roberts, CPA, Senior Manager
Stacey has more than 18 years of public accounting experience in tax, with s16 of those years focusing exclusively in state and local taxation. Stacey serves clients in a variety of industries holding a variety of entity types. She assists clients in a variety of state and local tax areas including legal entity restructuring, nexus studies, state income tax filing methods, apportionment analyses, sales and use tax analyses, credits and incentives, due diligence, audit assistance, income/franchise and sales/use tax compliance and state tax provisions.

CPE Category: Taxes
CPE: 1 hour

Agenda:
Registration: 11:30 – 12:00 p.m.
Session: 12:00 p.m. – 1:00 p.m.
NOTE: Light lunch during registration 

Additional Information:
These are live-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.
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