Insights : Seminar

Midwest SALT Tour - Fargo - E-Commerce: State and Local Tax Considerations

Course Description:
Business owners are typically familiar with their applicable state and local tax rules when managing a locally owned and operated business. However, when a business sells, promotes or operates outside of their jurisdiction, such as online, sales and use tax laws get complicated. It is important to determine whether or not your sales have created nexus. Nexus refers to “connection”. For sales tax purposes, nexus is established in person, through third parties or via the internet.

Popular online retailer Amazon faced these complications, and now the Amazon model is a standard amongst online retailers. Join us for a session discussing the Amazon model and what you need to consider when selling your products online to remain in compliance.
Learning Objectives:
Explore the “Amazon Model” and how it could apply to your business
Define Nexus and understand how it can be established
Identify what your company needs to do to be a successful online retailer

Mike Herold, J.D., Regional Director - State and Local Tax Services

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.

David Casper, CPA, State and Local Tax Senior Associate
David has more than 16 years of experience with agricultural equipment dealerships, and has provided sales tax support to 100 retail locations in 11 states. He provides tax advice to clients and has experience facilitating the completion of sales tax returns in excess of $3 million, and is also experienced in creating and delivering workshops related to State and Local Tax (SALT) issues. David has lead internal audit proceedings from start to finish including protest letters and final payment. He also created a process to flag qualifying invoices and submission for state refunds.

1 hour

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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