Insights: Seminar

Sales Tax Reform and Software Solutions

Course Descriptions
Game Changer: Sales Tax Reform
11:00 AM – 12:00 PM
What you think you know about sales tax, may have changed with the recent Supreme Court decision in Wayfair. States are now permitted to collect sales tax from out-of-state sellers with no physical presence in their state including remote sellers, online retailers, phone order retailers and inbound (foreign) companies. Many states are announcing new economic nexus standards which expand their reach to taxing out-of-state sellers. Staying informed as we navigate state sales tax reform is more important than ever.

In collaboration with Avalara, this session will cover what you need to know regarding various state and local tax rules and discuss how the recent SCOTUS ruling will require businesses with customers outside their home states to immediately review their sales tax collection practices.

Learning Objectives:

-Discuss Nexus
-Review important recent tax law changes, including the Wayfair Supreme Court ruling
-Outline how aggressive state expansions of sales tax collection requirements create filing requirements and risks for businesses working across state lines
-Define nexus and discuss its impacts
-Explore Avalara Sales Tax Software Solutions 

Software Solutions for Your Business: QuickBooks Integration with Avalara Demonstration
12:30 – 1:30 p.m.
State and local tax rules are continuously changing – making it difficult for businesses to stay in compliance and up-to-date on changes affecting their tax liabilities and responsibilities. Additionally, the recent Wayfair ruling from the Supreme Court will impact many out-of-state sellers including internet retailers. Knowing when to collect and remit sales tax, along with the importance of tracking valuable information and remaining compliant are a few steps to take towards reducing audit risk. Selecting the proper accounting and business management software for management of data regarding your human resources, your customers, and your sales, is an important business decision.

With real-time rate calculation and automatic return filing, Avalara's Tax application is the go-to software solution for businesses of all types and size and works with the software you already use – from QuickBooks to your ecommerce platform.

 Learning Objectives:

-Review Nexus
-Discuss NetSuite and ERP Solutions
-Discuss how QuickBooks integrates with Avalara

Presenters
David Casper, CPA, State and Local Tax Manager
David has more than 17 years of experience with agricultural equipment dealerships and has provided sales tax support to over 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. David is also experienced in creating and delivering workshops related to State and Local Tax (SALT) issues and has lead internal audit proceedings from start to finish, including protest letters and final payment.

Darwin D. Braunagel, Senior Manager

Darwin has more than 12 years of experience in the technology industry, with a track record of consistent success in assisting clients with various solutions. He's experienced in developing and managing new business strategies for the expansion of businesses, implementing sales plans and operating budgets. Darwin has the ability to engage with prospects at all levels of an organization and works to develop lasting relationships.

Trina Michels, Senior Manager
Trina works with potential clients to help them understand the value of NetSuite implementation. She has worked with NetSuite since 2013 and develops effective working relationships to successfully identify opportunities and solutions for improvement. Trina has industry experience in financial services, retail and professional services.

Brigitte Merten, Senior Partner Manager, Avalara
Working in the technology industry for almost 20 years, Brigitte has been at Avalara for over 3 years and currently works with CPAs, bookkeepers and Accounting Partners, to help their clients achieve sales tax compliance and leverage best-practices across their organizations.

Agenda
10:45 AM – 11:00 AM - Registration
11:00 AM – 12:00 PM - Game Changer: Sales Tax Reform
12:00 PM – 12:30 PM - Lunch
12:30 PM -    1:30 PM - Software Solutions for Your Business: QuickBooks Integration with Avalara Demonstration

Registration options should include:
Attending both sessions onsite in Fargo.
Attending both sessions via webinar.
Attending only the Sales Tax Reform session on site in Fargo.
Attending only the Software Solutions session on site in Fargo.
Attending only the Sales Tax Reform session via webinar.
Attending on the Software Solutions session via webinar.

CPE Credits: 1 per each Session attended
Field of Study: Taxes
Program Level: Basic
Delivery Method: Internet & In-person Group options

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

CPE Sponsors

 

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