Insights: Webinar

Tax Trends Webinar Series - Understanding Nexus for Sales and Income Taxes

This webinar will uncover the key differences between the two, and will discuss recent court cases surrounding challenges to economic nexus.

Course Description:

The nexus rules for sales tax are different from the rules for income taxes. This webinar will uncover the key differences between the two, and will discuss recent court cases surrounding challenges to economic nexus.

Learning Objectives:

• Define sales tax nexus
• Outline the common nexus rules for income tax
• Discuss Public Law 86-272 and is it for you
• Identify the kind of employee activities that create sales and income tax nexus
• Discuss trade shows
• Identify the nexus rules for online retailers

Presenters: Laura Robichaud, Stacey Roberts and Mike Herold
Mike Herold, J.D., Director of State and Local Tax
Mike has more than 21years 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 19 years of public accounting experience in tax, with 16 of those years focusing exclusively in state and local taxation. She has experience with a variety of different entities, including C corporations, S corporations, LLCs and partnerships, and 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.

Laura Robichaud, DBA, MBA, Senior Manager
Laura has more than nine years of financial and tax experience with extensive knowledge of Transaction Privilege Tax (TPT) and Use tax, as well as a variety of other state and local tax issues. She is a taxability expert in a variety of industries, and is proficient in Voluntary Disclosure Agreement (VDAs) programs, Public Law 86-272 Nexus determinations, and amnesty issues. Laura also has experience in in audit support services, as well as state and local litigation issues, appeals, informal petitions, and penalty abatement.

Agenda:
Start Time: 12:00 PM
End Time: 1:00 PM

CPE Hour: 1
CPE Category: Specialized Knowledge and Applications

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.

CPE Sponsors

Latest Insights

May 21, 2018
Firm News
Today, accounting firm Brad Rhodes and Associates of Greenwood Village, Colo.
May 21, 2018
Article
The mission of the organization may sing to your heart strings, but sometimes the nicest people who appear to live for the mission create unimaginable havoc, and you can’t turn a blind eye.
May 21, 2018
Article
Whether it be accidentally or on purpose we have all deleted a file.
May 21, 2018
Article
It is in the best interest of business owners to understand how they might leverage technology to grow.
May 21, 2018
Article
Each month, we strive to bring you the hacks, vulnerabilities and challenges of securing your daily habits and work environment.
May 21, 2018
Article
Fraud can happen at all levels of employment but the question that is on everyone’s mind each time they read about another embezzlement in the news: “Why didn’t the auditors catch it?” It’s a fair question.