60 Minutes

Title: Use Tax- The Fourth Pillar In A Successful Sales Tax Strategy

Program Level: Basic

Field Of Study: Specialized Knowledge

Prerequisites: None

Instructional Method: Group Internet-Based

Who should attend? Everyone

Advanced Preparation: None

This webinar is the fourth in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

This fourth webinar will cover use tax. In this webinar, state tax expert Michael Fleming will explain use tax and provide a brief history and evolution of the term. While there is only one use tax, Mike will approach it as it is often approached today with topics like vendors use, retailers use, sellers use, etc. which all have to do with the collection of tax, and then consumers use which has to do with purchases.

Use tax is often overlooked or misunderstood which is why it is one of the top two reasons for large assessments in audits. Mike will discuss some of the ways to avoid or reduce these types of assessments as well as some of the pitfalls inherent in accounting for use tax.

Mike will go over some real-life examples. He will discuss some of the ways to implement a process including whether technology is the solution, whether it should stay a manual process, or be a mixture of the two.

Key Topics:

Use Tax

History of Use Tax

Vendors Use Tax

Consumer Use Tax

Common Problem Areas

Understanding use tax can sometimes be tricky and unclear. In this session, Michael Fleming will help clear the air with a sound common-sense approach to understanding use tax.

This session is especially of interest to companies and/or their advisors who guide them through the maze of tax changes for multistate sellers.

https://us02web.zoom.us/webinar/register/9017453430248/WN_tONDPL01T4ao6JtIkvnQIw

60 Minutes

Title: Rates and Sourcing- The Third Pillar In A Successful Sales Tax Strategy

Program Level: Basic

Field Of Study: Specialized Knowledge

Prerequisites: None

Instructional Method: Group Internet-Based

Who should attend? Everyone

Advanced Preparation: None

This webinar is the third in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

In this webinar, state tax expert Michael Fleming will cover rates and sourcing, answering the question, “What rates should I use?” The answer to this question can differ from tangible personal property to services to digital products. Mike will also go over destination sourcing and origin-based sourcing.

Local rates and how to source them is an area that is becoming more important since Wayfair. Mike will touch on local rates and on the factors that can impact which rate to use. He will also provide a list of states that do not have local rates.

Mike will also touch on some common sourcing pitfalls, provide some real-life examples, and wrap up by speaking about how to source rates.

Key Topics:

Rates

Sourcing

Origin vs. Destination Sourcing

Sourcing of Digital Property

Local Rates

Understanding rates and sourcing can sometimes seem tricky and unclear. In this session, Michael Fleming will help clear the air with a sound common sense approach to understanding rates and sourcing. The first step is knowing if you or your clients have nexus, then you will know if you need the other pillars of a successful sales tax strategy. The seven pillars include nexus, taxability, rates, use tax, exemptions, registrations/amnesties and VDAs, and returns. The last webinar in the series is sales tax audit defense.

This session is especially of interest to companies and/or their advisors who guide them through the maze of tax changes for multistate sellers.

https://us02web.zoom.us/webinar/register/3217473204685/WN_sVcyUf3PRuqsHbPw3Lg9tQ

90 Minutes

Title: Part 2 Taxability: 7 Pillars Of A Successful Sales Tax Strategy

Program Level: Basic

Field Of Study: Specialized Knowledge

Prerequisites: None

Instructional Method: Group Internet-Based

Who should attend? Everyone

Advanced Preparation: None

This webinar is the second in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

This second webinar will cover taxability. This is the second pillar of the seven pillars. In our first webinar, we go over nexus. Once you have determined there is nexus, the next step is to determine if what you or your client sells is taxable.

In this webinar, state tax expert Michael Fleming will review some of the basic fundamentals of taxability. He will touch on the taxability of tangible personal property, services, and digital property. He will also go into different factors that can change the taxability of an item from non-taxable to taxable.

Mike will take a little deeper dive into the taxability of shipping and handling, software, SaaS, clothing, and get into the taxability of some specific services.

Mike will also go over the definition of sales price and how it can impact taxability. He will provide some case studies as well as examples and will provide some charts as handouts. The true object test will be discussed and some research dos and don’t will be provided.

This webinar can not possibly address the specific taxability of every product and service in every state, but it is designed to introduce you to basic concepts with some real-life examples to help you develop or build upon your foundation of knowledge.

Key Topics:

Taxability

Tangible Personal Property

Services

True Object Test

Commonly Taxed Services

SaaS

Research Dos and Don’ts

Understanding taxability can sometimes be tricky and unclear. In this session, Michael Fleming will help clear the air with a sound common-sense approach to understanding taxability.

This session is especially of interest to companies and/or their advisors who guide them through the maze of tax changes for multistate sellers.

https://us02web.zoom.us/webinar/register/8517259857555/WN_gmHlvZS6Sp2ygMflrttpFg

90 Minutes
Title: Part 1 Nexus: 7 Pillars Of A Successful Sales Tax Strategy
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the first in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

https://us02web.zoom.us/webinar/register/7517259856645/WN_u9ey1kOrTHWfW0k0ENe2lQ

In this presentation, we will cover: 

• Nexus definition 

• Court cases 

• Economic nexus 

• New trends 

• Physical nexus 

• Marketplace collection 

• What if you have nexus 

• The future

60 Minutes
Title: Physical Presence - Does It Matter For Sales Tax Nexus Anymore?
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

In this webinar, state tax expert Michael Fleming addresses this topic head-on and discusses why understanding physical presence nexus is more important than ever. For many companies, the greatest risk is not with economic nexus but with undiagnosed physical presence. In addition to discussing many of the most common nexus creating activities, Mike will provide case studies illustrating many of these risks and how the companies in these studies were actually found.

https://us02web.zoom.us/webinar/register/9117436947667/WN_m0GyNJDqR-mPGcJ2weCTUQ#/registration

90 Minutes
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet Based
Who should attend? Everyone
Advanced Preparation: None

We will cover:
What is Drop Shipping
How Wayfair is impacting Drop Shipping
Retailers and Suppliers
Review of Drop Shipping Basics
Resale Documentation

Sales tax is consistently evolving and the need for a basic understanding of sales tax is more important than ever.

Register at

https://us02web.zoom.us/webinar/register/2017406038192/WN_0qKrEsfYR3ytFhZ9LzjCjQ#/registration

60 Minutes
Program Level: Basic
CPE credit: 1
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet Based
Who should attend? Everyone
Advanced Preparation: None

Sales tax is consistently evolving, and the need for a basic understanding of a successful sales tax strategy is more important than ever. Whether you are in public practice or industry, these seven pillars are the key to a strong foundation on which to build.

https://us02web.zoom.us/webinar/register/3717386870663/WN_QLCNsO2UTQ6XGEemjOpRjA#/registration

60 Minutes
Program Level: Basic
CPE credit: 1
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet Based
Who should attend? Everyone
Advanced Preparation: None

Sales tax is consistently evolving, and the need for a basic understanding of a successful sales tax strategy is more important than ever. Whether you are in public practice or industry, these seven pillars are the key to a strong foundation on which to build.

https://us02web.zoom.us/webinar/register/4617386869453/WN_FVUEUEZXS863Ndrut3hcHA#/registration

60 Minutes
Title: Physical Presence - Does It Matter For Sales Tax Nexus Anymore?
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

In this webinar, state tax expert Michael Fleming addresses this topic head-o and discusses why understanding physical presence nexus is more important than ever. For many companies, the greatest risk is not with economic nexus but with undiagnosed physical presence. In addition to discussing many of the most common nexus creating activities, Mike will provide case studies illustrating many of these risks and how the companies in these studies were actually found.

https://us02web.zoom.us/webinar/register/WN_4h1ROyyLTAmjFizq5eFH4Q#/registration

90 Minutes
Title: Sales tax v Income Tax
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

In this webinar, eCommerce expert Michael Fleming will review the basics of sales tax nexus, income tax nexus and then describe the differences between the two. Sellers, whether they are traditional brick and mortar, eCommerce, or a combination of the two, plus their CPAs are concerned about the income tax implications of registering for sales tax.

https://us02web.zoom.us/webinar/register/WN_YknPnT-KSoOVxyNAcj-8tg#/registration

90 Minutes
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet Based
Who should attend? Everyone
Advanced Preparation: None

Sales tax is consistently evolving and the need for a basic understanding of sales tax strategy is more important than ever.

https://us02web.zoom.us/webinar/register/2817358326176/WN_eCO0jjAFRqyawZXZwyRIIA#/registration

60 Minutes
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the eighth in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

This webinar will cover audits. In our first webinar, we go over nexus and determine if you or your clients have it and how additional steps may need to be taken. Determining nexus is a crucial step in moving forward with the other pillars.

https://us02web.zoom.us/webinar/register/7917259862573/WN_B1hnldaTQPGOBxmzuu1izg

60 Minutes
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the seventh in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

This webinar will cover sales tax returns. In our first webinar, we go over nexus and determine if you or your clients have it and how additional steps may need to be taken. Determining nexus is a crucial step in moving forward with the other pillars.

https://us02web.zoom.us/webinar/register/9017259863697/WN_RljVup3lQp26cv5o3F9G4Q

90 Minutes
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the sixth in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

In this webinar, state tax expert Michael Fleming will cover certificates and drop shipping. Mike will go over the importance of documenting exceptions correctly because an exemption that is not documented correctly is very often not viewed as an exempt sale. Missing, invalid, or incorrectly filled out certificates is generally the biggest reason for large audit assessments in an audit for those companies that have a responsibility to collect certificates.

https://us02web.zoom.us/webinar/register/6217259863126/WN_KJOx910DRfSAqv3mWf2nCQ

60 Minutes
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the fifth in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

In this webinar, state tax expert Michael Fleming will review the different ways to register and reduce past exposure. He will specifically talk about prospective registrations, historical registrations, voluntary disclosure agreements (VDAs), amnesties and managed audits, and when it is appropriate to use each of these tools.

https://us02web.zoom.us/webinar/register/7917259862573/WN_-Pzr-Lt_SRau-HlnXQv3GA

60 Minutes
Title: Use Tax- The Fourth Pillar In A Successful Sales Tax Strategy
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the fourth in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

https://us02web.zoom.us/webinar/register/3617259861940/WN_ZciemDnnS5aEisvhztvYZw

60 Minutes
Title: Rates and Sourcing- The Third Pillar In A Successful Sales Tax Strategy
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the third in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

https://us02web.zoom.us/webinar/register/6417259859628/WN_V-YIpFOMSYO70y0QLWT5sw

90 Minutes
Title: Taxability - The Second Pillar In A Successful Sales Tax Strategy
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the second in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

https://us02web.zoom.us/webinar/register/8517259857555/WN_gmHlvZS6Sp2ygMflrttpFg

90 Minutes
Title: eCommerce Sales Tax Update
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

Sales tax is consistently evolving and the need for a basic understanding of sales tax is more important than ever.

https://us02web.zoom.us/webinar/register/WN_Y2kcfMeqQ_uuHDd-mm7cxg

60 Minutes
Title: Physical Presence - Does It Matter For Sales Tax Nexus Anymore?
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

In this webinar, state tax expert Michael Fleming addresses this topic head-o and discusses why understanding physical presence nexus is more important than ever. For many companies, the greatest risk is not with economic nexus but with undiagnosed physical presence. In addition to discussing many of the most common nexus creating activities, Mike will provide case studies illustrating many of these risks and how the companies in these studies were actually found.

https://us02web.zoom.us/webinar/register/WN_4h1ROyyLTAmjFizq5eFH4Q#/registration

90 Minutes
Title: Sales tax v Income Tax
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

In this webinar, eCommerce expert Michael Fleming will review the basics of sales tax nexus, income tax nexus and then describe the differences between the two. Sellers, whether they are traditional brick and mortar, eCommerce, or a combination of the two, plus their CPAs are concerned about the income tax implications of registering for sales tax.

https://us02web.zoom.us/webinar/register/WN_4h1ROyyLTAmjFizq5eFH4Q#/registration

90 Minutes
Title: Sales tax v Income Tax
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

In this webinar, eCommerce expert Michael Fleming will review the basics of sales tax nexus, income tax nexus and then describe the differences between the two. Sellers, whether they are traditional brick and mortar, eCommerce, or a combination of the two, plus their CPAs are concerned about the income tax implications of registering for sales tax.

https://us02web.zoom.us/webinar/register/WN_YknPnT-KSoOVxyNAcj-8tg#/registration

90 Minutes
Title: Sales Tax For Drop Shippers
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

Sales tax is consistently evolving and the need for a basic understanding of sales tax is more important than ever.

https://us02web.zoom.us/webinar/register/9117180474158/WN_ZHRN4VmYQu6pZUnUb3Nmjg#/registration

90 Minutes
Title: eCommerce Sales Tax Update
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

Sales tax is consistently evolving and the need for a basic understanding of sales tax is more important than ever.

https://us02web.zoom.us/webinar/register/WN_52imxKJyQOKT7IqrRXyWfg#/registration

90 Minutes
Title: The First Pillar: Nexus
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the first in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

https://us02web.zoom.us/webinar/register/WN_VDO6tPYIQWyLvAMlW1F2NQ#/registration

60 Minutes
Program Level: Basic
CPE credit: 1
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet Based
Who should attend? Everyone
Advanced Preparation: None

Sales tax is consistently evolving, and the need for a basic understanding of a successful sales tax strategy is more important than ever. Whether you are in public practice or industry, these seven pillars are the key to a strong foundation on which to build.

https://us02web.zoom.us/webinar/register/3617083648380/WN_q43yN1YiQjySCLc8Ltr38A

60 Minutes
Program Level: Basic
CPE credit: 1
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet Based
Who should attend? Everyone
Advanced Preparation: None

Sales tax is consistently evolving, and the need for a basic understanding of a successful sales tax strategy is more important than ever. Whether you are in public practice or industry, these seven pillars are the key to a strong foundation on which to build.

https://us02web.zoom.us/webinar/register/3617083648380/WN_q43yN1YiQjySCLc8Ltr38A

60 Minutes
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the eighth in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

This webinar will cover audits. In our first webinar, we go over nexus and determine if you or your clients have it and how additional steps may need to be taken. Determining nexus is a crucial step in moving forward with the other pillars.

https://us02web.zoom.us/webinar/register/WN_2VZTb2XmS6izMbr2wbQIkw

60 Minutes
Program Level: Basic
Field Of Study: Specialized Knowledge
Prerequisites: None
Instructional Method: Group Internet-Based
Who should attend? Everyone
Advanced Preparation: None

This webinar is the seventh in our new series of eight webinars. The series is called the Seven Pillars of a Successful Sales Tax Strategy and is a deeper dive into each of the seven pillars addressed in the two-part introductory webinar of the same name.

This webinar will cover sales tax returns. In our first webinar, we go over nexus and determine if you or your clients have it and how additional steps may need to be taken. Determining nexus is a crucial step in moving forward with the other pillars.

https://us02web.zoom.us/webinar/register/WN_f_GmKkr8RIWfO4xqxmgdxw