Here’s a glimpse of what you’ll learn:
What’s a marketing trap?
How does this apply to the sales tax world?
How do you avoid marketing traps?
Here’s a glimpse of what you’ll learn:
When does someone need to register to collect sales tax?
3 things to look at to determine if your sales are material.
Do states care whether sales are taxable or exempt when analyzing economic nexus thresholds? Do they look at total sales or just taxable sales?
Do exemption certificates expire and how often should people be requesting updated ECM certificates?
Here’s a glimpse of what you’ll learn:
The critical issues affecting the sales tax world.
The pitfall of software companies and their autopilot programs.
How are businesses responding to these issues, and what are software companies telling their customers?
What to do if you find yourself negatively impacted by these autopilot programs.
Here’s a glimpse of what you’ll learn:
What is a notice? Why would someone get a notice?
Why is it important to manage notices?
What is notice management and who should handle it?
What’s involved in notice management? What are you expected to do? What is your third party provider going to do for you?
The Discovery Effort
Here’s a glimpse of what you’ll learn:
Are the automated nexus reviews offered by software companies and accounting firms good deals?
How could someone avoid getting registered in either too many states or too few states?
What would an alternative route be besides an automated nexus review?
What can you do if you’ve gotten registered in too many states?
Here’s a glimpse of what you’ll learn:
What sales tax liability issues should someone be on the lookout for when it comes to mergers and acquisitions?
What is successor liability?
Four big areas to look at: nexus, taxability, exemption certificates, use tax.
Have we seen anyone get into trouble because they didn’t know what to look out for?
How does a buyer go about doing their due diligence for mergers and acquisitions?
What is a tax clearance letter?
Here’s a glimpse of what you’ll learn:
Do states tax digital products?
What is considered a digital product?
What are the misconceptions about the taxability of digital products?
Is a state’s legislation on the taxability of digital products set in stone?
Here’s a glimpse of what you’ll learn:
What would be the first piece of advice you would give to a business that is about to merge or be acquired from a sales tax perspective?
What should a business do or disclose if they know or discover they have issues?
What consequences and liability issues could the seller of business run into if they do not take care of exposure?
Any additional information that a seller may want to know?
Read More
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What do local jurisdictional rates consist of?
Are local jurisdictions a problem in every state?
What are some of the worst states?
Read More
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Who’s considered an international seller?
What are some of the common issues that international sellers are dealing with?
What is a good strategy for international sellers who are trying to get compliant?
Where can sellers look for any additional resources? What should they be looking out for to take their next steps?
Here’s a glimpse of what you’ll learn:
What is a distraint notice?
What are things you should be looking out for if you receive a distraint notice? How can you tell if it’s a scam?
The general process of determining if a distraint notice is a scam.
Here’s a glimpse of what you’ll learn:
Should you register if you hit the threshold one year but don't anticipate any more activity in that state and all the sales are tax-exempt per the state's laws? Does it make sense to do this and then deregister?
Do I need a registered agent when registering for sales tax
I’ve determined economic nexus in each state but need time to research taxability… What do I do?
Here’s a glimpse of what you’ll learn:
What the first thing you should do when you find yourself buried in sales
Common Pitfalls
How to approach your sales tax strategy
Where you can find helpful resources
Here’s a glimpse of what you’ll learn:
What are the most aggressive states conducting audits?
Are the states still enforcing notice and reporting?
Is click through nexus still in effect?
Here’s a glimpse of what you’ll learn:
Validation Criteria
Impact of Missing Certificates
Importance of Common Sense
Here’s a glimpse of what you’ll learn:
Criteria for Choosing a Sales Tax Returns Provider
Provider Capabilities and Limitations
Client-Provider Communication and Support
Notice Management and Tax Remittance Verification
Here’s a glimpse of what you’ll learn:
Understand how the Great Recession changed state tax enforcement
Learn how missing certificates can lead to hefty financial penalties during audits.
Essential steps for validating exemption certificates and ensuring compliance with regulations.
Learn how proper certificate management can minimize audit risks and ensure tax compliance.
Here’s a glimpse of what you’ll learn:
The emotional and financial toll of sales tax issues.
Flaws in tax software services.
Automation pitfalls and tax errors.
Sales Tax More's mitigation advice.
Here’s a glimpse of what you’ll learn:
The Importance of Documentation in Audits
Exemption Certificate Management
Impact of Workforce Changes on Documentation Access
Burden of Proof and Taxability