Broadcast Date: Tuesday, October 26, 2021
from 3:00 pm to 4:00 pm (ET)
Overview:
Emerging trends and developments have brought sweeping changes to the sales and use tax landscape. In recent years, economic nexus legislations, following the South Dakota vs. Wayfair decision, have continuously affected corporations doing business across the US. Adding to the challenges are the impacts brought by COVID-19, which include cash flow and state obligation issues.
Practitioners must, therefore, constantly monitor potential risks to address arising issues. Effective compliance practices and strategies are deemed vital to mitigate legal liabilities and ensure compliance.
Join experienced multistate tax specialist Monika Miles (Miles Consulting Group, Inc.) as she provides the audience with the latest updates and developments in sales and use tax. The speaker, among other things, will offer helpful insights to carefully manage the gray areas considering the latest provisions and advice for remediation efforts on prior liabilities.
Some of the major topics that will be covered in this course are:
- Sales and Use Tax: Regulatory Trends and Developments
- South Dakota vs. Wayfair and Economic Nexus in 2020 and Beyond
- Managing Risks and Pitfalls
- Tax Enforcement Initiatives and Obligations
- Best Compliance Practices and Strategies
Credit:
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
On-demand Webcast (CLE)
Prerequisite:
General knowledge of taxation laws
Course Code:
149178
NY Category of CLE Credit:
Areas of Professional Practice
Total Credit:
1.0 CLE
How to Claim CLE Credits Per State:
https://knowledgewebcasts.com/how-to-claim-cle-credits-per-state/
CLE State Requirements:
https://knowledgewebcasts.com/cle-state-requirements/
CPE State Requirements:
Speaker:
Monika Miles, Founder & CEO
Miles Consulting Group, Inc.
Monika has over 25 years of experience in multistate tax consulting. Before starting the firm in 2002, she was a Senior Tax Manager with a Big 4 firm. Her clients say that she has a knack for taking a difficult topic (like state tax), making it understandable and ultimately remedying tough situations. Monika has worked with clients in many industries, including technology, manufacturing, and retail among others. She regularly gives presentations on state tax topics.
Her professional affiliations include the AFWA (Past National President), NAWBO-Silicon Valley, and the AICPA. She is honored to be recognized nationally as one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor in 2012, 2013, 2014, and 2015.
Agenda:
Monika Miles, Founder & CEO
Miles Consulting Group, Inc.
- Regarding nexus and the obligation to register, collect and remit and file returns:
- The intersection between physical presence and economic nexus (including threshold amounts, enactment dates, etc.) still confound taxpayers, even though the rules are becoming more stable.
- There is still a need for nexus and taxability reviews that include retroactive exposure analysis as companies want to/need to become compliant in states as they exceed thresholds.
- Taxability reviews are also still key for products, services and industries which may be challenging, including digital products, software, etc.
- Regarding Marketplace Facilitator legislation:
- Layering on MPF rules (in addition to economic nexus) confuses the entire landscape as more companies find themselves in the roles of MPFs unexpectedly. This can be a particular hardship for small companies which have to follow rules intended for Amazon type players, but which now pull smaller MPFs into compliance mode.
- The burden falls to the MPF to determine the taxability of goods and services sold via their marketplace. Marketplaces which provide services need to determine which services may be subject to tax.
- If an MPF also charges platform fees, this can add another layer of complexity and compliance burden.
- Regarding remedies:
- States still want to collect retroactive liabilities, and most taxpayers (within reason) want to become compliant.
- While economic nexus legislation passed by the states wasn’t retroactive, companies coming forward NOW in states that passed economic nexus rules in 2019 or 2020 ARE finding retroactive liability.
- The “old school” solutions of Voluntary Disclosure Agreements (VDAs) and back filing of returns to get into compliance are alive and well and we are seeing a lot of clients engaging in these plans for remediation.
- Regarding the importance of having a plan for compliance:
- Software companies are eager to bring companies into the automated compliance fold.
- As such, it is more important than ever for companies to take a logical, measured approach to “turning on filing” via these software solutions and determine the right timing (perhaps in conjunction with VDAs, etc.) so as to minimize burden on their finance groups and also minimize exposure. Timing is key.
- Often the software companies tell clients that they need to “talk to their CPA” about when nexus was created, and whether they should be filing. We agree – but would stress that not all CPAs specialize in this field. We recommend speaking with a state tax consultant!
Date & Time:
Tuesday, October 26, 2021
3:00 pm to 4:00 pm (ET)
Who Should Attend:
- Chief Financial Officers
- Certified Public Accountants
- Tax Managers
- Tax Executives
- Tax Lawyers and Attorneys
- Sales Tax Professionals
- In-house Counsel
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