Broadcast Date: Wednesday, April 12, 2023
from 12:00 pm to 1:00 pm (ET)

Overview:

Keeping pace with the ever-evolving tax rules is one of the biggest pain points for tax teams. New legislation and regulatory updates continue to emerge which pose significant compliance challenges to businesses. Failure to adapt to the shifting regulatory paradigm may compromise business operations and incur legal liabilities.

This underscores the need for organizations to integrate automated sales tax compliance solutions to help them comply with the increasingly complex tax requirements. Revamping sales tax strategy is crucial in ensuring real-time product taxability, reducing pressure on tax teams, and managing tax obligations.

In this LIVE Webcast, tax automation expert Michele Guindon (Sovos) and highly skilled senior tax manager Tram Le (TaxOps) will discuss the major trends surrounding sales tax compliance. Speakers will also provide helpful tools and practices to automate tax processes and ease the compliance burden.

Key topics include:

  • What is automation?
  • The prework to utilizing automation
  • Lifecycle of automation
  • Common challenges to automation
  • Best practices for automation

Learning Objectives:

  • Understand the benefits and challenges of implementing tax automation in a business environment.
  • Discover key considerations when selecting tax automation tools and best implementation practices.

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

Live Webcast, Group Internet Based

 

Prerequisite:

General knowledge of tax laws

 

Course Code: 

148778

 

NASBA Field of Study:

Taxes – Technical

 

Total Credit:

1.0 CPE (Not eligible for QAS (On-demand) CPE credits)

Speaker Panel:

Michele Guindon, Manager, Sales Engineer
Tax Automation Expert

Sovos

Michele has been with Sovos since February and has made herself well known as a veritable source of customer, industry, technology, and consulting experience and expertise since then with our SUT and VAT technology and sales teams. She has previously worked for Best Buy in their Indirect Tax Technology department for Point of Sale and E-Commerce solutions and has more than 10 years of project management consulting and implementation experience. She leads the Pre-Sales Sales Engineers solutioning for our customers for Solving [Indirect] Tax For Good! Michele uses collaboration and best practices to align these with the principles that the SE teams follow, build upon, and are held to.

Tram Le, State and Local Tax Senior Manager
TaxOps

Tram Le specializes in tax strategies for growing multi-state businesses, works closely with clients in all aspects of state and local tax (SALT) issues and assists businesses in responding to notices issued by taxing jurisdictions. Consults clients with complex tax issues and negotiations with state and local government. She serves as an adjunct professor at the University of Texas at Arlington, where she teaches technical SALT topics to graduate level students. She has a government financial and forensic watchdog experience with the U.S. Government Accountability Office (GAO) and with the Treasury Inspector General for Tax Administration (TIGTA).

Agenda:

Segment 1:

Tram Le, State and Local Tax Senior Manager

TaxOps

 

Segment 2:

Michele Guindon, Manager, Sales Engineer

Sovos

 

  • What is automation?
  • The prework to utilizing automation
  • Lifecycle of automation
  • Common challenges to automation
  • Best practices for automation

Date & Time:

Wednesday, April 12, 2023

12:00 pm to 1:00 pm (ET)

Who Should Attend:

  • Tax Directors
  • Tax Accountants
  • Tax Managers
  • Tax Specialists/Analyst
  • Chief Information Officers
  • Chief Technology Officers
  • Chief Digital Officers
  • Chief Strategy Officers
  • Chief Financial Officers
  • Controllers/Comptrollers
  • VPs/Directors of IT
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SPONSOR

SPEAKERS

Michele GuindonManager, Sales Engineer
Tax Automation Expert
Sovos
Tram LeState and Local Tax Senior Manager
TaxOps

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