Life after Wayfair has caught many businesses off guard with the new national nexus standards that states are implementing.
This information will assist you in the determination of products and services that may be needed after you review your nexus position (economic nexus). You will be able to differentiate between general services, business and professional services, and enumerated services. This material will assist with your RFPs for taxability studies if you go outside your organization. It will also help you prepare taxability matrices for the invoicing process on a state-by-state basis, as failing to have correct tax determinations will lead to significant audit risk for both the seller and buyer. This material will also be a guide for determining the documentation necessary for your organization to move forward on the sales and use tax front.
Agenda
Faculty
Daniel Thompson, CPA, CMI
Thompson Tax LLC
- President and Founder of Thompson Tax LLC
- Over 45 Years of Sales and Use Tax Experience in both Government and Public Accounting
- Adjunct professor and lecturer on taxation at Golden Gate University’s State and Local Tax Program
- Member of the American Institute of CPAs and the California Society of CPAs
- Currently serves on the Board of Governors for the Institute for Professionals in Taxation (IPT)
- Founding member of the Independent SALT Alliance (ISA)
- B.S. Degree in Accounting, California State University, Long Beach
- Can be contacted at [email protected]
Adam Giera, CMI
Thompson Tax & Associates, LLC
- Vice president and Chief Information Officer, Thompson Tax & Associates, LLC
- Started with Thompson Tax in 2010
- Works with the firm’s consulting practice addressing taxability matrices, reverse audits, audit defense, M&A, due diligence, and nexus
- Co-wrote California article in ABA Tax Times
- Member of the Institute for Professionals in Taxation (IPT)
- B.A. degree, Northern Illinois University
- Can be contacted at [email protected]
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