Keep yourself compliant and make sure you are familiar with the complexities of software taxation.
Existing tax and legal frameworks vary tremendously among states in such areas as cloud computing, electronically delivered software, and the treatment of prewritten vs. custom software. Sellers of software and buyers alike need to understand the proper income tax and sales/use tax treatment of these areas. The speaker demonstrates the value of up front tax planning when making large software investments or for sellers, entering new markets in the U.S. Such planning is critical to avoiding surprise, material tax assessments and added state-local expense. The tools provided will assist you in taking control of your company's state and local tax environment rather than putting in the hands of tax authorities, customers and vendors.
Agenda
Faculty
Ellie Curtis
Bakertilly
- Senior accountant with Baker Tilly Virchow Krause, LLP
- Specializes in tax consulting, planning, and compliance within Baker Tilly's state and local tax practice
- Has experience in multistate corporation and franchise tax, gross receipts and business entity taxes, sales and use tax, and property tax
- Works with a diverse client base, including companies in the construction, software, retail and service, and manufacturing industries
- B.S. degree in accounting, University of Wisconsin - La Crosse
Alyssa Geracie, CPA
Bakertilly
- Senior manager with Baker Tilly Virchow Krause, LLP; joined the firm in October 2011
- Specializes in tax consulting, planning, and compliance within Baker Tilly’s state and local tax practice
- Experience with multistate corporation and franchise tax, sales and use tax, property tax, and business credits and incentives
- Client base includes companies in the construction, software, and manufacturing industries
- Develops and implements income tax saving strategies for multistate business clients; reviews and analyzes state tax implications of business purchase and sale issues; works closely with software as a service provider to minimize tax and risk exposure; provides dispute resolution services, including state tax audits, appeals, private letter ruling requests, and voluntary disclosures; offers state tax compliance solutions including return preparation and tax outsourcing
- B.S. degree in accounting, University of Wisconsin - La Crosse
Jon P. Skavlem, CPA, M.S., M.P.P.A.
Bakertilly
- Firm director of State & Local Taxes in the Milwaukee office of Baker Tilly Virchow Krause, LLP
- Leader in Baker Tilly’s SALT practice and consults across a wide range of industries, software and IT, manufacturing, construction/real estate, financial institutions and services
- More than 35 years in the field of state and local taxation including national accounting firm SALT practices and state revenue agency experience
- Frequent speaker on state and local tax topics including software, cloud-computing, nexus, and multistate tax planning; presentations and webinars include: Avalara, Chicago Tax Club, Chicago Bar, Financial Executives Institute, Lorman Education Institute, Wisconsin Bar, WICPA, Construction Financial Managers’ Association, Tax Executives Institute, WEDC and Baker Tilly International
- Wrote articles on state and local tax considerations in due diligence investigations, state tax issues and planning opportunities in the debt buying and debt collection industry, cost of performance vs. market sourcing for state income tax purposes and SALT planning and compliance issues for real estate management businesses
- Member of AICPA, WICPA (chairman – Wisconsin Taxation Committee), WMC Taxation Committee, Wisconsin SALT Club (Board of Directors), and Baker Tilly International SALT Committee (former chairman)
- M.S. degree in accounting; master’s of public policy and administration degree; B.A. degree in political science and philosophy, University of Wisconsin – Madison
- Can be contacted at 414-777-5333, [email protected] or see LinkedIn® profile for additional information
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