Develop an understanding of what you can do now to minimize future audit liabilities.
States are increasingly looking to audits and enforcement to raise much-needed revenue. Technology advances are increasing the use of newer audit methodologies such as statistical sampling. Auditors and supervisors are taking increasingly aggressive positions on tax matters and documentation requirements. This topic will enable viewers to better prepare for sales and use tax audits in the current tax climate. Learn the advantages and challenges presented by various audit sampling methodologies. You will learn real-world solutions for handling documentation issues and practical tips for managing the audit and auditor. This information is critical for companies seeking to streamline the audit process and help achieve better results.
Agenda
Faculty
Martin Joseph, CMI
Crowe LLP
- Managing Director, Crowe LLP
- Many years of sales and use tax experience and knowledge with clients around the country
- Focuses on a variety of sales and use tax issues with clients in a variety of industries including manufacturing, software, health care, and non-construction and construction services
- Tax experience includes over 20 years with Crowe
- Past tax experience with Ernst & Young, Price Waterhouse, Comdisco, and the Illinois Department of Revenue
Dana Vasilakos
Crowe LLP
- Senior Staff, Crowe LLP
- Over 13 years of sales and use tax experience and knowledge with clients around the country
- Specializes on a variety of sales and use tax issues with clients in a variety of industries including manufacturing, software, health care, automobile dealerships, and non-construction and construction services
- Focuses on a variety of sales and use tax issues including registrations, voluntary disclosures, audit defense, Wayfair, nexus exposure analyses, tax matrices, and sales and use tax compliance
- Tax experience includes 7 years with Crowe
- Past tax experience with Deloitte
Steve Rinaldi, CPA
Crowe LLP
- Senior Staff, Crowe LLP
- Specializes in sales and use tax with some work on unclaimed property and property tax
- Over 22 years of tax experience with the New York Department of Taxation and Finance and Crowe focusing exclusively on sales and use tax
- Focuses on a variety of sales and use tax issues including Wayfair, nexus analysis, exposure calculations, registrations, tax matrices, sales and use tax audit defense, and sales and use tax compliance
- Experience with a variety of industries including retail, health care, construction, software, information services, manufacturing, and professional services
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