Identify the benefits and limitations of automation and the considerations to weigh prior to selecting an automation solution.
As businesses expand across jurisdictions, sales and use tax gets more challenging, increasingly pushing business taxpayers to consider automated solutions as one tool in the toolkit of their state and local compliance program. With so many options available, how's a taxpayer to choose? Tram Le and Meredith Smith explore the genesis of sales and use tax as the foundation for understanding how nexus is determined and the potential tax liabilities -- and risk -- that nexus incurs on your clients. They will discuss who collects sales and use tax and why, then help you identify the benefits and limitations of automation and the questions and considerations to weigh prior to selecting an automation solution. Finally, our presenters establish what a comprehensive sale and use tax compliance program looks like element by element to help clients minimize risk and stay compliant as their business grows.
Agenda
Faculty
Meredith Smith
TaxOps
Meredith Smith, CPA
- 15+ years combining technical knowledge with an in-depth understanding of state and local tax (SALT) issues and business strategy
- Expertly navigates the web of tax laws governing SALT matters
- Performs nexus studies, identified risk areas and designs sustainable planning opportunities to achieve tax-specific business goals
- Practice covers state income tax, property tax, sales and use tax and business incentives and credits
- Former KPMG
- [email protected]
Tram Le, CPA, JD, LLM
TaxOps
Tram Le, CPA
- Senior manager
- 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
- Serves as an adjunct professor at the University of Texas at Arlington, where she teaches technical SALT topics to graduate-level students
- Government financial and forensic watchdog experience with the U.S. Government Accountability Office (GAO) and with the Treasury Inspector General for Tax Administration (TIGTA)
- J.D. degree, LL.M. degree
- Can be contacted at [email protected] or 720-227-0432
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