Understanding True Object in Sales Tax Analysis

Laurie Wik

Alvarez & Marsal Holdings, LLC

• Senior tax director at Alvarez & Marsal Holdings, LLC, in San Francisco, CA
• More than 27 years in indirect tax in the Silicon Valley, including 9 years as state and local tax manager of a software and hosted services company and 11 years at Deloitte Tax, where Laurie led the Tax Technology Industry subsector group for the national indirect tax practice for several years
• Focuses on sellers and consumers of digital, web-based, and IT products and services, and serves a diverse group of industries including technology, construction and engineering, biotech, and life sciences companies
• Provides tax process diagnostic and process optimization services, sales/use tax exposure analyses and remediation, audit defense, nexus, and taxability analyses, sales/use tax overpayment reviews and capital expenditure planning
• Certified member of the Institute for Professionals in Taxation (IPT)
• Computer software and services instructor at IPT’s annual intermediate sales tax school
• M.S.T degree in taxation, Golden Gate University, San Francisco; B.S. degree in business administration (accounting, finance) California State University - East Bay
• Can be contacted at 415-490-2354, [email protected] or on LinkedIn at https://www.linkedin.com/in/laurie-wik