Develop a taxability matrix for every jurisdiction that your company makes sales in.
What is unique to the SSUTA certificates, if you obtain a certificate from the customer within 120 days you’ve met your standard for exempting that sale. That burden has been shifted back onto the state in the event that they attempt to claim that the exemption is not valid. An exemption certificate can potentially be considered invalid if it is incomplete, if the exemption claimed does not exist, or if it is unreasonable for the seller to believe the purchaser is entitled to the exemption. This video covers completing the exemption certificate and common mistakes that are made, as well as a review of SSTP and MTC certificates.
Agenda
Faculty
Samantha K. Breslow
Horwood Marcus & Berk Chartered
- Associate with Horwood Marcus & Berk Chartered where she focuses her practice on multistate tax litigation and planning
- Resolves state and local tax controversies for a wide array of clients, including multinational Fortune 500 companies, investment partnerships, and high net worth individuals
- Advises clients on a range of state and local tax topics, including sales and use tax, franchise tax, corporate income tax, personal income tax, gross receipts tax, and unclaimed property
- Co-author of CCH's Annual Guidebook to Illinois Taxes
- Previously served as a multistate tax consultant at Deloitte Tax LLP, where she was active in state tax compliance and planning for high-yield investment partnerships, large law firms, and prominent corporations in most states and jurisdictions
- J.D. degree, University of Illinois College Of Law; B.A. degree in English and Spanish, The University of Texas at Austin
David W. Machemer
Horwood Marcus & Berk Chartered
- Attorney with Horwood Marcus & Berk Chartered and concentrates his practice in state and local tax matters
- Advises multistate taxpayers on the resolution of state and local tax controversies and planning opportunities in the arenas of sales and use, income, franchise, motor fuel, real property and employment taxes
- Brings a unique and practical approach to solving clients' problems; this is a result of his prior experiences working for a large multinational financial and leasing company and also having litigated state tax cases at the Illinois Attorney General's Office
- He understands the challenges and complexities of compliance in today's marketplace, and the significant risks and costs associated with noncompliance
- At the leasing company, he counseled business units in the fleet passenger and trucking, manufacturing, aeronautics, marine, and health care industries on state and local tax laws
- Defended sales and use tax audits in state and local jurisdictions all over the country; prior to that, he served as an Assistant Attorney General where he represented the Illinois Department of Revenue in state tax litigation matters
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