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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
James Bartek, CPA
Withum Smith+Brown, PC
- Partner, Market Leader, State and Local Tax at Withum Smith+Brown, PC
- Over 25 years of professional experience in advising clients in the areas of ASC 450 (fka FAS 5), reverse sales and use tax audits, audit defense and appeal, sales tax systems automation, negotiation of voluntary compliance agreements, transaction analysis, Sarbanes/Oxley requirements, streamlined Sales Tax Agreement and sales/use/excise tax compliance services
- Assists numerous clients with complex indirect tax issues in industries including pharmaceutical, technology, retail, financial services, utilities, hospitality, entertainment, defense contractors, telecommunications, and manufacturing.
- Licensed Certified Public Accountant in the states of New York and New Jersey
- B.S. degree, in accounting, Montclair State University
- Can be contacted at [email protected]
Breea Boylan, CPA
Withum Smith+Brown, PC
- Supervisor on the State and Local Tax Team at Withum Smith+Brown, PC
- Specializes in sales and use tax with a primary focus on technology and emerging growth companies
- Licensed Certified Public Accountant
- M.S. and B.S. degree in accounting, Montclair State University
- Can be contacted at [email protected]
Courtney Easterday, MS
Withum Smith+Brown, PC
- Senior Manager at Withum Smith+Brown, PC
- SALT consultant with over five years of state and local sales/use tax specialization, plus two years of private tax accounting in the utility industry and eight years of bookkeeping and accounting experience in various private industries
- Expertise in State and Local Tax Practice areas including state and local sales and use tax taxation and other excise taxes
- In-depth experience in nexus planning, taxability research, audit defense, voluntary disclosure requests, sales/use tax registration, compliance, and sales tax code implementation across all US states and local jurisdictions
- Experienced in management of implementation of Vertex indirect tax and Avalara sales and use tax solutions and leads continued sales/use tax compliance calendar maintenance of Avalara and Vertex systems
- Assists with preparation and filing of Canadian GST/HST, QST, and PST tax returns
- M.S. degree and B.S degree in accounting, New Jersey City University
- Can be contacted at [email protected]
Bonnie Susmano, JD, MBA
Withum Smith+Brown, PC
- Senior State and Local Tax Manager at Withum Smith+Brown, PC
- Over fifteen years of professional experience in advising clients concerning various sales and use tax matters, including nexus reviews, process planning, exposure quantification analysis, ASC 450 reserve analysis, voluntary disclosure agreements, due diligence, technical advisory opinions, ruling requests, audit mitigation, reverse audits, compliance reviews, and outsourcing
- Manage clients’ complex state and local tax issues in various industries, including cryptocurrency, healthcare, technology, retail, financial services, utilities, hospitality, entertainment, real estate, telecommunications, theater, construction, and manufacturing
- Member of the American Bar Association
- J.D. degree, Case Western Reserve University School of Law; M.B.A degree, Weather School of Management
- Can be contacted at [email protected]
Add to Wishlist
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
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- Course Manuals
- Executive Reports
- White Papers and Articles
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- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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