Understand the elements of an end-to-end state and local tax compliance program.
With over 13,000 taxing jurisdictions in the United States to track, as well as the interplay between federal and SALT tax considerations, compliance in SALT requires ongoing oversight and administration. Finding the resources internally to manage SALT obligations can be a challenge for businesses, which is why so many companies get caught off-guard by tax authority notices and audits that can often lead to hefty out-of-pocket payments for non-compliance. A strategic approach to state and local tax (SALT) can help tax advisors and their business clients navigate complex compliance issues, reduce tax liability and plan for a compliant future. In this session, Judy Vorndran and Meredith Smith explore key tax elements and nexus considerations that go into designing a comprehensive state and local tax program for businesses.
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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
Defining Nexus Pre- and Post-Wayfair
- Nexus Pre-Wayfair
- Nexus Post-Wayfair
- Wayfair Business Considerations
State and Local Tax Types
- Salt Tax Types
- Sourcing Sales Tax
- P.L. 86-272, Retail Delivery Fee, Digital Advertising Tax
Salt Traps
- How State Find Taxpayers
- Common Audit Triggers and Traps
- Retroactive Tax Collections and Other Traps
Salt Compliant Programs
- End-To-End Salt Compliance Process
- Where Companies Struggle
- Know What You Are Buying
Remediation
- Amnesty
- Voluntary Disclosure Agreement
- Negotiation
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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
OnDemand Course
This course was last revised on November 30, 2023.
Call 1-866-352-9540 for further credit information.
- AIPB 2.0
- This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- AR CLE 1.5
- This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- GA CLE 1.5
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
- HI CLE 1.5
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
- MO CLE 2.0
- This course qualifies for self-study CLE credit in Missouri.
- NH MCLE 1.7
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 104 Minutes.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
- RI CLE 2.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
- VT CLE 1.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WV MCLE 2.0
- This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
- Arizona CLE 1.5
- CA MCLE 1.5
- CT CLE 1.5
- HI CLE 1.5
- NJ CLE 2.0
- VT CLE 1.5
- WV MCLE 2.0
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
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.
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]
Judy Vorndran, CPA, Esq.
TaxOps
Judy Vorndran, Partner, CPA, JD
- 28 years exclusively building state and local tax knowledge
- Public policy advocate, who has successfully changed laws across jurisdictions; completing an appointment on Colorado’s Legislative Sales and Use Task Force
- Built first national tax practice at a Top 100 CPA firm
- Enjoys getting to know her client’s business and sharing knowledge
- 14 years Deloitte and PwC, 6 regional, 7 TaxOps!
- [email protected]
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Credit
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
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- State Specific Credit Tracker
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