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100-minute live streaming program
  • April 27
  • 1:00 - 2:40 pm EST

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Sales and Use Tax in California

April 27

Gain a better understanding of your sales and use tax obligations in California.

The California Board of Equalization Sales and Use Tax division is ever changing. Stay up-to-date on sales and use tax remittance. Daniel Thompson of Thompson Tax & Associates, LLC is a leader in the world of sales and use tax and details the steps any California company would need to take in order to comply with his home state's Board of Equalization. Whether you are new to the world of sales and use tax or a seasoned veteran, you will benefit from learning what it takes to properly prepare for a California sales/use tax audit, what it really takes to be in compliance, and what sales/use tax permit will be necessary for your business. Learn how to determine which district(s) your company has sales/use tax nexus in and how that effects the supplemental schedules filed with the California sales/use tax return.

Learning Objectives

- You will be able to recognize how the California BOE works and is organized.

- You will be able to explain the difference between sales and use tax.

- You will be able to review current California sales/use tax compliance laws and necessities.

- You will be able to identify what is needed to prepare for a California sales/use tax audit.

California Sales and Use Tax Training Can Help You Avoid Costly Mistakes

If you do business in the Golden State, then you probably know how important it is to have a sound understanding of sales and use tax in California. However, as with just about anything involving taxation, getting a firm grasp of confusing sales and use tax regulations and how they impact your business is not easy. Lorman Education Services offers convenient sales and use tax training that can simplify the process.

Our California Sales and Use Tax Course Is Available in a Variety of Convenient Formats

Are you unable to take time out of your hectic schedule to attend a sales and use tax training class or seminar? We can bring the classroom to your office. Choose from multiple formats including an online manual delivered as a downloadable PDF file, training manual consisting of a PDF file delivered on a USB flash drive, or an audio & reference manual featuring a PDF file and accompanying MP3 audio file. Each of these formats gives you 24/7 access to the training materials whenever and wherever works best for you.

Expand Your Training Opportunities With an All-Access Pass

Purchasing an All-Access Pass is a great and affordable way to fulfill all of your training and continuing education requirements without having to jump from one course provider to another. For one low price, you get full and unlimited access to all of our training products for an entire year. Available formats include live and recorded training programs, MP3 downloads, whitepapers informative articles and many others. If you need to take courses to meet continuing education requirements in your state, there’s also a state-specific credit tracker that helps you monitor your progress.

Extensive Experience in Helping Professionals Meet Their Training Needs

Lorman Education Services offers more than 28 years of experience in helping professionals across a broad spectrum of industries stay compliant, improve their business skills and enhance their career prospects. We’re proud to say we’ve served more than 1.4 million customers over the years.

Don’t end up with the penalties and interest that are so dangerous for your budget in this volatile economy. Order your California sales and use tax training program today.

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Why Lorman?

Over 30 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

History and Foundation of the California State Board of Equalization (BOE)
  • Board Members and Structure
  • Current BOE Events and Enforcement
  • BOE Redistricting
Sales Tax 101
  • Sales Tax – Who and When It Applies
  • Use Tax – What Really Is "Use Tax"
  • Seller's Use Tax – out of State Sellers Beware
BOE Compliance
  • Various Types of Permits
  • In-State "District Nexus"
  • Bradley Burns – More Important Than Ever
Audits and Appeals – There Goes Your Day
California Partial Manufacturing Exemption
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Why Lorman?

Over 30 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

Manual

No credit available.

Audio & Reference Manual

No credit available.

Online Manual

No credit available.

OnDemand Webinar

This course was last revised on April 27, 2017.

Call 1-866-352-9540 for further credit information.

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CPE 2.0 including Taxes 2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www. learningmarket.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: basic knowledge of taxation. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Audio & Reference Manual

No credit available.

MP3 Download

No credit available.

Who should attend?

This live webinar is designed for accountants, CPAs, CFOs, controllers, accounts payable professionals, tax managers, presidents, vice presidents, bookkeepers and tax preparers.

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Why Lorman?

Over 30 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

Daniel Thompson, CPA, CMI

Daniel Thompson, CPA, CMI

Thompson Tax & Associates, LLC

  • President of Thompson Tax & Associates, LLC
  • Founded the company in 2002
  • 35 years of sales/use tax experience in both government and public accounting
  • Adjunct professor lectures on taxation at Golden Gate University’s State and Local Tax Program
  • Member of the American Institute of CPAs, the California Society of CPAs, and the Institute for Professionals in Taxation (IPT)
  • Served as chairman of the California Society of CPAs Sales and Use Tax Symposium
  • Founding member of the Independent SALT Alliance (ISA)
  • B.S. degree in accounting, California State University, Long Beach
  • Can be contacted at Daniel.Thompson@thompsontax.com
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Why Lorman?

Over 30 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!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 400144
Published 2014, 2017
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