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Online Manual

Sales and Use Tax

Learn sales and use tax essentials now that will save money for your company or clients tomorrow. You can avoid crippling fines and make tax audits manageable with an updated knowledge of Rhode Island sales and use tax rules and regulations. Purchase these reference materials and we’ll help you identify the myriad of sales and use tax issues relevant to your company or clients. Purchase these reference materials today and understand the sales and use tax complexities that confound many business owners. You’ll find out what’s taxable, the best way to handle multistate issues and how to survive sales tax audits. Don’t end up with the penalties and interest that are so dangerous for your budget in this volatile economy – order today! Benefits for You •Stay off the state authorities’ radar with compliant tax practices •Learn easy ways for determining what’s taxable and what’s exempt •Gain the latest news on the Streamlined Sales Tax Project – stay ahead of the game •Stop confusion and frustration – unravel complex tax rules in business transactions
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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

This seminar will be presented by Lisa Bonitati Church, J.D., M.S.T., CPA, Inez M. Mello, M.B.A., and Daniel C. Waugh, Esq.
General Overview of the Rhode Island Sales and Use Tax
  • History of the Sales and Use Tax in Rhode Island
  • Nature of Tax
  • Constitutional Basis to Tax: Nexus
Streamlined Sales Tax Project
  • Impact of Rules on Retailers
  • Status of Federal Legislation
Basis of Tax
  • Sales, Leases and Licenses to Use
  • Sales Price
  • Optional Treatment of Leases and Potential Problems
Sales and Use Tax Compliance
  • Retailer
  • Consumer
  • Failure to Collect Tax
  • Failure to Remit Tax
Special Issues
  • Manufacturing
  • Exempt Organizations
  • Utilities
Special Issues (Continued)
  • Delivery Charges
  • Interstate Sales
  • Contractors and Subcontractors
  • Casual Sales
  • Demonstration and Display
Transfers of Business or Assets
  • Formation of Business
  • Purchase or Sale of Assets of a Business-Notice Requirement
  • Purchase or Sales of Stock of a Corporation
  • Business Reorganizations
  • Personal Liability of Officers
  • Liens
Examinations
  • Preparing for the Audit
  • Multitax Audits
  • Test Period Audits
  • Waiver – Statute of Limitations
  • General Audit Procedures
Administration and Review
  • Declaratory Rulings
  • Assessments
  • Request for Hearing
  • Preliminary Conference
  • Formal Administrative Hearing
  • Judicial Review
If legislation proposed by Governor Chafee to revise the sales and use tax passes before the program date, the faculty will modify the program to discuss the new requirements and their effects, including effects under the Streamlined Sales Tax Project.
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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

Online Manual

No credit available.

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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

Inez M. Mello, M.B.A.

Inez M. Mello, M.B.A. – Moderator

Stowe & Degon LLC

  • Director, State and Local Taxes for Stowe & Degon LLC
  • Serves as an adjunct professor for Bryant University, and is Bryant University’s graduate multistate tax professor
  • More than 26 years of experience in state and local taxes
  • Chair of the MA Society of CPA’s State Tax Committee
  • Member of the RI Society of CPA’s State Tax Committee
  • Serves on CCH’s National State Tax Advisory Board
  • Selected as the winner of the 2007 Rhode Island Women in Business Champion of the Year Award by the U.S. Small Business Administration
  • M.B.A. degree in taxation and B.S. degree in accounting, Bryant University
  • Can be contacted at 401-232-3929 or [email protected]
Lisa Bonitati Church, J.D., M.S.T., CPA

Lisa Bonitati Church, J.D., M.S.T., CPA

Rhode Island College

  • Associate professor and director of the Master of Professional Accountancy Program at Rhode Island College’s School of Management
  • Former recipient of the Nancy Brown Service Award from the School of Management
  • Former president of the Rhode Island Association of Accounting Professors
  • Formerly a tax consulting manager with Ernst & Young and a revenue agent with the Rhode Island Division of Taxation
  • Member of the Rhode Island and American Bar Associations, the Rhode Island Society of CPAs and the American Institute of CPAs
  • J.D. degree, New England School of Law; M.S.T. degree, Bryant University; B.S. degree, University of Rhode Island
  • Can be contacted at 401-456-9593 or [email protected]
No photo available

Daniel C. Waugh, Esq.

Moses Afonso Ryan Ltd.

  • Principal in the law firm of Moses Afonso Ryan Ltd.
  • Provides planning and dispute resolution services relating to taxes, including sales, use, business corporation, franchise and property taxes, as well as federal income and excise taxes
  • Counsels businesses on compliance with federal and state tax laws
  • Former president of the Rhode Island Employee Benefits Council
  • J.D. degree, University of Virginia School of Law; A.B. degree, Harvard College
  • Can be contacted at 401-453-3600 or at [email protected]
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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.

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Product ID: 387693
Published 2011
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