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Sales and Use Tax for Manufacturers

Get crucial tax strategies you need to lessen sales and use tax liabilities for Wisconsin manufacturers. Manufacturers may qualify for numerous exemptions and exclusions from sales and use tax, which may greatly reduce overall costs. Increased interest in sales and use tax collections make it more important than ever for Wisconsin manufacturers to ensure compliance in order to avoid substantial liabilities. Failure to meet all of the documentation requirements may result in the assessment of tax, penalties and interest. These reference materials will contain an in-depth review of sales and use taxes as they apply to manufacturers doing business in Wisconsin, along with many of the common opportunities and pitfalls that frequently surprise businesses operating in the manufacturing industry. Purchase these reference materials today to sharpen your skills and learn ways to operate within the rules to reduce sales and use tax liabilities. Benefits for You: •Discover how to maintain documentation to facilitate audit preparedness •Determine what is taxable and what is not •Understand where exemption of production process begins and ends •Learn when nexus rules apply to manufacturers Learning Objectives •You will be able to discuss what's taxable and what's exempt. •You will be able to review manufacturing issues. •You will be able to explain county and local taxes. •You will be able to describe updates of new laws, developments and recent DOR rulings.
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Why Lorman?

Over 32 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

Overview, What's Taxable/What's Exempt
— James A. San Fillippo, CPA, CMI
Nexus
— Jack E. DeYoung, CPA
Manufacturing
(Break 10:05 am – 10:15 am)
— Jack E. DeYoung, CPA and James A. San Fillippo, CPA, CMI
  • Who Is a Manufacturer and Scope of Manufacturing
  • Exemption for Manufacturing Machinery and Equipment
  • Exemption for Ingredients, Component Parts and Consumable Items
  • Exemptions for Containers and Other Packaging and Shipping Materials
  • Exemption for Fuel and Electricity
Other Manufacturing Issues
— Jack E. DeYoung, CPA and James A. San Fillippo, CPA, CMI
  • Waste Treatment
  • Waste Reduction
  • Recycling
  • Research Exemption
Sales by Manufacturers
— Jack E. DeYoung, CPA
Other Exemptions and Issues That Apply to Manufacturers
— Jack E. DeYoung, CPA
County and Other Local Taxes
— James A. San Fillippo, CPA, CMI
Construction and Repair for Manufacturers
— Jack E. DeYoung, CPA and James A. San Fillippo, CPA, CMI
Recordkeeping for Manufacturers
— James A. San Fillippo, CPA, CMI
Audit of Manufacturers, Including Appeals and Refund Claims
— Jack E. DeYoung, CPA and James A. San Fillippo, CPA, CMI
Updates of New Laws, Developments, Recent DOR Rulings
— James A. San Fillippo, CPA, CMI
Tips for Minimizing Costly Audits and Penalties
— Jack E. DeYoung, CPA
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More Program Information

Why Lorman?

Over 32 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

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 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

Jack E. De Young, CPA

Jack E. De Young, CPA

De Young Tax Consulting

  • More than 40 years’ experience in sales and use taxes
  • Provides sales tax consulting to CPA firms and companies throughout Wisconsin
  • Specializes in Wisconsin sales and use taxes, including representing clients in audits and appeals, refund claims, compliance reviews, voluntary disclosure and training
  • Previously with Wisconsin Department of Revenue as an auditor, criminal investigator, director of appeals and assistant administrator. Also was a sales tax consultant for a large regional CPA firm
  • Speaker at over 200 seminars on sales and use taxes
  • Member of WICPA and WICPA State Taxation Committee
  • Recipient of 'Outstanding Tax Professional' award from UW-Milwaukee Tax Association and Corporate Report Wisconsin magazine
  • B.B.A. degree, University of Wisconsin- Madison
  • Can be contacted at 608-222-8156 or [email protected]
James A. San Fillippo, CPA, CMI

James A. San Fillippo, CPA, CMI

BDO USA LLP

  • Multistate tax expert at BDO USA LLP with more than 25 years of experience in sales and use tax issues
  • Expertise in identifying sales/use tax savings and refund opportunities, developing tax planning strategies, and analyzing compliance process policies and procedures
  • Proficient in managing the sales and use tax audit/appeal process
  • Significant experience serving clients in the manufacturing, retail, contracting, and service industries
  • Former corporate auditor with the Wisconsin Department of Revenue
  • Frequent speaker on sales and use tax issues
  • Member of AICPA, WICPA, IPT and Wisconsin Taxation Committee
  • B.B.A. degree in accounting, University of Wisconsin
  • Can be contacted at 414-615-6774 or [email protected]
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Why Lorman?

Over 32 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: 391576
Published 2013, 2019
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