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Understanding True Object in Sales Tax Analysis

Gain a better understanding of the true object test in sales tax analysis.

At one time, the true object test for applying sales or use tax to a transaction was encountered mostly by traditional service industries which sometimes transferred tangible personal property to their customers along with services. With the proliferation of hosted digital products and XaaS (X as a Service) product offerings, for which the nature of the product can be unclear, more tax professionals may need to become more acquainted with this very subjective test.

Runtime: 102 minutes
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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

Introduction to True Object Taxability Analysis

Selected True Object Court Cases and Takeaways:

  • Consumer vs. Retailer: True Object Analysis for Traditional Service Industries
  • Control and Possession: True Object Analysis for Characterizing the Nature of Digital Products

True Object Analysis Meets Bundled and Mixed Transactions

Integrating True Object Analysis Into Taxability Research

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More Program Information

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

OnDemand Webinar

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

Audio & Reference Manual

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

MP3 Download

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

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More Program Information

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

Laurie Wik

Laurie Wik

Alvarez & Marsal Holdings, LLC

  • Senior tax director at Alvarez & Marsal Holdings, LLC, in San Francisco, CA
  • More than 27 years in indirect tax in the Silicon Valley, including 9 years as state and local tax manager of a software and hosted services company and 11 years at Deloitte Tax, where Laurie led the Tax Technology Industry subsector group for the national indirect tax practice for several years
  • Focuses on sellers and consumers of digital, web-based, and IT products and services, and serves a diverse group of industries including technology, construction and engineering, biotech, and life sciences companies
  • Provides tax process diagnostic and process optimization services, sales/use tax exposure analyses and remediation, audit defense, nexus, and taxability analyses, sales/use tax overpayment reviews and capital expenditure planning
  • Certified member of the Institute for Professionals in Taxation (IPT)
  • Computer software and services instructor at IPTís annual intermediate sales tax school
  • M.S.T degree in taxation, Golden Gate University, San Francisco; B.S. degree in business administration (accounting, finance) California State University - East Bay
  • Can be contacted at 415-490-2354, [email protected] or on LinkedIn at https://www.linkedin.com/in/laurie-wik
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Product ID: 397895
Published 2017
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