Learn how to protect your company going forward.
Mixed bag transactions include a combined invoiced sale of tangible personal property and services. They are either considered TPP or a service, or both, and could be deemed taxable. The taxability is generally determined based on if the service is connected to the sale of TPP, if the TPP is incidental to the service provided, and if the purchase price can be allotted. This video reviews why careful consideration must be made for transactions and products containing both taxable and non-taxable components in order to protect your company during an audit.
Agenda
Faculty
Daniel Thompson, CPA, CMI
Thompson Tax & Associates, LLC
- President of Thompson Tax & Associates, LLC and founded the company in 2002
- 40 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 [email protected]
Adam Giera, CMI
Thompson Tax & Associates, LLC
- Vice president and Chief Information Officer, Thompson Tax & Associates, LLC
- Started with Thompson Tax in 2010
- Works with the firm’s consulting practice addressing taxability matrices, reverse audits, audit defense, M&A, due diligence, and nexus
- Co-wrote California article in ABA Tax Times
- Member of the Institute for Professionals in Taxation (IPT)
- B.A. degree, Northern Illinois University
- Can be contacted at [email protected]
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