Do you know when cloud services are taxable? Learn from the experts when and how local sales and use tax is applied to cloud computing products.
The 'Information Age' has introduced digital product offerings which have posed cognitive dilemmas for multistate sellers and consumers of such products. In addition to understanding the nature of such products for purposes of analysis, tax and finance professionals must keep up with increasing state and local legislation and taxing authority developments applicable to digital products. Add to this the ongoing problem that company data is often not available at the level of detail needed for state and local tax compliance, and the challenges may seem steep. This topic will help you to divide and conquer your state and local sales tax and income/franchise tax compliance issues.
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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
Introduction to Digital Products and Hosted Services
Sales Tax Nexus and Income/Franchise Tax Nexus for Digital Product Sellers and Hosted Services Providers
Characterization of Digital Products and Hosted Services for Sales Tax Determination Purposes and for Income/Franchise Tax Receipts Apportionment Purposes
Transaction Sourcing for Sales Tax Reporting and Collection Purposes and for Income/Franchise Tax Apportionment Purposes
Transaction Data Evaluation and Opportunities for Improvement
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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.
Credits
OnDemand Webinar
This course was last revised on October 30, 2017.
Call 1-866-352-9540 for further credit information.
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.
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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.
Faculty
Benjamin Diaz
Alvarez & Marsal Holdings, LLC
- Managing director at Alvarez & Marsal Holdings, LLC, in Miami, FL
- More than 20 years of state and local tax experience, including 8 years in the tax and business advisory practice of Arthur Andersen, and 3 years at Deloitte Tax
- Serves the state and local income/franchise tax and sales/use tax needs of companies in a variety of industries, including retail, transportation, financial services, social media, business process and Information Technology outsourcing, and telecommunications
- Focuses on state and local tax exposure analyses and domestic structural planning related to acquisitions and dispositions, state and local tax audit defense for income/franchise tax and sales tax, state and local income/franchise tax compliance and planning, and multistate tax ASC 740 and ASC 450-20 assistance
- Specializes in the application of information technology for state and local tax compliance and planning purposes, including tax information system design and optimization of tax department operational effectiveness
- Certified Public Accountant (CPA), member of the AICPA and Florida Institute of CPAs
- Former adjunct professor in the Master of Accountancy Program at Florida International University
- M.S.T degree in taxation, B.S. degree in accounting, with a double major in management information systems, Florida International University
- Can be contacted at 305-704-6650, [email protected] or on LinkedIn at https://www.linkedin.com/in/bediaz
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 IPT’s 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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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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