Gain insight into advanced sales and use tax issues facing businesses operating in a multistate environment.
An increasing multistate and international marketplace has resulted in significant sales and use tax issues. Recent rulings and case law may have a significant effect on the applicability of sales and use tax and related exemptions for businesses operating in a multistate environment. Accountants, controllers, accounts payable professionals, CFOs, tax managers and officers, presidents, vice presidents, bookkeepers and enrolled agents who operate in a multistate business environment face frequent questions regarding multistate taxation, which state can impose tax, and how to document multistate exemptions. This topic is designed to update professionals on advanced sales and use tax issues facing businesses operating in a multistate environment.
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Why Lorman?
Over 33 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
Constitutional Issues
- Due Process and Commerce Clause
- Full Faith and Credit
- Import/Export Clause
- Burden of Proof
Multistate Nexus and Sourcing
- Drop Shipments
- Sourcing Services
- Documenting Exemptions
- Reporting Requirements
Business Formations, Acquisitions, Mergers, and Divestitures
- Occasional Sale Exemptions
- Due Diligence Checklists for Sales Tax Issues
- Addressing Multistate Tax Issues
- Protecting Against Successor Liability
Tax Controversies
- Administrative Procedures
- Court Challenges
- Appeals
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Why Lorman?
Over 33 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 Course
This course was last revised on November 11, 2019.
Call 1-866-352-9540 for further credit information.
Enrolled Agents 2.0
- This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
- Arizona CLE 1.5
- CA MCLE 1.5
- CT CLE 1.5
- HI CLE 1.5
- IL CLE 1.5
- ME CLE 1.5
- MT CLE 1.75
- NJ CLE 2.0
- NV CLE 1.5
- VT CLE 1.5
- WA CLE 1.5
- WV MCLE 2.0
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 33 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
Christina A. Mondrik, Esq., CPA
Mondrik & Associates
- Founder of Mondrik & Associates, www.mondriklaw.com
- Board certified, tax law, Texas Board of Legal Specialization
- Represents taxpayers in resolving state and federal tax controversies and litigation
- 2019-2020 chair, tax section, State Bar of Texas
- J.D. degree, with honors, University of Texas School of Law; B.B.A. degree, accounting, University of Texas
- Can be contacted at 512-542-9300 or [email protected]
Harriet A. Wessel
Mondrik & Associates
- Associate at Mondrik & Associates, www.mondriklaw.com
- Attorney licensed in Texas
- Represents taxpayers in resolving state and federal tax controversies and litigation
- LL.M. degree in taxation and U.S. law, University of Houston Law Center; LL.B. degree, with distinction, University of Glasgow School of Law, U.K.
- Can be contacted at 512-542-9300 or [email protected]
More Program Information
Why Lorman?
Over 33 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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