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Sales and Use Tax Summit in Louisiana

Stay off the Louisiana Department of Revenue's radar with tips on essential tax strategies from industry leaders. Join your peers for an information-packed two-day event that covers a host of sales and use tax issues relevant to your company or clients. Keep your risks to a minimum and profits to a maximum with an updated knowledge of Louisiana sales and use tax rules and regulations. These reference materials will guide you through practical tax planning tips and essentials that you need today to save money for your company or your clients tomorrow. You will find out what's taxable, the best way to handle multistate issues and how to survive sales tax audits. Don't end up with the penalties and interest that depress budgets and weaken growth. Gain a competitive advantage - order today. Benefits for You Get ahead in your field - properly handle industry-specific issues Don't get caught off-guard - know what scenarios result in nexus Learn easy ways for determining what's taxable and what's exempt Know your sales tax obligations and keep your organization audit-ready Learning Objectives You will be able to describe sales and use tax in Louisiana. You will be able to discuss exclusions and exemptions. You will be able to explain uniform local sales tax code. You will be able to review recent legal developments.
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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

Thursday, June 26, 2014
An Introductory Discussion of Sales and Use Taxes in the Pelican State
  • Sales Tax
  • Use Tax
  • Taxable Goods
  • Taxable Services
  • Lease Tax
  • Mixed Transactions
Additional General Sales and Use Tax Information
  • Nexus (Definition)
  • Interstate Commerce
  • Latest Word From the Courts (Word of Life)
  • Types of Nexus
  • Nexus in a Digital Economy
  • What's Trending in the State Legislatures of America?
Recap of Morning Session
Specific Exclusions and Exemptions
  • Use and Management of Exemption Certificates
  • Casual (Occasional) Sales
  • Purchase for Resale
  • Purchase of Raw Materials
  • Manufacturing Machinery and Equipment
  • Business Utilities
  • Fuel, Butane and Propane
  • Custom Software
  • Medical Devices
  • First Use Offshore
  • Shipping and Shipping Supplies
  • Leasing Vessels Engaged in Offshore Oil Production
  • Advertising
  • Immovable Property
Matching Activity
  • Complete Matching Worksheet
  • Review Answers to the Worksheet
Uniform Local Sales Tax Code
  • History
  • Administration
  • Provisions
  • Enforcement
Demonstration of Online Resources
  • Department of Revenue
  • Forms
  • Exemption Certificates
  • Policy Statements
  • Louisiana Legislature's Website
  • Louisiana Administrative Code (Title 61)
  • Louisiana Association of Tax Administrators (LATA)
  • Parish Links
  • Uniform Local Sales Tax Code
Sales Tax Planning Brainstorming Session
Friday, June 27, 2014
Sales Tax Pressure Points by Industry
Effective Audit Management
Additional Various Louisiana Sales and Use Tax Topics
  • Record Retention
  • Recovery of Overpayments
  • Payment of Tax Assessments
  • Interest and Penalties Related to Underpayments of Tax
  • Voluntary Disclosure Agreements
  • Nonprofits and Specific Exemptions
  • Government Contracts and Sales Tax
  • Concerns Regarding Reorganizations, Mergers and Acquisitions
Recent Legal Developments in the Area of Sales and Use Tax in Louisiana
  • Legislative Update and Developments
  • Judicial Highlights and Developments
  • Administrative Developments
Case Study – Group Activity
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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

Online 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

Kristian A. Gerrets

Kristian A. Gerrets

Bourgeois Bennett, LLC

  • Tax manager with Bourgeois Bennett, LLC
  • Nine years indirect tax experience within Big 4 Accounting
  • Focuses on sales/use tax, and tax credits and incentives projects
  • Adjunct faculty member, A.B. Freeman School of Business, Tulane University
  • Sales tax instructor for Loyola University School of Law’s legal skills and experiential learning curriculum
  • Licensed attorney in the state of Louisiana
  • J.D. degree, Loyola University School of Law; B.S. degree, Tulane University
  • Can be contacted at 504-840-3884 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 392962
Published 2014
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