Tax News
Brent Reeves, Co-Founder of CereTax: Balancing IT and Tax
In this episode of the Saltovation Podcast, we continue our conversation with Brent Reeves, co-founder of CereTax. Brent unpacks the power of API-first architecture and explains why seamless integrations are critical, often solving problems businesses don’t even know they have.
Together, we explore key topics like audit readiness, the pitfalls of legacy systems, and the importance of building tax processes right from the start to avoid costly missteps. Brent also shares insights on the growing trend toward technology-enabled services, where automation is enhanced, not replaced, by human expertise.
Whether you’re a tax professional or just trying to keep up with state and local tax complexities, listen this week for actionable takeaways in the ever-changing tax landscape.
Brent Reeves, Co-Founder of CereTax: Accidental Beginning to Technological Insights
New on the SALTovation Podcast!
We’re joined by Brent Reeves, Co-founder of CereTax, to talk about what it really takes to shake up the sales tax space. From launching tax tech startups to building agile teams and staying ahead of compliance changes, Brent shares how smart, scalable solutions are helping businesses stay on track.
Meet McKayde Bagley, State and Local Tax Specialist at TaxOps
Meet Tax Specialist McKayde Bagley, a recent addition to TaxOps' State and Local Tax Team, who applies his legal and business acumen to client matters. We're exited to introduce attorney McKayde Bagley as a State and Local Tax Specialist at TaxOps. McKayde applies his...
Market-Based Sourcing in State and Local Taxation
Market-based sourcing attributes sales of services to where the benefit is received, often requiring a "look-through" rule to identify the ultimate recipient. As in the Humana case, sourcing tax revenue across states when a look-through rules applies is anything but...
California Tax Developments: The Implications of New Regulations with Michael Cataldo pt. 2
This week on the SALTovation podcast we continue our conversation with Michael Cataldo. Michael breaks down Public Law 86272 and how it affects businesses in California. He discusses the market-based sourcing rules and key cases like Bindley and Luber, which highlight the challenges of tax compliance in the state. Meredith, Stacey, and Michael talk about Governor Newsom’s budget proposals and how they could impact financial institutions, especially with the potential switch to a single sales factor for apportionment.
Listen for tips on how to navigate California’s tricky tax regulations and how upcoming changes could impact the future of business operations.
Preparing Revised Form 6765 for the R&D Credit CPE
Join Partners Mark Dunning and Jamie Overberg at TaxOps for upcoming CPE on preparing revised Form 6765 for the research & development credit. Preparing Revised Form 6765 for the R&D Credit: Completing New Sections E, F, and G, Withstanding IRS Challenges...
SALT Developments in Western States CPE
Join Meredith Smith and Judy Vorndran, partners at TaxOps, for upcoming CPE on state and local tax developments in the Western States. State and Local Tax Developments in Western States: Recent Legislation, Nexus, IRC Conformity, Apportionment, Filing Methods...
California OTA Opinion: Personal Liability for Corporate Tax Obligations
The California OTA held Reynaldo T. Monzon liable for over $20,000 in unpaid sales tax, despite his claim of not being an officer, highlighting personal liability for corporate tax obligations. The California Office of Tax Appeals (OTA) issued an opinion on March 3,...
Monument, Colorado Sales Tax Self-Collection, January 2025
Starting January 2025, Monument, Colorado is self-collecting sales taxes. Take action to ensure compliance and minimize risk of enforcement actions. As a home-rule town, Monument, Colorado is now self-collecting sales taxes for filing periods beginning in January...