State and Local Articles

Auditor Independence in the Age of Private Equity: What CFOs Need to Know

TaxOps Partner Lindsay Haskell and Corporate Tax Advisor Dan DeLau discuss what CFOs and Controllers Should Be Asking About Audited Financial Statements Auditor Independence in the Age of Private Equity Roll-Ups A CFO sits across from a longtime audit partner. The...

Section 174 Decoupling: What Tax Pros Need To Know State By State

TaxOps Partners Jamie Overberg and Sean Espy navigate the State By State Decoupling from Federal Section 174 Capitalization Rules Section 174 Decoupling: What Every Tax Professional Needs to Know If you are filing state tax returns this spring and assuming the rules...

TaxOps Welcomes Sean Espy as Partner, Tax Minimization

TaxOps welcomes Sean Espy as Partner in Tax Minimization We are pleased to announce that Sean Espy has joined TaxOps Minimization as Partner. Sean brings more than 25 years of consulting experience spanning public accounting, legal, and industry settings — including...

Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

A conversation with Marc Gordon, Head of State and Local Tax, and Lindsay Haskell, Partner at TaxOps There's a question that keeps CFOs up at night more than a surprise audit: "Do we have nexus somewhere we don't know about?" If you're not sure of the answer, you're...

ASC 740: Impact on Your Financial Statements CPE

Mar 24, 2026 | ASC 740, Events, Federal Tax, State and Local, Tax Minimization, Tax News

Join TaxOps' Lindsay Haskell and Dan DeLau for a 2-credit CPE course at Lorman on ASC 740: Impact on Your Financial...

State Nexus Demystified: Navigating Tax Compliance After Wayfair, Episode 1

Mar 20, 2026 | ASC 740, Events, Federal Tax, Podcast, State and Local, Tax News

https://www.youtube.com/watch?v=JWKNBBX3QEQ&t=39s Listen to our Premier Podcast Episode of "Tax Intelligence with...

TaxOps Announces Lindsay Haskell as Partner, Corporate Tax

Mar 6, 2026 | ASC 740, Events, Federal Tax, Main Tax Min, State and Local, Tax Minimization, Tax News

Lindsay Haskell has been named Partner with TaxOps TaxOps, an award-winning tax specialty firm, is pleased to announce...

A Practical Approach to ASC 740 CPE

Oct 22, 2025 | ASC 740, Events, Federal Tax, State and Local, Tax Minimization, Tax News

Join TaxOps' Lindsay Haskell and Lauren Staub as they dig into the complex details of ASC 740, with a practical...

Meet Marc Gordon, State and Local Tax Senior Manager at TaxOps

Oct 21, 2025 | ASC 740, Federal Tax, State and Local, Tax Minimization, Tax News

Meet Senior Manager Marc Gordon, a recent addition to TaxOps' compliance team, who brings over a decade of specialized...

Multistate Flow-Through Entity Income Taxation CPE

Oct 16, 2025 | Events, State and Local, Tax News

Join Stacey Roberts as she explores the science and art of multistate corporate income tax in-depth in this 4-hour CPE...

State and Local Tax Nexus 101 CPE

Sep 24, 2025 | Events, State and Local, Tax News

Explore a high-level, wholistic view of business tax obligations including income, sales and use, and other indirect...

Policy, Platforms, and Progress in Sales Tax Automation

Aug 29, 2025 | Podcast, State and Local, Tax News

Policy, Platforms, and Progress in Sales Tax Automation Hosts & Guests Meredith Smith, Partner, State and Local...

U.S. Business Innovation and R&D Tax Credit Series CPE

Aug 25, 2025 | Events, Federal Tax, State and Local, Tax Minimization, Tax News

In this 3-part series, Mark Dunning and Jamie Overberg of TaxOps will lead tax professionals, advisors, and in-house...

Colorado’s Netflix Case: Streaming Is Taxable

Aug 25, 2025 | State and Local, Tax News

Colorado says streaming is taxable. The Netflix ruling expands the sales tax on digital goods and could expand how...

One Big Beautiful Bill Act Think-Tank – Business Tax for COCPA

Aug 18, 2025 | Events, Federal Tax, State and Local, Tax Minimization, Tax News

Hosted by Allen Gregory of TaxOps, this interactive think tank—part of the COCPA Hot Topics series—is designed for tax...

Sales Tax Realities with Avalara’s Scott Peterson

Aug 15, 2025 | Podcast, State and Local, Tax News

Sales Tax Realities with Avalara’s Scott Peterson Hosts & Guests Meredith Smith, Partner, State and Local Tax...

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