Events
Stacey Roberts to Teach at IPT State Income Tax School
Stacey Roberts and Duane Dobson teach a full day of classes on tax return filing methods and ASC 740 at the IPT State Income Tax School in Atlanta. Wednesday, July 26, 2022 Register 9:30 - 12:00 pm ET Tax Return Filing Methodologies This session will include a...
Sales Tax Automation: Set It But Don’t Forget It CPE
Identify the benefits and limitations of automation and the considerations to weigh prior to selecting an automation solution, presented by Tram Le and Meredith Smith at Lorman CPE. Sales Tax Automation: Set It But Don't Forget It July 18, 2023 | 11:00 am - 12:40 pm...
Sales and Use Tax Implications of Business Acquisitions CPE
Stacey Roberts at TaxOps and Joseph Geiger at Vertex guide tax professionals with an in-depth analysis of the sales and use tax issues in acquiring certain businesses. The panel will discuss the unexpected sales and use tax consequences, nexus implications, issues...
State Responses to New Section 174 Requirements for R&D CPE
State income taxes are impacted by federal legislative changes to the ability to deduct research and development (R&D). In this CPE, Jamie Overberg will review the current federal requirement to capitalize R&D, states' responses to these changes, best...
Always Forward Marching, Sourcing Rules at IPT Conference
State scrutiny over sourcing income to individual jurisdictions has never been higher, particularly on taxpayers in the service industry. TaxOps' Meredith Smith and Fredrikson & Byron's Masha Yevzelman discuss sales factor market sourcing concepts and court cases...
Avoiding the Shootout, VDAs and Options at IPT Conference
Voluntary Disclosure Agreements (VDAs) are becoming more common than amnesty programs and other workout solutions in cleaning up tax compliance, but do we really get them? TaxOps' Judy Vorndran and Avalara's Winona Dotson address these workout strategies at the IPT...
The Interplay of PL 86-272 and Economic Nexus(CPE)
Navigating Conflicting State Nexus Regulations, Reconciling the Two for Taxpayer Benefit A live 110-minute CPE webinar with interactive Q&A Thursday, June 8, 2023 1:00pm - 2:50pm EST, 10:00am-11:50am PST This course will explain nexus as outlined in PL 86-272, the...
ASC 740: Impacts on Your Financial Statements
Gain an improved understanding of the technical requirements under ASC 740 and better advise your clients, presented by Lindsay Haskell and Dan DeLau of TaxOps at Lorman CPE. Monday, June 8, 2023 | 11:00 am - 12:40 pm MT ASC 740 calculations and reporting of...
Transitioning R&D Expenses: Implementing New §174 Capitalization Requirements CPE
New §174 requirements came in like a lion in 2023, causing significant changes for taxpayers of all sizes in how they identify assets and account for expenses. Join TaxOps' Jamie Overberg and PwC's James Graf as they share some of the headaches and challenges of...