{"id":15125,"date":"2025-09-24T19:00:47","date_gmt":"2025-09-24T19:00:47","guid":{"rendered":"https:\/\/taxops.com\/?p=15125"},"modified":"2025-10-29T17:16:22","modified_gmt":"2025-10-29T17:16:22","slug":"state-and-local-tax-nexus-101-cpe","status":"publish","type":"post","link":"https:\/\/taxops.com\/state-and-local-tax-nexus-101-cpe\/","title":{"rendered":"State and Local Tax Nexus 101 CPE"},"content":{"rendered":"\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/taxops.com\/wp-content\/uploads\/2025\/09\/State-and-Local-Tax-101-CPE-Nov-2025-1024x576.png\" alt=\"\" class=\"wp-image-15225 lazyload\" data-srcset=\"https:\/\/taxops.com\/wp-content\/uploads\/2025\/09\/State-and-Local-Tax-101-CPE-Nov-2025-980x551.png 980w, https:\/\/taxops.com\/wp-content\/uploads\/2025\/09\/State-and-Local-Tax-101-CPE-Nov-2025-480x270.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><noscript><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/taxops.com\/wp-content\/uploads\/2025\/09\/State-and-Local-Tax-101-CPE-Nov-2025-1024x576.png\" alt=\"\" class=\"wp-image-15225 lazyload\" srcset=\"https:\/\/taxops.com\/wp-content\/uploads\/2025\/09\/State-and-Local-Tax-101-CPE-Nov-2025-980x551.png 980w, https:\/\/taxops.com\/wp-content\/uploads\/2025\/09\/State-and-Local-Tax-101-CPE-Nov-2025-480x270.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/noscript><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Explore a high-level, wholistic view of business tax obligations including income, sales and use, and other indirect taxes, and why addressing them comprehensively creates the strongest tax compliance programs, with TaxOps Partner Stacey Roberts for CPE4U.<\/em><\/p>\n\n\n\n<div style=\"height:66px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">State and Loccal Tax Nexus 101<\/h2>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\"><strong> Thursday, November 6 | 1:00 PM &#8211; 4:30 PM MT<\/strong><\/h3>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">4.0 Credit Hours | CPE4U<\/p>\n\n\n\n<div style=\"height:57px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/cpe4ucolorado.com\/Seminar\/detail\/13564\">Register at CPE4U<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:66px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">This seminar presents a high-level, wholistic view of business tax obligations that include income, sales and use, and other indirect taxes, and why addressing them in total, rather than in silos, creates the strongest tax compliance programs. When accountants\/tax return preparers provide their clients support in only a single type of tax \u2013 e.g., payroll or sales and use tax \u2013 the clients may be unaware or choose not to address other taxes they should be filing, creating risk. By considering the full picture of how tax types impact each other, accountants and tax return preparers can provide more value to their clients while helping them cover all the bases and avoid surprises.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Learning Objectives<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After completing this course the participant will be able to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Summarize the implications of nexus on income tax and other indirect taxes.<\/li>\n\n\n\n<li>List a business&#8217;s possible federal, state, and local tax obligations, both direct and indirect.<\/li>\n\n\n\n<li>Recognize sourcing requirements for income and indirect taxes.<\/li>\n\n\n\n<li>Identify and explain to clients which tax obligations apply to their business.<\/li>\n\n\n\n<li>Differentiate between a sales tax and a use tax.<\/li>\n\n\n\n<li>Distinguish between taxable and non-taxable transactions.<\/li>\n\n\n\n<li>Identify transactions that may be exempt from sales and use tax and the role of exemptions certificates.<\/li>\n\n\n\n<li>Assess reporting obligations and income tax filing methods.<\/li>\n\n\n\n<li>Explain how an integrated approach to tax compliance helps a client mitigate risk.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:42px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Speakers<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a href=\"https:\/\/taxops.com\/stacey-roberts-3\/\" target=\"_blank\" rel=\"noopener\" title=\"Stacey Roberts\">Stacey Roberts<\/a>, CPA,<\/strong>&nbsp;is a partner in the SALTovation team at TaxOps in Denver. She works closely with business clients managing all compliance issues related to state income\/franchise and sales and use tax for flow through entities and C corporations across various industries; identifying planning opportunities and state and local credits and incentives; and mitigating state and local tax controversy issues with auditors and taxing jurisdictions. Her 25 years of experience in state and local tax also includes three of the Big Four accounting firms and a Fortune 500 company. She is a member of the Colorado Legislative Tax Policy Task Force through 2026 and frequently presents and writes on SALT issues.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>About CPE4U<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/cpe4ucolorado.com\/\" target=\"_blank\" rel=\"noopener\" title=\"CPE4U\">CPE4U<\/a> Colorado provides continuing professional education seminars for&nbsp;<strong>accountants, attorneys, enrolled agents, and tax return preparers<\/strong>&nbsp;in Denver and Grand Junction, Colorado. These classes range from two hours to two days in duration and are scheduled on weekdays from April 22, 2024, through February 7, 2025. Classes taught in our own classrooms are also&nbsp;<strong>broadcast live over the Internet.<\/strong>&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:59px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\">Let&#8217;s Talk Tax<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:34px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-2666d1fd-3ba5-44f9-9633-31908556df8a\">More Tax News<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/taxops.com\/us-state-and-local-tax-for-foreign-companies\/\">U.S. State and Local Tax for Foreign Companies<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/taxops.com\/texas-supreme-court-opinion-clarifies-service-receipt-apportionment\/\">Texas High Court Clarifies Service Receipt Apportionment<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/taxops.com\/california-issues-guidance-on-sourcing-service-receipts\/\">California Issues Guidance on Sourcing Service Receipts<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/taxops.com\/ethics-in-business-awards-sponsor\/\">Ethics in Business Awards Sponsor<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/taxops.com\/how-tos-for-partnerships-and-s-corporations-in-colorado-2\/\">State Legislatures Move on Tax Reform and Relief<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:53px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/taxops.com\/contact\/#subscribe\" target=\"_blank\" rel=\"noreferrer noopener\">Subscribe to Tax News<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:53px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Explore a high-level, wholistic view of business tax obligations including income, sales and use, and other indirect taxes, and why addressing them comprehensively creates the strongest tax compliance programs, with TaxOps Partner Stacey Roberts for CPE4U. State and Loccal Tax Nexus 101 Thursday, November 6 | 1:00 PM &#8211; 4:30 PM MT 4.0 Credit Hours [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":15225,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","spt_transcript":"","footnotes":""},"categories":[225,229,226],"tags":[252,284,12,126,265,827,18,19,30,101,80],"class_list":["post-15125","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-events","category-state-and-local","category-tax-news","tag-accountant","tag-cfo","tag-colorado","tag-cpa","tag-finance-professional","tag-national-association-of-state-bar-tax-sections","tag-sales-and-use-tax","tag-sales-tax","tag-state-and-local-tax","tag-state-tax","tag-tax-provider"],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/taxops.com\/wp-content\/uploads\/2025\/09\/State-and-Local-Tax-101-CPE-Nov-2025.png","_links":{"self":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/15125","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/comments?post=15125"}],"version-history":[{"count":3,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/15125\/revisions"}],"predecessor-version":[{"id":15226,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/15125\/revisions\/15226"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/media\/15225"}],"wp:attachment":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/media?parent=15125"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/categories?post=15125"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/tags?post=15125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}