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Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes (131-15)
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The barriers to doing business across state lines have significantly decreased in recent years. However, this creates additional issues for taxpayers and their preparers in determining where and when they have nexus in a state which would require them to file either state income tax or sales tax returns. This class will not only help equip you in learning the various ways that states define and enforce nexus but also in how to determine when your company or client has nexus in a state, thus requ

11/6/2015
When: 11/6/2015
7:30 AM - 3:45 PM
Where: UACPA Training Facility
136 S Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: Pamela Davis-Vaughn
Contact: April Deneault
801-834-6634


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The barriers to doing business across state lines have significantly decreased in recent years. However, this creates additional issues for taxpayers and their preparers in determining where and when they have nexus in a state which would require them to file either state income tax or sales tax returns. This class will not only help equip you in learning the various ways that states define and enforce nexus but also in how to determine when your company or client has nexus in a state, thus requiring the filing of tax returns.

Objectives:

Know what questions to ask clients to help them determine if they have nexus for income or sales tax and how to assess the answer.
Understand the current tax law issues.
Provide consulting and planning alternatives for clients.

 

Major Subjects:

Understand the history of nexus issues, including court cases and the new “expanded views” that states are taking
Learn to examine the operational activities of your clients through the use of checklists and questionnaires to help them determine if they have nexus for income, franchise, and sales taxes and how to assess their nexus.
Participate in case studies designed to give you the skills you need to determine if a client has nexus for income, franchise and sales tax
Discuss up-to-the-minute developments in Internet sales and aggressive law changes in certain states to collect sales tax from this group
Explore planning opportunities to avoid nexus
Examine whether client affiliates and agents can draw your client into battle with various states
Discuss the alternatives available once a client has determined that they have nexus in a state

 

Designed for:

CPAs in public practice who want to expand the scope of services they provide to clients and CPAs in industry who want to understand their exposure to nexus issues.

Prerequisite: 

Basic knowledge of multistate tax issues.

 

Advanced Prep: None

 

Speaker: Pamela Davis-Vaughn

Vendor: AICPA

Field of Study: Tax

Level: Intermediate

CPE Credit: 8 Hours

Acronym: NXUP

 

 
Registration Fees:                           
Members                
Nonmembers     
Earlybird (through 10/23) 
$257 $340
Standard (after 10/23)
$285 $340

 

AICPA Members receive an additional $30 off the price of this course. Use promo code AICPA8 at checkout to receive the discount.

 

Meet the Speaker:

 Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Painted Post, New York. She has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech, and has been a highly rated speaker at the Controller’s Roundtable, a sponsored event for controllers of automobile dealerships in Texas. In addition to her accounting practice, Pam and her husband, Darryl, are owners of One Main Place Farms, an organic farming operation located in upstate New York.

Pam has over 25 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participated on the mergers and acquisitions team, and served as the Southwest Area Employment Tax practice leader to providing tax consulting services for closely held businesses of a 16-partner, 100-staff Dallas CPA firm. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry and Tax and Accounting Manager of a large independent oil and gas company provides her with significant insight into the challenges faced by those practicing in industry.

Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.

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