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Multistate Sales and Use Tax as a Profit Center (4152803B)
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"Maximize your effectiveness serving clients who file California and multistate sales and use tax returns. Learn to review a California sales and use tax return; identify liabilities and potential refund opportunities; review leading national cases regarding sales and use tax; sales and use tax errors; and the status of the Streamlined Sales and Use Tax Agreement. We'll also address areas where California differs from other states, such as drop shipments. Course materials summarize the organiza

7/21/2015
When: 7/21/2015
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: Daniel L Thompson, CPA
Contact: April Deneault
801-834-6634


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Maximize your effectiveness serving clients who file California and multistate sales and use tax returns. Learn to review a California sales and use tax return; identify liabilities and potential refund opportunities; review leading national cases regarding sales and use tax; sales and use tax errors; and the status of the Streamlined Sales and Use Tax Agreement. We'll also address areas where California differs from other states, such as drop shipments.
Course materials summarize the organization of the California State Board of Equalization, provide an easy-to-follow drop shipment flow chart, appropriate regulations and case citations.



Objectives:



    Identify common sales and use tax return errors and areas of non-compliance.
    Identify audit errors and missed refund opportunities.
    Recognize the complex tax planning needed for business reorganization.
    Determine how states view benefits received vs. where performed.
    Identify the difference between economic nexus and physical nexus.
    Recognize how California and other states treat drop shipment transactions.

 

  
   

Major Subjects:



    Audit errors and refund opportunities
    California and multistate nexus standards
    Tax planning for business reorganization
    Sales and use tax issues
    Nortel decision and other related national cases
    Maintenance agreements
    Cloud computing
    Streamlined Sales and Use Tax Agreement

     
           

Designed For:

CPAs, attorneys and other tax practitioners filing California and multistate sales and use tax returns.

Prerequisite:   Sales and use tax compliance and audit experience.

Advanced Prep:  None

Speaker: Daniel L Thompson, CPA

Vendor: CalCPA

Field of Study:   Taxes

Level:  Intermediate

CPE Credit: 8 Hours

Acronym: CTU

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Specializing in multi-state sales and use taxes, Dan's expertise covers all areas of multi-state sales and use taxation, including transaction consulting. Dan has performed sales and use tax consulting projects for many international and national companies in the financial, high tech, construction, manufacturing, motion picture, food servicing, leasing industries, and for medical and non-profit facilities. His practice also covers the constantly changing sales and use issues that are emerging from sales and marketing on the Internet. Dan earned his B.S. in accounting from the California State University at Long Beach. Dan has over 10 years of experience with the California State Board of Equalization and more than 15 years experience in public accounting. Dan was a Partner of a Big 4 accounting firm's State and Local Tax practice and a business taxes administrator with the California State Board of Equalization. As a frequent public speaker, Dan has lectured on taxation for many highly regarded tax educators, including Tax Executives Institute (TEI), Georgetown University Law Center, California Society for CPAs, Lorman Education Services, National Business Institute, Institute for Professionals in Taxation (IPT), and various business groups. He has authored articles for the Multi-state Corporation Tax Guide ? Midyear Supplement and the Journal of California Taxation. Dan is a recognized member of the American Institute of CPAs, a member of the California Society of CPAs, a certified member of the Institute for Professionals in Taxation (IPT), a member of the American Electronics Association state and local tax subcommittee (AEA). He was also chairman of the California Society of CPAs Sales and Use Tax Symposium.

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