Events
Tram Le on Tax Technology End to End 301 at IPT
Join Tram Le and a panel of experts that includes Disney's Jason Abney and Accenture's Peter Kelly as they explore tools to make sales tax compliance easier at the 2023 IPT Sales Tax Symposium. 2023 IPT Sales Tax Symposium October 1-4 | Chicago, IL Hosted by the...
Alexander Korzhen Moderates Sales Tax Automation Panel and Tax Boot Camp Discussion
Join TaxOps’ Alexander Korzhen as he moderates a panel discussion on sales tax automation for lawyers and facilitates a tax section boot camp discussion at the 44th Annual Meeting of the National Association of State Bar Tax Sections. 44th Annual Meeting September 29...
Jamie Overberg on the Shifting Accounting Industry and §174 CPE
Join us at the 2023 Rocky Mountain Area Conference (RMAC) for two sessions featuring Jamie Overberg, Partner at TaxOps Minimization. In a keynote session, panelists in "Where Have the Accountants Gone?" dig into the reasons behind the shifting landscape of accounting...
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...