Events

Tram Le on Tax Technology End to End 301 at IPT

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...

Jamie Overberg on the Shifting Accounting Industry and §174 CPE

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 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

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

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 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

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

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...