Join Tram Le and Judy Vorndran at TaxOps as they explore customer invoicing challenges and best practices related to sales and use tax compliance, sponsored by Sovos.

Mastering Sales & Use Tax Compliance for Customer Invoicing

Wednesday, April 17, 2024 | 3:00 pm EDT | 1:00 pm MDT

Join us as we explore sales & use tax compliance for customer invoicing. The expert team at TaxOps will share essential steps for accurate tax verification and common sales tax mistakes to avoid with shared services buying centers, while also addressing industry misconceptions.

Whether you are a tax professional or a business leader, this 30-minute deep-dive will empower you to foster positive customer relationships while maintaining compliance.

Key topics: 

  • Navigating shared services buying centers
  • Learn why language matters
  • Bundling and mixed-use transactions
  • True object test
  • Determining taxable items
  • Calculating taxes (the where, the who)

About TaxOps

We solve tax problems with practical tax answers that make business sense across jurisdictions and industries. By hiring our Big Four-veteran leaders and experienced teams, you get a team of tax strategists and business advocates supporting your strategy wherever business takes you. We deliver the strength, experience, and resources of a national tax brand with the hands-on client engagement of a boutique firm. Fixed-fee pricing options and active teaming keep us focused on efficient tax results. TaxOps is shaping the future of tax specialty services in federal, international, state and local and minimization solutions by taking care of our clients, our people and our communities. Visit TaxOps.com.

Speakers:

Judy Vorndran, J.D., CPA, TaxOps

Judy Vorndran, J.D., CPA, MSBA, leads a team of veteran state and local tax (SALT) professionals at TaxOps in providing practical tax answers to businesses and governments. She is attentive to legislative, judicial, and regulatory tax changes as she assesses the impact of change on her clients’ tax strategy. For 25+ years, she has worked with and through vendor partnerships and government alliances to drive positive tax outcomes for businesses. Judy is a public policy advocate and governor-appointed member of Colorado’s Sales and Use Task Force, where she collaborates with legislators and stakeholders in simplifying the state’s complex sales tax system. Former Big Four, with 14 years combined at Deloitte and PwC, Judy is also a nationally recognized thought leader and award-winning instructor, including the 2023 Income Tax Instructor of the Year for the Institute for Tax Professionals. She is featured on the SALTovation show, a podcast profiling the leading voices in state and local tax. Listen in to the SALTovation Show on your favorite channel and reach out to

Tram Le, J.D., CPA, LLM in Taxation, TaxOps

Tram Le is a senior manager at TaxOps where she specializes in tax strategies for growing multistate businesses. She works closely with clients across industries to tackle state and local tax (SALT) issues including taxability, nexus, sourcing, apportionment reviews, M&A/due diligence, sales tax automation, and tax advocacy with state and local governments. Tram serves as an adjunct professor at the University of Texas at Arlington, where she teaches SALT topics to graduate level students. She has several years of government financial and forensic auditing experience from work in the U.S. Government Accountability Office (GAO) and with the Treasury Inspector General for Tax Administration (TIGTA). Tram is a frequent speaker on SALT topics and writes the Spreading SALTovation column for Tax Notes State. Reach out to Tram at tle@taxops.com.

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