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NEXUS FOR STATE AND LOCAL TAX
(or "What do you mean I am doing business in Pocatello and Poughkeepsie?")
A Live Two-Hour Audio Seminar from CCH
Tuesday, December 8, 2009 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn About the Rules, Tips and Traps Surrounding Nexus for State and Local Tax
Do you know when your company or your clients' company has an obligation to file sales tax or income tax returns in another state? Do you trust that your staff working in the trenches thoroughly understand cross-state sales and income tax obligations?
This two-hour audio seminar presentation with noted state tax experts, educators and authors, John C. Healy, M.S.T., CPA and Joseph A. Pickart, J.D., will provide you and your staff with not only with the necessary background, but also an up-to-date discussion of the latest developments, in making that decision. Beginning with a brief overview of the basics of nexus for both sales tax and income tax, the seminar will quickly move into the current questions and latest decisions regarding your company's filing obligations.
Program Topics
Healy and Pickart will discuss and explain an array of issues and considerations, including:
- Introduction to the basic concepts of both income tax and sales tax nexus
- The safe harbor provisions of Public Law 86-272
- The difference between income tax and sales tax nexus
- The rules and guidelines with respect to "physical presence" versus "economic presence"
- Trade-show nexus
- Nexus through agency, attribution, and affiliation
- Nexus implications of franchise and gross receipts taxes
- Practical advice in answering nexus questionnaires
- Minimizing your exposure through proper planning, and more!
Learning Objectives
- Understand the fundamental concepts of nexus for state income tax and sales tax
- Gain awareness of special situations and areas that can potentially trigger state and local tax nexus, such as trade show activity
- Identify potential opportunities to minimize nexus exposure with proper planning
Who Should Attend?
Corporate tax and accounting staff responsible for state tax compliance and planning; public practice CPAs, EAs, tax attorneys and other business and financial advisors working with business clients on state tax compliance and planning.
SPECIAL BONUS
Register today for this insightful program on Tuesday, December 8 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speakers:
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John C. Healy, M.S.T., CPA
John C. Healy, M.S.T., CPA, is a senior lecturer in the University of Wisconsin-Milwaukee Sheldon B. Lubar School of Business' Online Graduate Certificate in State and Local Taxation; Managing Director of the Deloitte Multistate Tax Center at the University of Wisconsin-Milwaukee Sheldon B. Lubar School of Business; and co-author of CCH's Multistate Corporate Tax Guide. John has more than 30 years of state and local tax experience and has held SALT management positions at Miller Brewing Company and General Electric Medical Systems. He has a Bachelor of Science degree in accounting from Marquette University and a Master of Science degree in taxation from the University of Wisconsin-Milwaukee. He is also a certified public accountant. John has published numerous articles in professional tax journals and is a past recipient of IPT's Literary Award. He is also the author of CCH’s Surviving a Sales and Use Tax Audit and co-author of CCH’s Sales and Use Tax Answer Book. John has served as an instructor in a variety of continuing professional education and university tax courses. He is a member of the AICPA and Wisconsin Institute of CPAs and is past chair of the WICPA Wisconsin Taxation Committee. |
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Joseph A. Pickart, J.D.
Joseph A. Pickart, J.D., is the Team Leader of Whyte Hirschboeck Dudek S.C.'s State and Local Tax Practice. As a shareholder in the firm's Milwaukee office, Joe practices in taxation, with specific expertise in state and local contested matters, litigation and planning. He has successfully represented airlines, railroads, telecommunication companies, IT firms, health care providers, manufacturers, developers, property managers, local businesses and individuals in property tax, sales and use tax, transfer tax, estate tax, and franchise and income tax disputes with the Wisconsin Department of Revenue, other states' departments of revenue, and local assessing authorities. Joe is an Adjunct Professor at the University of Wisconsin-Milwaukee School of Business, where he teaches Multistate Income Taxation. He is the principal author of the Wisconsin Chapter of the American Bar Association's “Property Tax Deskbook,” and a Regional Editor for that publication. Joe is also a regular columnist for “The Journal of State Taxation,” published by CCH. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
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Earn CPE Credit
- Two hours of CPE credit are available for an additional $25 per person wishing to receive a CPE certificate for their participation
- Course Level: Basic
- NASBA Field of Study: Taxes
- Prerequisites: None
- Learn More About CCH’s NASBA Registration
Special Bonus
Firms registering for this audio seminar will receive as a bonus the following publication:
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
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CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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Need additional tax technical, accounting / auditing or financial and estate planning training and CPE?
See the CCH Learning Center at cch.learningcenter.com. Choose from more than 250 courses!!
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