Webinar Details
Course Description
As we approach the end of 2024, it is crucial to set up your clients for success in 2025. The complexities and risk surrounding sales tax can cause a real issue for your client if not managed properly. In this webinar, TaxConnex will cover the questions you need to be asking your clients to ensure that they’re maintaining compliance and minimizing risk. We’ll share some of the triggering events businesses experience that could cause a need to evaluate their sales tax obligations, how you can approach and review your current clients to identify need before a triggering event and steps to ensure ongoing compliance.
Learning Objectives
- Identify activities and circumstances that trigger sales tax risk, exposure, and obligations
- Explore why sales tax matters with real world case studies
- Recognize mitigation strategies for sales tax exposure
- Discover what ongoing sales tax compliance entails (When – what - how)
Prerequisites
- None
Who Should Attend
CPAs, accounting professionals, CFOs, Controllers, anyone who has to manage sales and use tax for their business or clients' business
Advanced Preparation
None
Presenter Details
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Brian Greer
- Partner, Chief Revenue Officer
As a Partner and Chief Revenue Officer with TaxConnex, Brian helps companies manage their sales tax risk by implementing sales tax outsourcing solutions and advising them on sales tax issues related to nexus, taxability, audits, and Voluntary Disclosure Agreements. Brian has worked in the sales tax field since 2000 and prior to that worked predominantly in software sales.
Brian is a graduate of Purdue University and has lived in the Atlanta, GA area since 1997. -
Jeff Meigs
- Partner, Consulting Practice Leader
Jeff Meigs leads TaxConnex's consulting practice. He joined TaxConnex over a decade ago and since then has helped to grow TaxConnex through a focus on client experience and satisfaction. Prior to joining TaxConnex, Jeff was a Vice President with Thomson Reuters and he also worked with two of the Big 4 firms as a manager and senior manager. Jeff also brings experience from his time as an Auditor with the North Carolina Department of Revenue and as a Client Experience Leader with General Electric.
He attended North Carolina State University where he studied Accounting.
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
What to Ask Your Clients to Identify & Manage Their Sales and Use Tax Risk
Sponsored by TaxConnex
- Oct 9, 2024
- 12:00 PM EDT
- Credits: 1.00
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