Webinar Details
Course Description

An audit notice can be one of the most stressful things a business ever receives, and thousands of businesses face one every year, sometimes with little warning and no clear reason why. The good news? With the right preparation, you can navigate the process with confidence and come out the other side with the best possible outcome.

Join us for a webinar on managing the sales tax audit process from start to finish. You'll learn:

  • How businesses get selected for an audit
  • Pre-audit planning strategies to manage known risks and exposure
  • How to manage the audit process for the best possible outcome
  • What options are available once an assessment is issued
  • Real-world examples and actions you can take today
Learning Objectives
  • Recognize how businesses get selected for an audit
  • Discover pre-audit planning strategies to manage known risks and exposure
  • Explore how to manage the audit process for the best possible outcome
  • Identify what options are available once an assessment is issued
  • Explore real-world examples and actions you can take today
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
  • 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
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    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
Tuesday, September 22, 2026

2:00 PM EDT (see additional timezones)

CPE
  • 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.

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