Since the U.S. Supreme Court ruling in the South Dakota v. Wayfair case, 45 states now require companies with economic nexus to collect and remit sales tax. This landmark decision has affected businesses across all industries, but what exactly does it mean for you? Join us for a two-part crash course on sales tax compliance.
This program will provide an overview of nexus/taxability, followed by a discussion of sales tax calculation engines vs. excel, how to manage sales tax registrations, maintain filing calendars, and ensure proper data management.
- Understand the regulations and case law that underpin sales tax compliance
- Recognize key considerations for nexus determination
- Explore the pros and cons of using software vs. excel
- Identify best practices for processes and data management
Who Should Attend
CPAs, accounting professionals, CFOs, Controllers, anyone who has to manage sales and use tax for their business or clients' business
- 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.
- 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.
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, August 23, 2022
3:00 PM EDT (see additional timezones)
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.