Webinar Details
Course Description
Since the U.S. Supreme Court’s South Dakota v. Wayfair decision, sales tax compliance has continued to grow more complex. Today, nearly every state with a sales tax enforces economic nexus, while businesses face expanding taxability rules, increasing audit activity, and constant rate and regulation changes across thousands of jurisdictions.
This session provides a practical, up-to-date overview of what it really takes to manage sales tax in today’s environment. We’ll revisit the fundamentals of nexus and taxability, then dive deeper into the operational processes that support ongoing compliance.
We'll discuss:
- How to identify and monitor nexus as your business grows
- Understanding where your products and services are taxable
- Evaluating sales tax calculation tools and automation - what they can (and can’t) do
- Managing registrations, filing calendars, and ongoing compliance obligations
- Ensuring accurate data management, review processes, and human oversight
- Whether you’re building a sales tax process from scratch or reassessing an existing one, this session will help you understand what a sustainable, audit-ready compliance process looks like today and where common gaps still exist.
Learning Objectives
- Explore nexus/taxability
- Identify pros and cons of using software vs. full outsourcing
- Identify best practices for processes and data management
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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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.
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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.
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.