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SALES TAX AUDIT AND APPEALS

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 3, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes (Sales Tax)
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Small Business Owner
Series: Sales Tax, CFOs and Controllers, Taxes
Course Description

This program will cover a sales and use tax audit from start to finish. The program will include a review of products and services that are typically subject to sales tax in the various states, as well as common exemptions. It will review the tactics state tax authorities use to find businesses for audit and will examine specific audit initiatives in the various states.

The program will be useful to tax professionals who deal with this issue regularly, while being accessible to those dealing with sales tax audits for the first time.

Learning Objectives

  • The methodologies used by auditors to determine liability.

  • Rules governing exemption certificates.

  • Negotiating with auditors over methodology and liability resolution.

  • Responding to auditor requests (document requests, statute of limitations waivers, responsible person questionnaires, etc.)

  • Best practices.

  • Appealing an adverse determination.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joseph N. Endres

Hodgson Russ LLP
Partner
[email protected]
(716) 848-1504

Hodgsonruss

Joseph counsels clients on a wide range of state and local taxation issues and represents taxpayers in disputes with the New York State Department of Taxation and Finance and the New York City Department of Finance. His practice focuses on personal income tax and residency matters and sales and uses tax issues focusing on the technology industry (software as a service, cloud computing, digital products, etc.). Finally, He counsels clients on their abandoned property obligations. He is the Abandoned Property Audits Practice leader and has represented large corporations in complex compliance matters such as multi-state abandoned property audits and voluntary disclosures.

About Our Presenter

Hodgsonruss
At Hodgson Russ, value means giving you more. That starts with combining experienced, innovative legal representation with a sophisticated understanding of — and respect for — our clients’ businesses. As one of the nation’s oldest law firms, with roots tracing back to 1817, we’ve been providing our brand of value to clients for longer than many firms have been in existence. Isn’t it time to expect more from your law firm?