SALT Mastery Series: Sales Tax: Understanding Enough to Advise Clients (2 hours - morning) - NEW! - Webcast
Overview
Ensure your clients are prepared for complex sales tax challenges in this essential session of the SALT Mastery Series. Gain a deep understanding of sales tax nexus considerations and the key factors that determine when and where tax obligations arise. Learn how to accurately assign sales to the correct jurisdictions and navigate existing exposure with strategies for voluntary disclosure. With expert guidance, you’ll leave equipped to confidently advise your clients on minimizing risks and staying compliant in the ever-evolving world of sales tax.
Highlights
- Sales tax nexus considerations and factors
- Assignment of sales to jurisdictions
- Navigating existing exposure (and voluntary disclosure)
Designed For
CPAs and professional staff
This event is part of the following bundles:
Leader(s):
Leader Bios
Harriet Strothers, State and Local Tax Partner, Delap LLP
Harriet Strothers has nearly 40 years of experience in providing state and local tax advisory and compliance services to large multi-state and multinational companies. With extensive experience managing tax compliance and audits for all areas of state taxation as well as IRS LMSB "Large Case" audits, Harriet also performs state and local due diligence related to mergers and acquisitions.
Harriet spent almost half of her career in industry with The Ryland Group, a Fortune 500 home builder and mortgage lender that operates in 28 states. Upon her return to public accounting in 2007, Harriet observed that there was a need for business leaders to better understand how State and Local Taxes affected their financial decision making. Rather than developing an industry-specific concentration, Harriet focused on state tax minimization through planning and remediation strategies for taxpayers who operate in multiple states. These strategies include multi-state income/franchise tax refund engagements and reverse sales/use tax audits, as well as state voluntary disclosures to mitigate past tax liability. Harriet's experience in industry included extensive audit defense. She has leveraged that experience into numerous successful audit strategies that she regularly employs when defending clients under audit by taxing authorities.
A frequent presenter on multi-state tax issues, Harriet has managed many large multi-state income/franchise tax refund engagements and reverse sales/use tax audits. She has managed and delivered numerous voluntary disclosure services and audit defense services in almost every state. Harriet has substantial experience advising clients on product sales/use taxability for different types of transactions and on nexus-related issues in 50 states.
After a two-year stint at Schnitzer Steel, Harriet worked with Moss Adams for six years before joining the team at Delap in 2014.
(3/3/21)
Non-Member Price $99.00
Member Price $69.00