SALT Mastery Series Bundle
Multiple Events Between -
Up to 20.5 Credits
Member Price $550.00
Non-Member Price $850.00
Overview
A Deep Dive into State and Local Tax Topics
Unlock the secrets of effective state and local tax strategies with our comprehensive SALT Mastery Series! Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of advanced techniques, guided by industry-leading experts. Don’t miss this opportunity to master the complexities of SALT and transform your tax practices. Sign up today and take the first step towards becoming a SALT expert!
There are 10 courses in the bundle. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the SALT Mastery Series bundle and save up to $140!
This bundle contains the following events:
SALT Mastery Series: Oregon's Pass-Through Entity Elective Tax (PTE-E) (2.5 hours - morning) - Webcast
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Online
2.5 Credits
Member Price: $69
Unlock the intricacies of Oregon’s Pass-Through Entity Elective Tax (PTE-E) and how it fits into the broader landscape of PTE-E programs nationwide. In this insightful session of the SALT Mastery Series, gain a comprehensive overview of PTE-E programs across the country, including essential Federal tax considerations. Delve into the specifics of Oregon's PTE-E program and discover strategies to manage the interaction between state PTE-E taxes for multi-state clients—helping you avoid the pitfalls of double taxation. With expert guidance, you'll walk away with the knowledge needed to optimize tax positions for your clients.
SALT Mastery Series: Think Before You Act: Responding to State and Local Tax Notices and Audits (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Facing state and local tax notices or audits can be daunting, but this session of the SALT Mastery Series equips you with the tools to navigate these challenges with confidence. Led by industry experts, you'll learn general strategies for effectively responding to tax notices and gain insights into coaching your clients through these complex situations. Discover essential tips, avoid common traps, and uncover opportunities for representing clients in notices, audits, and appeals. Plus, learn how to recognize and escalate widespread issues that may impact multiple clients. Join us for this in-depth session and enhance your ability to respond swiftly and successfully to SALT challenges.
SALT Mastery Series: Oregon Corporate Activity Tax (CAT): Form and Substance Matter! (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Unlock the complexities of the Oregon Corporate Activity Tax (CAT) in this detailed session of the SALT Mastery Series. Join us for an in-depth walkthrough of CAT return completion, where you'll learn to accurately navigate apportionment and unitary group issues. Gain clarity on special rules and exclusions for certain industries, and ensure your clients are well-prepared for potential audits. Plus, explore the question of whether CAT should be included on the invoice. Led by top tax professionals, this session equips you with practical strategies to manage Oregon’s unique tax structure and enhance your expertise.
SALT Mastery Series: Oregon Pass-Through Entity Elective Tax (PTE-E): Don't Miss a Deduction (2 hours - morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Maximize deductions and minimize confusion with the Oregon Pass-Through Entity Elective Tax (PTE-E). This essential session of the SALT Mastery Series provides an overview to properly reporting on PTE-E forms and delivering accurate information to PTE owners. Dive into the interaction between PTE-E and individual returns, as well as key Federal considerations, ensuring your clients don’t miss out on valuable tax savings. Led by seasoned tax experts, this session will equip you with the knowledge and strategies to optimize PTE-E reporting and compliance.
SALT Mastery Series: Income Tax Nexus and Apportionment (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Stay ahead of the evolving landscape of income tax nexus and apportionment in this must-attend session of the SALT Mastery Series. Learn how to assess your client’s business activities in relation to differing state nexus and apportionment rules and uncover key distinctions between economic and physical presence nexus—especially in today’s world of technology and remote work. Explore the implications of factor presence nexus and when it becomes critical for tax compliance. Join industry-leading experts as they help you master these essential concepts to effectively guide your clients through complex multistate tax environments.
SALT Mastery Series: Sales Tax: Understanding Enough to Advise Clients (2 hours - morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
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.
SALT Mastery Series: Protecting Yourself & Your Clients: Understanding the Implications of Remote Work & Licensing Requirements (2 hours) - Webcast
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Online
2.0 Credits
Member Price: $69
Remote work has changed the landscape for tax professionals and their clients, bringing new challenges and obligations. In this critical session of the SALT Mastery Series, gain insights into registration obligations across different states, including payroll tax, nexus generation, and apportionment issues for remote workers. Learn which agencies to register with and how to navigate the complexities of multi-state compliance. Additionally, ensure you avoid the risks associated with the unauthorized practice of law. This session will arm you with the knowledge to protect both your practice and your clients in the era of remote work.
SALT Mastery Series: City of Portland, Multnomah County, and Metro Taxes: Practitioner Perspectives (2 hours - late morning) – NEW! – Webcast
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Online
2.0 Credits
Member Price: $69
Join experienced local practitioners for their practical perspectives on the City of Portland, Multnomah County, and Metro Taxes, including compliance requirements, apportionment, pass-through entity considerations, and interaction with other tax programs. Practitioners will offer their perspectives on tax planning and strategies for these tax programs, insight into potential future developments, and suggestions for communicating with clients. This program will cover the City of Portland, Multnomah County, and Metro business and personal tax programs.
SALT Mastery Series: Multnomah County / City of Portland Taxation Update (2 hours - morning) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues! This in-depth 2-hour session will walk you through how these local taxes are calculated and update important taxation issues in Multnomah County and the City of Portland.
SALT Mastery Series: Oregon Department of Revenue Update (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics.
Non-Member Price $850.00
Member Price $550.00