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Free cpe webinars
The Art of Sales and Use Tax Audit Defense


Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 24, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAuditing
Course LevelBasic
Course Description

Sales and Use Tax issues are considered indirect tax matters and they're not taught in any accounting classes. And yet states are becoming more and more aggressive in conducting sales and use tax audits on businesses of all sizes. What does a tax professional need to know about being better prepared for a sales and use tax audit? What can a business owner do to better understand their potential 6- and 7-figure exposure and prepare to defend against it? What role does documentation play in audit defense?

Be prepared to enter a world of taxation that rarely gets ventured into as you join a seasoned tax professional—Jack Stewart, CMI and Sr. Manager with Clarus Partners. Jack has been illuminating other professionals on this very topic for over 20 years and has specialized solely in indirect tax issues.

Learning Objectives:

  • Determine how tax professionals can be better prepared for a sales and use tax audit

  • Identify how business owners can better understand their potential 6- and 7-figure exposure and learn how to prepare to defend against it

  • Evaluate the role documentation plays in audit defense

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Jack Stewart, CMI, Sr. Manager with Clarus Partners, isn’t just a lifelong golf nut. He’s particularly interested in hickory golf which is the art of restoring and playing with hickory shafted golf clubs. Jack approaches his 20+ year career in indirect taxes in much the same unique way. He tends to be the one to approach with out-of-the-norm scenarios which need creative yet sound solutions. Jack’s solutions have impacted refund reviews, audit defenses, taxability matrices, nexus studies, voluntary disclosure negotiations and settlements, representation of clients before various state administrative boards, development of CPE sales and use tax classes as well as impacting state/county taxing regulations. 

With a BA in History from Rollins College, Jack went on to obtain a Post Baccalaureate in Accounting from Robert Morris University. Jack’s career includes working with two of the Big Four firms. 

About Our Presenter

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Clarus Partners Advisors specializes in indirect tax compliance and consulting. Our team alleviates the burden of keeping tabs on more than 12,000 tax jurisdictions in the U.S. Our industry-leading software and services help keep our clients compliant saving companies time and frustration.