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.
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.)
Appealing an adverse determination.
Joe 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 as well as sales and use tax issues with a focus in 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.