Doing business in multiple states raises some difficult issues for businesses and employees. Joseph Endres and Mark Klein will guide you through the legal maze in this 90 minute presentation.
Must a business collect sales taxes in all 50 states?
Must employees pay tax (and employers withhold tax) in every state visited?
What are the corporate tax implications of doing business on the web?
Telecommuting and Mobile Workforce Rules
Tricky Issues for Allocating Income (Workday Allocation, Bonuses, Stock Options, Severance, Retirement Income, etc.)
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.
Mr. Klein concentrates on New York State and New York City tax matters. He also has over 30 years of experience with federal, multistate, state, and local taxation. Mr. Klein splits his time between the firm's New York City and Buffalo offices. He is the contributing editor of CCH’s annual Guidebook to New York Taxes, co-author of Contesting New York Tax Assessments and the ABA Sales and Use Tax Desk Book; co-author of CCH’s New York Sales and Use Tax Answer Book and New York Residency and Allocation Audit Handbook; the general editor of LexisNexis Tax Practice Insights: New York ; former member, Board of Advisors, The Journal of New York Taxation (Faulkner & Gray); and member of The CPA Journal Editorial Review Board. Mr. Klein is chair of the State and Local Taxation Section of Accountants’ Continuing Education (ACE) Accounting Society. His articles have appeared in The CPA Journal, the Journal of Multistate Taxati on and Incentive s, The Journal of Construction Accounting and Taxation, and in other publications devoted to multistate tax issues. Mr. Klein's article, "Handling a Tax Audit: 3 Traps for the Unwary," was published in the Tax Stringer, a publication of the New York State Society of Certified Public Accountants (NYSSCPAs), and his booklet, What to Expect in a New York Residency Audit, is in its fifth printing. Mr. Klein lectures extensively throughout the United States and Canada and is a featured speaker for ACE, the American Institute of Certified Public Accountants (AICPA), the NYSSCPAs, and the Foundation for Accounting Education, and has taught courses on New York State Taxation and on Tax Practice and Procedure at the State University of New York at Buffalo School of Management Tax Certificate Program. Mr. Klein is a member of the American Bar Association Tax Section, the Bar of the United States Supreme Court, the New York State Bar Association, the New York State Tax Matters Committee, the New York City Bar Association, the Florida Bar Association and the Erie County Bar Association, where he chaired the Taxation Committee from 1989-1993. He is also a member of the Tax Appeals Tribunal Advisory Panel. Mr. Klein is listed in The Best Lawyers in America (Tax Law, Tax Litigation & Controversy), Who's Who in American Law, and 2013 New York Super Lawyers ). He is a special legal advisor to MONAEO, and assisted in the creation of this GPS-based software service that helps taxpayers track their location . Mr. Klein can be reached at email@example.com or 646.218.7514.
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