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Taxops

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Self-Study CPE
NUTS & BOLTS OF SALES TAX SERIES: NEXUS DETERMINATIONS
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HOW TO START THE SALES AND USE TAX CONVERSATION WITH A CLIENT
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NUTS & BOLTS OF SALES TAX SERIES: AUDIT MANAGEMENT BEST PRACTICES
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NUTS & BOLTS OF SALES TAX SERIES: TAXABILITY DETERMINATIONS
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NUTS & BOLTS OF SALES TAX SERIES: SITUSING THE SALE
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Whosonthehook avalara

WHO’S ON THE HOOK: MANAGING RISK FROM SALES TAX REGISTRATION

Cost Free   CPE Credits 1.0 hour   Subject Area Taxes (Sales Tax)  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Series: Sales Tax 
Course Description

Registering a business for sales tax sounds simple.  But it can be fraught with contention and bring up concerns as requirements become known.  All those who are identified as  “responsible parties” – the business owners, officers, directors, shareholders, and employees - can be personally liable for sales tax obligations. This begs the question, what exactly is a responsible party and why is the ask so invasive?
 
The short answer is because, due to per federal and other laws, these executives, owners and employees are required to relinquish their personal information before the business can be entrusted with state and local tax funds. Although legal and binding, this requirement doesn’t always go over well, particularly when these individuals realize that by signing on as responsible parties, they become personally liable for sales taxes of the business.
 
Join Judy Vorndran as she discusses the “why” behind the sales tax registration requirement and how can you best protect your business, people and clients from personal liability.

Learning Objectives

  • Why there’s risk in complying with requirement to hand over personal information in the sales tax registration process.

  • Assuming trustee status.

  • Declaring who you say you are.

  • Who is responsible

  • Best ways to protect your business and people from personal liability.

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Judy Vorndran, Esq, CPA

Tax Ops, LLC
State and Local Tax Partner
jvorndran@taxops.com
(720) 227-0070

Taxops

Judy Vorndran leads the state and local tax (SALT) practice at TaxOps, helping clients navigate the morass of SALT issues with the goal of making it less “Taxing!”. She is a recognized thought leader and award-winning instructor to clients and tax professionals alike with a steady focus on finding ways to simplify complex SALT issues and areas of state tax controversy. Judy monitors the legislative, judicial, and regulatory tax landscape to assess the tax impact on businesses, and has helped successfully change the laws in a number of states and jurisdictions. Previously, Judy was the first National Tax Resource at a Top 100 CPA Firm, where she launched the firm’s SALT practice. She also spent 14 years exclusively focusing on SALT at PwC and Deloitte, extensively traveling the U.S. helping clients implement best practices and reduce SALT risks.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Sponsor

Avalaralogo
Avalara, Inc., is the leader in sales tax and compliance automation in the cloud. Avalara makes sales tax compliance simple and automatic for thousands of customers every day. Its SaaS-based solutions span the compliance spectrum; each year these solutions deliver billions of tax decisions, manage millions of exemption certificates, file hundreds of thousands of sales tax returns, and remit billions of tax dollars to states nationwide and countries internationally. Recognized as one of America’s fastest growing technology companies, Avalara is integrated with leading ERP and ecommerce software systems that serve millions of businesses. Founded in 2004 and privately-held, Avalara employs over 1,000 people from its Seattle headquarters and 15 offices globally.