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Hodgson aduitsappeals

SALES TAX AUDIT AND APPEALS

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 3, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes (Sales Tax)
Course LevelBasic
Course Description

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.

Learning Objectives

  • 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.)

  • Best practices.

  • Appealing an adverse determination.

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Testimonials
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Dawn, VA

"I loved this presenter. This is the second webinar I have attended that he has presented, and I really appreciate his style of presentation. He presents relevant information in a clear and concise manner. He provides examples of cases that make the lesson more relatable and memorable. I came away with a concrete understanding of the material. I feel like I received a plethora of useful information that will help me provide higher quality service to my clients. He effectively uses the time allotted to the max -- he leaves no dead air where no information is being presented. He fills the polling time by answering questions from attendees. I feel like I received 3 hours of information in half the time! Overall, he stands out as the best presenter I have heard though CPA Academy. THANK YOU!!!"
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Robert, ID

"After going through a sales tax audit last year. Joseph Endres hit the minimum few items we were caught on. HAD TO LAUGH BECAUSE THE STATE AUDITOR SPENT TWO WEEKS GOING THROUGH OUR MANUAL RECORDS - THE ENDING TAX, PENALTY and INTEREST WAS UNDER FORTY DOLLARS. We must have been doing something right because it was over a TWO YEAR PERIOD. Our tax dollars at work."
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STUART, PA

"The presenter was excellent both in content and delivery. The course was very interesting and the presenter was very knowledgeable. I like his answer to the power of attorney and location of the audit question. I should have asked whether the owner or manager could be summonsed to an interview like in federal income taxes. That was my fault."
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Terri, NV

"As a former sales tax auditor, I felt the presenter was exceptionally knowledgeable and provided very useful information to the attendees. I think the presenter knew the subject matter well enough to speak in a global manner about commonalities between states, and also gave useful pointers and tips about certain areas where states may differ."
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John, CA

"I have enjoyed many of the offered webinars to the extent that the quality of the presentations are all so great. This presentation was one of the best, largely due to the amount of information given and since the topic and content is so current with insight as to where enforcement and regulation is headed."
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Jonas, NY

"This is the best Webinair I have attended. The topics were clearly presented, clarified with examples that otherwise would have been confusing.The scope and breathe of this presentation enlightened me to new issues. I am looking forward to more webinairs in the Sales area and especially by this lecturer."
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Prince, FL

"Enlightening! Informative! Awesome! Joseph did an excellent job taking us through why a company is selected for audit, all the way up to appeals in a timely and efficient manner. He also shared common pitfalls and things to be aware of. Our firm always learns something new each time he presents."
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Jeffrey, OK

"Once I got attached to the Webinar and the lady stopped saying program to start soon, Your printout that was available on an other web page made the entire program make sense and worthwhile. I did learn a lot, but only because I had the printed pages that were used during the presentation."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hodgsonruss

Joseph 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 and sales and uses tax issues focusing on 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.

About Our Presenter

Hodgsonruss
At Hodgson Russ, value means giving you more. That starts with combining experienced, innovative legal representation with a sophisticated understanding of — and respect for — our clients’ businesses. As one of the nation’s oldest law firms, with roots tracing back to 1817, we’ve been providing our brand of value to clients for longer than many firms have been in existence. Isn’t it time to expect more from your law firm?