California and Colorado Expand Sales Tax to Software and SaaS: Preparing for 2027

Join Cherry Bekaert’s Sales & Use Tax team for a practical discussion of California and Colorado’s expanding application of sales tax to software and software-as-a-service (SaaS). Our speakers will address implementation timelines, key considerations for businesses that sell, purchase or use digital products and services, and steps organizations can take now to prepare—while leaving time to answer attendees’ questions.

Learning Objectives:

• Identify the upcoming California and Colorado sales tax changes affecting software and SaaS transactions.
• Analyze the potential sales and use tax implications for businesses that sell or purchase software and SaaS solutions.
• Assess sourcing opportunities and methodologies to help minimize sales tax impact and support compliance.
• Determine practical steps organizations can take to prepare for compliance with the new rules before implementation.  

Who Should Attend

This program is designed for finance, tax, and accounting professionals, business owners, controllers, CFOs and technology companies that sell software, SaaS or digital products, as well as organizations that purchase and use software in California.

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE credit | one hour of CPE
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem Solving
Prerequisites | None
Program Level | Basic
Advanced Preparation | None