CPE Webinar

How Tech Companies Can Keep Up with the Sales Tax Whirlwind

February 25, 2020

Overview

Tech companies may shoulder the most complex sets of rules for sales and use tax. After the Wayfair ruling, states have been speedily adopting economic nexus laws which increase sales and use tax obligations for tech companies. Compliance is more complicated and costly for licensing fees, software as a service income, and product sales revenues. The team will walk through the changes and provide a guide for improving sales tax compliance while reducing risk and exposure for unpaid taxes.

Learning Objectives

  • Highlight impact of economic nexus on sales and use tax obligations
  • Discuss the difficulty in determining product and service taxability
  • Suggest approaches to manage increased compliance burdens

Speakers

  • Lauren Stinson, CMI, Principal & National Leader, Sales & Use Tax | Cherry Bekaert LLP
  • Kathleen M. Holston, CPA, CMI, Director, Specialty Tax Services | Cherry Bekaert LLP
  • Nellie Vigneron, MAcc, Manager, Specialty Tax Services | Cherry Bekaert LLP

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | 1 Hour*
Delivery Method | Webinar
Program Level | Basic
CPE Category | Taxes

CPE Sponsors Logo*Cherry Bekaert 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.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is canceled or if participants are unable to attend the rescheduled event.

Participants who must cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.