CPE Webinar

How to Avoid the Traps and Take Advantage of State Tax Opportunities for the Professional Service Industry

calendar icon May 4, 2023

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Register Now for Professional Services Industry State Tax Opportunities Webinar

How to Avoid the Traps and Take Advantage of State Tax Opportunities for the Professional Service Industry

Date: Thursday, May 4, 2023 at 1-2 PM ET

State tax is often an afterthought when keeping up with the daily demands of running a business. A sharp rise in remote work locations has pushed states to focus more on identifying non-filers, and vague state guidance often leaves taxpayers unsure of how to allocate their revenue across various states.

Most states have now enacted some form of a Pass-Through Entity Tax (PTET) election, which can result in significant federal tax savings in the right situations. Join us for up-to-date information on these topics and more.

Learning Objectives:
1.Learn how states are determining state tax nexus for professional service companies
2.Gain an understanding of how revenue is sourced among states for tax reporting purposes
3.Discover the potentially significant benefits of making state PTET and how they work

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 1 CPE, pending approval
Recommended Field(s) of Study | Taxes
Prerequisites | None
Program Level | Basic
Advanced Preparation | None


Cathie (Stanton) Shaw, CPA | Partner, Cherry Bekaert
Peter Baisch, CPA | Senior Manager, Cherry Bekaert
Tony Konkol, J.D., LL.M. | Manager, Cherry Bekaert
Edward Osefo, MBA, J.D., LL.M. | Senior Manager, Cherry Bekaert

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

  • Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:
    • There will be 4 polling questions per hour of each session.
    • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
    • Polling questions will not be announced in advance.
    • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
    • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
    • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
    • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

CPE Sponsors LogoCherry 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