Midwest SALT Series

Date(s): Thursday, November 16, 2017

Time: 12:00 PM - 1:00 PM

Website: https://www.eidebailly.com/insights/events/2017/11/midwest-salt-tour---sioux-falls---use-of-software-in-determining-and-preparing-returns

Location: Eide Bailly Office, 200 East 10th Street

Contact: Andrea Thiele

Phone: 605-367-6731

Email: athiele@eidebailly.com

The rules surrounding sales tax can be complex and confusing. Big corporations have problems with sales tax, leaving the small business with even greater frustration. From being penalized for not putting a notice of “no sales tax included” on an invoice to having a requirement to collect tax when a customer has downloaded an app on a phone, the states are getting creative, aggressive, and making it nearly impossible to follow the rules.

This session will discuss the integration of small business accounting software packages from QuickBooks and the sales tax solution options of Avalara.

Since businesses are now selling to customers throughout the country, and states are requiring businesses to comply with their ever-changing sales tax rules, you can’t afford to miss this session.  The cost of doing nothing is significant and the days of ignoring these rules are gone.  This session will give you the information necessary to cost-effectively move forward and keep pace with these changes.  The software solutions are affordable and practical – an unexpected sales tax audit is expensive and burdensome.

Join us for a session outlining the basics of sales tax as well as the responsibilities that arise when nexus is established, and learn how we work with software to streamline tax reporting and other solutions.

Learning Objectives

  • Review the basics of sales tax
  • Discuss the different options for accounting software
  • Outline the benefits of an outside resource to streamline tax reporting
  • Explore the tax implications surrounding the use of accounting software
  • Outline ways in which businesses can utilize accounting software for return preparation
  • Eide Bailly’s State and Local Tax Team and our Business Outsource & Strategy team have access to the knowledge, technology, relationships and efficiencies your business needs to thrive.

Presenters:

Mike Herold, J.D., Regional Director, State and Local Tax Services – Eide Bailly
Mike has more than 20 years of experience in state and local tax with an emphasis in the sales tax area. He has represented clients in every state for income and sales tax issues and is a recognized multi-state expert and frequent national speaker. Mike has vast experience in income tax, franchise tax, gross receipts, personal and real property, and unclaimed property.

Dan Macintosh, CPA, Senior Manager – Eide Bailly
Dan provides outsourced accounting and CFO services to small and mid-sized businesses.  He also provides audit, tax, consulting and accounting services to clients and individuals in a number of industries.  He has transaction advisory experiencing buy-side due diligence and quality of earnings.

Jennifer Edwards, Manager – Eide Bailly
Jennifer has more than 17 years of experience in all areas of federal and state tax compliance. She assists mid-sized, multi-state companies with a variety of federal and state tax services, including income tax planning, income tax return compliance and support, and SALT services. Her specific SALT experience includes nexus studies, sales taxability analysis, voluntary disclosure agreements, sales and use tax consulting and sales tax audit support. 

Christine Martin, Sales Engineer – Avalara
Christine is a sales tax expert at Avalara, and specializes in sales tax compliance software. Avalara software provides solution for various transactional taxes, including sales and use, VAT, excise, communications, and others.

Brigitte Merten, Strategic Alliance Manager – Avalara
Brigitte has more than 15 years of experience in technology sales, marketing and channel partner management with a proven track record for achieving business objectives. She works with the Avalara team to “make sales tax less taxing”

CPE:
1 hour

Additional Information:
These are live-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

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