On Demand Webinar

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Meet the Experts

Getting Sales Tax Right

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"I highly recommend switching from DCF to AE. It's been life-changing for me and for a lot of people I work with. Once you dive into the program, you can see what it does; it's such a time saver."

Stephanie Cochran, SVP of Valuations, American Realty Advisors

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Recorded on Wednesday, November 11, 2020

Whether you are selling goods or services from a remote location or otherwise, the sales tax compliance landscape has become more challenging since the U.S. Supreme Court’s 2018 Wayfair decision. 

Most states have adopted the principles of economic presence and enacted various compliance and filing thresholds. 

Lack of uniformity in these thresholds, their effective dates and related definitions of qualifying transactions have led to a great deal of confusion. 

This webinar will cut through the uncertainty and allow for the development of a clear understanding of how nexus thresholds may be triggered, both economically and through physical presence.

Attending this webinar will allow the participant to:

  • Recognize business and operational activities that give rise to nexus
  • Proactively take steps to avoid or minimize unexpected sales tax liabilities and non-filing penalties
  • Develop a knowledge of collection and reporting requirements in state and local jurisdictions
  • Evaluate factors to be considered in determining whether to outsource the compliance function
  • Establish a “best in class” sales tax function that effectively and efficiently closes gaps in sales tax registration, collection and reporting

William Cole, Senior Manager, Altus Group

William manages engagements including tax recovery projects, audit defense, nexus studies, matrix development, buy-side due diligence, transactional planning, voluntary disclosures and direct pay permit/effective rate agreements for clients ranging from Fortune 500 manufacturers to multi-state retailers, defense contractors, telecommunications companies, pharmaceutical and biotechnology companies. 

Understanding Compliance Responsibilities

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Robert DumasManaging Partner, Founder & CEO TaxConnex 

In 1998, Robert founded Tax Partners, which became the largest sales tax compliance service bureau in the country, and later sold it to Thomson Corporation. Robert founded TaxConnex in 2006 on the principle that the sales tax industry needed more than automation to truly help clients, thus building within TaxConnex a proprietary platform and network of sales tax experts to truly take sales tax off client’s plates. 

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