Webinar: Managing multistate sales and use tax risks by Wipfli

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About This Webinar

As businesses expand across state lines, sales and use tax obligations can change quickly. Missed registrations, under-collected sales tax and overlooked use tax accruals can create exposure that compounds over time — often until an audit or transaction forces the issue.

Agenda

Sales tax risks: What is generally taxable, what is not and how to confirm you’re collecting the correct state and local tax rates.
Use tax best practices: How to implement or refine processes for identifying taxable purchases when vendors do not charge sales tax.
Nexus considerations: What activities create sales and use tax nexus and what steps to take if your organization has established nexus in additional states.
Managing past exposure: Practical approaches for addressing historical liabilities and limiting risk.

Presenters

Craig Cookle

Partner

Craig Cookle leads the firm’s state and local tax practice. He brings more than 35 years of state and local tax experience to his clients. His knowledge and experience enable him to consistently provide value to his clients in terms of state and local tax savings and efficient resolution of tax issues. Craig spends his time managing the state and local tax (SALT) practice and as a relationship executive on client accounts.

The SALT group assists clients with audit defense, sales and use tax overpayment reviews, nexus studies, voluntary disclosures, sales tax compliance assistance, personal property tax reviews and general sales tax and state income/franchise tax consulting.

Craig strives to maintain close and lasting relationships with his clients by listening attentively to their needs and providing them with timely and creative responses to their questions and issues. Clients appreciate his proactive assistance in helping them resolve multistate tax situations.

Katie Murray

Manager

Katie Murray is a manager in the firm’s state and local tax group. She specializes in the sales and use tax function. Katie enjoys working with clients to determine their state and local tax needs and proposing solutions to meet those needs.

Austin DeMoss

Senior Manager

Austin DeMoss is a member of Wipfli’s state and local tax group and a firmwide resource in assisting with and resolving clients’ multistate tax issues. As a former auditor for the Wisconsin Department of Revenue and the Texas Comptroller of Public Accounts, his knowledge and experience help him provide the best possible outcome for clients of all sizes. Austin is committed to providing outstanding customer service and helping his clients to understand the complex world of sales and use tax.

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