Edit
About This Webinar
You could be exposed to state tax liabilities you don’t know about.
State tax nexus can be triggered by a single remote employee, inventory stored in a third-party warehouse, or simply crossing an economic sales threshold.
This webinar explores two of the most critical — and most frequently misunderstood — tools in multistate tax compliance: Nexus studies and voluntary disclosure agreements (VDAs).
Agenda
  • Introduction
  • Presentation
  • Q&A
  • Nexus triggers: Physical presence, economic nexus and other commonly overlooked activities.
  • Nexus studies: How comprehensive assessments can help identify undisclosed filing obligations across income, franchise and sales/use tax.
  • VDA fundamentals: What VDAs are, how they work and why proactive disclosure can be less costly than an audit.
  • Benefits and trade-offs: How VDAs limit lookback periods, secure penalty abatement and settle outstanding liabilities.
  • Anonymous negotiation: How tax advisors can protect your business’s identity while negotiating terms with state revenue departments.
  • Real-world scenarios: M&A due diligence, pre-transaction cleanup, remote workforce expansion and e-commerce compliance.
Presenters
1786723900-0ea001943bc17b2b
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.
1786724001-19e902c66d0e3f60
Jessica Macklin
Partner
Jessica Macklin is a partner in Wipfli’s tax department with nearly 15 years of experience providing tax planning and preparation services for corporations, partnerships, farmers and individuals. She specializes in state and local taxation and helps clients navigate the tax laws of the state and local jurisdictions in which they operate. Jessica’s clients appreciate her vast state and local tax knowledge as well as her timeliness and responsiveness to their questions and issues.
Reserve Your Spot
First Name*
Last Name*
Your Email*
Job Title*
Organization*
Organization industry*