State & Local Taxation (SALT) Update Webinar (3.5 Hours)

Overview: 

Aspects of State And Local Taxation (SALT) have undergone recent changes that require even the most discerning financial professionals to need assistance in remaining properly informed. Understanding SALT deductions remains crucial in states where taxes remain high. In this webinar, we will:

  • Provide an update on what is happening at the state level, including surplus spending and corporate tax breaks
  • Discuss the impact of remote work on local and state taxation
  • Review the latest updates in SALT litigation
     
Objective: 

To provide CPAs and tax professionals with an update on the latest developments in state and local taxation. It will focus on income and franchise taxes, sales taxes, property taxes, NEXUS challenges, and other potential tax exposures.

SPEAKERS

John Damin, Senior Manager, BDO

John Garcia, Tax Director, FinTech

Jordan Goodman, Partmer, HMB

Tri Hoang, Tax Principal, Marcum LLP

 

Emphasis: 
  • Nexus challenges
  • Revisions to the MTC Uniformity Committee’s statement on PL 86-272
  • Benefits and challenges of working remotely
  • Potential additional corporate state income tax filings due to employees working remotely
  • Determining specific state tax exposure, opportunities for risk mitigation, and state initiatives in order to address issues created by remote work
  • Review the state tax implications of capitalizing research and development expenses, including software development, for US federal income tax under IRC section 174
  • New York recent tax updates
  • State PTET considerations
  • National litigation updates related to state and local taxation
     – Pre-Wayfair nexus and Post-Wayfair challenges
     – Apportionment—back door market sourcing, direct costs, and property factor
     – Digital advertising
     – Sales tax base
     – Unclaimed property updates
  •  

Bottom
Prerequisite: 

Basic knowledge of business taxation.

Preparation: 

No advance preparation required.

Level of Knowledge: 

Intermediate.

CPE Credit: 
3.50
NASBA Field of Study: 
Taxes