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Course Details

Course Information
  • smart_display Format

    Live Online with Live Q&A

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Corporate Tax

Date & Time
  • event Date

    Thursday, July 31, 2025

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    110 minutes

Credit Information

  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

$247.00

This course is $0 with these passes:

CPE
ALL

This webinar will address steps that businesses can take to limit and remedy state and local tax noncompliance. Our panel of state and local tax experts will cover nexus standards in specific states, evaluating exposure for multistate companies and actions businesses can take to become compliant, including filing voluntary disclosure agreements and other settlement options.

Faculty

Jordan B. Mottram
State & Local Tax Manager
BDO USA

Mr. Mottram provides clients with state and local tax advice in the area of multistate income taxes, sales and use taxes, tax controversy, compliance, and various tax aspects that arise from mergers and acquisition transactions.

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Potato Head
Google - London

speaker bio data

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Jin Shi
Managing Director, State & Local Tax
BDO USA

Ms. Shi is a Managing Director in BDO's State & Local Tax practice. She has experience in tax consulting including audit defense, compliance preparation, correspondence with state and local authorities and New York City Commercial Rent Tax expert.

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Mary Beth Campbell
Senior Manager
BDO USA

Ms. Campbell is a Senior Manager at BDO USA. She delivers innovation solutions for a diverse client base across the ever-evolving landscape of state and local taxation.

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Jake Stone
Managing Director
BDO USA

Mr. Stone is a Managing Director in BDO’s New York City State & Local Tax practice. He focuses on income and franchise compliance and consulting matters, and works with both corporate and pass-thru clients spanning a variety of industries.

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Description

As the complexities surrounding state and local taxes continue to evolve, and considering the continual passage of new legislation, it can be challenging for businesses to stay fully compliant with their state and local tax reporting obligations. Nexus standards vary across the states, and an entity's nexus footprint can quickly evolve. An organization's tax department may not be equipped to take the necessary actions needed to comply in a timely manner. 

There are various paths that a noncompliant business can take to remedy exposure, including utilizing voluntary disclosure agreements, settlements, and/or other opportunities. SALT professionals must consider the latest and most effective options available to facilitate resolutions and minimize the ultimate tax liability for businesses operating in multiple states.

Listen as our panel of SALT veterans explains how to identify and resolve state tax issues for companies that have known and unknown tax nexus in various states.

Outline

I. Remediation of SALT Exposure: Introduction

II. Nexus Update

III. Evaluating State and Local Tax Exposure

IV. Options to Remedy Noncompliance

A. Voluntary Disclosure Agreements

B. Settlements

C. Other Options

V. Tax Reporting After Resolution & Best Practices

Benefits

Our panel will review these and other essential topics:

  • Detecting and evaluating state and local tax exposures
  • Navigating options for remedying noncompliance 
  • Considering related tax types and their impact on the remediation process
  • Assessing factors that can influence VDAs and settlements
  • Safeguarding prospective tax reporting process after VDAs and settlements


NASBA Details

Learning Objectives

After completing this course, you will be able to:

  • Identify steps to assess state and local tax noncompliance for businesses
  • Determine how continuing SALT legislation impacts multistate businesses and SALT practitioners
  • Decide when a voluntary disclosure agreement might be a viable option for a business
  • Ascertain differences in settlement programs offered by states

  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite:

    Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants.

     Specific knowledge and understanding of SALT taxation, nexus and apportionment as it applies to multi-state businesses.



Strafford Publications, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.