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Monday, August 24, 2020 Webcast

Sales Tax and Income Tax Opportunities and Risks Related to the Wayfair case (Replay) (E2008104)

10:00 AM - 11:15 AM EDT

Registration: 9:45 AM EDT

webcast

Webcast

1.5 CPE Credits in TX
This event is part of MembershipLearn more

OVERVIEW

In light of the changing nexus landscape related to the Supreme Court’s June 2018 decision in South Dakota v. Wayfair, Inc., this session will examine the risks and opportunities in respect to both sales tax and income tax. As many states are now requiring remote sellers with no physical presence in a state to collect sales tax on sales of taxable products and services delivered to customers in that state, it is imperative to review some of the sales tax and income tax risks associated with these fundamental changes. Furthermore, it is equally important as businesses are finding themselves filing in more states, it is essential to explore some of the planning mitigation opportunities, such as taxability considerations for sales tax, and sales sourcing considerations for income tax.

COURSE LEVEL

Basic

INSTRUCTORS

James Bartek

James A. Bartek, CPA

Partner

WithumSmith+Brown

Jim has over 25 years of professional experience in advising clients in the areas of ASC 450 (fka FAS 5), reverse sales and use tax audits, audit defense and appeal, sales tax systems automation, negotiation of voluntary compliance agreements, transaction analysis, Sarbanes/Oxley requirements, Streamlined Sales Tax Agreement, and sales/use/excise tax compliance services.

He assists numerous clients with complex indirect tax issues in industries including pharmaceutical, technology, retail, financial services, utilities, hospitality, entertainment, defense contractors, telecommunications and manufacturing. Leading sales and use tax specialist and developed trusted relationships with New Jersey and New York state government officials.

Jim is a certified public accountant and a member of the New York and New Jersey Societies of Certified Public Accountants, as well as the American Institute of Certified Public Accountants. A Montclair State University alum holding a Bachelor of Science degree in Accounting.

Jason Rosenberg

Jason Rosenberg, CPA

Senior Manager

WithumSmith+Brown

Jason is a Senior Manager at Withum in the State and Local Tax Practice, located in the New York office. He has over 10 years of experience, within State & Local Tax at large international accounting firms. As a specialist, he provides Compliance, Provision and Consulting services for a wide array of clients. Jason has a deep and varied background in State and Local Tax, within a mixed industry base; which includes manufacturing, bioscience, real estate, and technology. His practice areas include Multi-State Income Tax Planning, Business Compliance, Nexus Considerations, Income Tax Accounting, Group Filings, State Apportionment, Personal Residency, and Audit Defense. Jason received his Bachelor’s of Science in Accounting from the State University of New York at Plattsburgh and earned his Master’s of Science in Taxation from Fairfield University. Jason is a Certified Public Accountant, licensed by the State of Florida and New York, and is a member of the American Institute of Certified Public Accountants. Jason is also licensed as an Enrolled Agent by the Internal Revenue Service, and holds the Chartered Global Management Accountant credential, a joint designation issued through the AICPA and the Chartered Institute of Management Accountants.

PRICING

$0.00 - Member*

$59.00 - Non Member

* This event is part of Membership+, an exclusive benefit of NJCPA membership.

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