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Friday, June 6, 2025 Live Webcast

CFO Series: SALT for CFOs: What You Don't Know & Should Know (X2-50869)

11:00 AM - 1:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

The changes to state and local taxation are numerous and profound. What are the major changes to state and local taxes (SALT) beyond Wayfair? Be aware of the new, creative methods used to raise taxes.

DESIGNED FOR

Financial leaders, financial managers, CEOs, CFOs, Controllers, Accountants, Board members, advisors, and Consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in learning more about state and local tax issues. Reduce risk.

BENEFITS

After attending this presentation, you will be able to...

  • Recognize some of the numerous new methods that individual tax jurisdictions are employing to raise tax revenue, and the impact on cross border (interstate) operations.
  • Comprehend the changes in SALT taxation so your employer/clients can be in compliance.

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Why do local jurisdictions (e.g., states) need more tax revenue?
  • The creative new methods to raise taxes:
    • Including new taxes, rates, limits, exceptions, boundaries, etc.
    • Exporting the tax burden.
    • Employee vs independent contractors.
    • Mobile workforce issues.
  • The myriad, novel schemes to tax.
    • Fees and licensing matters.
  • Leading SALT software providers.
    • Common implementation problems.
    • States' expectations that technology makes compliance simple for the taxpayer.
    • Do the costs of compliance outstrip the taxes due?
  • Officer liability for taxes – it is a real thing!
  • How variable is SALT taxation?
    • Examples of the differences.
    • Entity classification considerations in the SALT equation.
    • Variability by state and each county within each state.
  • The benefit/necessity of an annual review.
  • Risk reduction strategies.

COURSE LEVEL

Intermediate

PREREQUISITES

None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in tax or risk management will be helpful.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This webinar is hosted by NJCPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information. If you do not receive this email you can contact CPA Crossings, LLC at (877) 370-2220.

INSTRUCTOR

Don Minges

Don Minges, M.B.A.
(4.8)

The Knowledge Institute, LLC

Don Minges, M.B.A., is the principal at The Knowledge Institute, LLC, www.theknowledgeinstitute.com, a leading CPE provider. Don also serves as a fractional CFO who works in diverse industries at various stages. His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity and has invested equity into promising businesses. He has served on the Board of Directors for several firms. Don graduated with highest honors from the Fuqua School of Business at Duke. Don’s mission is to increase the value of the business.

PRICING

$79.00 - Member

$89.00 - Nonmember

Register Today


Note: Online pre-registration will close on June 6 at 10:30 AM.

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ALSO AVAILABLE

COURSE DEVELOPER

CPA Crossings