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Nov 05, 01:00 PM
ET
In today's intricately woven business landscape, State and Local Taxes (SALT) profoundly influence enterprises across every sector. This CE Course aims to empower CPAs with essential knowledge and practical tools to navigate the challenges and prospects presented by SALT adeptly.
We will delve into the utility of reverse audits, a method designed to uncover refund opportunities, identify overpayments, and highlight overlooked exemptions. These situations often stem from operational missteps and excessive tax payments. By skillfully utilizing reverse audits, participants have the potential to recover substantial amounts on behalf of their clients. Industries such as manufacturing, agriculture, and e-commerce mainly offer unique avenues for refunds, especially concerning capital equipment and research and development expenditures.
Major Topics Covered:
Join this CE Course and understand the pivotal role of State and Local Taxes (SALT) in business operations, including compliance, tax recovery, and strategies to curtail tax liabilities.
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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 credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Brian is our State & Local Tax (SALT) Practice Leader. He graduated with a BS in Accounting before receiving his Juris Doctorate with a specialty in Tax Law. He worked in “Big 4” and Top 10 CPA firms before joining Leyton in 2023. Brian specializes in Sales and Use Tax, Credits & Incentives, Income Tax Apportionment, Audit Defense, and Property Tax.
Allison Mims, Esq., LL.M is a Senior State and Local Tax Consultant and attorney at Leyton with a background in tax strategy and implementation. Allison received her Tax LL.M from Georgetown University Law Center and is also an Adjunct Professor teaching Introduction to State and Local Taxation at Charleston School of Law in South Carolina.
Leyton UK is part of The Leyton Group, Europe's largest independent R&D Tax Consultancy. We help to improve company performance through Research and Development (R&D) Tax Relief and Credits, R&D Grants, IP support, and Patent Box and also provide HR Advice and Employment Legal Services.
The Leyton team includes highly qualified tax professionals, lawyers, scientists, engineers, accountants, and consultants. This allows us to work seamlessly in all sectors, with an understanding of the challenges unique to each specific sector.
Leyton’s proven methodology is designed to help leaders make distinctive, lasting, and substantial improvements to the performance of their organisations. The firm has more than 7000 customers, served from 15 office, and works with a range of companies from start-ups to multi-national organisations.
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
KW
Somewhat unusual overall. The lady in this presentation spoke too rapidly and kept ending sentences with the word "right," which was confusing sometimes, as to what she was trying to convey (similar to the way some people use the word "like," which is also not a good practice. What was presented by both people was not what was anticipated.
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
