SALT Savvy: Tactics to Uncover Refund Opportunities! 1 Credit
Learning mode
Dec 04, 2024 | 11:00 AM
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
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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.
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Covered a good amount of issues that arise from a high level. Would like to see future coursed that have a few more specific examples of complicated nexus.
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