SALT Savvy: Tactics to Uncover Refund Opportunities! 1 Credit
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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.
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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.
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Passionate about new business, I accelerated through the ranks into Sales Leadership where I discovered a natural desire to nurture, and develop the next generation of talent. I now Head up our Talent Development Function, ensuring all Leyton employees have the support, training and guidance they need to succeed.
Outside of work, I have contributed to the local community, by Chairing my local Triathlon Club. I actively compete in 10km open water swims.
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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.
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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.
MT
Good material and great presentation.
SS
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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.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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