Multistate Income Tax

121  |  TSCPA In Person Events  |  Intermediate  |  Scheduled

Description

You can conquer the theoretical conundrums and compliance issues caused by the question of whether or not a business has nexus in a particular jurisdiction. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. With the rate of change, you can't afford to be out-of-date with your knowledge of this critical tax area.

Credits

Number of Credits Type of Credits
6.75 CLE
8 Taxes

Prerequisites

Experience in corporate taxation

Highlights

  • Constitutional limits and P.L. 86-272
  • Nexus, UDITPA, MTC
  • Calculation of state taxable income
  • Filing methods for multistate taxpayers
  • Apportionment and allocation
  • Multistate income tax planning
  • Audit defense strategies

Objectives

  • Describe the key principles of multistate taxation
  • Identify the implications of establishing nexus in various taxing jurisdictions
  • Analyze client operations and devise strategies that will minimize their client's overall sales and/or income tax liability
  • Recognize the impact recent judicial rulings in various states on client operations
  • Determine to what extent the state taxation of internet based transactions may impact current and future client activities

Prices

Member (Early Bird)
$295.00
Non-Member (Early Bird)
$395.00
Member
$345.00
Non-Member
$445.00
Your Price: $395.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to August 8, 2018. AICPA discount is included for eligible members.

Members log in and save $100.00 on this event. Not a member? join today.

$25.00

In order to select CLE credits, please login to your account or register with your applicable BPR number.

Facilitators

David Peters

David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer of Compare.com, an insurance price comparison company - a position he held for over three years. He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA.

He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina. He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.

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