Course

Multistate Income Tax: Tax Staff Essentials

View All Professional Development

Event Details

Tuesday, October 29, 2019

8:00am – 4:00pm
(Registration: 7:30am)

Location

Hilton Garden Inn

3720 N Reserve St

Missoula, MT 59808

406-532-5300

Field of Study

  • Taxes

CPE Credit

8 hours CPE credit

Course Code

TSEMST-35

Instructor

Level of Knowledge

Intermediate

Vendor

AICPA

Prerequisites

Experience in corporate taxation.

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 With the rate of change, you can’t afford to be out-of-date with your knowledge of this critical tax area. Course materials will include the latest developments regarding the Wayfair decision.

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

When you complete this course, you will be able to:

  • 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.

Designed For

Experienced tax professionals and accountants; private industry accounting and finance managers.

View All Professional Development