




Judy Vorndran, CPA, J.D.
Alexander Korzhen, J.D.
Tram Le, CPA, J.D.
Stacey Roberts, CPA
Meredith Smith, CPA
SPEAKING ENGAGEMENTS
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Research and Development Credits, Mark Dunning, CPE4U
November 2022
Conquering the Local Tax Frontier, Judy Vorndran and Mary Pat Kohberger, Chicago Tax Club
October 2022
Research and Development Credits, Mark Dunning, CPE4U
October 2022
Does P.L. 86-272 Protection Still Exist, Alexander Korzhen moderated a panel for National Association of State Bar Tax Sections
November 2022
Multistate Corporate Income Taxation, Stacey Roberts, CPE4U
October 2022
Multistate Corporate Income Taxation, Stacey Roberts, CPE4U
September 2022
Mastering the Hybrid Work Frontier, Jamie Overberg, Rocky Mountain Area Conference (RMAC) for Finance and Accounting Professionals
July 2022
How Firms Drive Sales and Use Tax Strategy, Judy Vorndran, Sponsored by Accounting Today and CPE.com
July 2022
Impact on Local Taxation Since Wayfair, Judy Vorndran and Jaye Calhoun, IPT Annual Conference, Salt Lake City
May 2022
Tax Provisions and Accruals (ASC 740, Accounting for Income Taxes), Judy Vorndran and Duane Dobson, IPT State Income Tax School, Atlanta
July 2022
Tax Return Filing Methodologies, Judy Vorndran and Duane Dobson, IPT State Income Tax School, Atlanta
July 2022
Sales Tax Rules in a Post-Wayfair Era, Stacey Roberts and Meredith Smith, Strafford
June 2022
Research and Development Credits, Mark Dunning, CPE4U
November 2022
Sales Tax Automation Benefits and Limitations: Managing Compliance, Avoiding Penalties, Selecting Software, Tram Le, Meredith Smith, Strafford
March 2022
Taxing the Gig Economy, Stacey Roberts and Meredith Smith, Tax Section Luncheon, Colorado Bar Association,
March 2022
Lighting Up Cannabis: The Intersection of State Cannabis Regulation and Taxation, Judy Vorndran moderates a fireside chat with cannabis tax and law experts for ABA/IPT Advanced State Income Tax Seminar.
March 2022
Market-based Sourcing: Market Sourcing: Do You Look Through, Under, Above? Is Cost of Performance Just a Lie? And Other Sales Factor Sourcing Conundrums. Judy Vorndran moderates this panel of state and local tax experts for ABA/IPT Advanced State Income Tax Seminar.
March 2022
State and Local Tax Trends for Businesses in 2022, Judy Vorndran and Stacey Roberts, Accounting & Financial Women's Alliance,
January 2022
Sales Tax Automation, Stacey Roberts and Meredith Smith for Strafford.
February 2022
Implementing Recent MTC Guidlines: PL 86-272 and the Finnigan Method, Stacey Roberts and Meredith Smith for Strafford.
December 2021
Best of Breed Research Tools and Automation, Judy Vorndran for Avalara.
December 2021
Cannabusiness Growth Series, Alexander Korzhen, sponsored by Ms. Jane Accounting, Hellmjuth & Johnson, Blunt Strategies.
December 2021
Home Rule Headaches No More, Stacey Roberts, panelist, for the Sales Tax Institute CPE, with Jaye Calhoun, Will Thistle, and moderator Diane Yetter
November 2021
Use Tax Accrual, Validation and Compliance: Managing Systems, Addressing Risks, Audits, Tram Le and Connie Zoerink for Strafford.
November 2021
State Taxation of Gross Receipts: Texas New Franchise Tax Rules, Minimizing Tax in Oregon, Ohio, Nevada, and Others, with Judy Vorndran and Stacey Roberts for Strafford.
November 2021
Access to Tax Justice, Alexander Korzhen a panelist for the Minnesota State Bar Association Access to Tax Justice Conference.
November 2021
A Practical Approach to ASC 740, with Davinia Lyon and Lindsay Haskell for CPE4U.
November 2021
Uncovering the Mysteries of Use Tax CPE: Use Tax Accrual, Validation, and Compliance, with Tram Le and Connie Zoerink for Strafford.
November 2021
Retailer Sales Tax Challenges and Compliance CPE: Navigating State Nexus Rules, Market Facilitator Laws, and Reporting, with Alexander Korzhen and Judy Vorndran for Strafford.
November 2021
Business vs. Nonbusiness Income: When to Allocate and When to Apportion, Stacey Roberts and Michael Cataldo for Strafford.
October 2021
Tackling Sales Tax: Compliance, Sourcing, Leasing and Dealer Servicing, Stacey Roberts for the DealerCPA Network on Sales Tax Conference, Dallas, Texas
November 2021
New State Digital Tax Rules: Multistate Sales Tax Issues, Best Practices, Judy Vorndran and Stacey Roberts for Strafford CPE.
October 2021
Biden Tax Plan and Digital Taxes CPE, Judy Vorndran, Stacey Roberts, Davinia Lyon and Meredith Smith for Rocky Mountain Area Conference for Finance, Accounting and Audit Professionals
September 2021
Why is State and Local Tax so Tough for Spirits and Brew? Judy Vorndran and Stacey Roberts for the Bottles, Brews & Buds Conference, Colorado Society of CPAs
July 2021
Untangling the State Tax Complexities of Cannabis, Alexander Korzhen and Stacey Roberts for the National Association of Cannabis Accounting & Tax Professionals (NACAT)
June 2021
Judy Vorndran faculty for Institute for Professionals in Taxation (IPT) State Income Tax School teaching four classes: Tax Return Basics, Income Tax Filing and Compliance, Tax Provisions 101, Case Study Tax Provisions
June 2021
Reverse SALT Audits: Examining Tax Reform Positions, Sales Sourcing, Combined Reporting Methods, Stacey Roberts and Meredith Smith for Strafford (CPE).
June 2021
State Transfer Pricing Audits: Forced Combinations, Add-bascks, IRC Section 482, and Recent Cases, Stacey Roberts and Davinia Lyon for Strafford (CPE).
June 2021
Sales and Use Tax Economic Nexus Laws and Remote Seller Developments Impacting Multistate Businesses, Tram Le for the Texas Society of CPAs.
April 2021
U.S. State and Local Tax Implications for Foreign Companies Looking to Expand into the U.S., Judy Vorndran and Stacey Roberts for the Virtual Think Global Conference 2021, sponsored by the International Trade Council.
March 2021
Sales and Use Tax Implications of Business Acquisitions: Stock vs. Asset Sales, Successor Liability, Exemptions. Judy Vorndran (TaxOps), Stacey Roberts (TaxOps) and Joseph Geiger (Vertex) for Strafford (CPE).
April 2021
The Creeping Concept of Nexus: Trends, Traps and What Comes Next in 2021, Judy Vorndran, William M. Backstrom, Jr. and Daniel L. Stanley for the American Bar Association / Institute for Professionals in Taxation Advanced Tax Seminar (CPE).
March 2021
"Remote Seller" Local Tax Traps, Tips & Tricks, Julie Sochacki, Judy Vorndran and Diane Yetter, moderated by Jim Tauber, for the Chicago Tax Club (CPE).
March 2021
Performing Multistate Nexus Reviews, Judy Vorndran and Stacey Roberts for Strafford (CPE).
February 2021
The Interplay of PL 86-272 and Economic Nexus, Judy Vorndran and Stacey Roberts for Strafford (CPE).
February 2021
State and Local Tax Trends for Businesses in 2021 (CPE), Judy Vorndran and Stacey Roberts for the Accounting & Finance Women's Alliance.
January 2021
Diversity, Culture, and Inclusion: Adversity, Success, and Reflection (CPE), Tram Le for Tax Forward.
December 2021
Sales Tax - Monitoring and Complying with Marketplace Facilitation Laws, Alexander Korzhen for the 2020 Minnesota Tax Institute (CPE).
December 2020
Hot Topics in Tax Updates, Judy Vorndran and Stacey Roberts for the 2020 Rocky Mountain Area Conference (CPE).
December 2020
Sales Tax Issues for Rental and Lease Transactions, Judy Vorndran and Stacey Roberts for Strafford (CPE).
December 2020
Tax Disparities and How to Address Them, Judy Vorndran and Tram Le for the Colorado Government Finance Officers Association (CGFOA).
November 2020
State Taxation of the Sale of Pass-Through Entity Interests, Stacey Roberts and Meredith Smith for Strafford (CPE).
November 2020
The Good, the Bad & the Ugly of Expanding Tax Duties on Business, Judy Vorndran and Stacey Vorndran, 2020 Rocky Mountain Area Conference (CPE).
November 2020
Trends in SALT Revenue Grabs plus Alternative Apportionment, Judy Vorndran, Wayne Roberts, and Mark Holcomb, National Association of State Bar Tax Sections, 41st Annual Meeting Virtual Conference.
October 2020
Expanded State Tax Duties for Businesses: Sales and Income Tax, Navigating New State Compliance Challenges, Judy Vorndran and Stacey Roberts for Strafford (CPE).
October 2020
Negotiating State Tax Settlements: VDA, Amnesty, and Audit Strategies, Judy Vorndran and Stacey Roberts for Strafford (CPE).
September 2020
Sales Tax Updates Under Wayfair, Tram Le for the University of Texas at Arlington CPE for a Day Event.
August 2020
Managing Complex Audits and Negotiating State and Local Tax Settlements, Alexander Korzhen and Connie Zoerink for Strafford (CPE).
August 2020
State Taxation of Digital Goods and Services, Stacey Roberts and Chris Vignone/Eric Carrasco for Strafford (CPE).
July 2020
Wayfair: Implications for State and Local Tax, guest Tram Le for the University of Texas at Arlington Corporate Education Webinar Series.
June 2020
Sales Tax Audit Triggers: Minimizing Tax Pitfalls and the Catch-22 of Nexus, Stacey Roberts and Judy Vorndran for Strafford (CPE).
June 2020
State Taxation of Pass-Through Entities: Recent Nexus Development, SALT CAP Pass-Through Entity Workarounds. Judy Vorndran, CPA, J.D., and Stacey Roberts, CPA, in live CPE for SALT professionals and advisers to flow-through entities at Strafford.
May 6, 2020
Sales Tax Updates: Judy Vorndran at Avalara CRUSH 2020
May 2020 (Rescheduled due to COVID-19)
Sales Tax Exemptions and Resale Certificates: Compliance Issues, State-by-State Requirements and Updates, Stacey Roberts and Judy Vorndran at Strafford (CPE).
April 2020
Sales Tax Nexus 101: A 2-part Webinar Series, hosted by Judy Vorndran for Avalara. On-demand recording available at CPAacademy.com.
March 12 and 19, 2020
Sales Tax Developments: Tram Le at the CFO/Controllers Conference for the Fort Worth Texas CPA Tax Institute. Cancelled due to COVID. See recorded presentation under video tab.
March 2020
The Creeping Concept of Nexus: Trends, Traps and What Comes Next in 2020, a panel discussion with Judy Vorndran for the 2020 American Bar
Association/Institute for Professionals in Taxation (IPT) Advanced Tax Seminars.
March 16, 2020
The Interplay of PL 86-272 and Economic Nexus: Webinar featuring Judy Vorndran and Stacey Roberts for Strafford. Live and on-demand.
January 2020
State and Local Tax Compliance: Webinar featuring Alexander Korzhen and Judy Vorndran for Strafford. Live and on-demand.
December 2019
IRS and State Tax Audits - Best Practices Panel, moderated by Judy Vorndran at the FTL National Conference, Powering Performance Through Innovation.
November 2019
Tools and Techniques to Automate Processes, presented by Alexander Korzhen and Judy Vorndran at the FTL National Conference, Powering Performance Through Innovation.
November 2019
State Income Tax Update, presented by Stacey Roberts and Judy Vorndran at the FTL National Conference, Powering Performance Through Innovation.
November 2019
State Taxation of Gross Receipts (Minimizing Tax in Oregon, Texas, Ohio, Nevada, Delaware and More): Webinar featuring Stacey Roberts and Judy Vorndran for Strafford. Live and on-demand.
November 2019
Multistate Partnerships (Navigating Various State Taxation Rules of Corporate Partners): Webinar featuring Stacey Roberts and Judy Vorndran for Strafford. Live and on-demand.
October 2019
Indirect Tax Automation (Best Practices for Technology Implementation): Judy Vorndran at Vertex Exchange.
October 2019
Wayfair in Colorado (Updates and Income Tax Developments): Stacey Roberts at Colorado Society of Enrolled Agents.
October 2019
Nexus Perplexes (How to Determine Sales Tax Nexus): Webinar featuring Judy Vorndran for Avalara.
September 2019
Determining your Nexus Footprint: Webinar featuring Alexander Korzhen for the Clear Law Institute.
August 2019
Performing a Multistate Nexus Review (Assessing Income, Sales and Payroll Tax Exposure): Webinar featuring Tram Le and Judy Vorndran for Strafford.
August 2019
Wayfair Nexus Law (One Year Later): Webinar featuring Alexander Korzhen for the Clear Law Institute.
July 2019
Game Changer (Sales Tax Reform): Stacey Roberts at the Denver Tax Institute.
July 2019
State Tax Updates: Tram Le at the Fort Worth Texas CPA Tax Institute.
July 2019
Post-Wayfair Sales Tax Landscape: Webinar featuring Judy Vorndran and Jeff Horner for Paychex/Vertex.
June 2019
Determining you Nexus Footprint: Webinar featuring Alexander Korzhen at the Clear Law Institute.
May 2019
South Dakota v. Wayfair, Inc. (How Do I Determine if my Business is Impacted?): Judy Vorndran and Scott Pederson at 2019 Avalara CRUSH.
May 2019
Ready or Not (States Roll Out BIG Changes in Reaction to Federal Tax Cuts): Judy Vorndran at the Advanced Tax Seminar for the ABA/IPT.
March 2019
Sales Tax Exemptions (Collect the Tax or Get the Doc): Webinar featuring Judy Vorndran for Avalara.
March 2019
How to Determine Sales Tax Nexus: Webinar featuring Judy Vorndran for Avalara.
March 2019
How to Determine Sales Tax Nexus: Webinar featuring Meredith Smith for Avalara.
March 2019
Updated Taxability Strategies in the Post-Wayfair E-sales Environment: Webinar featuring Judy Vorndran for Avalara.
February 2019
Wayfair Rolls out in CA, CO, and TX (But What's this About a Grace Period?): Webinar featuring Judy Vorndran for Avalara.
February 2019
Why is Sales Taxability so Hard to Understand: Webinar featuring Judy Vorndran for Avalara.
February 2019
Sales Tax in 2019 (What do you Really Owe?): Webinar featuring Judy Vorndran for Avalara.
January 2019
Who's on the Hook (Managing Risk from Sales Tax Registration): Webinar featuring Judy Vorndran for Avalara.
December 2018
Sales and Use Tax Update (Trends, Strategies and audit Risks): Webinar featuring Alexander Korzhen for the Minnesota CPA Tax Conference.
November 2018
Wayfair Update (New Rules, New Complications): Webinar featuring Judy Vorndran for Avalara.
October 2018
Six Critical Elements to Create a Timeless Framework for Sales Tax Compliance: Webinar featuring Judy Vorndran for Avalara.
October 2018
Wayfair Update (New Rules, New Complications): Webinar featuring Judy Vorndran for Avalara.
September 2018
Make Sales Tax a Strategy, Not an Afterthought: Webinar featuring Judy Vorndran for Avalara.
August 2018
State and Local Tax issues for Multistate Taxpayers: Tram Le for the Fort Worth CPA Tax Institute.
August 2018
What We Don't Know About Apportioning Tangible Personal Property and Intangibles: Judy Vorndran for the Advanced Tax Seminar at ABA/IPT.
March 2018
Funny Guys Discussing Hot Topics: Judy Vorndran moderates panel for ABA/IPT.
March 2018
Costly Business of Sales Tax Audits (Tips to Lower Risk and Cost): Webinar featuring Judy Vorndran for Avalara.
February 2018
Determining Nexus: Webinar featuring Alexander Korzhen at the National Association of State Bar Tax Sections.
October 2018
State Audit Triggers (Catch-22 of State Tax Enforcement): Webinar featuring Judy Vorndran for Avalara.
December 2017
Negotiating the Upper Hand in the Sales Tax Appeals Process: Webinar featuring Judy Vorndran for Avalara.
December 2017
Know Which States to File Sales Tax (Create a Nexus Checklist): Judy Vorndran at the Advanced Tax Seminar for the ABA/IPT.
April 2017
Negotiating the Upper Hand in the Sales Tax Appeals Process: Webinar featuring Judy Vorndran for Avalara.
December 2017
The Rise of Gross Receipts Taxes: Webinar Featuring Judy Vorndran and Damian Hunt for ABA/IPT.
December 2017