Performing Multi-State Reviews, Stacey Roberts for Strafford

Multistate Flow-Through Entity Income Taxation, Stacey Roberts for CPE4U

State and Local Taxes in the Global Economy (2 sessions), Judy Vorndran for Thomson Reuters Tax & Accounting 2023 Synergy

Multistate Flow-Through Entity Income Taxation, Stacey Roberts for CPE4U

Research and Development Credits, Mark Dunning for CPE4U

Implementing the Multistate Tax Commission's (MTC) Guidelines for Public Law 86-272, Stacey Roberts and Meredith Smith for Strafford

Tax Technology End to End: Tax Efficiencies 301, Tram Le for Institute for Tax Professionals (IPT) Symposium

Where have the Accountants Gone? Jamie Overberg for the Rocky Mountain Accounting and Finance Conference (RMAC)

Lots of Headaches for a Tax-Timing Difference: New R&D Cap Requirements, Jamie Overberg for the Rocky Mountain Accounting and Finance Conference (RMAC)

Don’t Get Caught Off Guard: A holistic approach to sales, income and other business taxes, Stacey Roberts for Lorman

State Responses to the New Section 174 Requirements, Jamie Overberg for Stafford

Tax Provisions & Accruals, Stacey Roberts for the Institute for Professional Tax State Income Tax School

Tax Return Filing Methodologies, Stacey Roberts and Duane Dobson for the Institute for Professional Tax State Income Tax School

Sales Tax Automation: Set it but don’t forget it, Tram Le and Meredith Smith for Strafford

Business acquisitions, Stacey Roberts for Strafford

Always Forward Marching - Sourcing Rules for Income Tax Planning, Stacey Roberts (moderator) and Meredith Smith for the Institute for Tax Professionals (IPT) Annual Conference

Does this Avoid the Shoot-out: Voluntary Disclosure Agreements and Other Option, Judy Vorndran for the Institute for Tax Professionals (IPT) Annual Conference

PL 86-272 and Economic Nexus, Stacey Roberts for Strafford

ASC 740: Impacts on Your Financial Statements, Lindsay Haskell and Dan DeLau for Lorman

Multijurisdictional communication challenges from taxpayer representative's position, Meredith Smith for the Colorado Tax Auditor Coalition's (CTAC) Colorado Government Finance Officers Association (CGFOA)

Sales Tax Compliance 101: How to Mitigate Damage, Limit Liability, and Maintain Ongoing Compliance, Tram Le for the American Bar Association (ABA) 2023 Midyear Conference

Transforming Businesses with Tax Automation: Effective Tools and Best Practices, Tram Le and Michelle Guindan for Sovos

Transitioning R&D Expenses: Implementing New §174 Capitalization Requirements, Jamie Overberg for Strafford

Surviving the Wayfair Fallout, Alexander Korzhen and Masha Yevzelman for the Institute for Professionals in Taxation (IPT)

Current and Hot Topics in SALT Mergers & Acquisitions, Stacey Roberts for the Institute for Professionals in Taxation (IPT)

Is Public Law 86-272 Dead or Dying? ABA-IPT Advanced Tax Seminar, Judy Vorndran (panel moderator) for Institute for Professionals in Taxation (IPT)

Sales Tax Exemptions and Resale Certificates, Judy Vorndran, Connie Zoerink, and Nancy Steels for Strafford

State Taxation of Gross Receipts, Tram Le and Meredith Smith for Strafford

Business vs. Nonbusiness Income: When to Allocate and When to Apportion, Stacey Roberts and Michael Cataldo, Strafford

Annual Update & Multistate Flow-through Entity Income Taxation, Stacey Roberts for CPE4U

Nexus and Apportionment for Private Equity Firms, Stacey Roberts and Timothy Noonan for Foundation Research Associates Private Investment Fund Tax and Accounting Forum

Does P.L. 86-272 Protection Still Exist, Alexander Korzhen moderated a panel for National Association of State Bar Tax Sections

Conquering the Local Tax Frontier, Judy Vorndran and Mary Pat Kohberger, Chicago Tax Club

Multistate Corporate Income Taxation, Stacey Roberts, CPE4U

Mastering the Hybrid Work Frontier, Jamie Overberg, Rocky Mountain Area Conference (RMAC) for Finance and Accounting Professionals

Impact on Local Taxation Since Wayfair, Judy Vorndran and Jaye Calhoun, IPT Annual Conference, Salt Lake City

How Firms Drive Sales and Use Tax Strategy, Judy Vorndran, Sponsored by Accounting Today and CPE.com

Tax Return Filing Methodologies, Judy Vorndran and Duane Dobson, IPT State Income Tax School, Atlanta

Tax Provisions and Accruals (ASC 740, Accounting for Income Taxes), Judy Vorndran and Duane Dobson, IPT State Income Tax School, Atlanta

Sales Tax Rules in a Post-Wayfair Era, Stacey Roberts and Meredith Smith, Strafford

Sales Tax Automation Benefits and Limitations: Managing Compliance, Avoiding Penalties, Selecting Software, Tram Le, Meredith Smith, Strafford

Taxing the Gig Economy, Stacey Roberts and Meredith Smith, Tax Section Luncheon, Colorado Bar Association, 

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.

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. 

State and Local Tax Trends for Businesses in 2022, Judy Vorndran and Stacey Roberts, Accounting & Financial Women's Alliance, 

Sales Tax Automation, Stacey Roberts and Meredith Smith for Strafford. 

Implementing Recent MTC Guidlines: PL 86-272 and the Finnigan Method, Stacey Roberts and Meredith Smith for Strafford.

Best of Breed Research Tools and Automation, Judy Vorndran for Avalara. 

Cannabusiness Growth Series, Alexander Korzhen, sponsored by Ms. Jane Accounting, Hellmjuth & Johnson, Blunt Strategies.

Home Rule Headaches No More, Stacey Roberts, panelist, for the Sales Tax Institute CPE, with Jaye Calhoun, Will Thistle, and moderator Diane Yetter

Use Tax Accrual, Validation and Compliance: Managing Systems,  Addressing Risks, Audits, Tram Le and Connie Zoerink for Strafford.

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.

Access to Tax Justice, Alexander Korzhen a panelist for the Minnesota State Bar Association Access to Tax Justice Conference.

A Practical Approach to ASC 740, with Davinia Lyon and Lindsay Haskell for CPE4U.

Research and Development Credits CPE: Into the Weeds on Lucrative Credits, with Mark Dunning, TaxOps Minimization for CPE4U. Two half-day sessions, October or December.

Uncovering the Mysteries of Use Tax CPE: Use Tax Accrual, Validation, and Compliance, with Tram Le and Connie Zoerink for Strafford.

Retailer Sales Tax Challenges and Compliance CPE: Navigating State Nexus Rules, Market Facilitator Laws, and Reporting, with Alexander Korzhen and Judy Vorndran for Strafford.

Business vs. Nonbusiness Income: When to Allocate and When to Apportion, Stacey Roberts and Michael Cataldo for Strafford.

Tackling Sales Tax: Compliance, Sourcing, Leasing and Dealer Servicing, Stacey Roberts for the DealerCPA Network on Sales Tax Conference, Dallas, Texas

New State Digital Tax Rules: Multistate Sales Tax Issues, Best Practices, Judy Vorndran and Stacey Roberts for Strafford CPE.

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

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

Untangling the State Tax Complexities of Cannabis, Alexander Korzhen and Stacey Roberts for the National Association of Cannabis Accounting & Tax Professionals (NACAT)

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

Reverse SALT Audits: Examining Tax Reform Positions, Sales Sourcing, Combined Reporting Methods, Stacey Roberts and Meredith Smith for Strafford (CPE).

State Transfer Pricing Audits: Forced Combinations, Add-bascks, IRC Section 482, and Recent Cases, Stacey Roberts and Davinia Lyon for Strafford (CPE).   

Sales and Use Tax Economic Nexus Laws and Remote Seller Developments Impacting Multistate Businesses, Tram Le for the Texas Society of CPAs.  

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.

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).

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).

"Remote Seller" Local Tax Traps, Tips & Tricks, Julie Sochacki, Judy Vorndran and Diane Yetter, moderated by Jim Tauber, for the Chicago Tax Club (CPE).

Performing Multistate Nexus Reviews, Judy Vorndran and Stacey Roberts for Strafford (CPE).

The Interplay of PL 86-272 and Economic Nexus, Judy Vorndran and Stacey Roberts for Strafford (CPE).

State and Local Tax Trends for Businesses in 2021 (CPE), Judy Vorndran and Stacey Roberts for the Accounting & Finance Women's Alliance. 

Diversity, Culture, and Inclusion: Adversity, Success, and Reflection (CPE), Tram Le for Tax Forward.

Sales Tax - Monitoring and Complying with Marketplace Facilitation Laws, Alexander Korzhen for the 2020 Minnesota Tax Institute (CPE).

Hot Topics in Tax Updates, Judy Vorndran and Stacey Roberts for the 2020 Rocky Mountain Area Conference (CPE).

Sales Tax Issues for Rental and Lease Transactions, Judy Vorndran and Stacey Roberts for Strafford (CPE).

Tax Disparities and How to Address Them, Judy Vorndran and Tram Le for the Colorado Government Finance Officers Association (CGFOA).

State Taxation of the Sale of Pass-Through Entity Interests, Stacey Roberts and Meredith Smith for Strafford (CPE).

The Good, the Bad & the Ugly of Expanding Tax Duties on Business, Judy Vorndran and Stacey Vorndran, 2020 Rocky Mountain Area Conference (CPE).

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.

Expanded State Tax Duties for Businesses: Sales and Income Tax, Navigating New State Compliance Challenges, Judy Vorndran and Stacey Roberts for Strafford (CPE).

Negotiating State Tax Settlements: VDA, Amnesty, and Audit Strategies, Judy Vorndran and Stacey Roberts for Strafford (CPE).

Sales Tax Updates Under Wayfair, Tram Le for the University of Texas at Arlington CPE for a Day Event.

Managing Complex Audits and Negotiating State and Local Tax Settlements, Alexander Korzhen and Connie Zoerink for Strafford (CPE).

State Taxation of Digital Goods and Services, Stacey Roberts and Chris Vignone/Eric Carrasco for Strafford (CPE).

Wayfair: Implications for State and Local Tax, guest Tram Le for the University of Texas at Arlington Corporate Education Webinar Series.

Sales Tax Audit Triggers: Minimizing Tax Pitfalls and the Catch-22 of Nexus, Stacey Roberts and Judy Vorndran for Strafford (CPE).

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. 

Sales Tax Updates: Judy Vorndran at Avalara CRUSH 2020

Sales Tax Exemptions and Resale Certificates: Compliance Issues, State-by-State Requirements and Updates, Stacey Roberts and Judy Vorndran at Strafford (CPE).

Sales Tax Nexus 101: A 2-part Webinar Series, hosted by Judy Vorndran for Avalara. On-demand recording available at CPAacademy.com. 

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.

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.

The Interplay of PL 86-272 and Economic Nexus: Webinar featuring Judy Vorndran and Stacey Roberts for Strafford. Live and on-demand.

State and Local Tax Compliance: Webinar featuring Alexander Korzhen and Judy Vorndran for Strafford. Live and on-demand.

IRS and State Tax Audits - Best Practices Panel, moderated by Judy Vorndran at the FTL National Conference, Powering Performance Through Innovation.

Tools and Techniques to Automate Processes, presented by Alexander Korzhen and Judy Vorndran at the FTL National Conference, Powering Performance Through Innovation.

State Income Tax Update, presented by Stacey Roberts and Judy Vorndran at the FTL National Conference, Powering Performance Through Innovation.

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.

Multistate Partnerships (Navigating Various State Taxation Rules of Corporate Partners): Webinar featuring Stacey Roberts and Judy Vorndran for Strafford. Live and on-demand.

Indirect Tax Automation (Best Practices for Technology Implementation): Judy Vorndran at Vertex Exchange.

Wayfair in Colorado (Updates and Income Tax Developments): Stacey Roberts at Colorado Society of Enrolled Agents.

Nexus Perplexes (How to Determine Sales Tax Nexus): Webinar featuring Judy Vorndran for Avalara. 

Determining your Nexus Footprint: Webinar featuring Alexander Korzhen for the Clear Law Institute.

Performing a Multistate Nexus Review (Assessing Income, Sales and Payroll Tax Exposure): Webinar featuring Tram Le and Judy Vorndran for Strafford.

Wayfair Nexus Law (One Year Later): Webinar featuring Alexander Korzhen for the Clear Law Institute.

Game Changer (Sales Tax Reform): Stacey Roberts at the Denver Tax Institute.

State Tax Updates: Tram Le at the Fort Worth Texas CPA Tax Institute.

Post-Wayfair Sales Tax Landscape: Webinar featuring Judy Vorndran and Jeff Horner for Paychex/Vertex.

Determining you Nexus Footprint: Webinar featuring Alexander Korzhen at the Clear Law Institute.

South Dakota v. Wayfair, Inc. (How Do I Determine if my Business is Impacted?): Judy Vorndran and Scott Pederson at 2019 Avalara CRUSH.

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.

Sales Tax Exemptions (Collect the Tax or Get the Doc): Webinar featuring Judy Vorndran for Avalara.

How to Determine Sales Tax Nexus: Webinar featuring Judy Vorndran for Avalara.

How to Determine Sales Tax Nexus: Webinar featuring Meredith Smith for Avalara.

Updated Taxability Strategies in the Post-Wayfair E-sales Environment: Webinar featuring Judy Vorndran for Avalara.

Wayfair Rolls out in CA, CO, and TX (But What's this About a Grace Period?): Webinar featuring Judy Vorndran for Avalara.

Why is Sales Taxability so Hard to Understand: Webinar featuring Judy Vorndran for Avalara.

Sales Tax in 2019 (What do you Really Owe?): Webinar featuring Judy Vorndran for Avalara.

Who's on the Hook (Managing Risk from Sales Tax Registration): Webinar featuring Judy Vorndran for Avalara.

Sales and Use Tax Update (Trends, Strategies and audit Risks): Webinar featuring Alexander Korzhen for the Minnesota CPA Tax Conference. 

Wayfair Update (New Rules, New Complications): Webinar featuring Judy Vorndran for Avalara.

Six Critical Elements to Create a Timeless Framework for Sales Tax Compliance: Webinar featuring Judy Vorndran for Avalara.

Wayfair Update (New Rules, New Complications): Webinar featuring Judy Vorndran for Avalara.

Make Sales Tax a Strategy, Not an Afterthought: Webinar featuring Judy Vorndran for Avalara.

State and Local Tax issues for Multistate Taxpayers: Tram Le for the Fort Worth CPA Tax Institute.

What We Don't Know About Apportioning Tangible Personal Property and Intangibles: Judy Vorndran for the Advanced Tax Seminar at ABA/IPT.

Funny Guys Discussing Hot Topics: Judy Vorndran moderates panel for ABA/IPT.

Costly Business of Sales Tax Audits (Tips to Lower Risk and Cost): Webinar featuring Judy Vorndran for Avalara.

Determining Nexus: Webinar featuring Alexander Korzhen at the National Association of State Bar Tax Sections.

State Audit Triggers (Catch-22 of State Tax Enforcement): Webinar featuring Judy Vorndran for Avalara.

Negotiating the Upper Hand in the Sales Tax Appeals Process: Webinar featuring Judy Vorndran for Avalara.

Know Which States to File Sales Tax (Create a Nexus Checklist): Judy Vorndran at the Advanced Tax Seminar for the ABA/IPT.

Negotiating the Upper Hand in the Sales Tax Appeals Process: Webinar featuring Judy Vorndran for Avalara.

The Rise of Gross Receipts Taxes: Webinar Featuring Judy Vorndran and Damian Hunt for ABA/IPT.