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Peisner coldcase

COLD CASE - SALES TAX CASE STUDIES WHERE THE CPA WAS CAUGHT UNAWARE

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 18, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes (Sales Tax)
Course LevelBasic
Course Description

The purpose of this webinar is to show public accountants that -- even if your firm doesn’t offer sales tax services -- you and your clients may have exposure to sales tax risk. We will cover the steps you can take to protect yourself and your clients. We will examine four real life cases that involved CPAs -- most of whom did not offer sales tax services. Each case involves a client company selling into multiple states, and with the CPA having a long-standing relationship with the client. The issues these companies faced are common. We will discuss each case in detail, examining the problem, how it arose, how we addressed it and how it could have been avoided.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mike is the founder of Michael J Fleming & Associates dba Sales Tax and More. Prior to beginning this new venture, Mike spent the better part of a decade with Peisner Johnson, an accounting firm that is focused entirely on solving state and local tax issues. Mike’s state tax knowledge is well rounded, but he is one of the country’s leading authorities when it comes to eCommerce, nexus, and drop shipping. Mike is often quoted by the press on these topics. Mike is a frequently requested speaker sometimes presenting at 2-3 live webinars a week and traveling across the country to speak at some of the industry’s biggest events. Mike is a prolific writer having authored an untold number of industry white papers, articles and blog posts. Mike was born in New Your City where he began his career on Wall Street. He moved to Dallas in 1989, where he met his wife Dorinda. They now live about 30 miles east of Dallas in Heath, Texas where they are affectionately known as Heathens

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Andy graduated with a master’s degree in accounting with emphasis in Taxation from Brigham Young University. He began his career in state taxation with Arthur Anderson, then after 4 years at Arthur Anderson, he partnered with Jerry Peisner and in 1992 founded Peisner Johnson & Company, LLP. Andy is an experienced professional in state and local tax matters and has consulted hundreds of companies in virtually every industry across the country. He is also a member of the AICPA and the Texas Society of CPAs. Peisner Johnson, founded in 1992, is the largest national CPA firm that is focused entirely on solving state and local tax issues. Peisner Johnson is comprised of former state auditors and other professionals with years of state and local tax experience. Peisner Johnson has experience with clients of all sizes, in all industries and currently works in all 50 states, U.S. territories and Canadian Provinces.

About Our Presenter

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Peisner Johnson & Company is the largest registered CPA firm that focuses exclusively on state and local tax issues. We have a proven track record of experience and an extensive knowledge of state tax law. We have consulted with thousands of companies doing business across the United States, Puerto Rico, and Canada. Our client list reads like a “who’s who” of companies in just about every industry.