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Course/Product Description
Title:

Properly Managing Customer-Provided Exempt Certificates

SKU:WC-1021667
Date / Time: Recorded
Format: Webinar
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Description:

The policies and procedures your corporate tax staff implement for requiring, verifying, storing and retrieving exemption and resale certificates are critical in preventing mistakes or oversights that cost dearly during a sales tax audit, particularly when multiplied through an audit sample.

Unless your company has outsourced or invested in sophisticated certificate management technology, human processes are essential. How reliable is your staff in asking for and verifying exemption certificates? How dependable are the exemption certificates that are scanned and stored? Retrieving a certificate demanded by an auditor on short notice may require both sound cataloging and thorough knowledge of the storage system.

This webinar provides insights that will improve your certificate management from advisors who work with sales tax clients in a range of industries.

AGENDA

Trends in State and Local Sales Tax Audits

  • Increasing Numbers and Greater Frequency of Audits
  • Types of Exemption Certificates and Requirements
  • Implications for an Audit Sample
Procedures for Gathering and Validating Certificates at the Purchase Location
  • Exemption Certificate Policy
  • Staff Training and Involvement With Various Departments
  • How Your Corporate Tax Department Can Lead and Improve the Process
Alternatives for Storing Certificates
  • Evaluating Traditional Manual Approaches vs. Automation
  • Cost vs. Benefit
  • Need for Formal Company Policy on How Long Can Certificates Be Kept on Record
About The Presenters

Emily Irish
  • Senior tax director specializing in state and local taxes in the Grand Rapids office of BDO USA LLP
  • Practice emphasizes all aspects of sales and use taxes and income, franchise and other non-income based taxes such as gross receipts
  • Conducts regular seminars and workshops on numerous state and local tax issues
  • Member of the American Institute of Certified Public Accountants, Michigan Association of Certified Public Accountants, State and Local Task Force, Grand Rapids Chapter of American Society of Women Accountants, past president
  • M.S. and B.S. degrees, University of Florida
David McIntyre, CMI
  • Senior tax manager in BDO USA LLP’s Southwest region sales and use tax practice
  • Over 11 years of experience in state and local sales and use taxation
  • Presents trainings and webinars on state and local sales and use tax topics
  • Worked in sales and use tax practice for DuCharme, McMillen & Associates, Inc. and Pricewater-houseCoopers LLP for a combined 8 years
  • Certified Member of the Institute (CMI) for Professionals in Taxation
  • Practice focuses on providing sales and use tax audit defense, managed audit, and overpayment review services to clients in the manufacturing (equipment, chemical, etc.) exploration and production, oil field service, oil and gas midstream, construction, and grocery retail industries
  • Assisted equipment manufacturing company with Texas sales and use tax audit that resulted in a reduction of $50M to their initial sales tax assessment
  • Assisted equipment manufacturing and services company with Texas sales and use tax audit that resulted in a reduction of $13.5M to their initial sales tax assessment and successfully recovered $2.5M in overpayments in the audit period
  • Assisted equipment manufacturing and services company with Louisiana Parish sales and use tax audit that resulted in a reduction of $790k to their initial sales tax assessment
  • B.B.A., Texas State University – San Marcos


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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