Description

Multi-state taxation is often complex, and the recent COVID crisis only exacerbated the problem. We will work through a case study example addressing the topics of nexus, sourcing, taxability, exposure identification and remediation. We will also address protections still available to taxpayers.

Learning Objectives:

• Understand nexus concepts and how they are applied
• Determine revenue sourcing methodologies
• Assess options for remediation of tax exposure
• Identify COVID related changes
• Understand limitations on states’ authority to impose tax

Speaker(s):

• Mark S. Klein, Esq., Partner/Chairman, Hodgson Russ LLP
• Catherine Stanton, CPA, Cherry Bekaert LLP

Category: Concurrent Session (Online)