Jeff Meigs - Podcast Details

Shows

It Depends: A Sales Tax Podcast by TaxConnex Overcoming Sales Tax Challenges for Growing BusinessesAs your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into new areas or new products and services, your sales tax obligation could be growing with you. If you don’t have the right steps in place to manage and track your sales tax, then you could be at risk for hefty penalties and fees. In this episode, we look at the challenges facing growing businesses when it relates to sales tax....

2026-02-1234 min

It Depends: A Sales Tax Podcast by TaxConnex Steps to Switching Your Sales Tax Outsourcing ProviderFrom time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If 2026 is time for a change, you can initiate and control the process to find a provider to better fit your needs. Listen to this episode as we discuss the following:- Reasons it may be time to make a change - Why changing providers isn't as hard as you may think- How to change to a new provider with e...

2026-01-2224 min

It Depends: A Sales Tax Podcast by TaxConnex How to Choose the Right Sales and Telecom Tax Provider in the Age of AIIn Q1, many businesses find themselves reassessing their sales and telecom tax processes, and the providers behind them. With the rise of AI-powered solutions and increasing regulatory complexity, how do you know which provider is the right fit? In this episode we partnered with CereTax to discuss how to evaluate sales and telecom tax providers in today’s fast-changing environment. We explore the balance between automation and human expertise, how to ensure accuracy and visibility across your compliance process, and how to set yourself up for success in 2026. Listen now where ever you get your podcasts!Brian...

2026-01-0744 min

It Depends: A Sales Tax Podcast by TaxConnex Winning Strategies for a Successful Exit: Avoiding Risk and Maximizing Value in M&APreparing your company for a successful exit takes more than strong financials - it requires foresight, discipline, and the right strategy long before a deal is on the table.In this episode, host Brian Greer brings together a panel of experts from sales tax, M&A advisory, and legal to break down the key steps business owners should take to position their company for a smooth and successful exit.Jeff Meigs (TaxConnex), Chris Weingartner (Founders Advisors), and John Yates (Gunderson Dettmer) share real-world examples of issues uncovered during due diligence - from unexpected sales tax...

2025-12-1741 min

It Depends: A Sales Tax Podcast by TaxConnex A Day in the Life of a TaxConnex PractitionerWhat does a day in the life look like for a TaxConnex practitioner? In this episode of It Depends: A Sales Tax Podcast by TaxConnex, host Cate Gibson sits down with Kristie, one of our experienced practitioners, for a behind-the-scenes look at what it’s really like to manage sales tax compliance across multiple clients and deadlines.Christy shares how she transitioned from a career in sales tax audits to joining TaxConnex, what she loves about the flexibility of the practitioner model, and the skills it takes to balance compliance, client relationships, and constant data flow....

2025-12-0821 min

It Depends: A Sales Tax Podcast by TaxConnex Managing Sales Tax Exemption CertificatesA sales tax exemption certificate allows businesses to avoid collecting sales tax on qualifying purchases, such as resale items or purchases by exempt entities like nonprofits and government agencies. While buyers must determine their exemption status and provide valid certificates, businesses are responsible for validating and maintaining them to avoid potential tax liability during audits. Listen to this episode to learn about exemptions vs. exclusions, required forms, industry-specific examples, and best practices for managing exemption certificates.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice...

2025-11-2156 min

It Depends: A Sales Tax Podcast by TaxConnex Navigating Sales Tax Compliance in eCommerce & RetailIn this episode, TaxConnex partners Brian Greer and Jeff Meigs discuss Navigating Sales Tax Compliance in eCommerce & Retail - They dive into the complexities and challenges faced by businesses in this space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing into online sales, understanding your sales tax obligations is crucial. Listen now to ensure that your business is set up for success!Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin...

2025-10-2258 min

It Depends: A Sales Tax Podcast by TaxConnex Telecom Compliance and the Universal Service Fund: What’s Next After the Supreme Court Ruling?The Universal Service Fund (USF) plays a critical role in keeping communications accessible across rural and underserved communities, but it’s also one of the most complex and controversial areas of telecom compliance. In this episode, Brian sits down with Jonathan Marashlian, Managing Partner at The CommLaw Group, to unpack the Supreme Court’s recent decision upholding the USF, the role of the FCC and USAC, and why contribution factors are climbing toward record highs.They explore:How the USF is funded and administeredWhat the Court’s ruling really means for service providersWhy contribution factors may contin...

2025-09-1734 min

It Depends: A Sales Tax Podcast by TaxConnex Navigating Sales Tax Exemption Certificates for Your BusinessIn its most basic form, a sales tax exemption certificate alleviates a company from collecting and remitting sales tax on certain products and services. The most common exemption is “sale for resale,” which allows businesses to purchase products free of tax. Other exemptions can apply to special entities, including government organizations and nonprofits.The purchaser has the responsibility for determining whether they are exempt or not and obtaining a valid exemption certificate. But, it is the job of business to validate and maintain these exemption certificates in order to not be held responsible for not charging sales tax...

2025-09-0556 min

It Depends: A Sales Tax Podcast by TaxConnex Building Connexion: How Technology Powers Scalable Sales Tax ComplianceIn this special episode of It Depends, guest host Cate Gibson talks with Jackie Breiter, Partner & COO at TaxConnex, about Connexion, the proprietary platform that powers TaxConnex’s sales tax compliance process. Jackie shares how her background in engineering and operations helped shape Connexion into a tool that blends automation with human expertise to support remote teams and deliver visibility to clients.They discuss the platform’s origins, its role in scaling compliance, how AI is shaping its future, and Jackie’s advice for leaders building their own internal tech solutions. Listen now!Brian - Chief...

2025-08-2018 min

It Depends: A Sales Tax Podcast by TaxConnex Tariffs & Sales Tax: What Every Business Needs to KnowTariffs are making headlines, but how do they impact your sales tax obligations? In this episode, Jeff Meigs breaks down what tariffs are, how they’re treated for sales and use tax purposes, and why, unlike most tax questions, the answer here is surprisingly straightforward. From Washington State’s guidance to best practices for invoicing and compliance, you’ll learn why tariffs are generally part of the taxable base, how businesses handle them in pricing, and what to watch for in state-specific rules.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian...

2025-08-0708 min

It Depends: A Sales Tax Podcast by TaxConnex Introducing taxC: The Power of Tech + Human Expertise in Sales Tax ComplianceIn this special episode, Brian Greer is joined by Brent Reeves, Co-Founder of CereTax, to discuss the story behind taxC - a powerful offering from TaxConnex that blends CereTax’s robust tax engine with TaxConnex’s white-glove compliance services.In the episode they discuss:The 20+ year relationship between the founders of TaxConnex and CereTaxWhy automation alone falls short for complex businessesHow taxC fills the gap between tax calculation and complianceThe real-world value of combining expert guidance with techThis episode is a must-listen!Learn more at taxconnex.com/taxCBrian - Chie...

2025-07-2324 min

It Depends: A Sales Tax Podcast by TaxConnex Marketplace Facilitators and Sales TaxOnline sellers hear an endless amount these days about “marketplace facilitators.” What are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are major marketplace facilitators, but what are your sales tax obligations when selling through them? Listen to this episode as we discuss the sales tax implications of marketplace facilitators.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeff...

2025-07-1637 min

It Depends: A Sales Tax Podcast by TaxConnex Ensuring You Have a Process in Place to Manage Sales TaxSales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode, Brian and Jeff explain the fundamentals of sales tax so you can understand what is required of you to comply with state and local sales tax.They discuss:Estimating and mitigating prior period...

2025-06-2644 min

It Depends: A Sales Tax Podcast by TaxConnex How Sales Tax Impacts Mergers & AcquisitionsBrian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

2025-05-3043 min

It Depends: A Sales Tax Podcast by TaxConnex Risks of Sales Tax Non-ComplianceOnce your business establishes nexus and you've ensured your products and/or services are taxable, you become responsible for collecting and remitting sales tax. That'd be pretty straightforward if it weren't for the 10,000+ taxing jurisdictions across the US that you have to keep up with. If you have a sales tax obligation and are not collecting and remitting sales tax, you could be at risk for hefty penalties and fees. Even if it's an honest mistake, it could be a costly one. Listen now as we look at the ways you can get caught, how it may not be...

2025-04-2344 min

It Depends: A Sales Tax Podcast by TaxConnex Achieve End to End Sales Tax Compliance in 3 Steps Unlock the secrets to mastering sales and use tax compliance in this episode featuring CereTax and TaxConnex. This session will guide you through the essential steps required to ensure complete and accurate sales tax management for your business. Listen now to get a better understanding of the 3 key steps to ensure you remain sales tax compliant.Learning Objectives: The steps to take to understand your sales & use tax obligationsHow to ensure you have the right tax rate on your invoicesNecessary components of an automated sales tax engineKey components of a filing/remittance process

2025-03-0552 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax Risk Mitigation: What You Need to KnowIgnoring sales tax rules can be a costly mistake for businesses. As a "pass-through" tax, sales tax is meant to be collected and remitted—but failure to comply can lead to hefty penalties. With state tax rates averaging 8% and additional penalties stacking up, businesses could face millions in unexpected expenses. In this episode, we break down how to assess your risk, avoid compliance pitfalls, and implement strategies to reduce exposure. Don't let sales tax become an out-of-pocket nightmare—tune in now!Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/...

2025-02-1944 min

It Depends: A Sales Tax Podcast by TaxConnex Steps to Switching Your Sales Tax Outsourcing ProviderFrom time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If it's time for a change, you can initiate and control the process to find a provider to better fit your needs. Watch this webinar as we discuss the following: - Reasons it may be time to make a change - Why changing providers isn't as hard as you may think- How to change to a new provider with ease

2025-02-0524 min

It Depends: A Sales Tax Podcast by TaxConnex 2024 Sales Tax Year in Review & Compliance Strategies Moving ForwardIt’s been over 6 years since the historic Wayfair decision, and sales tax somehow continues to become more challenging. In this episode we cover some of the most important sales tax updates of 2024 and help you develop a clearer understanding of how to set up a process to remain sales tax compliant in 2025. Learning objectives: • Discover how to determine where you have nexus• Recognize the taxability of your products/services• Identify methods and tools used to ensure proper tax application and calculation• Explore how to set up the best sales tax compliance process...

2025-01-2252 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax Compliance for the Complex OrganizationIn this episode, Jeff Meigs and Brian Greer are discussing the intricacies of sales tax compliance in complex organizations. Whether you operate through multiple channels, work within a confusing industry, or manage various business structures, this podcast will provide the knowledge and strategies needed to ensure sales tax compliance and avoid costly mistakes. Our hosts talk through the unique challenges that complex businesses face, offering practical solutions to streamline your sales tax processes.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at...

2025-01-0851 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax & Marketplace FacilitatorsIf you're part of an online business, the holidays are an exciting (but crazy) time for you... And marketplace facilitators are most likely being utilized. But what are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are major marketplace facilitators, but what are your sales tax obligations when selling through them? Listen to this episode as we discuss the sales tax implications of marketplace facilitators.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/

2024-12-1837 min

It Depends: A Sales Tax Podcast by TaxConnex Navigating Sales Tax in Retail & eCommerceThis holiday season, eCommerce and Retail sales are booming more than ever. Listen now to this episode on "Navigating Sales Tax Compliance in eCommerce," where we delve into the complexities and challenges faced by businesses in this space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing into online sales, understanding your sales tax obligations is crucial. Listen now so that you can ensure that your business is set up for success!Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting...

2024-12-1143 min

It Depends: A Sales Tax Podcast by TaxConnex 5 Sales Tax Challenges Facing Growing CompaniesAs your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into new areas or new products and services, your sales tax obligation could be growing with you. If you don’t have the right steps in place to manage and track your sales tax, then you could be at risk for hefty penalties and fees. In this episode, we look at 5 challenges facing growing businesses when it relates to sales tax.Br...

2024-11-1334 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax Risk MitigationFailure to comply with the applicable sales tax rules can have a devastating effect on your business. Listen to this episode now as we discuss how to determine your level of risk and exposure, as well as tools and procedures to potentially reduce your taxes owed and penalties. We’ll cover:Nexus and taxabilityWhat’s at stakeRemediating past exposureManaging auditsAnd more!Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www...

2024-10-1642 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax Crimes - Pt. 2: The Eccentric TYCO CEO's Sales Tax SchemeBrian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

2024-10-0208 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax Filing: What Can Go WrongSales tax is not something top of mind for most executives, but it is something that the majority of businesses will have to manage at some level. No matter the size of your business, if you are selling a taxable product or service and establishing nexus in specific states or jurisdictions, then you have a sales tax obligation. While it is not meant to be a burden on the seller, many businesses have been left scrambling to understand how to manage the complex process of sales tax compliance. There are many moving parts and as states continue to make...

2024-09-1123 min

It Depends: A Sales Tax Podcast by TaxConnex Finding Your Perfect Match in a Sales Tax Compliance ProviderSales tax is different for every business. Different companies manage their sales tax obligations in different ways with many types of systems and varying risk tolerances. So if your business is exploring the possibility of outsourcing compliance or changing providers, it's important that you're asking the right questions and screening accordingly. Listen now to discover the key to finding the perfect sales tax compliance provider so you can have a long-lasting, seamless relationship that ensures sales tax bliss.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff...

2024-08-2828 min

It Depends: A Sales Tax Podcast by TaxConnex Navigating Sales Tax Exemption Certificates for Your BusinessIn its most basic form, a sales tax exemption certificate alleviates a company from collecting and remitting sales tax on certain products and services. The most common exemption is “sale for resale,” which allows businesses to purchase products free of tax. Other exemptions can apply to special entities, including government organizations and nonprofits. The purchaser has the responsibility for determining whether they are exempt or not and obtaining a valid exemption certificate. But, it is the job of business to validate and maintain these exemption certificates in order to not be held responsible for not charging sales tax l...

2024-08-1456 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax Hot TopicsAlmost 6 years post Wayfair Decision, most businesses at least understand the potential to have a sales tax obligation and have a way to manage their obligations, even if it’s not fully or how they want to do it. But having a sales tax compliance process and understanding your obligation is not a set it and forget it type of business operation. Sales tax rules and regulations continue to evolve and at times become even more confusing.In this episode, Jeff and Brian dig into some recent hot topics or changes that you need to be aware of...

2024-07-3134 min

It Depends: A Sales Tax Podcast by TaxConnex Strategies for Managing a Sales Tax AuditFor many businesses, an audit is one of the most intimidating things that can happen. But the reality is, thousands of businesses are audited each year, sometimes for no reason at all. In this episode, we're covering how to manage the sales tax audit process and you'll learn a few things to keep in your back pocket, just in case you find yourself in the hot seat.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/i...

2024-07-0552 min

It Depends: A Sales Tax Podcast by TaxConnex How Gross Sales and Gross Receipts Taxes Affect Your Sales Tax ObligationsAfter you’ve been fielding your filing and remittance obligations for a while, sales tax can seem simple: Charge it to the customer, collect it and send it back to the state when you file your sales tax return. Easy enough. But not really... In this episode of It Depends, Brian Greer is diving into two similar but different tax issues - How your total gross sales impacts your sales tax obligations and the affect of gross receipts taxes in different states. Tune in for need-to-know information on this subject matter so that you don't put your business at ri...

2024-06-1910 min

It Depends: A Sales Tax Podcast by TaxConnex Understanding Sales Tax Nexus for Your BusinessSales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode we dive into understanding sales tax nexus.Jeff and Brian discuss how to determine sales tax nexus, the South Dakota vs. Wayfair case, identifying the taxability of products/services, and when to register for...

2024-05-3152 min

It Depends: A Sales Tax Podcast by TaxConnex Our Origin Story (ft. Robert Dumas, TaxConnex Founder & CEO)Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

2024-05-2228 min

The Jukebox: Radio Archive The Jukebox: May 15, 1999“The All-Request Rock ’n’ Roll Jukebox,” hosted by Mike Saffran, on “99 BBF”/WBBF-FM (98.9), Rochester, N.Y. Originally aired 7 p.m.–Midnight May 15, 1999. Callers aired and other show highlights: 00:18 Reference to my headphones being too big due to a recent buzz cut! :-) 00:42 Tom/Canandaigua (“I Got You Babe” — dedication to Rita) 01:23 First of multiple references to the ongoing Lilac Festival (and “Kodak Town” mention) 02:01 Unidentified female (“Hawaii Five-O”) 02:22 Cliff/Driving on “The Youngmann” (I-290/Buffalo-Niagara Falls) (“Which Way You Goin’ Billy?”) 03:08 “Matchmaker Oldies Party” (with 99 BBF’s Mike Vickers) at Maxwell’s (Irondequ...

2024-05-1525 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax Crimes - Pt.1: Restaurant Operator Faces Prison for $500K Tax FraudIn the first episode of our Sales Tax Crimes series, we're diving into the story of John Garofalo Sr., a restaurateur turned tax evader. How did he pull off this scheme for almost seven years? Discover the investigation that led to his guilty plea and the looming threat of a three-year prison sentence. Tune in to uncover the details of this tax fraud case out of Union County, New Jersey.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps...

2024-05-0808 min

Get Your FILL, Financial Independence and Long Life Get Back to the Gold Standard with Jeff Meigs Are you concerned about the state of money in the US? Do you long for the days when the US Dollar was backed by gold? Are you ready to take control of your net worth? Enter Jeff Meigs of Goldback, Inc. Goldback, Inc. is the world’s first physical, interchangeable, gold money that is designed to accommodate even small transactions. Jeff and his team are stalwarts of emerging financial technologies and are passionate about helping others establish financial agility in the Digital Age. This is such a revolutionary concept that it took me about half the podcast to really ca...

2024-04-2934 min

2024-04-2444 min

It Depends: A Sales Tax Podcast by TaxConnex Navigating Retail Delivery Fees: Definitions, Thresholds, Challenges and Strategies to Effectively ManageNavigate the complexities of retail delivery fees and how they impact your compliance processes. This episode will help you gain a better understanding of what a retail delivery fee is, where they are implemented, or where they will be in the coming months. We also cover questions to ask yourself in how you will manage and strategies to effectively manage.You will learn:- Which states have implemented RDF and their specifics- Understanding the impacts of a RDF on your business- Strategies to Effectively Manage- What to watch for in the...

2024-04-1014 min

Banished Diversity Is Great, DEI, Inc. Isn't.We recently appeared on "How Do We Fix It?", a wonderful podcast in search of constructive and practical ideas to address the many problems that plague our age. We had a fantastic time talking to the hosts Richard Davies and Jim Meigs about free speech, academic freedom and campus politics. We discussed DEI, Inc.—what the term means and why we think it’s useful. And we argued that an ascendant discourse of harm is at the heart of today’s threats to campus free expression, from the chilling effects of many DEI initiatives to the even chillier effects of ant...

2024-03-3131 min

It Depends: A Sales Tax Podcast by TaxConnex Common Sales Tax Filing Mistakes & How to Avoid ThemSales tax is not something top of mind for most executives, but it is something that the majority of businesses will have to manage at some level. No matter the size of your business, if you are selling a taxable product or service and establishing nexus in specific states or jurisdictions, then you have a sales tax obligation. While it is not meant to be a burden on the seller, many businesses have been left scrambling to understand how to manage the complex process of sales tax compliance. There are many moving parts and as states continue to make...

2024-03-2745 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax FAQsThere’s no doubt that sales tax is challenging. Regulations differ from state to state, and deciphering whether you need to collect and remit taxes in a particular state can feel overwhelming. In order to help you gain a better understanding of the subject, we've gathered some of the frequently asked questions we get about sales tax. Listen now to this episode discussing questions related to the following:- Sales vs. use tax- Understanding economic vs. physical nexus- Multi-channel selling and your sales tax obligations- Estimating and mitigating prior period sales ta...

2024-02-1443 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax Implications of Drop ShipmentsIf you utilize drop shippers to deliver products to your customers, you would expect your purchase to be exempt for resale purposes. However, as states continue to expand their reach, more and more companies are being caught off guard when their drop shipper starts charging them sales tax or refuses to accept their home-state resale certificate. Don’t eat the sales tax in these situations. Make sure you understand the rules and how to exempt these sales. And for drop shippers, make sure you are accepting the proper resale certificates from your customers.Listen now to learn mo...

2024-01-3127 min

2024-01-1744 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax Hot Topics5 years post Wayfair Decision, most businesses at least understand the potential to have a sales tax obligation and have a way to manage their obligations, even if it’s not fully or how they want to do it. But having a sales tax compliance process and understanding your obligation is not a set it and forget it type of business operation. Sales tax rules and regulations continue to evolve and at times become even more confusing. Listen to this episode to dig into some recent hot topics or changes that you need to be aware of as you manage yo...

2024-01-0339 min

It Depends: A Sales Tax Podcast by TaxConnex Navigating Sales Tax Compliance in eCommerce & RetailIn this episode we delve into the complexities and challenges faced by businesses in the eCommerce and retail space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing into online sales, understanding your sales tax obligations is crucial. Listen now so that you can ensure that your business is set up for success!Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

2023-12-2043 min

It Depends: A Sales Tax Podcast by TaxConnex Marketplace Facilitators 101Online sellers hear an endless amount these days about “marketplace facilitators.” What are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are major marketplace facilitators, but what are your sales tax obligations when selling through them? Listen to this episode as we discuss the sales tax implications of marketplace facilitators.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeff...

2023-12-0637 min

It Depends: A Sales Tax Podcast by TaxConnex Identifying & Managing Your Clients' Sales and Use Tax RiskSales and use tax is often low on the list of priorities for businesses, and thus not a main focus of many Accounting Practices and Firms. But the complexities and risk surrounding sales tax can cause a real issue for your client if not managed properly. In this episode, TaxConnex shares some of the triggering events businesses experience that could cause a need to evaluate their sales tax obligations, how you can approach and review your current clients to identify need before a triggering event and steps to ensure ongoing compliance.Brian - Chief Revenue Officer, Partner...

2023-11-0835 min

It Depends: A Sales Tax Podcast by TaxConnex Common Pitfalls of Sales Tax ComplianceSales tax is complicated, even for the most experienced tax practitioners, but it is a critical part of running a business. Unfortunately just a few missteps can add up to big liability in the sales tax world. This episode navigates the most common pitfalls related to managing ongoing compliance and provides tips to mitigate and manage your sales tax risk. We touch on:- Economic nexus- Taxability of products/services- The impact of inventory and third party logistics providers- Filing requirements- Voluntary disclosure agreements (VDAs)- Sales tax...

2023-10-2536 min

It Depends: A Sales Tax Podcast by TaxConnex A Strategic Timeline to Sales Tax Compliance for Your BusinessManaging your sales and use tax obligations is not a small task. Ensuring you have the right people and processes in place is key to maintaining compliance and not putting yourself or your business at risk. Every business is different and has unique needs so it's important to know when you should start your journey to sales tax compliance. In this episode, we discuss all the steps involved in setting up a proper sales tax compliance process and give you a better understanding of how long it will take your business to fully implement a seamless solution....

2023-10-1127 min

It Depends: A Sales Tax Podcast by TaxConnex The Common Misconceptions of Telecom TaxTax and regulatory compliance can be a complex and daunting task for any business, but some of the most difficult to understand are the telecom and VoIP industries. There are various taxes and regulatory fees including communication services taxes, utility users’ tax, E911 fees, Federal Excise Tax, right of way fees, USF, and more. But often telecom and VoIP businesses fall into a trap of believing they don’t actually have an obligation. These misconceptions can cause a lot of confusion and in the end, costly errors for your business. Listen now as Jeff and Brian discuss the common misco...

2023-09-2827 min

2023-09-1344 min

2023-08-3034 min

It Depends: A Sales Tax Podcast by TaxConnex Multi-Channel Selling & Your Sales Tax ObligationsSelling through multiple channels can greatly impact your sales tax obligations. Without knowing how different channels can impact your footprint, you could be putting yourself at risk for non-compliance. No longer is direct sales the majority way of selling; businesses are often selling through multiple channels, and each is often managed differently for sales tax purposes. In this episode, we look at three specific channels – direct, through a marketplace, and invoiced sales – and discuss their potential impacts on your sales tax obligations and any nuances you will need to navigate to maintain compliance when selling through any combi...

2023-08-1641 min

It Depends: A Sales Tax Podcast by TaxConnex How Sales Tax Impacts Mergers & AcquisitionsFailure to comply with the applicable sales tax rules can have a devastating effect on your business. Particularly if you or one of your clients will be going through a merger or acquisition. Listen now to understand how sales tax can impact the standings of your M&A.We'll cover:- How to identify sales tax nexus in the context of "Wayfair"- The taxability of products/services- Estimating sales tax exposure- Evaluating mitigation options- Compliance in the futureBrian - Chief Revenue Officer, Partner at T...

2023-08-0243 min

It Depends: A Sales Tax Podcast by TaxConnex Managing a Sales Tax AuditFor many businesses, an audit is one of the most intimidating things that can happen. But the reality is, thousands of businesses are audited each year, sometimes for no reason at all. Join us as we discuss how to manage the sales tax audit process and learn a few things to keep in your back pocket, just in case you find yourself in the hot seat. Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/j...

2023-07-1941 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax for Tech & SaaSTechnology companies, including software, digital services and goods, SaaS, and more, have always had challenges related to managing sales tax, one of the biggest being understanding what is actually taxable and where. The taxability and even the definition of digital goods and services is something that differs from state to state and not easy to keep up with. Listen to this episode as we dive into the complexities of taxation of digital goods.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at...

2023-07-0526 min

It Depends: A Sales Tax Podcast by TaxConnex Risks of Non-Compliance - Happy Birthday Wayfair vs. South Dakota!!!Once your business establishes nexus and you’ve ensured your products and/or services are taxable, you become responsible for collecting and remitting sales tax. That'd be pretty straightforward if it weren't for the 10,000+ taxing jurisdictions across the US that you have to keep up with. If you have a sales tax obligation and are not collecting and remitting sales tax, you could be at risk for hefty penalties and fees. Even if it’s an honest mistake, it could be a costly one. In this podcast we will look at the ways you can get caught, how it...

2023-06-2142 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax 102Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode, Brian and Jeff explain the fundamentals of sales tax so you can understand what is required of you to comply with state and local sales tax.They discuss:Estimating and mitigating prior period...

2023-06-0744 min

It Depends: A Sales Tax Podcast by TaxConnex Sales Tax 101 - Understanding Sales Tax NexusSales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode we dive into understanding sales tax nexus.Jeff and Brian discuss how to determine sales tax nexus, the South Dakota vs. Wayfair case, identifying the taxability of products/services, and when to register for...

2023-05-2440 min

It Depends: A Sales Tax Podcast by TaxConnex COMING SOON: It Depends - A Sales Tax PodcastHi and Welcome to 'It Depends', a sales tax podcast launching soon hosted by Brian Greer and Jeff Meigs from TaxConnex.In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world.This is ‘It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends.Bri...

2023-05-1700 min

Airline Pilot Guy - Aviation Podcast Fort Flooderdale Formation Team [00:03:05] NEWS [00:03:22] Breaking: Saudia Airlines Airbus A330 Reportedly Destroyed After Sudanese Rebels Launch Attack On Khartoum [00:09:04] Fort Flooderdale [00:14:20] Man Jailed For Two Years For Pointing Laser at Delta Air Jet Which Affected Captain's Vision For Several Hours [00:18:22] Ukraine to Receive An-124 Ruslan Aircraft Confiscated by Canada from Russia [00:21:34] Boeing Forced to Suspend Some 737MAX Deliveries After New Quality Issues Detected AND FAA Proposes Extra Checks On Boeing 787 Dreamliners Because Leaky Faucets in Lavatories Could Damage Critical Safety Systems [00:29:55] Air France and Airbus Cleared Over Fatal 2009 Rio-Paris Crash [00:35:40] Airline Forced To Remove Sober Buzzkill From Flight To Las Vegas [00:37:51] GETTING TO KNOW...

2023-04-252h 35

Airline Pilot Guy - Aviation Podcast APG 566 – Fort Flooderdale Formation Team [00:03:05] NEWS [00:03:22] Breaking: Saudia Airlines Airbus A330 Reportedly Destroyed After Sudanese Rebels Launch Attack On Khartoum [00:09:04] Fort Flooderdale [00:14:20] Man Jailed For Two Years For Pointing Laser at Delta Air Jet Which Affected Captain’s Vision For Several Hours [00:18:22] Ukraine to Receive An-124 Ruslan Aircraft Confiscated by Canada from Russia [00:21:34] Boeing Forced to Suspend Some 737MAX Deliveries After New Quality Issues Detected AND FAA Proposes Extra Checks On Boeing 787 Dreamliners Because Leaky Faucets in Lavatories Could Damage Critical Safety Systems [00:29:55] Air France and Airbus Cleared Over Fatal 2009 Rio-Paris Crash [00:35:40] Airline Forced To Remove Sober Buzzkill From Flight To Las Vegas [00:37:51] GETTING TO KN...

2023-04-252h 35

Collective Clicks: Digital Marketing for Real Estate Investors Do's and Don'ts for creating successful Facebook Video AdsJeff Meigs shares his insights on how to nail a video for Facebook Ads and why sometimes less is more after analyzing hundreds of Facebook Ads.Thanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

2022-11-0832 min

Rizzo & Jeff Rizzo & Jeff Roll To Meigs to find Daddy-DomousRizzo and Jeff discover that the Monroe Daddies ARE BETTER THAN ANYONE in the ROC at BILLS TALK! We go back to Meigs cant find our daddy and he calls the show! Then we chat Steve Irwin on Money and who we would put on Bills... I.E. a beat up Carter

2022-10-041h 28

Beer Sessions Radio (TM)Farm to Can with Endless Life BrewingThis week on Beer Sessions Radio, the summer of craft malt continues! Jimmy talks hops, malt, and more with Jeff Lyons from Endless Life Brewing in Crown Heights BK, NY; Ted Hawley from NY Craft Malt in Batavia, NY; Chad Meigs from The Bineyard Hop Growers in Cazenovia, NY; and Chris Holden from the NY Hop Guild in Elmira, NY.To kick things off, Jimmy asks Jeff what New York ingredients mean to him as a brewer. Ted chimes in with his knowledge of the quickly evolving New York malt industry, while Jimmy cracks open a beer...

2021-08-0655 min

In the Loupe Lets Talk With: Small Town Jewelers ft. Meigs Jewelry ft. Minor's North JewelryThe strategy to sell online and in your brick-and-mortar is not a one size fits all practice. The population of your city, the average budget for a shopper in your area, and the distance your customers will travel all matter when creating your business strategy. This episode features two jewelry store owners, Jeff from Miner's North & Todd from Meig's Jewelry, and we talk about their business strategies, ranging from adapting to their stores being shut down to in person visits, what social channels they advertise on (and how much) and clever ways they market to their past customers...

2021-03-1852 min

Airline Pilot Guy - Aviation Podcast We Just Have Different Body PartsNEWS [41:19] Airline Worker Busted With 9 Pounds Of Cocaine Taped To Legs [43:16] EasyJet pilots suspended over mid-flight Snapchat clips [49:41] Travellers left stranded for three days following arrest of drunk plane pilot [52:26] Flat-Earther's steam-powered rocket lofts him 1,875 feet up into Mojave Desert sky [56:22] Flight attendant who fell from Emirates Boeing 777 at Entebbe committed suicide, police said [58:16] Boeing hit by WannaCry virus, fears it could cripple some jet production [1:04:10] Two airline pilots report seeing UFO while flying over Arizona FEEDBACK [1:06:07] Rebecca - for Steph some pulse-ox questions [1:24:29] Jeff - European Virtual Budget Airlines Questions [1:33:55] Marty - His Journey to...

2018-04-023h 24

The Week In Podcasting Episode #9: Unmarketing, Fixing It, Celtics Post GameThe Week In Podcasting Episode #9 With Hosts : Seth Everett (www.blogtalkradio.com/sebproductions) Val Reilly (@valreilly on Twitter) Jeff Adams @thejeffadams on twitter (www.blogtalkradio.com/thejeffadamsshow) Topics this week include: Podcast: Unmarketing Hosts: Scott Stratten and Alison Kramer Where to find the podcast: Subscribe to the Unmarketing podcast on iTunes (don’t forget to leave a review). You can also check out more of Scott and Alison at unmarketing.com Podcast: How Do We Fix It? Hosts: Richard Davies (former ABC News anchor) and Jim Meigs (former Editor In Chief of Popular Mechanics) Where to find the podcast: Subscribe to How D...

2015-11-0500 min