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SALTovation: Making Sense of State and Local TaxThe Importance of Consulting with Industry Veteran Kim Blascoe: Part 2In this episode of the SALTovation podcast, we continue our conversation with industry veteran Kim Blascoe. Kim discusses the critical need for upskilling talent within public accounting firms to meet the growing demand for advisory services. Kim shares why firms must assess their current skill sets and develop their teams to deliver effective advisory services as the industry shifts from a compliance-focused model to a more client-centric approach. Listen this week as we discuss how firms can adapt to these changes, and navigate the challenges posed by competition, and the increasing complexity of client needs.Key Takeaways:2024-10-2529 minSALTovation: Making Sense of State and Local TaxThe Importance of Consulting with Industry Veteran Kim BlascoeIn this episode of the SALTovation podcast, industry veteran Kim Blascoe. With over three decades of experience, Kim shares her professional journey from owning a tax and accounting practice to leading Whipley's national accounting practice and her current role at CPA.com. Kim sheds light on the importance of mentoring in accounting, the strategy behind merging firms, and how to best support CPA firms in their growth and transformation efforts. Listen as we discuss the challenges CPA firms face today, from technology adoption to talent retention.Key Takeaways:Mentoring and Career Development: Kim finds immense value...2024-10-1127 minSALTovation: Making Sense of State and Local TaxFrom Passion to Paycheck: Revolutionizing the CPA Pipeline with Alicia Gelinas Part 2In this episode of the SALTovation podcast, we continue our conversation with Alicia Gelinas, President & CEO of COCPA. Alicia takes a deep dive into the evolving nature of professional networking, the impact of technology on relationship-building, and the significance of in-person interactions in an increasingly virtual world. With a focus on enhancing the CPA profession, she navigates through the challenges posed by remote work, the Amazon effect, and the need for robust personal connections within the CPA community. Alicia also discusses her vision for the future, aiming to leave a legacy of a connected, supportive, and forward-thinking CPA community.2024-09-2525 minSALTovation: Making Sense of State and Local TaxWomen to Watch in Sales Tax: Meredith SmithIn this episode of the Women to Watch in Sales Tax series, Diane Yetter of the Sales Tax Institute sits down with Meredith Smith, senior tax manager at TaxOps. Meredith shares her journey from starting in public accounting with a focus on income tax to becoming a self-taught sales tax expert at TaxOps. She sheds light on her role within TaxOps' State and Local Tax Group and offers insight into her pride in being adaptable and client-focused in the sales tax domain.Meredith discusses the importance of being a good listener, particularly in the advisory side of...2024-09-1306 minSALTovation: Making Sense of State and Local TaxFrom Passion to Paycheck: Revolutionizing the CPA Pipeline with Alicia GelinasIn this episode of the SALTovation podcast, we speak with Alicia Gelinas, President & CEO of COCPA. Alicia explores the evolving landscape of the accounting profession, the need for better marketing to young professionals, salary disparities, and the importance of creating supportive professional networks. She also touches on the critical role of advocacy and lifelong learning and offers insights into the systemic challenges and solutions facing the field today. Listen this week as Judy and Alicia discuss the critical role of professional associations like the COCPA in advocating for CPAs and enhancing community engagement among accounting professionals. Key T...2024-09-1130 minSALTovation: Making Sense of State and Local TaxWinning Strategies: How to Approach SALT Litigation with Sam Breslow Part 2In this episode of the SALTovation podcast, we continue our conversation with Sam Breslow on the complexities of state and local tax regulations, highlighting the challenges of accessing historical tax information, the implications of different source and destination tax laws, and the intricacies of Colorado's local tax system. Through real-world case discussions like Ohio's VBF case and Illinois's leveling the playing field regulations, Sam provides valuable insights for businesses navigating the labyrinth of tax compliance. Listen this week to get expert tips on managing voluntary disclosure agreements and learn about the ongoing efforts to simplify tax!2024-09-0431 minSALTovation: Making Sense of State and Local TaxWinning Strategies: How to Approach SALT Litigation with Sam BreslowIn this episode of the SALTovation podcast, we speak with Samantha Breslow, a seasoned expert in state and local tax, who is serving as a prominent attorney at HMB, a firm recently acquired by Kilpatrick. Sam shares her thoughts on the intricacies of tax compliance, the significance of maintaining professional relationships, and the hurdles faced when dealing with aggressive tax authorities. Listen as we take a deep dive into the Colorado local tax landscape, revealing the challenges and strategies for navigating the state's unique taxing jurisdictions. Check out the VVF Intervest LLC v. Harris - BTA Case N...2024-08-2835 minSALTovation: Making Sense of State and Local TaxMastering International VAT: Insights from Florian Hanslik, Partner at terraVAT GmbH Part 2In this episode of the SALTovation podcast, we continue our discussion with Florian Hanslik, a seasoned tax professional specializing in VAT. Listen as we take a brief detour from U.S. taxation to explore European VAT systems. We cover the regulatory framework, audit processes, and the fascinating trajectory of VAT towards digitalization within the EU. Florian provides foresight into the increasing digitalization of VAT compliance and how businesses need to adapt to these evolutionary changes in the tax landscape.Key Takeaways:EU VAT Directive and Adaptation: The VAT Directive sets standard guidelines that EU countries must...2024-08-1529 minSALTovation: Making Sense of State and Local TaxMastering International VAT: Insights from Florian Hanslik, Partner at terraVAT GmbHIn this episode of the SALTovation podcast, we speak with Florian Hanslik, a seasoned tax professional specializing in VAT. Transitioning from a rich background in politics to becoming an indirect tax expert, Florian discusses how his international upbringing and previous work with the European Parliament seeded his deep interest in global tax systems. Florian discusses the importance of understanding VAT in different countries, the role of comprehensive networks, and the need for businesses to be proactive in managing their VAT obligations, especially in an era of rapid e-commerce growth. Florian also notes significant future changes, particularly in the taxation...2024-08-0122 minSALTovation: Making Sense of State and Local TaxWomen to Watch in Sales Tax: Tram LeIn this enlightening episode of "Women to Watch in Sales Tax," host Diane Yeter sits down with Tram Le, Senior SALT Manager at TaxOps, to delve into the intricacies of state and local tax compliance. Tram shares insights into the multifaceted services provided by TaxOps and underscores the importance of proper tax strategy and audit support. As an expert in the nuanced area of sales tax, Tram's perspective is a must-listen for those navigating this often misunderstood field.TaxOps is portrayed as a small yet powerful boutique firm that is a one-stop solution for state and local...2024-07-3106 minSALTovation: Making Sense of State and Local TaxDefining and Developing a Sales Tax Automation Cycle with Judy Vorndran (Part 2)In this episode of the SALTovation podcast, Judy Vorndran focuses on the current challenges facing the accounting profession, particularly the shrinking pipeline of accountants. Judy highlights how the SALT field offers a dynamic and intellectually stimulating career path. She also discusses the various career trajectories within the field, from litigation to compliance to technology implementation, each presenting unique challenges and opportunities.*The number of taxing jurisdictions in the U.S. is hard to capture at any one point since it is a moving target. As of June 2024, by some counts, there were over 13,000 taxing jurisdictions combined from 45...2024-07-1413 minSALTovation: Making Sense of State and Local TaxIn the Halls of Power & More: Hot Topics with Diane Yetter (Part 2)In this episode of the SALTovation podcast, Diane Yetter, President and Founder of YETTER Tax and the Sales Tax Institute shares insights on streamlining tax administration, the impacts of COVID-19 on tax enforcement, and the critical importance of choosing the right tax automation solutions. Diane also addresses the complications arising from differing taxability rules within Colorado, Louisiana, and Arizona, highlighting the need for conformity and how the current tax automation tools often fall short. SALTovation listeners can get 10% off Sales Tax Institute training with discount code: SALTovation10Key Takeaways:Streamlining Tax Administration: The necessity f...2024-07-0933 minSALTovation: Making Sense of State and Local TaxDefining and Developing a Sales Tax Automation Cycle with Judy VorndranIn this episode of the SALTovation podcast, Judy Vorndran discusses the vital role data plays in sales tax compliance, especially in an era where businesses often operate beyond traditional storefronts. She elaborates on why software often fails to completely address tax needs, and takes an in-depth look at the complexities introduced by home rule jurisdictions and how they influence the overall tax compliance profile of a business.*The number of taxing jurisdictions in the U.S. is hard to capture at any one point since it is a moving target. As of June 2024, by some counts, there...2024-07-0226 minSALTovation: Making Sense of State and Local TaxIn the Halls of Power & More: Hot Topics with Diane YetterIn this episode of the SALTovation podcast, Diane Yetter, President and Founder of YETTER Tax and the Sales Tax Institute returns to share valuable insights into sales tax education, significant legislative updates, and advances in the industry. Diane discusses the challenges businesses face with Nexus, audit complexities, and the importance of choosing the right sales tax software. She also shares her experience testifying before the U.S Senate Finance Committee, emphasizing the need for standardized e-commerce thresholds and reduced compliance burdens for businesses. SALTovation listeners can get 10% off Sales Tax Institute training with discount code: SALTovation102024-06-1831 minSALTovation: Making Sense of State and Local TaxUnlocking Collaboration and Trust in the Tax Law Community with Nancy Prosser Part 2In this episode of the SALTovation podcast, we continue our conversation with Nancy Prosser, General Counsel at the Multistate Tax Commission, on the purpose and work of the MTC in promoting uniformity and assisting taxpayers with compliance in state and local tax matters. She explains how the MTC develops model statutes and regulations, and the challenges they face in getting states to adopt them. Nancy also shares insights into the selection process for uniformity projects and highlights the current projects focused on the taxation of digital products and partnerships. Listen this week as Nancy addresses the complexities o...2024-06-0423 minSALTovation: Making Sense of State and Local TaxUnlocking Collaboration and Trust in the Tax Law Community with Nancy ProsserIn this episode of the SALTovation podcast, we speak with Nancy Prosser, General Counsel at the Multistate Tax Commission. Nancy shares her experiences navigating through the complexities of introducing major legislative tax changes and discusses the intricacies of rule-making and policy development. She also talks about the importance of collaboration and transparency within the tax community, be it through engaging with different states' revenue departments or fostering constructive dialogues within the MTC.Listen this week as we take a look at the evolution of tax legislation and policy from the trenches of legal administration to the broader...2024-05-2132 minSALTovation: Making Sense of State and Local TaxHolistic Leadership: Building Community and Embracing Change with Sandra Wiley (Part 2)In this episode of the SALTovation podcast, we continue our conversation with Sandra Wiley, President of Boomer Consulting - an organization dedicated to guiding CPA firms towards success by leveraging leadership, talent, growth processes, and technology. From the hard truths about work-life balance to the strategic dilemmas CPA firms face, Sandra discusses the importance of embracing change, spreading decision-making power, and having the correct mindset. Listen this week as we talk about the growing significance of the accounting profession and the incredible potential it holds for future generations of professionals. Topics discussed in this episode:2024-05-0728 minSALTovation: Making Sense of State and Local TaxHolistic Leadership: Building Community and Embracing Change with Sandra WileyIn this episode of the SALTovation podcast, we speak with Sandra Wiley, President of Boomer Consulting - an organization dedicated to guiding CPA firms towards success by leveraging leadership, talent, growth processes, and technology. Sandra shares her unique perspective and critical strategies that drive CPA firms. Building a connected community through meaningful relationships can enable firms to create a culture that fosters collaboration and allows individuals to thrive. Listen this week as we discuss the progressive edge of CPA firms today, focusing on community, leadership, and diversity.Topics discussed in this episode:CPA...2024-04-2327 minSALTovation: Making Sense of State and Local TaxBilling Time vs. Delivering Value: Shifting Mindsets in the CPA IndustryThis episode originally aired on: https://www.boomer.com/post/e174-billing-time-vs-delivering-value-shifting-mindsets-in-the-cpa-industryOn this episode of the Boomer Briefing Podcast, Allen Gregory, Partner, Federal Tax at TaxOps, talks about billing time versus delivering value to clients. Allen and host Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting, dive into how removing hourly rates can add value to client relationships and improve an accounting firm’s client retention.Allen shares how TaxOps has used value-based pricing since its inception. This experience has taught us how fixed-fee pricing creates collaborative client relationships and a cul...2024-04-1120 minSALTovation: Making Sense of State and Local TaxChallenging California's Underground Regulations: Exploring the ACMA's Advocacy Efforts Part 1In this episode of the SALTovation podcast, Meredith interviews Paul Miller, Vice President & Deputy Director of the ACMA, and David Swetnam-Burland, Partner at Brann & Isaacson. Both discuss the changes in tax regulations that have taken place after the Wayfair decision, the ACMA's mission, and the legal challenges that businesses face today. They also talk about the efforts being made to address the complications that arose after the Wayfair ruling, which led to a significant shift in sales and use tax obligations for remote sellers.Listen to the SALTovation podcast here: https://saltovation.captivate.fm/listen. ...2024-03-0819 minSALTovation: Making Sense of State and Local TaxThe Power of Data: Vertex’s Approach to Keeping Pace with Tax Changes Part 2In this episode of the SALTovation podcast, we continue our conversation with Mike Bernard, VP of Tax Content and Chief Tax Officer at Vertex, a global provider of indirect tax software solutions. We examine the threefold increase in fee impositions within three years, underpinning the expectation of continued expansion in this domain. We also explore the burgeoning landscape of state and local taxation, where green fees, neighborhood assessments, and intricate policies intertwine with local economies and legislative nuances. Mike also shares insights on the future of sales and use taxes, the impact of commercial real estate devaluation, and the...2024-02-2925 minSALTovation: Making Sense of State and Local TaxThe Power of Data: Vertex’s Approach to Keeping Pace with Tax Changes with Mike BernardIn this episode of the SALTovation podcast, we speak with Mike Bernard, VP of Tax Content and Chief Tax Officer at Vertex, a global provider of indirect tax software solutions. As tax complexities increase and technology advances, Mike shares his invaluable insights drawn from his vast experience in the tax domain. We delve into the role of a Chief Tax Officer at a software company, the importance of understanding clients' unique needs, and the challenges of implementing and upgrading tax technology. Mike also shares insights on the future of sales tax compliance and the work Vertex does to advocate...2024-02-1630 minSALTovation: Making Sense of State and Local TaxThe Impact of Massachusetts Court Cases on State and Local Tax Policies with Richard Jones: Part 2In this episode of the SALTovation podcast, we continue our discussion with Richard Jones, attorney at Sullivan & Worcester, on recent landmark cases and their implications on tax policies and practices. Richard discusses two important state and local tax cases: Akamai and Bass Holdings. We delve into the complexities of determining whether a company is selling software or services, and the taxation implications. We also explore the concept of unitary business and its impact on apportionment. Listen as we provide valuable insights into the nuances of these cases and offer advice on navigating state and local tax issues. Tune in...2024-01-2334 minSALTovation: Making Sense of State and Local TaxThe Impact of Massachusetts Court Cases on State and Local Tax Policies with Richard JonesIn this episode of the SALTovation podcast, we speak with Richard Jones, an attorney at Sullivan & Worcester in Boston, specializing in state and local tax for over two decades. Richard dives into two significant Massachusetts court cases: Oracle USA Inc. and US Auto Holdings. In the Oracle case, the Massachusetts Supreme Judicial Court upheld the ability to apportion sales tax for software sales and clarified the parameters of the Commissioner of Revenue's authority. In the US Auto Holdings case, the court struck down the concept of "cookie nexus" and denied the state's ability to retroactively apply the Wayfair decision...2024-01-0834 minSALTovation: Making Sense of State and Local TaxNavigating State and Local Tax Deductions with Jeff Hoopes and Scott Dyreng from TaxChatsIn this episode of the SALTovation podcast, Stacey Roberts and Meredith Smith speak with hosts of the TaxChats podcast, Scott Dyreng, Professor of Accounting at Duke’s Fuqua School of Business, and Jeff Hoopes, Associate Professor at Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. They discuss the $10,000 state and local tax (SALT) deduction cap and explore the impact of the cap on taxpayers, particularly in high-tax states. They discuss various strategies and issues related to SALT, the political dynamics surrounding the cap, potential future changes, and the complexities of filing taxes in multiple states. 2023-12-2041 minSALTovation: Making Sense of State and Local TaxState and Local Tax Compliance Simplified with Brad ScottThis week on the SALTovation podcast we speak with Brad Scott, Director of Finance at Halstead Bead, Inc., an eCommerce wholesaler supplying jewelry businesses worldwide. Brad discusses the challenges and costs of sales tax compliance for small businesses. He shares his personal experience with the Wayfair decision and the impact it had on his company. He talks about the need for greater simplicity in tax policy to drive compliance and reduce the burden on small businesses. He proposes solutions such as a single audit per year from a designated taxing authority and a single rate model for states. Listen...2023-12-0434 minSALTovation: Making Sense of State and Local Tax75th Episode! Rerelease of our Premiere Episode - Getting to Know the SALTovation MembersIn this special 75th episode of the SALTovation Show, we are excited to bring you a rerelease of our very first episode! Join us as we take a trip down memory lane and get to know some of the SALTovation members who have been instrumental in our growth and success over the years.In this premiere episode, we will share our extensive years of experience in the field, as well as our personal journeys of when and how we joined TaxOps. Discover what drives these passionate professionals and hear their valuable insights and answers to questions from...2023-11-2452 minSALTovation: Making Sense of State and Local TaxRecent Cases and Challenges in Tax Litigation with Jordan Goodman: Part 2This week on the SALTovation podcast we continue our discussion on the ever-changing landscape of state and local tax. Jordan Goodman, Attorney at HMB Law, discusses the changing landscape of state and local tax, focusing on the investee allocation cases and the shift from considering the location of the business to the location of the asset being sold. He highlights the confusion and lack of clarity in state tax laws, emphasizing the need for uniformity and clear guidelines. Jordan also touches on the challenges of remote work and the impact of automation on tax audits.2023-11-0330 minSALTovation: Making Sense of State and Local TaxRecent Cases and Challenges in Tax Litigation with Jordan GoodmanThis week on the SALTovation podcast we discuss the ever-changing landscape of state and local tax with guest Jordan Goodman, Attorney at HMB Law. Jordan highlights the rapid pace of developments in SALT and the challenges faced by businesses and taxpayers. Jordan talks about the need to understand the impact of changing policies and regulations on businesses and individuals. He also discusses recent court cases and their implications for taxpayers. Jordan raises concerns about retroactivity in tax laws and the need for fair and transparent processes in tax administration. Listen as Jordan shares his thoughts on the taxation of...2023-10-1538 minSALTovation: Making Sense of State and Local TaxAdvancing Sound Tax Policy with Katherine Loughead: Part 2This week on the SALTovation podcast, we continue our conversation with Katherine Loughead, Senior Policy Analyst at the Tax Foundation, on various state and local tax issues. Katherine discusses the impact of the Tax Cuts and Jobs Act (TCJA), the trend of state tax reform and relief, and the challenges of tax policy in a complex political landscape. Katherine also touches on the importance of broadening tax bases and lowering rates, as well as the need for simplicity and transparency in tax laws.Topics discussed in this episode:The TCJA eliminated the deduction...2023-10-0529 minSALTovation: Making Sense of State and Local TaxAdvancing Sound Tax Policy with Katherine LougheadThis week on the SALTovation podcast, Katherine Loughead, Senior Policy Analyst at the Tax Foundation, discusses the importance of sound tax policy and how the Tax Foundation is conducting tax policy research to inform policy deliberations at the state, federal, and international levels. She talks about the impact of the Tax Cuts and Jobs Act (TCJA) and the Wayfair decision on state tax policy. Katherine also emphasizes the need for states to adjust to the new normal, including the rise of remote work and the need to attract businesses and taxpayers. Topics discussed in this episode:T...2023-09-1520 minSALTovation: Making Sense of State and Local TaxTaxpayer Advocacy with Olga Goldberg: Part 2In this episode of SALTovation, we continue our conversation with Olga Goldberg, SALT Partner at Pierce Atwood LLP. They discuss the importance of taxpayer advocacy and the surprising stance taken by the New Hampshire Department of Revenue Administration in a recent tax case and delve into the topic of taxpayers litigating against tax assessments, even when the amount at issue may not be significant. They highlight the importance of pushing the issue to get answers and establish precedents for future cases. They also touch on the uptick in battles over disclosing information in recent years and emphasize the need...2023-08-2528 minSALTovation: Making Sense of State and Local TaxNavigating the Challenges of Remote Employees with Olga GoldbergIn this episode of SALTovation, Meredith Smith and Alexander Korzhen speak with Olga Goldberg, SALT Partner at Pierce Atwood LLP. Olga shares her journey into the field of law and specialization in state and local tax. Olga delves into the challenges and concerns surrounding remote employees, particularly concerning nexus and withholding. She discusses the current legal issues she consistently argues in state and local tax and the challenges and concerns associated with remote employees, particularly regarding nexus and withholding. Tune in to hear more about Olga’s unique journey and insights into state tax.Topics discussed in th...2023-08-1132 minSALTovation: Making Sense of State and Local TaxTax Litigation Trends and Challenges with Masha Yevzelman: Part 2In this episode of SALTovation, Meredith Smith and Judy Vorndran continue their conversation with Masha Yevzelman, Litigator at Fredrikson & Byron, P.A. They discuss the challenges of litigating tax cases and the lack of consistency in state tax laws. They highlight the need for factor presence thresholds and small business exemptions. Masha shares examples of significant cases, including a property tax exemption dispute between government entities and a residency case involving conflicting state interpretations. Masha, Judy, and Meredith emphasize the importance of understanding the impact of tax decisions on individuals and businesses.Topics discussed in this episode:2023-07-2526 minSALTovation: Making Sense of State and Local TaxAudits, Litigation, and Remote Workers with Masha YevzelmanIn this episode of SALTovation, Meredith Smith and Judy Vorndran speak with Masha Yevzelman, Litigator at Fredrikson & Byron, P.A. She shares her journey into the field of law and discusses the various areas of law she practices, including tax disputes and litigation, and the increasing trend of audits and enforcement in state and local tax. Masha talks about her experiences with audits and trends in the field, including the increase in Nexus audits and residency audits. She also provides insights on remote employee compliance and the impact of marketplace laws.Topics discussed in this episode:...2023-07-1124 minSALTovation: Making Sense of State and Local TaxTax and Legal Challenges in the Cannabis Industry with Nick Richards: Part 2Tax and Legal Challenges in the Cannabis Industry with Nick Richards: Part 2In this episode, Meredith and Judy continue their conversation with Nick Richards, partner and co-chair of the cannabis law group at Greenspoon Marder LLP. They explore the differences between the psilocybin and cannabis industries, specifically focusing on the challenges they face with federal regulations, taxes, and audits. Nick talks about the implications of the federal tax code 280E. He also discusses the economic benefits of marijuana businesses to their local communities, the stigma and education that still need to be overcome for progress to be...2023-05-2520 minSALTovation: Making Sense of State and Local TaxTax and Legal Challenges in the Cannabis Industry with Nick RichardsIn this episode, Meredith and Judy speak with Nick Richards, an expert in taxation for the cannabis industry, and partner and co-chair of the cannabis law group at Greenspoon Marder LLP. Nick shares his journey from working in the IRS to becoming an expert in cannabis taxation. He also discusses how he navigates the ever-changing landscape of taxation for cannabis businesses. Together, they discuss the high taxes and legal challenges that cannabis businesses face. They also explore the recent changes in the classification of Delta Eight and Delta Nine and psilocybin, and how they impact the industry. 2023-05-1220 minSALTovation: Making Sense of State and Local TaxA Conversation with Wendy Walker, Solution Principal at Sovos: Part 2Meredith Smith and Judy Vorndran continue their conversation with Wendy Walker, a Solution Principal at Sovos, in the latest episode of the SALTovation podcast. They talk about the state of the IRS, federal tax legislation, and how the current policies are trickling down into states. Ohio, Colorado, the District of Columbia, and Maryland eliminated paper processing for withholding taxes, 1099s, and W-2s, drastically reducing electronic filing threshold requirements. Wendy, Meredith, and Judy discuss the challenges that come with trying to stay on top of different reporting regulations across different legal entities, both at the federal and state levels.2023-04-2536 minSALTovation: Making Sense of State and Local TaxImproving Taxpayer Experience and Reducing Federal Deficit: Insights from Wendy Walker, Solution Principal at SovosMeredith Smith and Judy Vorndran host Wendy Walker, a Solution Principal at Sovos, in the latest episode of the SALTovation podcast. They discuss the Inflation Reduction Act, which provided the IRS with $80 billion to upgrade the taxpayer experience. The recent Taxpayer Advocate Report to Congress, however, revealed that the IRS is short-staffed and underfunded, resulting in a surge of unanswered phone calls and delayed correspondence, which is causing a rising federal deficit. Wendy and Meredith suggest potential solutions for the IRS, such as acquiring funding to improve their service and transitioning from conventional communication methods to modern ones.2023-04-1119 minSALTovation: Making Sense of State and Local TaxA Conversation with Timothy P. Noonan, Partner and Tax Residency Practice Leader at Hodgson Russ LLPIn this episode of the SALTovation podcast, Stacey Roberts is joined by Tim Noonan, Tax Lawyer and Partner at Hodgson Russ in New York, to discuss state and local tax issues. They talk about tax and legal issues related to private equity firms targeting certain companies and the importance of understanding where the target companies operate to determine any filing obligations. Stacey and Timothy also discuss the 2018 Wayfair case, and why tax professionals need to be knowledgeable to help clients navigate the process within state and local jurisdictions. Topics discussed in this episode:The ne...2023-03-1121 minSALTovation: Making Sense of State and Local TaxA Conversation with Alex Oxford, CEO, and Growth Lead at TaxValet: Part 2In this episode of the SALTovation podcast, Meredith Smith and Judy Vorndran continue their conversation with Alex Oxford, Founder of TaxValet. Alex discusses how businesses have begun to shift their traditional cold and concrete environment to one with more emotional intelligence. He shares why he believes this shift has allowed for more of an emotionally safe environment for people to work in and how creating a culture with more emotional intelligence, allows for better communication and collaboration between teams, ultimately leading to more success for companies. Topics discussed in this episode:T...2023-02-2515 minSALTovation: Making Sense of State and Local TaxA Conversation with Alex Oxford, CEO, and Growth Lead at TaxValet: Part 1In this episode of the SALTovation podcast, Meredith Smith and Judy Vorndran speak with Alex Oxford, Founder of TaxValet, a company focused on providing innovative tax solutions and helping clients navigate the complexities of the tax system with comprehensive solutions that are tailored to their individual needs. Alex discusses common emotional reactions clients have, like stress, anxiety, and overwhelm, when walking through sales tax problems and why it is important to create positive experiences for them. He also talks about TaxValet's core purpose: to transform negative emotions into something positive for its clients, partners, and employees. 2023-02-1219 minSALTovation: Making Sense of State and Local TaxAn Inside Look at Lobbying in Colorado with Jenn Penn Part 2In this episode of the SALTovation podcast, Meredith Smith and Judy Vorndran continue their discussion with Jenn Penn, a Contract Lobbyist at Dome Strategies in Colorado, on simplifying tax through lobbying and other special interest groups. Jenn talks about TABOR, the Tax Payer Bill of Rights, and discusses how much power, because of the constitution, can the state impose on cities. She also shares the 2023 goals of the Colorado Sales Tax Coalition and what they hope to see the legislator consider in this next session.Join us in simplifying Colorado’s Sales Tax at simplifycosalestax.com....2023-01-2322 minSALTovation: Making Sense of State and Local TaxAn Inside Look at Lobbying in Colorado with Jenn PennIn this episode of the SALTovation podcast, Meredith Smith and Judy Vorndran talk with Jenn Penn, a Contract Lobbyist at Dome Strategies in Colorado. Jenn works with businesses to simplify tax and build coalitions for other special interest groups. Jenn talks about legislative sessions and shares the vision of the SUTS system, a sales and use tax online filing system within the Colorado Department of Revenue for businesses and local governments to work together and have one place to file their sales and use taxes. Join us in simplifying Colorado’s Sales Tax at simplifycosalestax.com. ...2023-01-1323 minSALTovation: Making Sense of State and Local TaxWhat Makes SALTovation Unique?In this episode of the SALTovation podcast, Alex Korzhen, Tram Le, Meredith Smith, and Stacey Roberts discuss the importance of having a state and local tax provider that is knowledgeable about all tax types that states impose. They also discuss the importance and value of taking a holistic approach to tax services and how sales tax software vendors tend to not offer that approach. Topics discussed in this episode:What to think about when you buy state and local tax servicesMulti-industries and multi-tax typesRisk analysis and evaluating circumstances for your businessWhat Y...2023-01-0910 minSALTovation: Making Sense of State and Local TaxShifting Trends in the Accounting Profession with Dan DeLau: Part 2In this episode of the SALTovation podcast, Meredith Smith, and Tram Le talk continue their discussion with Dan DeLau, a founding partner of TaxOps, and Professor at the School of Business at Colorado Christian University. DeLau shares the important attributes of students that are considering pursuing an accounting major. He talks about why individuals need to possess the ability to interact with clients so they can provide excellent tax advice that clients can benefit from. He also shares his thoughts on how recruiting students before college could bring more people into the accounting profession. ...2022-12-0124 min
SALTovation: Making Sense of State and Local TaxShifting Trends in the Field of Accounting with Daniel DeLauIn this episode of the SALTovation podcast, Meredith Smith, and Tram Le talk with Dan DeLau, a founding partner of TaxOps, and Professor at the School of Business at Colorado Christian University, with decades of domestic and international experience in accounting. DeLau and the team discuss why the number of students enrolling in accounting is down, what that means for businesses, and the future of the accounting profession. They also talk about how globalization has created complexities in accounting and tax laws, and the additional requirements it places on smaller organizations. Topic...2022-11-1419 min
SALTovation: Making Sense of State and Local TaxInternal Communications and TaxIn this episode of the SALTovation podcast, Alex Korzhen, Tram Le, Meredith Smith and Stacey Roberts discuss how companies are increasingly agnostic about hiring as they gain trust and confidence in their remote workforces. This is giving employees more freedom to move about and creating some interesting tax ramifications when either employees fail to tell their employers they are on the move or interdepartmental communications fail. The employer may not even hear about an employee move until tax issues arise. Learn what happens when employee and internal communications fail to account for employees on the move, and...2022-10-1212 min
SALTovation: Making Sense of State and Local TaxVoluntary Disclosure Agreements 101In this episode of the SALTovation podcast, we talk about voluntary disclosure agreements and why you would want to recommend them to a client. Alex Korzhen, Tram Le, and Meredith Smith discuss how a VDA can be an efficient self-audit that is cost-effective. They also discuss how to evaluate the pricing of the VDA process and consult with your clients, if it is determined a voluntary disclosure agreement is necessary.Topics discussed in this episode:The VDA process and determining the value of them for clientsHow VDA’s are priced state to state...2022-10-0511 min
SALTovation: Making Sense of State and Local TaxReporting in State and Local Tax with Paul Williams (Part 2)In the second episode of a two-part series, we continue our conversation with Paul Williams, Senior Tax Correspondent at Law 360, and our own Judy Vorndran. Paul discusses boomerang issues, which are when old concepts get new life in the court system, and trending issues across the nation.Topics discussed in this episode:Halstead Bead’s case in Louisiana and other cases related to home rule citiesWayfair’s lawsuit against Lakewood for a $600K sales tax billWhat You Will Learn:[00:26] Halstead Bead’s case in Lou...2022-09-2514 min
SALTovation: Making Sense of State and Local TaxReporting in State and Local Tax with Paul Williams (Part 1)In the first episode of a two-part series, we talk with Paul Williams, Senior Tax Correspondent at Law 360, and our own Judy Vorndran. Paul talks about how he selects which newsworthy topics to cover in the state and local tax universe. He also discusses boomerang issues, which are when old concepts get new life in the court system, and trending issues across the nation.Topics discussed in this episode:How Paul determines what to report for Law360Zilka v. Tax Review Board City of Philadelphia and why Paul felt this case was worth following 2022-09-1421 min
SALTovation: Making Sense of State and Local TaxInsights on California Tax Issues with Michael Cataldo (Part 2)In the second episode of a two-part series, Meredith Smith and Stacey Roberts, from TaxOps’ SALTovation Team, continue their conversation with Michael Cataldo, of Cataldo Tax Law in California. Michael continues to share his insight on the publications released by the Franchise Tax Board, that discuss sales of services and market-based sourcing in California. He also talks about some of his favorite cases outside the state. Topics discussed in this episode:Recent ruling regarding California’s sales of services and market-based sourcingCalifornia’s most recent ruling...2022-07-2025 min
SALTovation: Making Sense of State and Local TaxInsights on California Tax Issues with Michael Cataldo (Part 1)In the first episode in a two-part series of the SALTovation podcast, Meredith Smith and Stacey Roberts, from TaxOps’ SALTovation Team, speak with Michael Cataldo, of Cataldo Tax Law in California. Michael shares his insight with his experience on Franchise Tax Board, public accounting and private law on the publications released by the Franchise Tax Board. He also talks about tax issues and cases related to Public Law 86-272 and business versus non-business income. Topics discussed in this episode:Current issues discussed by Franchise Tax Board including market-based sou...2022-07-0636 min
SALTovation: Making Sense of State and Local TaxColorado Retail Delivery FeeIn this episode, Meredith Smith and Connie Zoerink, from TaxOps’ SALTovation Team, share their thoughts and key takeaways on Colorado’s Retail Delivery Fee after attending a meeting with the Department of Revenue. The delivery fee that retailers must collect for any deliveries by a motor vehicle in Colorado goes into effect on July 1.Subscribe on your favorite podcast app:https://saltovation.captivate.fm/listenhttps://linktr.ee/taxops Follow Us on Socialshttps://www.linkedin.com/company/taxops-llchttps://www.youtube.com/channel/UCMB1...2022-07-0508 min
SALTovation: Making Sense of State and Local TaxSALT issues that impact Louisiana taxpayersIn this episode of the SALTovation podcast, we speak with Jaye Calhoun, a partner in the New Orleans office of Kean Miller, about some of the challenges businesses face when dealing with state and local tax. They discuss some of the current constitutional amendments and bills advancing through the state legislature and how it could potentially affect taxpayers. Jaye also shares how her broad exposure to many tax organizations has influenced the issues she chooses to dig into as an attorney. Topics discussed in this episode:How state a...2022-05-1153 min
SALTovation: Making Sense of State and Local TaxLitigating SALT Cases with Leah Robinson (Part 2)In the second episode of a two-part series, we continue our conversation with Leah Robinson, an attorney and state and local tax partner with Mayer Brown in New York. Leah continues to discuss some of the most interesting tax cases she has litigated, her thoughts on what could be deemed government overreach, and where she has seen some recent state auditor “gotchas” that we should all be aware of. Questions asked and answered in this Episode:How Leah approaches each caseAfter being at the IRS and t...2022-03-1635 min
SALTovation: Making Sense of State and Local TaxLitigating SALT Cases with Leah Robinson (Part 1)In the first episode of a two-part series, we chat with Leah Robinson, an attorney and state and local tax partner with Mayer Brown in New York. Leah talks about some of the most interesting tax cases she has litigated, her thoughts on what could be deemed government overreach, and where she has seen some recent state auditor “gotchas” that we should all be aware of. Questions asked and answered in this Episode:What are some of the most interesting SALT cases that Leah has seen and litigated?2022-03-0230 min
SALTovation: Making Sense of State and Local TaxTalking about SALT with Richard Pomp and Jordan Goodman (Part 2)In the second episode of a two-part series, we continue our conversation with Richard Pomp, Professor at the University of Connecticut Law School and Adjunct Professor at NYU Law in the LLM program in tax, and Jordan Goodman, partner at HMB Legal Counsel. They share their thoughts on prominent tax cases and other state and local tax topics. Questions asked and answered in this Episode:What are some recent tax decisions that they think are bad policy? What You Will Di...2022-01-1025 min
SALTovation: Making Sense of State and Local TaxDiscussing SALT with Richard Pomp and Jordan Goodman (Part 1)In the first episode of a two-part series, we speak with Richard Pomp, Professor at the University of Connecticut Law School and Adjunct Professor at NYU Law in the LLM program in tax, and Jordan Goodman, partner at HMB Legal Counsel. Richard and Jordan tell the backstory of how their Top 10 list regarding state and local taxes came to be and how they determine what to discuss. They also share their thoughts on recent tax issues including the North Carolina tax case against quad graphics and public law 86-272. Questions asked and a...2021-12-1334 min
SALTovation: Making Sense of State and Local TaxPublic Law 86-272 with Brian Hamer (Part 2)In this episode of the SALTovation podcast, we continue our conversation with Brian Hamer, who serves as counsel at the Multistate Tax Commission, about the revisions made to the Statement of Information concerning practices of Public Law 86-272. In the second part of this two-part series, Brian addresses what these revisions have on states and taxpayers. Questions asked and answered in this Episode:What questions are internet retailers asking about the new revisions? How does a taxpayer know what to apply?What do states have to d...2021-11-1531 min
SALTovation: Making Sense of State and Local TaxRecord Payroll TaxIn this episode, Stacey Roberts and Alexander Korzhen, from TaxOps’ SALTovation Team, share some best practices with handling your state and local payroll taxes. What You Will Discover:[00:52] The effects of a remote workforce[02:20] Things to keep in mind with PEOs[07:48] Reviewing employee mapping[09:53] Some takeaways Quotables:“So what we’re seeing is obviously a lot more employees are now working from home and we have to reevaluate our payroll map, so...2021-11-0411 min
SALTovation: Making Sense of State and Local TaxPublic Law 86-272 with Brian Hamer (Part 1)In this episode of the SALTovation podcast, we speak with Brian Hamer, who serves as counsel at the Multistate Tax Commission, about the revisions made to the Statement of Information concerning the practices of Public Law 86-272. In this first part of a two-part series, Brian discusses the history of this law. He also explores the new changes and what it means to businesses and states in the future. Questions asked and answered in this Episode:What was updated in the statute to address modern business activities?2021-11-0118 min
SALTovation: Making Sense of State and Local TaxWhat is R&DIn this episode, Stacey Roberts, from TaxOps’ SALTovation Team, and Jamie Overberg from TaxOps Minimization Group, talk about research and development tax credits, also known as R&D. What You Will Discover:[00:41] How TaxOps Minimization Group focuses on R&D[01:45] Criteria for R&D credit[03:23] Nuances of the state level[08:29] Cloud costs[10:31] Other states with increased audit activity[12:55] This credit is for smaller companies too Quotables:“T...2021-10-2117 min
SALTovation: Making Sense of State and Local TaxState taxation of cannabisIn this episode, Alexander Korzhen and Tram Le from TaxOps’ SALTovation Team, provide an overview of state taxation of cannabis. They explain how this taxation as an intrastate enterprise, meaning the product is licenced and sold in the state, will affect taxpayers. What You Will Discover:[00:26] Viewing from a state’s perspective[02:29] State taxation of cannabis is an intrastate enterprise[05:10] Exemptions to consider Quotables:“Understanding your role and understanding what types of taxes th...2021-10-1409 min
SALTovation: Making Sense of State and Local TaxTips to Prep for an AuditIn this episode, Meredith Smith and Connie Zoerink from TaxOps’ SALTovation Team, share some tips on how to prepare for an audit. What You Will Discover:[00:51] How helpful it is to have a pre-audit call[02:15] What documents to submit[03:30] Auditors are people too Quotables:“I’ve gotten to know being on the industry side for a while too, getting to know auditors that they’re human too, and they have families, and they have...2021-09-3006 min
SALTovation: Making Sense of State and Local TaxStreamlined Sales Tax Governing Board with Craig JohnsonIn this episode of the SALTovation podcast, we speak with Craig Johnson, Executive Director of the Streamlined Sales Tax Governing Board. Craig talks about what the board does and shares some of their accomplishments since 1999 with both participating and nonparticipating states. Questions asked and answered in this Episode:What is Streamlined Sales Tax Governing Board?What are some of Streamlined’s major accomplishments?Why aren’t the other 22 states registered with the board? What You Will Discov...2021-09-2046 min
SALTovation: Making Sense of State and Local TaxSUTS in Flux, Part 2In this episode, Judy Vorndran, Tram Le and Connie Zoerink from TaxOps’ SALTovation Team, continue their conversation about the impact of Colorado’s Sales and Use Tax System (SUTS) and some of the issues for taxpayers to consider. What You Will Discover:[00:14] Accommodating and managing the risk[03:18] How to navigate licenses[07:24] Things to consider Quotables:“On audit, just remember that while SUTS is the new system, most of these cities have had auditors...2021-09-0211 min
SALTovation: Making Sense of State and Local TaxSUTS in Flux, Part 1In this episode, Judy Vorndran, Tram Le and Connie Zoerink from TaxOps’ SALTovation Team, talk about Colorado’s Sales and Use Tax System (SUTS) and some of the challenges and risks they are seeing with this system. What You Will Discover:[00:27] What is SUTS[01:26] What is a home rule[03:47] How it logically works[04:40] Challenges and risks[07:33] Risks with historic nexus Quotables: “We truly don’t kno...2021-08-2611 min
SALTovation: Making Sense of State and Local TaxStates Tackling Post-Wayfair EnforcementIn this episode, Judy Vorndran and Stacey Roberts from TaxOps’ SALTovation Team share the types and trends in enforcement they are seeing as a result of the Wayfair case and other taxpayer considerations in this highly-charged area of tax. What You Will Discover:[00:29] What they are seeing with Post-Wayfair Enforcement[02:17] Making sure you file what needs to be filed[06:31] Possibly more enforcement as things reopening Quotables:“If you don’t collect (sales tax) and...2021-08-1909 min
SALTovation: Making Sense of State and Local TaxDigital goods and advertising taxes with Carolynn KranzIn this episode of the SALTovation podcast, we speak with Carolynn Kranz, founder and managing member of Kranz & Associates, PLLC, and our own Judy Vorndran. Kranz & Associates is a Washington D.C. law firm that specializes in state and local tax. Carolynn shares her knowledge and perspective from her more than 20 years of experience in SALT to discuss digital taxation. She helps us understand what these taxes are and the impact they have on businesses. Questions asked and answered in this Episode:How has the taxation of digital go...2021-08-1750 min
SALTovation: Making Sense of State and Local TaxU.S. State and Local Tax for Foreign CompaniesIn this episode, Judy Vorndran and Stacey Roberts, from TaxOps’ SALTovation Team, talk about what foreign entities or companies should keep in mind as they do business in the U.S. such as filing duties and nexus triggers that states can impose. What You Will Discover:[01:20] Why states don’t have to follow the U.S. treaties for income tax and sales tax[03:37] How to comply when states request a copy of federal income tax return[04:34] Other non-income based taxes don’t have treaty protect...2021-08-1208 min
SALTovation: Making Sense of State and Local TaxWhat is Nexus: A PrimerIn this episode, Judy Vorndran and Stacey Roberts, from TaxOps’ SALTovation Team, provide some things to think about with respect to nexus and what that means from a state and local tax perspective. What You Will Discover:[00:32] What is nexus and what taxpayers need to know[02:46] What is affiliate nexus[03:36] Stacey and Judy’s reactions to sales tax changes post-Wayfair[07:22] Why the states can tax this Quotables:“From a state income t...2021-08-0509 min
SALTovation: Making Sense of State and Local TaxUse TaxStacey Roberts and Connie Zoerink, from TaxOps’ SALTovation Team, wrap their mini-series on transaction taxes by discussing use tax. They explain how it differs from sales tax and its reporting and licensing requirements. What You Will Discover:[00:56] The difference between sales tax and use tax[02:04] Reporting requirements for the purchaser[04:08] Does shipping affect the tax rate[07:11] Remediation options for noncompliance[08:33] Licensing and reporting requirements Quotables:“This is a type o...2021-07-2912 min
SALTovation: Making Sense of State and Local TaxUnclaimed propertyStacey Roberts and Connie Zoerink, from TaxOps’ SALTovation Team, continue their mini-series about transaction taxes with talk about unclaimed property. While unclaimed property is not a tax, it does fall into the state and local tax area. What You Will Discover:[00:47] What is unclaimed property[01:50] Reporting requirements[03:39] States can audit unclaimed property[04:55] Reporting deadlines[06:01] Where to go to find out if you have money owed to you Quotables:“Unclai...2021-07-2208 min
SALTovation: Making Sense of State and Local TaxBusiness personal property taxIn a mini-series about transaction taxes, Stacey Roberts and Connie Zoerink, from TaxOps’ SALTovation Team, talk about business personal property tax and share what taxpayers should consider and remember about this tax. What You Will Discover:[00:45] What is business personal property tax[01:46] Assessment dates based on county[02:12] If lease property counts[02:43] Disclosure options[04:12] Deadline for reporting Quotables:“I think something that I’ve seen over time that might trip up...2021-07-1506 min
SALTovation: Making Sense of State and Local TaxMultistate Tax Commission with Helen HechtIn this episode of the SALTovation podcast, we speak with Helen Hecht, Uniformity Counsel at the Multistate Tax Commission (MTC), and our own Judy Vorndran. Helen provides insight into how the MTC works towards its mission and her role as uniformity counsel. Questions asked and answered in this Episode:What is the progression of Helen’s career and how did she end up at the MTC?Can you give a high-level overview of what the MTC is and its purpose?What is she doing as...2021-07-051h 01
SALTovation: Making Sense of State and Local TaxA brief state rundown: TexasMeredith Smith, Tram Le and Stacey Roberts, from TaxOps’ SALTovation Team, talk about the changes associated with the PPP loans and franchise tax sourcing in Texas and how that might impact their clients. What You Will Discover:[00:48] How Texas is handling PPP loans[02:55] What they have learned about some franchise tax sourcing[04:29] How will these rules be implemented? Quotables:“I think the real big thing here is that the comptroller basically is revisi...2021-07-0109 min
SALTovation: Making Sense of State and Local TaxMaryland's Ad-tax: Going Fishing for Revenue?In this episode of the SALTovation podcast, Alexander Korzhen and Stacey Roberts, from TaxOps’ SALTovation Team, talk about the state of Maryland’s new digital advertising tax that is scheduled to go into effect in 2022. Alex and Stacey discuss what they know about this new tax so far and what it could mean for taxpayers. What You Will Discover:[00:30] What is this new tax[04:37] The practitioner community’s response[05:21] How it compares to international digital taxes[07:36] Other states that have similar proposed legisla...2021-06-2409 min
SALTovation: Making Sense of State and Local TaxBuying professional services: Why hire half a tax provider when you can hire a whole one?In this episode of the SALTovation podcast, Judy Vorndran and Alexander Korzhen, from TaxOps’ SALTovation Team, present the case to hire professional services from proactive tax advisors that can help you stay on top of tax issues. They share why it’s important to work with those that will act in your best interest and not sell you services that you don’t need. What You Will Discover:[00:22] Understanding state and local tax issues[01:51] The importance in picking tax advisors[06:29] How this proactive approach affects...2021-06-1814 min
SALTovation: Making Sense of State and Local TaxEconomic nexus and safe harbor in the Windy CityIn this episode of the SALTovation podcast, Judy Vorndran and Alexander Korzhen, from TaxOps’ SALTovation Team, talk about Chicago’s informational bulletin that defines economic nexus and safe harbor for businesses that conduct business in the Windy City. What You Will Discover:[00:29] Chicago’s Information Bulletin – Nexus and Safe Harbor[03:06] The potential retroactive enforcement[05:39] What the city will consider on a case by case basis for nexus[08:35] Next point of analysis for Chicago: sourcing Quotables...2021-06-1110 min
SALTovation: Making Sense of State and Local TaxThe what, why, and how of Colorado’s SUTS with Ed Sealover and Laurel WittIn this episode of the SALTovation podcast, we speak with Ed Sealover, senior reporter for Denver Business Journal (DBJ), Laurel Witt, associate counsel with Colorado Municipal League (CML), and our very own Judy Vorndran. Ed and Laurel break down the what, why and how of Colorado's Sales and Use Tax System (SUTS) , which is a destination-based tax system as a result of the Wayfair decision. They discuss some of the issues they have seen from participating businesses and jurisdictions. Questions asked and answered in this Episode: ...2021-05-2456 min
SALTovation: Making Sense of State and Local TaxPassion for the work with Judy VorndranTo wrap up the “Meet the Team” series, hosts Meredith Smith and Alexander Korzhen speak with our very own Judy Vorndran in this episode of the SALTovation podcast. Judy talks about her more than 20 years of experience in public accounting. She shares how her mom contributed to her decision to pursue a business degree and how she carries her passion into her work. Judy also talks about her involvement with the Family Resource Center Association (FRCA) and why she loves to travel. Listen for Judy’s advice for women who are wanting to start or are starting their own busine...2021-04-1951 min
SALTovation: Making Sense of State and Local Tax10 Years of SALT with Meredith SmithIn this episode of the SALTovation podcast, Alexander Korzhen takes over hosting duties as he speaks with Meredith Smith, state and local tax manager, and our very own Judy Vorndran. Recently celebrating her 10 year anniversary, Meredith is the most veteran person at TaxOps in state and local tax (SALT). She shares what changes she has seen at TaxOps as well as in the small and medium market. She also discusses how she balances her time between SALT and federal tax. Listen as she describes what success means to her and if she feels she has achieved it. 2021-04-0540 min
SALTovation: Making Sense of State and Local TaxSales and Use Tax Implications of Business Acquisitions with Joe GeigerIn this episode of the SALTovation podcast, we speak with Joe Geiger, Tax Consulting Manager at Vertex, Inc., and our very own Judy Vorndran. Joe has been with the company for over 15 years and has more than 25 years of experience with income, sales, use and other taxes, with particular expertise in tax appeals, audit controversies and reverse audits. Joe discusses business acquisitions and previews the upcoming event on April 8 with Judy and State and Local Tax Director Stacey Roberts about the sales and use tax implications. He also shares his thoughts on the future of sales tax automation.2021-03-2243 min
SALTovation: Making Sense of State and Local TaxMUNIRevs with Erin NeerIn this episode of the SALTovation podcast, we speak with Erin Neer, founder and CEO of MUNIRevs, and our very own Judy Vorndran. Erin has worked in municipal finance for over 18 years. As a former finance director in Colorado, she realized that the way sales taxes were collected was archaic. Businesses were still sending in manually calculated paper coupons to remit their taxes, and the city staff then had to handle that mail, key in the data and make a deposit to the bank. So Erin created MUNIRevs in 2011 that works with communities to automate their business revenue collection. 2021-03-0847 min
SALTovation: Making Sense of State and Local TaxSoftware integration with Maria TringaliIn this episode of the SALTovation podcast, we speak with Maria Tringali, who is in new business sales at Avalara focusing on CertCapture and API integrations, and our very own Judy Vorndran. Maria talks about the benefits of technology and how it can meet the needs for businesses. She also discusses the problems she has seen with businesses in regards to technology and how she helps them adapt. Listen to what challenges she sees are coming for taxpayers in 2021. Questions asked and answered in this Episode:How did M...2021-02-2252 min
SALTovation: Making Sense of State and Local TaxThe Tax Foundation with Jared WalczakIn this episode of the SALTovation podcast, we speak with Jared Walczak, Vice-President of State Projects at the Tax Foundation, and our very own Judy Vorndran. Jared talks about his work with the Tax Foundation, a non-profit, independent tax policy organization. He shares how he came into his role there and how he works with legislation about tax issues in a nonpartisan way. Listen as he shares what he sees will happen with tax policies as a result of the COVID-19 pandemic. Questions asked and answered in this Episode:2021-02-1153 min
SALTovation: Making Sense of State and Local TaxConnecting to your clients with Stacey RobertsIn this episode of the SALTovation podcast, we speak with Stacey Roberts, State and Local Tax Director, and our very own Judy Vorndran.Stacey talks about what she’s learned working in Chicago, the Pacific Northwest and Denver. She also shares how she connects with her clients to create a good working relationship. Questions asked and answered in this Episode:What did Stacey learn working for markets in Chicago, the Pacific Northwest and Denver?How has Stacey grounded and connected to her...2021-01-2549 min
SALTovation: Making Sense of State and Local TaxTeaching SALT to the next generation with Tram LeIn this episode of the SALTovation podcast, we speak with Tram Le, a CPA, attorney and SALT professor, and our very own Judy Vorndran. Tram talks about pursuing her career in accounting and law after shifting from music. She also shares what she sees teaching SALT topics to graduate students as an adjunct assistant professor at the University of Texas in Arlington. She also discusses what she thinks makes clients want to work with her. Questions asked and answered in this Episode:...2021-01-1142 min
SALTovation: Making Sense of State and Local TaxThe Inside Story of Gable Tax with Dena OberstIn this episode of the SALTovation podcast, we speak with Dena Oberst, President and CEO of Gable Tax Group, and our very own Judy Vorndran. Dena talks about pursuing her career goals in the area of taxation and how over 25 years of experience in sales tax compliance and automation has brought her to launch her own use tax consulting group. Questions asked and answered in this Episode: What brought Dena to start Gable Tax...2020-12-2152 min