Content Provider
Avalaralogo
Middlebanner excel07092024
Handout Materials
Presentation Slides
Additional Materials
Special member discount: 50% off activations and one-month free.
About our sponsor
Webinar Technical FAQs
Salestaxaudit

HOW TO HANDLE A SALES TAX AUDIT

Cost Free
Presentation Length 1.5 hours

Recorded DateAugust 8, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes (Sales Tax)
Course LevelBasic
Course Description

Filing sales tax returns and paying sales tax are ongoing obligations and can be somewhat predictable. But, when your client or your company is selected for a sales tax audit, it is often viewed as though you hit the lottery in reverse. This may cost us money!? CPAs must be able to assist their companies and their clients with sales tax audits.

Learning Objectives

  • Preparing for a sales tax audit

  • Identifying areas of and quantifying potential tax risks and opportunities.

  • The audit process.

  • Taxpayer's rights.

Not logged
Testimonials
Profile img default

Tony, NC

"The "How to Handle a Sales Tax Audit" was a wonderful presentation. The presenter was very knowledgeable and fielded questions from the participants accurately and with confidence. The webinar was short and sweet and direct to the point. I have found all my experiences with CPAacademy.org to be similar. I highly recommend CPAacademy.org for quick, easy and accurate CPE."
Profile img default

john, TX

"Very good seminar - it wasn't just the basic sales tax information. The speaker allowed time for questions that allowed a broader and deeper understanding on the subject matter. I think the questions were better than most seminars because the speaker directed the subjects into less basic areas while still not leaving any 'newbies' out."
Profile img default

Kathleen, CA

"This was an absolutely stellar course! The topic was presented with great first-hand knowledge and insight. The presenter brought enthusiasm to the class that was contagious. In an arena (CPA Academy) where superior presentations are the norm, Mr. Loyd is an outstanding presenter. I will look for ANY of his presentations in the future."
Profile img default

barbara, FL

"Your webinar was most helpful. My client is going through a Sales Tax CA BOE audit and it is the first one I have had. I am use to representation work for clients but here I was working blind until this afternoon. I will review the slides (Thank you for providing them) and Sales Tax Laws and be ready to go. Barbara E. Macomber EA"
Profile img default

Cathy, PA

"This was my first webinar and I did enjoy it very much and it did exceed my original expectation. I wasn't sure if I would be able to log in and hear the speakers. So I was pleasantly surprised. The speaker did cover everything on the slides and in the details. I'm sure I will be checking out some other Webinars of interest."
Profile img default

Kathleen, CA

"Very informative and relatable. The emphasis on Protest, Appeals can't be stressed enough. This is a hard branch of the Government to work with. They play with a different rule book. This webinar offered some insight to this. Especially offers encouragement to register for all of the webinars in this series."
Profile img default

Nathan, OH

"This was an excellent source for information for anyone who has to deal with sales tax issues from the Public Accounting or industry perspective. It provides the foundation you will need to prepare for the sales tax auditing process in a well organized way. Thanks!"
Profile img default

Jim, PA

"Loved the small fact that he did it on camera with slides to the side. Made it more personal, and easier to listen to then someone just going on and on reading the screen from the background. Probably the best presentation I've seen on this site in awhile."
Show more testimonials
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Mark A Loyd, CPA

Bingham Greenebaum Doll
Partner and Chair, Tax & Finance Group
mloyd@bgdlegal.com
(502) 587-3552

Bingham

Mark's areas of practice concentration are state, local and federal tax controversy resolution, litigation and planning. Mark’s practice includes acting as an advocate for clients in resolving disputes with state and local tax authorities (e.g., Kentucky Department of Revenue, Louisville Metro Revenue Commission, etc.) as well as federal administrative agencies including the Internal Revenue Service (IRS), the Alcohol and Tobacco Tax and Trade Bureau (TTB), and the U.S. Department of Agriculture’s Commodity Credit Corporation. He has counseled and advocated for clients with issues involving state and local income, gross receipts, sales and use, property, franchise/license and various excise taxes (e.g., cigarette, other tobacco products, motor fuel, motor vehicle, U-Drive-It, etc.) as well as federal income and excise taxes. Mark also has experience working in industry where he managed the state and local tax and federal excise tax planning and audit defense functions of a multi-billion dollar manufacturing concern.

About Our Presenter

Avalaralogo
Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.