Where We Bring Business Owners And Tax Experts Together And Educate You What To Do To Reduce Your Taxes

Register For Complimentary Ticket
Date: Friday, November 12, 2021
Time: 8:00AM – 6:00PM PST

Who Should Attend:  Tax Professionals, Entrepreneurs, Business Owners Small, Medium Enterprises, Executives In Corporations; Anyone Who Wants To Discover How To Operate In The Current Environment And Reduce Tax Risks, Increase Protections On Tax Audits, Save Money Through Tax Credits And Incentives, How To Find Tax Expertise You Need Now And Much More.

Discover Throughout Day:  Innovative Tax Ideas That Help Business Owners Grow And Thrive

CPE Provided:  Selected Speakers Provide CPE During Virtual Tax Summit

Virtual Tax Summit Agenda

Sponsors

Date: Friday, November 12, 2021
Time: 8:00AM – 8:30AM PST

Check In Early For Digital Swag Access

Session #1

The Market Has Changed: What We Have Learned (8:30AM To 9:30AM PST)

TaxConnections CEO, Kat Jennings will share with the audience information obtained from thousands of tax professionals and business entrepreneurs operating in the current market. We are here to lift you up during the Virtual Tax Summit in ways that were previously unknown or unavailable to you.

The mission of the day is two-fold: tax professionals educating tax professionals, tax professionals educating entrepreneurs and business owners how to reduce their workload, stay compliant on changing tax rules and regulations in multiple tax jurisdictions, gain more protections on audits, gain advantages on tax credits and incentives, learn about new innovations available now and emerging, and getting the expertise you need now; and obtaining the help you need to reduce your workload.

With local, state, and federal governments determined to raise your taxes, you will enjoy meeting tax experts determined to save you time and money.

Kat
Speaker Kat Jennings
CEO TaxConnections
TaxConnections raises awareness for your tax, financial and/or legal expertise. We build highly visible professional brands that attract new clients and business opportunities to our subscription members.

Chat Engagement Provides Link (9:30AM To 9:45AM PST)

Digital Swag Resources Access

Session #2

Nexus And Wayfair (9:45AM PST - 10:45AM PST)

This presentation will enlighten you on issues surrounding nexus and the Wayfair decision. The panel of three experts will place the spotlight on the following topics:

  • Impact By Comparison: Taxpayers Who Elected  To Register And File Sales Tax Versus Those Who Waited
  • Non-Compliant Marketplace: What Does A Business Do Now?
  • Initial Post-Wayfair Audit Experiences
  • Tax Impact Working With Market Facilitator
Sandra Blair
Speaker Sandra Blair
Tax Director, Siemens Corporation
Nationally recognized diversified tax executive with extensive experience in transactional tax management, tax systems controls and administration, project administration, and cost controls. Proven expertise in manufacturing, construction, and governmental accounting, Results-oriented, problem solving, decisive leader that thrives in a changing environment with a wide scope of operations while questioning the status quo.
Sandra Blair
Speaker James Edington
Managing Director, DuCharme, McMillen & Associates
As a Managing Director, James leads a team of DMA sales/use tax professionals in the Western United States. He conducts sales/use tax overpayment reviews and transaction analyses for DMA’s Fortune 1000 clients. James also performs nexus reviews, develops tax matrices, and reviews sales/use tax audit assessments. Additionally, James provides training seminars to clients and conducts tax research on an ongoing basis. His core focus at DMA is the study of sales/use tax law to ensure exceptional sales/use tax services are provided to clients. With more than sixteen years of experience, he has performed sales/use tax reviews, audit defense, Washington Business & Occupation tax analyses, and extensive research for clients in a variety of industries including oil and gas, financial services, government contracting, telecommunications, retail, and healthcare.
Sandra Blair
Speaker Eric Buntin
National Director- Compliance Services @DuCharme, McMillen & Associates
As National Director of Compliance Services, Eric manages one of DMA’s largest practices. He oversees a staff of dedicated sales/use tax compliance professionals responsible for the processing and payment of clients’ tax returns. Eric is responsible for the overall satisfaction of DMA’s compliance clients, ensuring timely and consistent deliverables are provided each month. He provides strategic tax planning for complex business transactions and conducts extensive research for unique client tax issues. Eric is also an active participant in the tax community and a frequent speaker on multi-state tax issues and their effects on taxpayers and industries across the country.
CPE Available For This Session
There is no cost to attend
1.0 CPE credit available*
Taxes
Intermediate level program
Group Internet Based
Previous experience in corporate tax
None

Who should attend? This session is intended for tax professionals, tax lawyers, small to medium business entrepreneurs.

Participants will: Attendees of this session will gain an understanding of the practical effects of the new economic nexus rules and processes on sales tax compliance. The Panel’s discussion will assist the Attendees with making sound business decisions going forward to ensure best practices for their Companies to protect against potential looming audit assessments and in considering the cost of being compliant.

Refunds and Cancellations: Programs are presented free of charge. For more information regarding administrative policies such as refund, complaint, and/or program cancellation, please contact Michele Gebrayel at mgebrayel@dmainc.com or 800-309-2110 ext. 1224.
* You will need to participate in 50+ minutes for each hour of instruction, answer all poll questions, and complete the post-webinar survey

DuCharme, McMillen & Associates, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Chat Engagement Provides Link (10:45AM - 11:00AM PST)

Digital Swag Resources Access

Session #3

How To Transform Your Indirect Tax Function To A Profit Center (11:00AM PST to 12:00PM PST)

This presentation will help you begin your thought process on the importance of your indirect tax vision, and the four key cornerstones of the balance score card approach (customers, people, financials, and processes) to develop your indirect tax strategy from a cost center to a profit center.  You will then be guided through specific examples of how you can move your property tax function from a cost center to a profit center.

This section is for tax, accounting, and other professionals serving SMEs on indirect taxes.

Sandra Blair
Speaker Sandra Blair
Tax Director, Siemens Corporation
Nationally recognized diversified tax executive with extensive experience in transactional tax management, tax systems controls and administration, project administration, and cost controls. Proven expertise in manufacturing, construction, and governmental accounting, Results-oriented, problem solving, decisive leader that thrives in a changing environment with a wide scope of operations while questioning the status quo.
Tracy Hargrove
Speaker Tracy Hargrove
Director Practice Development @DuCharme, McMillen & Associates
As Director of Practice Development, responsible for strategic development and implementation of tax minimization strategies. Customize DMA’s approach to client service through insightful opinions on a range of taxability issues, client representation before state tax authorities and audit strategies. Extensive, hands-on state experience supports DMA’s tax services to best solve clients’ specific needs. Skilled in researching, analyzing, and interpreting complex tax issues, rulings, and court decisions which allows us to provide a customized approach to support and train clients’ tax and purchasing personnel.

Chat Engagement Provides Link (12:00PM PST - 12:15PM PST)

Digital Swag Resources Access

Session #4

States Are Auditing Small and Medium-Sized Businesses: Best Strategies To Protect Your Business (12:15PM PST – 1:15PM PST)

As many small and medium-sized businesses register with new states as a result of economic nexus, it will be important to understand how best to prepare for and protect your business from difficult audits and looming sales tax assessments.  This will be a discussion of various trends observed by taxpayers across many states and the environment we’re in now that many states have emptied their coffers due to COVID-related relief.  This session will cover audit-relevant topics such as exemption certificate management, audit-ready data and what to look out for when new taxing authorities initiate an audit.

James Edington
Speaker James Edington
Managing Director, DuCharme, McMillen & Associates
As a Managing Director, James leads a team of DMA sales/use tax professionals in the Western United States. He conducts sales/use tax overpayment reviews and transaction analyses for DMA’s Fortune 1000 clients. James also performs nexus reviews, develops tax matrices, and reviews sales/use tax audit assessments. Additionally, James provides training seminars to clients and conducts tax research on an ongoing basis. His core focus at DMA is the study of sales/use tax law to ensure exceptional sales/use tax services are provided to clients. With more than sixteen years of experience, he has performed sales/use tax reviews, audit defense, Washington Business & Occupation tax analyses, and extensive research for clients in a variety of industries including oil and gas, financial services, government contracting, telecommunications, retail, and healthcare.
CPE Available For This Session
There is no cost to attend
1.0 CPE credit available*
Taxes
Intermediate level program
Group Internet Based
Previous experience in corporate tax
None

Who should attend? This session is intended for tax professionals for small to medium-sized businesses who are responsible for sales and use tax audits.

Participants will: Attendees will gain a better knowledge of the sales tax audit issues and administrative processes that will confront small and medium-sized businesses and how to use that knowledge to minimize audit deficiency exposure.

Refunds and Cancellations: Programs are presented free of charge. For more information regarding administrative policies such as refund, complaint, and/or program cancellation, please contact Michele Gebrayel at mgebrayel@dmainc.com or 800-309-2110 ext. 1224.

* You will need to participate in 50+ minutes for each hour of instruction, answer all poll questions, and complete the post-webinar survey

DuCharme, McMillen & Associates, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org

Chat Engagement Provides Link (1:15PM PST - 12:30PM PST)

Digital Swag Resources Access

Session #5

Tax Technology for Small and Medium-Sized Businesses (1:30PM PST - 2:30PM PST)

When is it time for a business to invest in technology automation for sales tax? At this session we will explore the reasons why technology is important to help solve for common sales tax challenges, what you need to know before you automate, and how technology can help you focus on other value-add activities for your business. After this session you should have an outline of where you are in the automation journey, and your next steps to successfully using technology to meet your tax automation needs.

Kate Kenny
Speaker Kate Kenny
Director, Tax Technology, DuCharme, McMillen & Associates
Program Management: Over 15 years of experience with full-cycle software implementations in the e-commerce, retail, and manufacturing industries. As a functional consultant and project manager, my strenghs include a strong ability to understand the dynamics of technology projects, and to analyze business processes, implement business/technology solutions, and resolve issues for large projects and programs. Relationship Management: Because of early experience as a business process owner in accounting, I have a strong sense of the importance of excellent partnerships with the business to ensure that processes and systems are performing at their optimum state. Having over 9 years’ experience from the business owner’s point of contact for systems’ needs, I am focused on ensuring excellent customer service.
CPE Available For This Session
There is no cost to attend
1.0 CPE credit available*
Taxes
Intermediate level program
Group Internet Based
Previous experience in corporate tax
None

Who should attend? This session is intended for small and medium size businesses that are exploring options for automating and/or outsourcing their sales and use tax processes and compliance.

Participants will: Attendees of this session will gain a better understanding of the options for sales and use tax automation solutions, what to prepare to be successful when automating, and how to ensure your implementation project is a success.

Refunds and Cancellations:Programs are presented free of charge. For more information regarding administrative policies such as refund, complaint, and/or program cancellation, please contact Michele Gebrayel at mgebrayel@dmainc.com or 800-309-2110 ext. 1224.

* You will need to participate in 50+ minutes for each hour of instruction, answer all poll questions, and complete the post-webinar survey

DuCharme, McMillen & Associates, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org

Chat Engagement Provides Link (2:30PM PST - 3:30PM PST)

Digital Swag Resources Access

Session #5

Make The Most of Your Commercial Real Estate: Using Cost Segregation And  Federal Tax Strategies To Maximize Tax Savings (3:30PM PST - 4:30PM PST)

Cost Segregation is a tool that has been used for years to assist in the acceleration of depreciation for commercial real estate. This course will present an overview of cost segregation and the depreciation of real estate assets, exploring what factors make a property a good candidate for a cost segregation study. We will discuss how cost segregation is a crucial vehicle for capturing tax savings using legislation old and new, touching on the Tangible Property Regulations, the Tax Cuts and Jobs Act, and the CARES Act.  Multiple case studies will be reviewed to demonstrate the utility of cost segregation.   This discussion is designed for tax, accounting, and other professionals serving the real estate markets who are looking for a better understanding of cost segregation.

Bruce Johnson
Speaker Bruce A. Johnson, CRE, MBA, CEM
Founding Partner @Capstan Tax Strategies
Over the last several decades, I've held different titles -- at various times I have been an engineer, a real estate consultant, an entrepreneur. As a co-founder and Partner at Capstan Tax Strategies, I function in all three capacities, blending my technical background and real estate experience with my passion for best-in-class client service and support. Launching Capstan has been the pinnacle of a 20-year career evolution, and my team and I are categorically committed to our clients' success.

Chat Engagement Provides Link (4:30PM PST - 4:45PM PST)

Digital Swag Resources Access

Session #7

Opportunity Zones Realize Large Capital Gains (4:45PM  PST- 5:45PM PST)

Long term and short term capital gains from stocks, collectibles, real estate, businesses, cryptos, etc. are eligible for OZ Reinvestment. Higher tax rates make knowledge and investment of OZ Program beneficial to tax advisors and their client investors. Attend this session to learn how this leading expert on Opportunity Zones is helping tax advisors who have a client with a botched 1031 or other investments to reinvest into OZ assets or uncertain on replacement strategy. The majority of Blakes clients are tax advisors and firms who outsource this expertise to him. If you want to be certain that your tax clients receive the best investment expertise available in the land of OZ, you will greatly benefit from this session.

Blake Christian
Speaker Blake E. Christian
Tax Partner @Hilthouse, Carlin, Van Trigt LLP
Blake is a nationally recognized Top 25 OZ Influencer, Blake has years of experience providing tax consulting and compliance services to clients that include multinational, publicly traded corporations, as well as closely held owner-managed businesses. Throughout his entire career, Blake has specialized in federal, state, and local tax incentive programs. Blake is leading the firm’s efforts in providing tax consulting services for Qualified Opportunity Zones. Blake and the HCVT OZ Team have been involved in the formation of over 100 Qualified Opportunity Funds and over 125 Qualified Opportunity Zone Businesses. Blake and his team have advised hundreds of other investors and professionals regarding the complexities of formation, operation, semi-annual testing and restructuring of QOFs and QOZBs.
Register For Complimentary Ticket

IMPORTANT: YOU MUST MEET THE FOLLOWING REQUIREMENTS TO RECEIVE YOUR CPE CERTIFICATE DURING NOTED SESSIONS
OFFERING CPE DURING TAXCONNECTIONS VIRTUAL TAX SUMMIT

  • Be logged into Zoom with your own email address (not watching on a colleague’s computer)
  • Participate in 50+ minutes for each hour of instruction
  • Answer all poll questions – Use Q&A if you do not have the pop-up poll feature
  • Respond to the post-webinar survey sent to you a few days after the webinar
  • CPE Certificates are downloadable immediately after you complete the post-webinar survey, and are also emailed after you complete the survey
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