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Legal Series: State Taxes for Software Companies Explored
   LIVE Webcast  

 


Event Details:                                                                                                                                                          

The Knowledge Group’s Legal Series: State Taxes for Software Companies Explored LIVE webcast aims to explore and explain the important issues and latest developments with respect to the potential impact of state taxes being imposed on software companies who may or may not be located in a particular state. In a two-hour live webcast, our panel of experts will explore key developments and their tax implications in the software industry. Speakers will offer insights regarding tax considerations and effective strategies to be progressing towards compliance in order to avoid the risk of potential pitfalls and penalties.

This is a must attend event for CPAs, tax attorneys, tax consultants, tax preparers, and other interested professionals who want to be in the know regarding latest state tax considerations for software companies.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Advance Preparation: Print and review course materials
Course Code: 124357
NASBA Field of Study: Taxes - 2.00 credit hours
Recording Fee: $299 (Please click here for details)

 

Featured Speakers for Legal Series: State Taxes for Software Companies Explored LIVE Webcast :


Agenda  (click here to view more)


SEGMENT 1:
Jordan M. Goodman, Partner,
Horwood Marcus & Berk Chartered

  • Nexus – Jurisdiction to Impose a tax.
    • Constitutional Protections
      • Commerce Clause
      • Due Process Clause
    • Statutory Protections
      • P.L. 86-272
      • Internet Tax Freedom Act
      • “Amazon” Statutes
  • Sourcing
    • Income tax
      • Software as tangible personal property
      • Software as a service
      • Software as intangible property
    • Sales Tax
      • Software as tangible personal property
      • Software as a service
      • Software as intangible property


SEGMENT 2:
Timothy P. Noonan, Partner,
Hodgson Russ LLP

  • - Scope of Potential Taxes: Software providers need to be keenly aware categories of sales taxes that could apply to their businesses. This framework is key to understanding the different ways states try to tax sales of software. Some look to tax software as tangible personal property. Others look to taxes on certain types of services, such as information services. And many seek to combine these and tax “SaaS” (“software as a service”) transactions.
  • - Understanding the SaaS Issue: This is perhaps the hottest issue in the multistate sales tax area. States are trying to figure out how to fit the taxation of SaaS into their antiquated sales tax statutes. Some states are aggressively looking to tax SaaS transactions; others have declined to do so; and confusion reigns in many other states. An understanding of how this issue plays out is key to understanding how states will be taxing software companies in the future.
  • - Handling Audit Issues: There are also many practical considerations that companies need to take into account and plan for when stuck in a difficult sales tax audit. Issues concerning bundling of taxable and nontaxable transactions, so-called “overlapping audit” adjustments, and the customer’s liability for the sales tax all come up when thorny audit issues arise. Understanding how to navigate the audit minefield is key to reducing potential audit exposure.




Horwood Marcus & Berk Chartered
Jordan M. Goodman
Partner
speaker bio »»

Hodgson Russ LLP
Timothy P. Noonan
Partner
speaker bio »»



Who Should Attend?

- CPAs
- Tax Preparers
- Enrolled Agents
- Tax Consultants/managers
- Tax Attorneys
- Tax Advisers
- Finance Executives
- And Other Interested Professionals

Why Attend?

This is a must attend event for anyone interested in learning latest state tax considerations for software companies.

- New guidance explained by the most qualified key leaders & experts.
- Hear directly from key regulators & thought leaders.
- Interact directly with panel during Q&A.

Be in the know. Click the "Register" button below to enroll in this course today. Advanced registration is recommended. Early birds are entitled to significant discounts.

Registration Information:                                                                                                                                    


(Click here for information on group registrations and discounts)

Disclaimer:
Please note, the event date is firm although it may be subject to change. Please click here for details.
The Knowledge Group, LLC is producing this event for information purposes only. We do not intend to provide or offer business advice. The contents of this event are based upon the opinions of our speakers. The Knowledge Congress does not warrant their accuracy and completeness. The statements made by them are based on their independent opinions and does not necessarily reflect that of The Knowledge Congress' views. In no event shall The Knowledge Congress be liable to any person or business entity for any special, direct, indirect, punitive, incidental or consequential damages as a result of any information gathered from this webcast.

 

 

 

 

 

 

 

 

 

 

 

 


Legal Series: State Taxes for Software Companies Explored
LIVE Webcast
Event Sponsors / Speaker Firms:




Horwood Marcus & Berk combines the resources and diversity of a large commercial law practice with the entrepreneurial atmosphere and creativity of a boutique law firm. The firm's attorneys have traditionally devoted their practices to business law and planning (including mergers, acquisitions and dispositions); state and local tax planning and litigation; real estate; zoning; commercial litigation; corporate and real estate financing and workout work; estate and asset protection planning; probate; and trusts and estates litigation. The firm's clients are involved in a wide range of activities and include Fortune 500 corporations, mid-size and closely-held companies, and family groups. The unique combination of HMB's unyielding commitment to service excellence along with its flexible team-building approach enables the firm to deliver outstanding client results.




Hodgson Russ attorneys facilitate the U.S. legal aspects of transactions around the world. Firm-wide, they practice in virtually every substantive area of law and generally use multidisciplinary work teams to serve the specific, often complex, needs of clients, which include public and privately held businesses, governmental entities, nonprofit institutions, and individuals. The attorneys in Hodgson Russ’s State & Local Tax Practice Group offer clients exceptional experience in all New York State and City tax issues as well as multistate, international, and cross-border tax matters. Hodgson Russ has offices in New York City, Albany, Buffalo, and Johnstown, New York; Palm Beach, Florida; and Toronto, Ontario.




 

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Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

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The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

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Attention Pennsylvania Attorneys:

Knowledge Congress is not yet an Accredited Distance Learning Provider in PA, neither the instructors nor any PA attendees will receive credit for the course.



 
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