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State and Local Tax Planning and Strategies: Corporate Income/Franchise Tax Issues
   LIVE Webcast  


Event Details:                                                                                                                                                          

Corporate Income and Franchise Taxes are not only becoming more complex; they can also be cumbersome and costly for businesses. Each state has unique sets of rules relating to corporate income and franchise taxes making it significant for firms to have innovative and forward thinking solutions to ensure compliance and prevent costly penalties. The Knowledge Congress has assembled a panel of thought leaders and experienced advisers to walk you through to the significant issues relating to corporate income and franchise tax. Speakers will also help you develop and implement an effective tax plan to reduce your tax burdens.

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: 124405
NASBA Field of Study: Taxes - 2.00 credit hours
Other Certifications: IRS EA Credits : Federal Tax – 2.00 Credits
Recording Fee: $299  (Please click here for details) 


Featured Speakers for State and Local Tax Planning and Strategies: Corporate Income/Franchise Tax Issues LIVE Webcast :

Agenda  (click here to view more)
  1. 1. Income Tax Trends
  2. 2. Nexus
    1. a. Physical Presence
    2. b. Economic Presence
    3. c. Factor Presence Standard
  3. 3. Business vs. Non Business Income
    1. a. Constitutional Standard
    2. b. Business Liquidation Exception
  4. 4. Apportionment Trends
    1. a. Single Sales Factor
    2. b. Sourcing for Services
      1. i. Cost of performance
      2. ii. Market based sourcing
    3. c. Gillette Case
  5. 5. Filing Methodology
    1. a. Separate, Consolidated, Combined Returns
    2. b. Unity
    3. c. Water’s edge vs. worldwide
  6. 6. Add Back Rules and Related Party Expenses
  7. 7. Q&A

Horwood Marcus & Berk Chartered
David A. Hughes
speaker bio »»

Eide Bailly LLP
Kathleen P. Clark, CPA
State and Local Tax 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 corporate income and franchise tax issues.

- New guidance explained by the most qualified key leaders & experts.
– Hear directly from experienced practitioners & 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)

** Discounts apply for early registration

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.





















State and Local Tax Planning and Strategies: Corporate Income/Franchise Tax Issues
LIVE Webcast
Speaker Firms:

Horwood Marcus & Berk combines the resources and diversity of a sophisticated 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, individuals and family groups. The unique combination of HMB's commitment to service excellence along with its flexible team-building approach enables the firm to deliver outstanding client results. Visit for more information.

Eide Bailly is a top 25 CPA Firm with 21 offices in 10 states. We are the Firm of choice for 40,000 clients, serving clients since 1917. Eide Bailly is the Firm of choice for 1,200 professionals who enjoy a vibrant work environment, where fun is encouraged and individuals contributions are valued. Eide Bailly is honored to be ranked as one of the 10 best accounting firms in North America for quality of life issues and prestige in Vault’s Accounting Firms Rankings 2013.

The Eide Bailly SALT team has a deep skill set and has over 60 years of combined experience providing SALT services. Eide Bailly will not only help to make sure you are in compliance, but help you look for advantages and exemptions available in each state and situation. Our SALT team provides state and local expertise in a variety of areas, including nexus studies, apportionment analysis, sales tax taxability analysis, company filings, mergers and acquisitions, due diligence and restructuring, audit assistance, tax controversy, voluntary disclosure negotiations, annual reports, business license, registration preparation and advice.


The Knowledge Group, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:


We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at:

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.

To Claim Your CLE Credits:

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.

To learn more about New York’s Approved Jurisdiction policy. Please visit:

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.

Enrolled Agents Sponsor ID Number: 7602U

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.