SaaS and eCommerce Sales Tax issues Lunch & Learn by BDO & Silicon Slopes

2600 Executive Parkway,Lehi UT 84043

02 November, 2021

Description

A sales tax story… What you need to understand about doing business post Wayfair A successful company has a great Sales Tax strategy. Knowing what to do for your company and how you should be doing business post the Wayfair case in 2018. Many states are aggressively going after SaaS companies and eCommerce companies for Sales Tax that do not have any physical nexus in that state. The Silicon Slopes Finance Chapter is proud to host and sponsor the Sales Tax issues for High Tech (SaaS) and eCommerce companies. Presented by BDO and powered by NOW CFO you don't want to miss this event! Join us Tuesday, November 2, 2021 at 11:30 AM for networking and then at 12:00 PM for the Sales Tax presentation at the Silicon Slopes Office 2600 Executive Pkwy #140, Lehi, UT 84043. You can expect insight on Sales Tax issues for SaaS and eCommerce companies. Come and learn the ins and outs of Sales Tax strategies and compliance. Understand the impact that Sales Tax issues can have for a company's valuations or impacts on future transactions. This event will include a live Q&A session and networking! We look forward to seeing you there! This Lunch and Learn is in person with a recording. ***If you have a scheduling conflict, register anyway as we will send out a recording to review to all who register.*** Our presenters: THOMAS A. SMITH, CPASouthwest SALT Region Leader and Tulsa Tax Managing PartnerEXPERIENCETom’s career began as an auditor for the Texas Comptroller of Public Accounts in 1990, where he spent more than six years performing out of state audits. He frequently conducted training classes and performed numerous computerized samples. He was also called upon to testify as an expert witness on several occasions. This foundation with the state gave him special insight as his career moved into public accounting. Tom spent a total of 15 years at several Big Four firms before joining a regional firm as a Partner in 2010. Tom is known for his expertise in tax controversy and has also recovered millions for his clients through sales tax refund studies (reverse audits). He has had vast experience managing taxability research projects and regularly worked due diligence projects both pre-and post-acquisition when in the Big 4. Tom is well known in Nashville, Tennessee, where he developed a significant experience in the healthcare industry. He also has extensive experience in the energy industry as well, servicing clients in both Oklahoma and Texas. Tom is a frequent speaker on the topic of state taxation for Lorman Seminars, LAT Seminars, the OSCPA, and Council of Petroleum Accountants Societies. Tom also speaks at many CPA firms nationally, as a subject matter expert for their year-end update events. Tom joined BDO as the partner in charge of the Southwest State and Local Tax practice in 2014. Although he calls Tulsa home, he leads a team of over 70 professionals in Tulsa, Dallas, Houston, and Fort Worth. INDUSTRY FOCUS  Healthcare  Energy PROFESSIONAL AFFILIATIONSAmerican Institute of Certified Public AccountantsOklahoma Society of Certified Public Accountants EDUCATIONB.A., Accounting, Northeastern Oklahoma State University JERRY BREGGTax Office Managing PartnerSouthwest Region Technology Industry Tax LeaderEXPERIENCE Jerry is the tax office managing partner in BDO’s Salt Lake City office and the Southwest Region tax leader for the technology industry. He brings over 23 years of experience delivering tax services to public corporations and closely-held entities. Prior to joining BDO, Jerry was the managing tax partner for a BDO Alliance USA accounting firm. Jerry has a broad base of knowledge across several areas of taxation; however, he focuses in international taxation and accounting for income taxes. He began his professional accounting career with Arthur Andersen LLP in their international tax practice followed by several years with a Big Four firm while continuing to work with multinational enterprises. He was also previously the head of tax for Cricket Communications until acquired by AT&T in 2014. Jerry currently serves a chair for the School of Accounting Advisory Board for the University of Utah. INDUSTRY FOCUS  Technology  Life Sciences PROFESSIONAL AFFILIATIONS American Institute of Certified Public Accountants California State Society of Certified Public Accountants Utah Association of Certified Public Accountants EDUCATION M.S., Accountancy –emphasis in Taxation, San Diego State University Contact information [email protected] Direct:801-456-5706 Mobile:619-253-9835 Powered by: NOW CFO