Multistate Income Tax

You Pay: $379.00
MSCPA Members save $100.00 on this course. Login or Join to take advantage of these savings.
This course is 8.00 credits
Instructor
Scott Thomas
Facility Name
Forefront Center for Meetings & Conferences
Facility Address
404 Wyman St
Waltham, MA 02451-1212
Field of Study
Tax
Course Level
Intermediate
Vendor
American Institute of CPAs

Instructor

Scott Thomas

Scott is an attorney with 28 years of overall tax experience including a focus on multistate tax for his most recent 21 years in the field. Currently, Scott is a lecturer in Corporate Tax, International Tax, and Multistate Tax at Bentley University and is the incoming Program Director for Bentley University’s Graduate Tax and Financial Planning Programs. His prior experience includes the design and implementation of approximately 100 state tax planning structures while a partner in a national tax practice of a Big 4 firm, multistate tax due diligence in an M&A environment, multistate income tax compliance, state tax controversy, nexus studies, refund reviews, and voluntary disclosure agreements. Scott has worked with clients in a wide range of industries including entertainment, retail, manufacturing, consulting services, and financial services. These services involved planning, compliance, and advocacy at different administrative levels. Currently, Scott consults with various departments of revenue with respect to the drafting of regulations, training programs, and tax controversy matters. Scott graduated from the University of Connecticut with a B.A. and received his J.D. and LL.M. (Taxation) from the University of Bridgeport School of Law.
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Registration Fees

MSCPA-AICPA Member
$249.00
MSCPA Member
$279.00
AICPA Member
$349.00
Non-Member
$379.00
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Thursday, Nov 14, 2019
8:45am – 4:30pm

You can conquer the theoretical conundrums and compliance issues caused by the question of whether or not a business has nexus in a particular jurisdiction. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. With the rate of change, you can't afford to be out-of-date with your knowledge of this critical tax area. Course materials will include the latest developments regarding the Wayfair decision.

 

This seminar qualifies for the Workforce Training Express Fund program. The course code for this program is 1121343.  Click here for more details: https://www.mscpaonline.org/cpe/training_fund

Designed For

Experienced tax professionals and accountants; private industry accounting and finance managers

Course Objectives

Learning Objectives When you complete this course you will be able to: 

  •  Describe the key principles of multistate taxation. 
  •  Identify the implications of establishing nexus in various taxing jurisdictions.
  • Analyze client operations and devise strategies that will minimize their client's overall sales and/or income tax liability. 
  •  Recognize the impact recent judicial rulings in various states on client operations. 
  •  Determine to what extent the state taxation of internet based transactions may impact current and future client activities.

Major Subjects

Topics Discussed 

  •  Constitutional limits and P.L. 86-272
  • Nexus, UDITPA, MTC 
  •  Calculation of state taxable income 
  •  Filing methods for multistate taxpayers 
  •  Apportionment and allocation 
  •  Multistate income tax planning
  • Audit defense strategies

Prerequisites

Experience in corporate taxation

Registrants

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