Develop an understanding of what you
can do now to minimize future audit liabilities.
States are increasingly looking to audits
and enforcement to raise much needed revenue. Technology
advances are increasing the use of newer audit methodologies
such as statistical sampling.
Auditors and supervisors are taking
increasingly aggressive positions on tax matters and
documentation requirements. This topic will enable viewers to
better prepare for sales and use tax audits in the current tax
climate.
Learn the advantages and challenges
presented by various audit sampling methodologies, real world
solutions for dealing with documentation issues and practical
tips for managing the audit and the auditor. This information is
critical for companies seeking to streamline the audit process
and help achieve better results.
Learning Objectives:
- You will be able to discuss the
advantages for a pre-audit review to identify exposure and
overpayment areas to better manage the audit.
- You will be able to identify the
different sampling methodologies that are practiced by the state
tax authorities.
- You will be able to describe the benefit
of speaking with audit supervisors regarding disagreements and
gray areas.
- You will be able to review the
importance of correct procedures to prevent a reoccurrence of
the sales tax exposure areas.
Credit Information (Sponsored by Lorman Education Services)
- CPE
- AIPB
- IAPP
- NASBA
- Enrolled Agents
For Detailed Credit Information page
click here
Only registered attendee will receive continuing education credit.
Faculty:
Judy D. Harris, E.A., CMI, Crowe
Horwath LLP
- Manager of State and Local Taxes
with Crowe Horwath LLP Oak Brook office
- Experience in multistate sales and
use tax consulting and compliance for various industries
including manufacturing, hospitality, construction,
software, and food and beverage
- Management and consulting experience
with Deloitte Tax LLP and PricewaterhouseCoopers
- Former audit supervisor at the
Missouri Department of Revenue
Martin Joseph, CMI, Crowe Horwath LLP
- Managing director with Crowe Horwath
LLP in the Chicago and Oak Brook, Illinois offices
- Responsible for securing and
managing sales and use tax engagements, reviewing sales and
use tax projects performed by senior managers through staff,
and mentoring and training of Crowe tax professionals
- Formerly a senior manager at Ernst
and Young and a manager at PricewaterhouseCoopers, where he
was responsible for initiating and managing sales and use
tax engagements for a variety of Fortune 100 companies
- Started sales and use tax career as
a revenue auditor with the Illinois Department of Revenue
- Presented several sales and use tax
topics, including drop shipments, leasing, manufacturing and
managing audits for various tax organizations