Reverse Audits for Sales Tax Refunds: Maximizing Recoverability
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This course will offer corporate tax and financial professionals best practices for managing sales and use tax recovery projects. The panel will discuss how to identify potential tax overpayments and how to work through the recovery process with internal stakeholders, external consultants, and/or state representatives. The panel will also discuss the implementation of safeguards against future overpayments.
Outline
- When and how to effectively begin a sales and use tax reverse audit
- How to effectively manage and complete a sales and use tax reverse audit
- Leveraging technology
- Implementation of safeguards against future overpayments
Benefits
The panel will drill into these and other key topics:
- Best practices for identifying tax overpayments
- Best practices for recovering identified overpayments
- Considerations for managing internal stakeholders, external consultants, and/or state representatives throughout the project
- Taking steps to avoid future overpayments and implementing quality control measures
Faculty
Rachel Chinukwe (Baker), CPA
STS - SALT Senior Manager
BDO USA
Ms. Chinukwe is a STS-SALT Senior Manager at BDO USA.
| Read MoreMs. Chinukwe is a STS-SALT Senior Manager at BDO USA.
CloseJeffrey Monsman, JD
Director, State & Local Tax Services
GBQ Partners
Mr. Monsman provides a variety of state and local tax services to GBQ’s clients. His practice focuses primarily... | Read More
Mr. Monsman provides a variety of state and local tax services to GBQ’s clients. His practice focuses primarily on indirect taxes, including multistate sales/use taxes and real/personal property taxes. Mr. Monsman leads the firm’s unclaimed property service offering, and he also has extensive experience assisting clients with income/franchise tax matters.
CloseCPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event.
See
NASBA details.
Cannot Attend November 7?
CPE credit is not available on downloads.
CPE On-Demand