WBA Sales Tax Audit Webinar
About the Webinar:
In recent audits, the Wisconsin Department of Revenue has focused extensively on the sales and use tax treatment of transactions that involve software or digital products, including “software as service” (“Saas”), “platform as service” (“PaaS”) or “infrastructure as service” (“IaaS”). In many of these audits, the Department has also raised the application of its “bundling” rules, which can treat (with important exceptions) as fully taxable transactions that involve a mix of taxable and nontaxable products.
In this webinar, we will discuss the scope of the Department’s recent audit activity as it relates to community banks; potential audit defenses; and planning to avoid or limit assessments in these evolving areas.
Steven Koritzinsky, CPA – CliftonLarsonAllen LLP
Steve has more than 30 years of experience in Wisconsin sales and use tax and franchise and income tax. He is a director in the state and local tax (SALT) practice in Wisconsin and provides SALT services, including strategic planning, restructuring, reverse sales and use tax audits, audit defense assistance, controversy settlement, negotiation of voluntary disclosure agreements, and letter ruling assistance. Steve has experience in the manufacturing and distribution, financial services, and professional services industries.
Tim Schally, Partner – Michael Best
Tim provides strategic counsel on tax matters contested by the Internal Revenue Service, the Wisconsin Department of Revenue, and the taxing authorities of other state and local jurisdictions. Contested matters, for Fortune 1000 and other clients, include:
- Federal income taxation of banks, insurance companies, and manufacturers
- Multistate apportionment and allocation of income
- Transfer pricing among affiliated entities
- Sales and use tax for retailers, manufacturers, and construction contractors
The registration fee of $150/attendee includes:
- Live and recording access for 30 days post webinar
- Materials for webinar