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HMB’s SALT Team Presents at IPT’s Sales Tax Symposium – 09/23/19

08/29/2019
Marilyn A. Wethekam - a woman in a business coat, smiling at the camera
Marilyn A. Wethekam
Chair | State and Local Tax Group
A white background with multiple microphones

09/23/19
Orlando, FL

Breen Schiller, Marilyn Wethekam, Jordan Goodman, Chris Lutz and David Machemer present various topics at the IPT Sales Tax Symposium. Breen serves as Vice Chair of the symposium.

If you would like to attend or have questions about a presentation, click here to contact Breen, Marilyn, Jordan, Chris and David.

Marilyn Wethekam presents "Mergers & Acquisitions - Part 1 - General Issues"

In this session, attendees will learn to:

  • Identify the most common state and local sales and use tax implications of business restructuring transactions
  • Recognize the most common statutory exclusions or exemptions applicable to transfers of TPP as part of a business restructuring transaction
  • Discuss the most frequent statutory inconsistencies from jurisdiction to jurisdiction

Jordan Goodman presents "How to Effectively Manage Indirect Tax Liabilities with Big Data and Tax Analytics"

In this session, attendees will learn to:

  • Harness large volumes of indirect tax transaction data that allows tax leadership to manage company indirect tax liabilities
  • Understand how Big Data works and how to work with it
  • Utilize Tax Analytics that manage sales and use tax reporting and liabilities
  • Make sound business decisions based on historical and current transaction data

Chris Lutz presents "Sales and Use Tax Obligations for Marketplace Facilitators"

In this session, attendees will learn:

  • How platform laws impose a collection obligation on marketplace facilitators
  • What compliance challenges these new laws present and how those challenges can be mitigated
  • Whether a state needs to enact a law change to impose a collection obligation on a platform
  • Whether enacted platform laws violate the federal law

David Machemer presents "Sales Tax Considerations with the Sale/Purchase of a Leased-Asset Portfolio"

In this session, attendees will:

  • Identify the basics of equipment and motor vehicle leasing and issues to be aware of when selling some or all of a lease asset portfolio, transferring leased assets via intercompany transfer or securitizing lease portfolios
  • Recognize the major differences between asset sales and entity sales and the tax consequences of each
  • Evaluate the implications of Wayfair and nexus on sales of leased assets
  • Determine how to create a document trail for potential examination by taxing authorities
  • Recognize the implications of sourcing leased assets and state specific issues to consider
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