Join Christopher T. Lutz, Marilyn A. Wethekam and Samantha K. Breslow for the 2022 IPT Sales Tax Symposium in Boston, Massachusetts. See below for more information on their presentations. Register for the event here.
Pandemic in Review: Top 10 Sales Tax Cases in 2021-2022
Marilyn A. Wethekam | 10/4/22 at 8:15 - 9:45 AM
Social life might have slowed down over the past few years during the pandemic, but sales/use tax controversies have not. State and local tax jurists and tribunals have been busier than ever shaping the world in which we operate.
Join Marilyn and Carolynn Kranz of industry Sales Tax Solutions, LLC as they review the trends that have emerged or solidified in the last 12 months and dissect recent court decisions and pending litigation.
The SaaS Saga Continues: Issues and Debates Related to Remotely Accessed Software (SaaS)
Samantha K. Breslow | 10/4/22 at 3:45 - 4:45 PM
Join Sam and her co-speaker Carlos V. Hernandez of Microsoft Corporation for a discussion of all things SaaS. During the presentation, they will
- Define electronically delivered software vs SaaS
- Identify states that currently impose a sales and use tax on SaaS, including their nuances
- Identify home-rule jurisdictions taxability vagueness (e.g. Colorado home-rules) vs clarity (e.g. Chicago)
- Recognize common SaaS exemptions and related documentation
- Identify other common SaaS sales and use tax issues
We’re Not Selling Software…Characterization Matters!
Christopher T. Lutz | 10/5/22 at 9:15 - 10:15 AM
As the line between digital products, software and services blurs, states find themselves increasingly playing catch-up with the digital economy and often apply outdated sales tax concepts to cutting edge technology.
Chris and his co-speaker, David Welliver of Trimble, Inc., will focus on how these new developments compare to the historical framework established by the streamlined Sales and Use Tax Agreement and identify compliance and due diligence insights along the way.