SALTovation: Navigating the Complexities of State and Local Tax by Aprio

In this episode of the SALTovation Podcast, Meredith Smith and Judy Vorndran join Stephanie Lipinski Galland, Principal at Miles & Stockbridge, for a lively conversation about how the shift from a "bricks" to a "clicks" world has reshaped sales tax. A 10th-generation Virginian, Stephanie highlights her time at the Virginia Department of Taxation and at the Gap, where she helped navigate one of the earliest decisions in online retail: whether to collect sales tax at the point of an internet sale, which turned online tax collection into a business problem, not just a tax one.The discussion moves from the complexities of state and local tax to the practical realities of M&A, where deals close on Monday and the request for a state clearance letter lands on Friday. Stephanie explains why an indemnification paragraph may be worth little without documentation, why lowering the purchase price can be more practical than holding funds in escrow for years, and why summaries rarely satisfy a burden of proof when an audit finally arrives.Key Takeaways:● State and local tax can behave like a puzzle without pre-described pieces. Outside of a few states, broad statutes and fewer regulations mean practitioners often have to build the answer rather than look it up.● Clearance letters and bulk sale notices may require advance lead time. Some jurisdictions expect contact days before closing, so a Friday request for a Monday deal can be impossible to satisfy.● An indemnification clause may not be enough on its own. When assessments and appeals can stretch for years, lowering the purchase price can be more practical than holding funds in escrow.● Documentation can make or break a position. Summaries are rarely primary source documents, and records lost across software migrations can leave a company unable to meet its burden of proof.● Collecting tax online can be a business decision, not only a tax one. Point-of-sale systems, in-store returns, and same-store comps mean the choice to collect at the point of sale can affect store performance and audit exposure.● Proactive SALT advice is available. If companies cannot justify a full-time in-house specialist, outside SALT advisors can help companies mitigate risk.Guest:Stephanie Lipinski Galland, Principal, Miles & StockbridgeLinkedIn: https://www.linkedin.com/in/stephanie-lipinski-galland-1205a991/Stephanie Lipinski Galland is a Principal at Miles & Stockbridge with more than 30 years representing businesses before state and local taxing authorities on income, franchise, sales, use, and unclaimed property matters, as well as M&A due diligence and administrative appeals. She previously served as Director of Taxation at Gap Inc. and worked at the Virginia Department of Taxation, and she teaches state and local tax as an Adjunct Professor at Georgetown University Law Center. A Fellow of the American College of Tax Counsel and a former Chair of the ABA's State and Local Tax Committee, she was named Best Lawyers' 2026 "Lawyer of the Year" for Litigation and Controversy (Tax) in Richmond.Connect:● Website: https://www.aprio.com/business-tax/state-local-tax-salt-consulting/● Meredith Smith on LinkedIn: https://www.linkedin.com/in/meredith-smith-047aa13/● Judy Vorndran on LinkedIn: https://www.linkedin.com/in/judyvorndran/● Stephanie Lipinski Galland on LinkedIn: https://www.linkedin.com/in/stephanie-lipinski-galland-1205a991/● Subscribe on your favorite podcast app.Disclaimer:The information provided in this podcast is for general informational and educational purposes only and does not constitute legal, tax, accounting, or professional advice. The views expressed by the hosts and guests are their own and do not necessarily reflect those of Aprio or its affiliates. Listeners should consult their own qualified advisors before making decisions based on the topics discussed. SALTovation is a production of Aprio.#Aprio #SALT #InternetSalesTax #MeredithAndStacey #AccountforAnything #TaxPodcast #SALTovation #StateTax #TaxPolicy #TaxCompliance #SalesTax #MandA #Nexus #EcommerceMentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In Part 2 of this SALTovation Podcast, Meredith Smith and Judy Vorndran reconnect with Diane Yetter, Founder of the Sales Tax Institute and YETTER Tax, to explain what the Streamlined Sales Tax (SST) organization is and discuss its purpose to simplify and modernize sales tax administration to substantially reduce the burden of tax compliance.The conversation pivots to the Certified Service Provider (CSP) model and Diane shares a recent client situation in which a published state database produced an under-collection result, and the seller carried no liability because of CSP participation. The episode closes with a forward-looking discussion on digital base expansion, retail delivery fees, multi-channel selling, and the pace at which states adapt to new business models.Key Takeaways:● Streamlined Sales Tax can shift liability away from the seller when a state's published rate table or boundary database is wrong, a protection that rarely exists outside the agreement.● Standard definitions for items like clothing, food, dietary supplements, software, and digital goods can create predictable taxability across the 23 full member states, with state-level toggles for areas like installation and delivery.● The Certified Service Provider model may offer qualified sellers free implementation, free tax calculation, free return filing, and state-handled audits, which played a meaningful role in the Supreme Court's analysis in South Dakota v. Wayfair.● Vendor selection can be confusing because of the number of new entrants versus established providers and founders may build solutions before bringing in subject matter experience.● Streamlined's influence can extend well beyond member states, shaping definitions, rate publication, and central administration efforts in jurisdictions like Louisiana, Arizona, Illinois, Massachusetts, and California.● If companies cannot justify a full-time in-house specialist, outside SALT advisors can help companies mitigate risk.Guest:The Sales Tax Institute helps companies, CPA firms, and tax professionals navigate the complexities of sales and use tax through expert‑led training, resources, and insights. SALTovation listeners get an exclusive 10% discount on all training services by using promo code SALTOV10. Learn more and explore our practical tools, live courses, and community by clicking the link here: https://keap.page/xp141/saltovation-podcast.htmlDiane Yetter, Founder, Sales Tax Institute / YETTER TaxLinkedIn: https://www.linkedin.com/in/dianeyetter/Diane Yetter is a sales tax expert with 41 years of experience in the field, having started as a state auditor in Kansas before moving to in-house and public accounting roles. She founded her own firm 30 years ago and launched the Sales Tax Institute in 1996/1997, and is actively involved in industry organizations and has testified before Congress on sales tax matters.Connect:● Website: https://www.aprio.com/business-tax/state-local-tax-salt-consulting/● Meredith Smith on LinkedIn: https://www.linkedin.com/in/meredith-smith-047aa13/● Judy Vorndran on LinkedIn: https://www.linkedin.com/in/judyvorndran/● Subscribe on your favorite podcast app.Subscribe on your favorite podcast app:https://saltovation.captivate.fm/listenFollow Us on Socials:https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8VjwTalk To A Tax Advocate Today:https://www.aprio.com/business-tax/state-local-tax-salt-consulting/Disclaimer: The views, thoughts, and opinions expressed on the SALTovation podcast, including that of all participants, are the speaker’s own and do not represent the views, thoughts, and opinions of Aprio or any of its affiliates. The material and information presented on the podcast is for general information purposes only. The “Aprio” name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific product or service.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, Aprio's Judy Vorndran and Meredith Smith welcome back four-time guest Diane Yetter, founder of YETTER Tax and the Sales Tax Institute, for a candid look at where sales tax technology has been, where it is now, and where it is heading. Diane outlines her 41 years of work in the field, from her start as a Kansas state auditor to building exemption certificate tools in Lotus 1-2-3 in 1985, to consulting with global manufacturers on transaction tax implementations.The conversation delves into issues making sales tax harder than ever: the post-Wayfair flood of obligations, expansion into digital and services, and the proliferation of sub-local tax authorities like Colorado's special districts and Kansas's block-by-block jurisdictions. Diane shares a real example from her recent presentation to the Kansas House of Representatives exposing how character-driven automation can quietly miscollect tax and shift liability to the seller.The episode also examines the tax tech vendor landscape and the wave of upstarts now competing for marketing budgets. Diane and the team unpack the "done for you" myth, the registration mistakes that put taxpayers at risk, and signs that technology may not always be the complete solution.Key Takeaways:● Sales tax technology has come a long way from the Lotus 1-2-3 era, but the gap between what enterprise tax engines do well and what small businesses can practically afford continues to widen as post-Wayfair compliance burdens accumulate.● Sub-local tax authorities, including Colorado special districts and Kansas jurisdictions that can change block by block, may introduce character-by-character mismatches between addresses and rate tables that shift liability to the seller when the automation miscollects.● The vendor landscape has shifted from Vertex and Taxware to a crowded field that now includes Sabrix, Avalara, and a wave of newer providers competing on marketing budgets and competitor takedowns, which can make evaluation harder for buyers.● "Done for you" tax software may create more risk than it removes. Registration mistakes and VDAs pitched on small liability balances may be a sign the seller is solving the wrong problem.● Base expansion into digital goods and services means even fully digital sellers may pick up new sales tax obligations, and the complexity is unlikely to slow down.● Proactive SALT advice is available. If companies cannot justify a full-time in-house specialist, outside SALT advisors can help companies mitigate risk.Guest:Diane Yetter, Founder, Sales Tax Institute / YETTER TaxDiane Yetter is a sales tax expert with 41 years of experience in the field, having started as a state auditor in Kansas before moving to in-house and public accounting roles. She founded her own firm 30 years ago and launched the Sales Tax Institute in 1996/1997, and is actively involved in industry organizations and has testified before Congress on sales tax matters.LinkedIn: https://www.linkedin.com/in/dyetter/The Sales Tax Institute helps companies, CPA firms, and tax professionals navigate the complexities of sales and use tax through expert‑led training, resources, and insights. SALTovation listeners get an exclusive 10% discount on all training services by using promo code SALTOV10. Learn more and explore our practical tools, live courses, and community by clicking the link here: https://keap.page/xp141/saltovation-podcast.htmlConnect:● Website: https://www.aprio.com/business-tax/state-local-tax-salt-consulting/● Judy Vorndran on LinkedIn: https://www.linkedin.com/in/judyvorndran/● Meredith Smith on LinkedIn: https://www.linkedin.com/in/meredith-smith-047aa13/● Subscribe on your favorite podcast app.#Aprio #SALT #SALTovation #StateTax #TaxPolicy #AccountforAnything #TaxCompliance #TaxPodcast #SalesTax #TaxTechnology #Wayfair #Automation #Avalara #Vertex #StreamlinedSalesTax #SalesTaxInstituteDisclaimer: The views, thoughts, and opinions expressed on the SALTovation podcast, including that of all participants, are the speaker's own and do not represent the views, thoughts, and opinions of Aprio or any of its affiliates. The material and information presented on the podcast is for general information purposes only. The “Aprio” name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific product or service.Subscribe on your favorite podcast app:https://saltovation.captivate.fm/listenFollow Us on Socials:https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8VjwTalk To A Tax Advocate Today:https://www.aprio.com/business-tax/state-local-tax-salt-consulting/Disclaimer: The views, thoughts, and opinions expressed on the SALTovation podcast, including that of all participants, are the speaker’s own and do not represent the views, thoughts, and opinions of Aprio or any of its affiliates. The material and information presented on the podcast is for general information purposes only. The “Aprio” name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific product or service.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation Podcast, Aprio’s Meredith Smith and Stacey Roberts sit down with Andrea Muse, Editor-in-Chief of Tax Notes State, to explore her journey from aspiring doctor to tax policy expert and journalist. Andrea shares insights from her time at the Virginia Department of Taxation, where she focused on legislative policy and guidance, and reflects on how those experiences shaped her understanding of complex state tax issues.The speakers also dive into the mission of Tax Analysts, publisher of Tax Notes State, and why staying informed on developments like Colorado’s Netflix case and the evolving landscape of digital taxes is more important than ever for tax professionals.#SALTovation #TaxNotesState #StateTax #TaxPolicy #TaxAnalysts #DigitalTax #ColoradoTax #TaxTrends #TaxPodcast #MeredithAndStacey #AccountforAnything #AprioKey Takeaways:Andrea Muse’s career journey from aspiring doctor to Editor-in-Chief of Tax Notes State.How the Virginia Department of Taxation is crafting legislative policy and taxpayer guidance.How Tax Notes State promotes transparency, timely reporting, and deeper insight into state and local tax issues.Key Trends Practitioners Should Watch as Colorado’s Netflix case evolves.State and local taxes—simplified. As your single-source provider for SALT solutions, Aprio can help streamline all your state and local tax compliance needs:Contact Us: https://www.aprio.com/business-tax/state-local-tax-salt-consulting/Disclaimer: The views, thoughts, and opinions expressed on the SALTovation podcast, including that of all participants, are the speaker’s own and do not represent the views, thoughts, and opinions of Aprio or any of its affiliates. The material and information presented on the podcast is for general information purposes only. The “Aprio” name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific product or service.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In part two of Aprio’s conversation with Michael Cataldo from Cataldo Tax law firm, we explore the distinction between business and non-business income and the complexities of the throw-out rule in California’s evolving tax landscape. Michael also highlights current cases to watch and explains why early issue identification is critical for taxpayers. The discussion will also cover how major transactions can trigger sourcing disputes and why practitioners should stay proactive with return reviews and apportionment strategies to help reduce audit risk. Key Takeaways:Business vs. non-business income: Classification determines whether income is apportioned or allocated.Throw-out rule: Ongoing disputes over the treatment of “nowhere sales.”Large transactions: Business sales often trigger complex sourcing issues.Early issue identification: Proactive return review helps reduce audit riskConnectVisit us on our website: https://www.aprio.com/business-tax/state-local-tax-salt-consulting/ Subscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Disclaimer: The views, thoughts, and opinions expressed on the SALTovation podcast, including that of all participants, are the speaker’s own and do not represent the views, thoughts, and opinions of Aprio or any of its affiliates. The material and information presented on the podcast is for general information purposes only. The “Aprio” name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific product or service.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

Join Aprio and our guest Michael Cataldo from Cataldo Tax law firm for an update on the latest changes in California state and local taxes. We will discuss the new legislation that aligns California more closely with the Internal Revenue Code and highlight key exceptions.In addition, we’ll cover apportionment, nexus, and market-based sourcing challenges, plus recent income tax cases shaping the rules for doing business in California. Listen now for the latest insights to help stay ahead in the rapidly evolving tax landscape.Key Takeaways:California’s new conformity law aligns with the IRC, but key exceptions still create complexity.Market-based sourcing and apportionment rules remain major compliance pressure points.Nexus standards continue to evolve, impacting multistate businesses.Recent income tax cases are reshaping how companies operate in California.ConnectVisit us on our website: https://www.aprio.com/business-tax/state-local-tax-salt-consulting/Subscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Disclaimer: The views, thoughts, and opinions expressed on the SALTovation podcast, including that of all participants, are the speaker’s own and do not represent the views, thoughts, and opinions of Aprio or any of its affiliates. The material and information presented on the podcast is for general information purposes only. The “Aprio” name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific product or service.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

This week, we are excited to announce our integration into Aprio, a leading advisory and accounting firm. Meredith Smith, Judy Vorndran, Carli Huband, and Jeff Glickman share the story behind this exciting milestone, and the conversations, values, and vision that brought the two organizations together.By combining forces with Aprio, we’re expanding the depth of expertise, resources, and support we can offer to businesses navigating the ever-changing world of state and local taxes. This alignment allows us to better serve our clients through enhanced collaboration, broader service capabilities, and access to a nationwide network of professionals.In our conversation, we break down what this partnership means for our clients and team, and how it strengthens our ability to deliver meaningful, practical tax insights.Key Takeaways:Saltovation joins Aprio, a nationally recognized advisory and accounting firmExpanded resources and expertise to better support state and local tax clientsEnhanced service capabilities through national collaborationContinued commitment to education, clarity, and practical tax insightsConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Disclaimer: The views, thoughts, and opinions expressed on the SALTovation podcast, including that of all participants, are the speaker’s own and do not represent the views, thoughts, and opinions of Aprio or any of its affiliates. The material and information presented on the podcast is for general information purposes only. The “Aprio” name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific product or service.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

Colorado’s recent elimination of the vendor fee marks a major shift in the state’s sales and use tax system, with big implications for small businesses and the wider economy. In this episode, we continue our conversation with Jenn Penn and Shanah Schaffer, breaking down what this change means for compliance, operational challenges, and the business community at large. Together, we explore how business owners can collaborate to navigate these changes and advocate for a fairer tax landscape. Key Takeaways:Vendor fee elimination impacts small businesses.Coalition works to simplify tax compliance.Collaboration helps navigate tax complexities.Legislative efforts address budget and policy changes.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

Ongoing advocacy, collaboration, and policy reform are helping shape a more efficient and equitable tax environment for businesses across Colorado. This week, we dive into the work of the Coalition to Simplify Colorado Sales Tax, a group dedicated to reforming one of the nation’s most complex sales and use tax systems. Our guest, Jenn Penn, founder of Dome Strategies, joins us alongside Shawna Shafer, owner of Absolutely Advanced Accounting, to discuss the Coalition’s mission and milestones since its launch in 2014. Together, they share insights into the Coalition’s legislative successes, and we explore key initiatives, like the SUTS (Sales and Use Tax System) portal.Key Takeaways:Coalition’s Goal: Simplifying Colorado’s complex sales tax.Key Wins: Reforms making tax compliance easier for businesses.Collaboration Matters: Working together drives change.Looking Forward: Continued advocacy shapes the future of tax reform.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode, we continue our conversation with Jeremy Scott to take an in-depth look at Canadian tax policy. With a focus on the regional nuances that shape taxation strategies, Jeremy discusses Quebec’s trailblazing implementation of the Netflix tax and its impact on multinational corporations operating in Canada. Listen to learn how Quebec’s unique civil law framework and assertive tax policies have set a benchmark that influences other provinces and territories.Key Takeaways:Canadian tax rules are complex and vary by province.Quebec’s Netflix tax shows its unique approach.Voluntary disclosure helps businesses manage past liabilities.Court cases highlight GST/PST compliance challenges.Taxes like luxury vehicle and underused housing reflect policy goals.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode, we dive into the complex world of Canada’s sales tax system, covering the Goods and Services Tax (GST), Harmonized Sales Tax (HST), and various provincial sales taxes (PSTs). Our guest, Jeremy Scott, shares insights on navigating tax compliance and the evolving registration rules, including the recent changes of the “Netflix tax.” We break down the distinctions between federal and provincial obligations and explore what these mean for international businesses operating in Canada. Drawing on his experience as both a practitioner and in-house tax leader, Jeremy provides a unique perspective on the challenges organizations face in this multifaceted landscape.Key Takeaways:Understand Canada’s sales taxes: Know the basics of GST, HST, and PST.Expert perspective matters: Jeremy Scott shares insights from his experience as a tax practitioner and in-house tax leader.Be aware of the Netflix tax: Learn how it affects non-resident businesses.Prepare for international challenges: Navigating Canadian tax obligations can be complex for foreign businesses.Know the differences: Distinguish between harmonized sales taxes and provincial sales taxes.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

Our conversation continues with Glenn McCoy as we examine pressing issues such as ethics, artificial intelligence, and tariffs. McCoy underscores how these factors are reshaping the future of tax practice, stressing the need for professionals to stay adaptable and well-informed amid rapid technological innovation and regulatory change. He also offers his perspective on the ethical challenges posed by artificial intelligence in tax preparation, along with the evolving role of tariffs and their impact on taxation.Key Takeaways:State and local tax is becoming more complex and significant.Ethics and artificial intelligence are key issues shaping tax practice.Tariffs impact sales, income, and property taxes for businesses.Networking strengthens relationships and professional growth.AI in tax requires careful ethical consideration.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of SALTovation, Glenn McCoy shares his journey through state and local tax, from law school and government service to corporate leadership and consulting. He reflects on career-defining moments, including moves from Oklahoma to New York and the impact of events like the Oklahoma City bombing and 9/11. Glenn’s story highlights resilience, adaptability, and valuable lessons for navigating the ever-changing SALT landscape.Key Takeaways:Glenn McCoy’s career spans law school, government, corporate leadership, and consulting, offering a wealth of experience in SALT.The episode explores pivotal moments in Glenn’s life, including the Oklahoma City bombing and how it shaped his personal and professional path.Listeners gain practical insights into navigating SALT challenges through Glenn’s firsthand stories.Glenn’s move from Oklahoma to New York City transformed his perspective on taxation and the corporate world.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode, Stacey and Meredith explore the complex world of state and local taxation, focusing on one of the most misunderstood topics: nexus. Our team of tax professionals unpacks the common myths businesses often hold, especially around physical presence and economic nexus rules.A key misconception we address is the belief that a company’s tax responsibilities stop at its state of incorporation. In reality, doing business and making sales across multiple states can create tax obligations in each of those jurisdictions.Key Takeaways:State and local tax compliance goes far beyond a company’s headquarters.Many businesses mistakenly assume that only physical presence determines their tax obligations.Because tax laws differ widely from state to state, compliance must be tailored to each jurisdiction.Nexus can be triggered in overlooked ways, including remote sales and employee activity.Chapters00:00 - Intro03:06 - Nexus and State Tax Jurisdiction13:00 - Tax Compliance in Multi-State Operations16:36 - Drop Shipments and Sales Tax24:45 - Software Limitations in Business Compliance40:20 - Navigating State Tax ComplianceConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we unpack how artificial intelligence is reshaping tax compliance and the unique challenges that come with managing tariffs in local tax systems. Our guest, Scott Peterson from Avalara, shares insights on how generational shifts in tax expertise are influencing today’s policy landscape.We also dive into the world of digital goods and licensing, offering practical strategies for navigating the complexities of tax automation. Throughout the conversation, we highlight the vital role of human oversight, reminding us that while technology streamlines processes, informed human judgment remains essential.Key Takeaways:The impact of AI on tax compliance and local tariff managementHow generational shifts in tax expertise shape evolving policyNavigating digital goods and licensing in a complex tax landscapeWhy human oversight remains essential in an automated industryChapters00:00 - Intro00:24 - Transforming Tax Compliance with AI03:24 - Understanding Sales Tax Returns13:02 - Generational Shift in Knowledge and Technology15:08 - Understanding AI in Business Processes22:57 - Understanding Tariffs and Sales TaxConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we dive into the complex world of sales tax compliance and explore how technology is playing a vital role in helping businesses stay ahead. We welcome back Scott Peterson from Avalara, who brings deep insight into the ever-changing landscape of state tax policy and the challenges companies face in keeping up.Scott shares how Avalara works closely with both businesses and government agencies to simplify the process of managing tax obligations, from handling large volumes of returns to adapting to shifting regulations.Key Takeaways:Key challenges in sales tax compliance for businessesThe role of state communication in tax policy updatesHow technology streamlines multi-jurisdiction complianceAvalara’s collaboration with governments to improve complianceChapters00:00 - Intro01:40 - Navigating Tax Policy Changes10:47 - Understanding Tax Compliance and Responsibilities15:34 - Navigating Tax Regulations in a Digital Age24:00 - Navigating Tax Compliance in a Digital AgeConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode, we continue our conversation with Dave Kupiec, CPA, JD, and Natalie Martin, JD, of Kupiec & Martin, LLC, for a deep dive into Illinois tax law. We break down the often-overlooked Illinois franchise tax—a complex and frequently misunderstood area of state taxation. We explore how this tax impacts businesses, particularly during audits in Chicago and Cook County, and highlight the hidden risks that can catch taxpayers off guard.You’ll gain key insights into potential liabilities and learn proactive strategies to stay ahead of compliance issues. The conversation also underscores the importance of strong collaboration between legal and tax teams to navigate the shifting terrain of Illinois tax law.Key Takeaways:Franchise tax in Illinois is easy to overlook: Many businesses don’t fully understand it, which can lead to problems.Audits in Chicago and Cook County are high risk: These areas are more likely to trigger issues if your filings aren’t solid.Legal and tax teams need to work together: Teamwork helps catch mistakes and stay compliant.Plan ahead to avoid trouble: A proactive approach can save time, money, and stress later.Chapters00:00 - Intro00:29 - Understanding the Franchise Tax: Key Insights13:30 - Registration and Liability in Business Transactions21:23 - Chicago's Taxation Challenges31:05 - Navigating State Tax RegulationsConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!

In this episode, we’re joined by Dave Kupiec, CPA, JD, and Natalie Martin, JD, of Kupiec & Martin, LLC, for a deep dive into Illinois tax law. Drawing on their extensive experience with the Illinois Department of Revenue and major corporations, they unpack the recent Pepsi case, offering insights into the state’s Tax Tribunal and appellate process.We explore the importance of strong documentation, how administrative decisions can impact taxpayers, and key strategies for navigating Illinois’s complex tax landscape.Key Takeaways:The Pepsi case shows how complex Illinois tax disputes can be.Good documentation is essential for dealing with audits and legal decisions.Illinois tax rules are always changing and can greatly affect businesses.Knowing how Illinois tax law works helps with better planning and staying compliant.Chapters00:00 - Intro03:49 - Understanding the Illinois Tax Tribunal14:00 - Importance of Documentation in Tax Cases31:21 - The Evolution of Sales Tax Legislation in Illinois41:20 - Taxation and Remote Sellers: An Unusual Amnesty ProposalConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we unpack the complex and shifting economic landscape of Colorado, focusing on how recent tax policies are reshaping the business environment. We continue our conversation with Ed Sealover, VP of Strategic Initiatives at the Colorado Chamber of Commerce, and explore key legislative developments, including new targeted tax credits designed to spark innovation and boost tourism across the state.We take a closer look at the evolving role of the Taxpayer’s Bill of Rights (TABOR) and its ripple effects on efforts to reform business personal property taxes and discuss the concerns around Colorado’s declining business climate rankings.Key Takeaways:Legislative Shifts: Breakdown of key tax initiatives from Colorado’s recent legislative session, including expanded credits for innovation and tourism.TABOR in Focus: Examination of the Taxpayer’s Bill of Rights and its influence on business personal property tax reform.Economic Headwinds: Discussion on Colorado’s declining business climate rankings and the underlying policy challenges.Investment Implications: Insight into how evolving tax policy is shaping corporate investment strategies across the state.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

As Colorado heads into 2025, big fiscal decisions loom. In this episode, we sit down with Ed Sealover, VP of Strategic Initiatives at the Colorado Chamber of Commerce, to unpack the state’s growing budget deficit and what it could mean for both businesses and residents.We explore hot-button issues like the proposed rollback of software tax exemptions and the controversial retail delivery fees. Ed breaks down the tough balancing act lawmakers face, and how to fund essential services without stifling economic growth.From the halls of the Capitol to the boardrooms of local businesses, we examine how these tax debates reflect deeper political tensions and impact Colorado’s economic future.Key Takeaways:Colorado’s Budget Woes: The episode unpacks the state’s growing budget deficit and the fiscal hurdles ahead in 2025.Labor Law Shake-Up: A deep dive into the proposed overhaul of the Labor Peace Act and what it could mean for unionization efforts.Tax Policy Tensions: Examines hot-button tax proposals—including changes to software exemptions and retail delivery fees—and their impact on businesses and consumers.Balancing Act at the Capitol: Highlights the challenge lawmakers face in funding public services while supporting a healthy business environment.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

This week we continue our conversation with Diane Yetter, President and Founder of Yetter Tax and the Sales Tax Institute. We unpack recent changes to Illinois tax law—specifically through the lens of the PetMeds case—and explore the broader impact of South Dakota’s use tax ruling. We also break down what these shifts mean for taxpayers and why it’s more important than ever to stay alert in the ever-changing world of state and local taxation.From choosing the right software to understanding key decision factors like taxability content, geographic coverage, and platform compatibility, listen for practical insights for businesses navigating this complex space.Key Takeaways:Why understanding nexus thresholds is crucial for compliance—and how sales tax automation can help.What shifting tax obligations across state lines mean for your business operations.How the taxation of digital goods and software is evolving—and why it matters now more than ever.The critical role tax professionals play in helping businesses navigate today’s complex regulatory environment.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

More than a dozen states have repealed the 200 transaction threshold for economic nexus, aiming to ease the burden on small sellers. Our guest Diane Yetter, President and Founder of Yetter Tax and the Sales Tax Institute, breaks down what these changes mean for businesses, particularly those navigating multi-state sales. Diane explains why small sellers can no longer rely solely on transaction counts to determine nexus and why a broader understanding of tax obligations is now essential. We unpack the benefits of these reforms, the challenges that persist, and what steps businesses should take to stay compliant in an ever-evolving regulatory environment.Key Takeaways:A growing number of states are repealing the 200 transaction threshold, helping reduce compliance burdens for small sellers.Guest Diane Yetter stresses the importance of understanding both economic and physical nexus requirements.These policy changes are considered a win for taxpayers, particularly small businesses.Significant changes to Illinois’ tax structure raise concerns about potential discrimination against out-of-state sellers.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the Saltovation Podcast, we continue our conversation with Brent Reeves, co-founder of CereTax. Brent unpacks the power of API-first architecture and explains why seamless integrations are critical, often solving problems businesses don’t even know they have.Together, we explore key topics like audit readiness, the pitfalls of legacy systems, and the importance of building tax processes right from the start to avoid costly missteps. Brent also shares insights on the growing trend toward technology-enabled services, where automation is enhanced, not replaced, by human expertise.Whether you're a tax professional or just trying to keep up with state and local tax complexities, listen this week for actionable takeaways in the ever-changing tax landscape.Key Takeaways:Audit readiness is non-negotiable – Proactive planning and smart integrations help avoid the high costs of relying on outdated systems.Transparency is key – Clear, traceable tax processes are essential for audit success and ongoing compliance.Saritax solves what you don’t see – Brent shares how the platform uncovers and addresses hidden pain points in automation and compliance.Automation isn’t replacing people—it’s enhancing them – Expect a growing shift toward technology-enabled services that blend automation with expert support.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

We’re talking with Brent Reeves, a seasoned entrepreneur and trailblazer in tax technology, on the SALTovation podcast this week. Brent shares the story behind launching SureTax and how that journey led to the creation of his latest venture, CereTax.We dive into what it takes to disrupt the sales tax space—from building agile teams to staying ahead of constantly shifting compliance demands. Brent breaks down how his approach to solving real-world tax challenges with smart, scalable tech has helped businesses of all sizes stay compliant and future-ready.Join us as we explore the art of building tax software that not only works today but evolves with tomorrow’s complexities.Key Takeaways:Brent Reeves details his entrepreneurial journey from SureTax to launching CereTax successfully.The importance of agile teams and innovative tax solutions in business.Understanding tax complexities is critical for effective software development and is why technology must adapt to ever-changing tax laws and regulations.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

This week on the SALTovation podcast we continue our conversation with Michael Cataldo. Michael breaks down Public Law 86272 and how it affects businesses in California. He discusses the market-based sourcing rules and key cases like Bindley and Luber, which highlight the challenges of tax compliance in the state. Meredith, Stacey, and Michael talk about Governor Newsom’s budget proposals and how they could impact financial institutions, especially with the potential switch to a single sales factor for apportionment. Listen for tips on how to navigate California’s tricky tax regulations and how upcoming changes could impact the future of business operations.Key Takeaways:What are the ramifications of Public Law 86272 on enterprises operating within California's jurisdiction?Market-based sourcing regulations: businesses are facing complexities in their compliance efforts.How current cases impact accountant practices significantly.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

This week on the SALTovation podcast, Michael Cataldo breaks down the key market-based sourcing regulations that will shape state tax practices in 2025 and beyond. We explore the shifting landscape of state and local taxation, with a strong focus on California’s latest regulatory developments.Join us as we unpack the complexities of these changes, their broader implications, and why tax professionals must stay ahead of the curve. We also dive into the controversial “look-through” approach, which redefines how service-based income is sourced—a debate extending far beyond California’s borders.Key Takeaways:Michael Cataldo discusses California's market-based sourcing regulations and their implications for practitioners.The regulations have been in development for over a decade and are now set for formalization.Understanding the 'look through' approach is crucial for income sourcing in California tax law.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

This week on the SALTovation podcast we continue our conversation with Ryan Minnick, COO at FTA, about the technological hurdles tax agencies are facing today. We examine the tension between user-friendly taxpayer portals and the need for strong security measures, noting that legislative complexities and resource limitations contribute to cumbersome interfaces. Ryan highlights the importance of balancing accessibility and security to improve voluntary compliance. He also discusses the significant financial investment required to modernize tax systems and advocate for greater understanding from tax practitioners regarding the complexities of state tax administration.Key Takeaways:The substantial financial implications associated with updating state tax systems, with estimates reaching upwards of $200 million for comprehensive overhauls.Data security in state tax administration is critical, stressing that taxpayer trust is paramount for effective compliance and interaction with tax authorities.Agencies need to navigate statutory limitations while striving for innovation and improved services.Voluntary compliance: enhancing user experience can significantly contribute to improved taxpayer engagement and satisfaction.Inter-agency relationships and communication foster collaborative problem-solving.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

This week on the SALTovation podcast we speak with Ryan Minnick, COO at FTA, about the crucial role The Federation of Tax Administrators plays in connecting tax administration authorities across the United States, encompassing all 50 states and several major municipalities. We delve into the organization's pivotal role in fostering collaboration among tax agencies, emphasizing its efforts to streamline communication and share best practices among its diverse members. Ryan shares how the FTA endeavors to provide vital support and resources to its stakeholders, underscoring the importance of the FTA in navigating the complexities of state and local taxation.Key Takeaways:The Federation of Tax Administrators serves as a vital connection between tax authorities across all fifty states, enhancing collaboration and efficiency.The FTA organizes numerous conferences annually, fostering knowledge sharing among tax administrators and offering insights into best practices and emerging trends.The FTA focuses on providing essential support and resources to tax agencies, enabling them to navigate complex tax administration challenges effectively.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we continue our conversation with Paul Archer, exploring the complexities of Colorado's sales tax system and the grassroots efforts to simplify it. Paul shares his journey from attending a national political convention to collaborating with key industry leaders in advocating for tax reform. Judy and Paul discuss the formation of a coalition that successfully passed important legislation aimed at improving audit fairness and simplifying sales tax processes. Paul also emphasizes the need for collaboration and long-term planning in driving meaningful change in tax policy and supporting local businesses.Join the Cause: Simplify Colorado Sales TaxKey Takeaways:The coalition for simplifying Colorado's sales tax has grown, involving many stakeholders and interests.Understanding and navigating the complexities of sales tax compliance can be overwhelming for many businesses.The Wayfair Supreme Court ruling significantly changed how states enforce sales tax on online transactions.A simplified sales tax system benefits both businesses and local governments by increasing compliance and revenue.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

This week, Paul Archer joins the SALTovation podcast to discuss his efforts to simplify Colorado's complex sales tax system, which he describes as a significant burden for businesses. Currently serving as a senior missionary in Nairobi, Kenya, Archer shares his journey from being a business owner to advocating for tax reform. He highlights the challenges of navigating a convoluted tax structure that varies widely across municipalities. Archer’s commitment to change began when he recognized the detrimental effects of the existing sales tax system on local businesses and sought to collaborate with legislators and community leaders. Through his experiences and advocacy, he emphasizes the importance of understanding the disparities in resources and systems between the U.S. and developing countries like Kenya.Join the Cause: Simplify Colorado Sales TaxKey Takeaways:The complexities of Colorado's sales tax system and its impact on businesses.Archer's humanitarian work in Kenya and its connection to his business background.How local tax structures can significantly affect business operations and growth.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we continue our conversation with Legislator Cathy Kipp. Her recent election to the Colorado State Senate marks a significant development in Colorado's tax landscape. Cathy discusses the importance of stakeholder engagement, as tax professionals and legislators work together to simplify the tax system for small businesses. The conversation reveals the frustrations faced by taxpayers and the necessity for clear regulations amidst the state's unique home rule provisions. Kathy sheds light on the collective effort to improve tax compliance and ease the burdens on businesses while navigating the intricate legal framework of Colorado's tax laws.Key Takeaways:The complexities of Colorado's sales tax system present ongoing challenges for small businesses statewide.Legislators must engage with stakeholders to simplify tax compliance and improve revenue collection.The importance of legislative task forces lies in facilitating discussions among diverse stakeholders.Home rule cities in Colorado retain significant authority, complicating uniform sales tax administration efforts.Listening to the real stories of small business owners can guide meaningful legislative changes.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we are taking a deep dive into the complexities of Colorado's sales and use tax administration, highlighting ongoing challenges and the need for reform. Legislator Cathy Kipp prepares to take her seat in the Colorado State Senate in January 2025 and discusses the significance of this moment in Colorado's tax landscape. Cathy talks about the importance of stakeholder engagement, as tax professionals and legislators work together to simplify the tax system for small businesses. Listen as Cathy explains many of the frustrations faced by taxpayers and the necessity for clear regulations amidst the state's unique home rule provisions. Key Takeaways:Cathy Kipp's election victory marks a significant moment for Colorado's representation in the Senate.The complexities of Colorado's sales tax system present ongoing challenges for small businesses statewide.Legislators must engage with stakeholders to simplify tax compliance and improve revenue collection.The importance of legislative task forces lies in facilitating discussions among diverse stakeholders.Home rule cities in Colorado retain significant authority, complicating uniform sales tax administration efforts.Listening to the real stories of small business owners can guide meaningful legislative changes.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we continue our conversation with Chris Muntifering, Executive Director at the Institute for Professionals in Taxation. We explore the role of the Institute for Professionals in Taxation (IPT) and its unique position in the landscape of tax organizations, highlighting how it distinguishes itself from competitors like the Council of State Taxation. Chris discusses the rigorous process behind IPT's advocacy efforts, including the criteria for supporting cases that benefit its members and the importance of engaging younger professionals as the landscape of tax professionals continues to evolve.Key Takeaways:The CMI program emphasizes the importance of both experience and education in taxation roles.IPT aims to support its members by providing resources and guiding them through tax issues.The process of submitting amicus brief requests is detailed and requires careful consideration.IPT is focused on education while other organizations may also engage in advocacy efforts.Engaging younger professionals is a key initiative for the future success of IPT.The CMI exam is designed to test both knowledge and practical experience in the field.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, Chris Muntifering, Executive Director at the Institute for Professionals in Taxation. Chris shares his journey from a finance graduate to a seasoned tax professional, emphasizing how he fell into property tax and eventually became a key player in IPT. Chris discusses the importance of education in tax management, with IPT providing resources for professionals at all levels, from basic to advanced training across various tax disciplines. Listen this week as we explore the importance of community, mentorship, and continuous learning in the field of taxation.Key Takeaways:Chris's journey into tax began unexpectedly, showcasing how many professionals enter the field.The Institute for Professionals in Taxation (IPT) focuses on education across multiple tax disciplines.IPT's mission emphasizes providing broad-based education, catering to various levels of tax professionals.Networking and relationships are vital for tax professionals, as they provide essential resources and support.Chris highlights the importance of adapting tax knowledge in an evolving business landscape.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we continue our conversation with industry veteran Kim Blascoe. Kim discusses the critical need for upskilling talent within public accounting firms to meet the growing demand for advisory services. Kim shares why firms must assess their current skill sets and develop their teams to deliver effective advisory services as the industry shifts from a compliance-focused model to a more client-centric approach. Listen this week as we discuss how firms can adapt to these changes, and navigate the challenges posed by competition, and the increasing complexity of client needs.Key Takeaways:Upskilling existing talent in public accounting is crucial to meet client advisory needs.The pandemic has changed client expectations, making virtual consulting more accepted and effective.Client advisory services must focus on delivering real value beyond traditional compliance work.Firms should assess their service offerings to include advisory services for competitive advantage.Building relationships with clients is essential as advisory services evolve in public accounting.Smaller firms can leverage larger firms' resources to enhance their service offerings and expertise.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, industry veteran Kim Blascoe. With over three decades of experience, Kim shares her professional journey from owning a tax and accounting practice to leading Whipley's national accounting practice and her current role at CPA.com. Kim sheds light on the importance of mentoring in accounting, the strategy behind merging firms, and how to best support CPA firms in their growth and transformation efforts. Listen as we discuss the challenges CPA firms face today, from technology adoption to talent retention.Key Takeaways:Mentoring and Career Development: Kim finds immense value in mentoring young professionals and guiding their career paths within the accounting industry.State and Local Tax Complexity: The episode highlights the intricacies of SALT, particularly how different state regulations impact businesses in a post-pandemic world.Digital Transformation: CPA.com’s mission is to support firms through digital transformation, offering tools, education, and consulting to enhance technological adoption and practice growth.Specialization and Advisory Services: The importance of moving from generalist to specialist roles within accounting firms to provide high-value advisory services is emphasized.Talent and Technology Management: Firms struggle with retaining talent, upskilling employees, and keeping up with rapidly advancing technology, including the integration of AI.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we continue our conversation with Alicia Gelinas, President & CEO of COCPA. Alicia takes a deep dive into the evolving nature of professional networking, the impact of technology on relationship-building, and the significance of in-person interactions in an increasingly virtual world. With a focus on enhancing the CPA profession, she navigates through the challenges posed by remote work, the Amazon effect, and the need for robust personal connections within the CPA community. Alicia also discusses her vision for the future, aiming to leave a legacy of a connected, supportive, and forward-thinking CPA community.Key Takeaways:Evolving Networking Dynamics: Understanding how virtual connectivity influences professional networking and the enduring importance of in-person interactions.Strategic Focus of CoCPA: Emphasizing member support and advocacy through initiatives like leadership programs and scholarships.The Amazon Effect: Discussing the shift towards instant solutions and its impact on long-term professional relationship building.Emerging Trends: Highlighting the growing importance of ESG reporting and the role of CPAs in leveraging AI and other emerging technologies.Legacy and Community: Alicia's vision for fostering a sense of belonging and pride within the CPA profession through active engagement and professional support.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the Women to Watch in Sales Tax series, Diane Yetter of the Sales Tax Institute sits down with Meredith Smith, senior tax manager at TaxOps. Meredith shares her journey from starting in public accounting with a focus on income tax to becoming a self-taught sales tax expert at TaxOps. She sheds light on her role within TaxOps' State and Local Tax Group and offers insight into her pride in being adaptable and client-focused in the sales tax domain.Meredith discusses the importance of being a good listener, particularly in the advisory side of sales tax work. She talks about how sales tax often gets overlooked within companies and the necessity of advocacy for addressing both past obligations and future risks. Meredith’s experience highlights how crucial it is to listen and understand client needs, making a significant impact in the compliance and consultancy aspects of sales tax. She also shares tips for women who are self-taught in sales tax, emphasizing the value of listening and advocating within their companies.Key Takeaways:Meredith Smith transitioned from income tax to sales tax, becoming self-taught to meet client needs at TaxOps.Listening to clients and understanding their specific circumstances are critical in providing effective sales tax advisory services.Advocating for the importance of sales tax within your company can help address both past and current obligations.Sales tax knowledge isn't typically taught in traditional education, making self-taught professionals quite common in the field.Staying updated and attentive to changes within your organization can reveal crucial sales tax implications.Resources:Sales Tax InstituteTaxOpsSubscribe on your favorite podcast app:https://saltovation.captivate.fm/listenhttps://linktr.ee/taxops Follow Us on Socials:https://www.linkedin.com/company/taxops-llchttps://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we speak with Alicia Gelinas, President & CEO of COCPA. Alicia explores the evolving landscape of the accounting profession, the need for better marketing to young professionals, salary disparities, and the importance of creating supportive professional networks. She also touches on the critical role of advocacy and lifelong learning and offers insights into the systemic challenges and solutions facing the field today. Listen this week as Judy and Alicia discuss the critical role of professional associations like the COCPA in advocating for CPAs and enhancing community engagement among accounting professionals. Key Takeaways:Career Diversity in Accounting: Alicia’s journey showcases the wide array of opportunities within the accounting profession, from traditional roles in public accounting to leadership positions in professional organizations.Importance of Passion: Aligning personal passions with professional work can lead to a more fulfilling career; Alicia’s transition into coaching and subsequent leadership roles highlights this.Challenges in the Profession: The accounting profession faces significant challenges, including underrepresentation among young professionals and the need to better market the advantages and opportunities within the field.Advocacy and Support: Organizations like COCPA play a crucial role in advocating for CPAs, providing continuous professional development, and fostering a supportive community.Systemic Changes Needed: Issues such as competitive compensation, enhancing the profession’s public image, and adapting to new technologies are vital to attracting and retaining talent in the accounting sector.Quotables"The theme that has emerged is that we as accountants, are not great marketers. So we haven't been telling a compelling story about what the profession means.” -Alicia Gelinas"Whatever I do, it doesn't matter as long as I turn my passions into my paycheck.” -Alicia GelinasConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we continue our conversation with Sam Breslow on the complexities of state and local tax regulations, highlighting the challenges of accessing historical tax information, the implications of different source and destination tax laws, and the intricacies of Colorado's local tax system. Through real-world case discussions like Ohio's VBF case and Illinois's leveling the playing field regulations, Sam provides valuable insights for businesses navigating the labyrinth of tax compliance. Listen this week to get expert tips on managing voluntary disclosure agreements and learn about the ongoing efforts to simplify tax!Key Takeaways:Historical FYIs and FOIA Requests: The sanitization of FYIs led to significant challenges for practitioners who used these documents for tax comfort, highlighting the critical role of FOIA in accessing pivotal information.VBF Case Insights: The Ohio VBF case emphasized the necessity for taxpayers to maintain extensive records that demonstrate the final destination of goods to ensure proper sourcing for gross receipts taxes.Colorado Local Tax Complexities: Remote sellers face an arduous task navigating Colorado's diverse local tax requirements, especially given the inconsistencies in the adoption of model ordinances and participation in the SUTS system.Leveling the Playing Field in Illinois: Illinois' complex tax system, including the differentiation between remote and in-state sellers, presents numerous challenges, with pending legislation aiming to simplify the existing labyrinthine structure.Strategic Tax Planning: Both Judy and Sam stress the importance of strategic planning and staying informed about statutory changes to effectively manage state and local tax obligations and avoid inadvertent compliance issues.Quotables"If a state needs a flowchart to decipher its law, that’s probably a sign that maybe it violates due process because it's so cumbersome to use.” -Sam Breslow"I advise my clients to pay very close attention to when they adopted the model ordinance, which for those of you that maybe aren't as familiar, that means that you're pretty much saying if you're subject to tax at the state level, if you give over 100,000 sales at the state level, you're subject to tax localities, which is unconstitutional.” -Sam BreslowConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we speak with Samantha Breslow, a seasoned expert in state and local tax, who is serving as a prominent attorney at HMB, a firm recently acquired by Kilpatrick. Sam shares her thoughts on the intricacies of tax compliance, the significance of maintaining professional relationships, and the hurdles faced when dealing with aggressive tax authorities. Listen as we take a deep dive into the Colorado local tax landscape, revealing the challenges and strategies for navigating the state's unique taxing jurisdictions. Check out the VVF Intervest LLC v. Harris - BTA Case No. 2019-1233 (Sept.13, 2023) case here. Key Takeaways:Navigating Career Transitions: Sam's transition from aspiring family lawyer to tax attorney emphasizes the importance of flexibility and open-mindedness in career paths.Complex Tax Cases: The episode highlights challenging cases like the Illinois business non-business income issue and the Tractor Supply decision in South Carolina, offering insights into tax litigation strategies.Colorado Local Tax Nuances: An in-depth look at Colorado's taxing jurisdictions sheds light on the complexities of local compliance and strategic voluntary disclosures.Impact of Professional Relationships: Maintaining relationships within the industry plays a crucial role in career development and effective case management.Evolving Tax Laws: Discussions around the VDF case, digital services taxation, and leveling the playing field in Illinois underscore the dynamic and ever-changing nature of state and local tax laws.Quotables"There aren't that many wins in the scheme of things, at least within my career so far, because we do ultimately resettle a lot because it's in the best interest of the taxpayer a lot of the times to settle.” -Sam Breslow [13:16]"When a state doesn't modify their ordinance or their statute but changes the way that they're doing things, I don't know if that's necessarily right.” -Sam Breslow [20:00]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we continue our discussion with Florian Hanslik, a seasoned tax professional specializing in VAT. Listen as we take a brief detour from U.S. taxation to explore European VAT systems. We cover the regulatory framework, audit processes, and the fascinating trajectory of VAT towards digitalization within the EU. Florian provides foresight into the increasing digitalization of VAT compliance and how businesses need to adapt to these evolutionary changes in the tax landscape.Key Takeaways:EU VAT Directive and Adaptation: The VAT Directive sets standard guidelines that EU countries must implement but allows for local adaptations, leading to significant variations in VAT rates and regulations.Role of the EU Court of Justice: The Court ensures uniform application of the VAT laws across member states, influencing national legislation and compliance practices.Digitalization of VAT Compliance: Moving towards a unified e-invoicing system by 2035 to streamline trade within the EU, despite countries like Poland and Italy having already implemented their systems.VAT Audits in Different Jurisdictions: Distinct audit practices in countries like Switzerland, Germany, and Italy, showcasing a range of approaches from trust-based to more bureaucratic methods.Future Trends in VAT: Increasing digitalization is anticipated to simplify audit processes and compliance but may also bring challenges related to data privacy and system integration.Quotables"You have to take states by the hand and say, okay, now let's first question, what do you want to do? These are the facts. Let's go to the right side or to the left side. Yes. Let's say yes, let's say no, because it will be difficult for them to decide. So you have to take their hand and guide them through.” -Florian Hanslik [00:49]"What I really like here in Switzerland is that the tax authorities talk about their clients when they talk about the companies they have to audit. And it's really a client system. They don't want to act mean. They want to ensure that going forward it will be done correctly.” -Florian Hanslik [18:46]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we speak with Florian Hanslik, a seasoned tax professional specializing in VAT. Transitioning from a rich background in politics to becoming an indirect tax expert, Florian discusses how his international upbringing and previous work with the European Parliament seeded his deep interest in global tax systems. Florian discusses the importance of understanding VAT in different countries, the role of comprehensive networks, and the need for businesses to be proactive in managing their VAT obligations, especially in an era of rapid e-commerce growth. Florian also notes significant future changes, particularly in the taxation of streamlined events, and underlines the necessity for companies to stay ahead of evolving tax regulations.Key Takeaways:Career Transition and Passion: Florian shares his journey from a political background to VAT specialization, inspired by his love for internationalism and global work environments.Importance of Networks: Building a reliable network of tax professionals globally is crucial for effectively managing VAT obligations across different regions.Evolving VAT Landscape: The rise of e-commerce has significantly impacted VAT regulations, requiring businesses to stay adaptive and informed about international tax laws.Future of VAT Compliance: Upcoming changes in 2025, especially concerning digitally streamed events, will require global businesses to reassess their VAT strategies and ensure compliance.Proactive Tax Planning: Florian emphasizes the importance of early and ongoing dialogue with tax experts to avoid the pitfalls of late compliance and unanticipated tax obligations.Quotables"It's wonderful talking with the companies, understanding the issues and the questions they have. When you understand the VAT system in one country, you can use it in all the other countries. It's everywhere, more or less working the same, but with some local specifics.” -Florian Hanslik [08:05]"E-commerce platforms are now being taxed and marketplaces are taxed. Now we have big changes coming in 2025 where events that are streamlined are being taxed when it's streamlined to a private individual. So if there's an event in the U.S and somebody sitting in Switzerland is participating at this event because it is streamlined and they are paying for this, then this event organizer has to register in Switzerland and has to challenge VAT.” -Florian Hanslik [15:30]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this enlightening episode of "Women to Watch in Sales Tax," host Diane Yeter sits down with Tram Le, Senior SALT Manager at TaxOps, to delve into the intricacies of state and local tax compliance. Tram shares insights into the multifaceted services provided by TaxOps and underscores the importance of proper tax strategy and audit support. As an expert in the nuanced area of sales tax, Tram's perspective is a must-listen for those navigating this often misunderstood field.TaxOps is portrayed as a small yet powerful boutique firm that is a one-stop solution for state and local tax needs. Tram emphasizes the critical nature of advisory services and the role of technology in achieving compliance. She also discusses her rewarding experiences as an educator at the University of Texas in Arlington, where she imparts her knowledge to graduate tax students. Tram's passion for teaching and her pride in enlightening students about the complexities of sales tax shine through, making this episode both informative and inspiring.Key Takeaways:Comprehensive SALT Services: TaxOps offers a full spectrum of state and local tax services, including consulting, advisory, audit support, and tax software recommendations.Educational Impact: Tram finds great reward in teaching state and local tax at the University of Texas in Arlington, noting the excitement and interest of her students as a significant accomplishment.Undervalued Field: State and local tax is often underestimated in terms of complexity and importance. Tram encourages professionals to recognize and value their expertise in this specialized area.Women in Sales Tax: Tram advises women in the field to be proud and confident in their work, recognizing the significant value they bring to their organizations.Continuous Learning: Staying updated and spreading awareness about the complexities of sales tax can lead to better compliance and a greater appreciation of the field.Subscribe on your favorite podcast app:https://saltovation.captivate.fm/listenhttps://linktr.ee/taxops Follow Us on Socials:https://www.linkedin.com/company/taxops-llchttps://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, Judy Vorndran focuses on the current challenges facing the accounting profession, particularly the shrinking pipeline of accountants. Judy highlights how the SALT field offers a dynamic and intellectually stimulating career path. She also discusses the various career trajectories within the field, from litigation to compliance to technology implementation, each presenting unique challenges and opportunities.*The number of taxing jurisdictions in the U.S. is hard to capture at any one point since it is a moving target. As of June 2024, by some counts, there were over 13,000 taxing jurisdictions combined from 45 states and the District of Columbia, which have a general sales tax, and 38 states with local sales taxes.*Key Takeaways:Multifaceted Nature of SALT: The interplay between legal analysis and compliance makes the SALT profession both challenging and rewarding.Diverse Career Paths: Opportunities within SALT extend beyond traditional roles, encompassing litigation, technology, and international tax issues, among others.Intellectual Engagement: The logical and strategic aspects of tax law require creativity and decisiveness, making it an engaging field for problem solvers.Educational Gaps: There's an ongoing need for more focused SALT education in accounting and law programs, despite its pervasive impact on everyday life.Practical Impact: Knowledge in SALT is crucial given its daily impact, from sales tax to property tax, underlining the importance of skilled professionals in the field.Quotables"As a CPA, you read the laws and you learn to apply them. That makes you a big part of America.” -Judy Vorndran [06:51]"Every single day we are all impacted by state and local taxes, our property taxes on our housing, our sales taxes on our food, our mobile telephone, our WiFi, and our electricity bill. There is tax all over the place in America and we just don't even see the bite-sized pieces it takes out of our pie.” -Judy Vorndran [09:30]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, Diane Yetter, President and Founder of YETTER Tax and the Sales Tax Institute shares insights on streamlining tax administration, the impacts of COVID-19 on tax enforcement, and the critical importance of choosing the right tax automation solutions. Diane also addresses the complications arising from differing taxability rules within Colorado, Louisiana, and Arizona, highlighting the need for conformity and how the current tax automation tools often fall short. SALTovation listeners can get 10% off Sales Tax Institute training with discount code: SALTovation10Key Takeaways:Streamlining Tax Administration: The necessity for states, particularly those with home rule jurisdictions like Colorado, to simplify and unify taxability rules and compliance processes.Impact of COVID-19 on Tax Enforcement: Post-pandemic changes in audit practices and enforcement highlight the need for businesses to stay vigilant and prepared.Tax Automation Pitfalls: Common mistakes businesses make when implementing tax automation solutions without adequate consultation, and the importance of ensuring that tax software meets the specific needs of a company.Transaction Due Diligence: Insights into the due diligence process, especially in M\&A activities, emphasizing the risks of unknown liabilities and the benefits of voluntary disclosure agreements.Global Tax Compliance: Financial and administrative burdens faced by businesses selling internationally, with specific focus on VAT compliance in the EU and other regions.Quotables“A lot of these newer, smaller platforms don't realize the complexities and are setting up their taxability rules based solely on what the state rule is.” -Diane Yetter [01:40]"Ignorance is never an excuse. If you are in business, you have an obligation to know all of the laws that apply to your business.” -Diane Yetter [24:15]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, Judy Vorndran discusses the vital role data plays in sales tax compliance, especially in an era where businesses often operate beyond traditional storefronts. She elaborates on why software often fails to completely address tax needs, and takes an in-depth look at the complexities introduced by home rule jurisdictions and how they influence the overall tax compliance profile of a business.*The number of taxing jurisdictions in the U.S. is hard to capture at any one point since it is a moving target. As of June 2024, by some counts, there were over 13,000 taxing jurisdictions combined from 45 states and the District of Columbia, which have a general sales tax, and 38 states with local sales taxes.*Topics discussed in this episode:Data Integration: Properly integrating billing, inventory, and customer data is crucial for accurate sales tax compliance.Software Limitations: Many software solutions offer a minimum viable product that may not cater to specific business needs, highlighting the importance of manual oversight.Nexus and Tax Mapping: Understanding what constitutes nexus and accurately mapping taxability are key to avoiding compliance pitfalls.Home Rule Complexities: Jurisdictions with home rule can significantly complicate the tax compliance process, requiring businesses to stay informed about various state and local regulations.Automation Cycle: The cycle encompasses data gathering, system integration, and continuous updates to reflect changing tax laws and business operations.Quotables"You need to understand all the things in the cycle, the entire machinery in your business process. We have had to morph our world of automation to understand that process." -Judy Vorndran [13:25]“The issue with home rules is that we don't have one system of record. We have several home rule states where there are separate filings for the cities than there are from the state. We have a subsystem” -Judy Vorndran [21:33]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, Diane Yetter, President and Founder of YETTER Tax and the Sales Tax Institute returns to share valuable insights into sales tax education, significant legislative updates, and advances in the industry. Diane discusses the challenges businesses face with Nexus, audit complexities, and the importance of choosing the right sales tax software. She also shares her experience testifying before the U.S Senate Finance Committee, emphasizing the need for standardized e-commerce thresholds and reduced compliance burdens for businesses. SALTovation listeners can get 10% off Sales Tax Institute training with discount code: SALTovation10Topics discussed in this episode:Sales Tax Nexus: Nexus remains a critical topic, with ongoing debates about physical and economic standards across different states.Audit Preparedness: Post-COVID, states are reactivating audits. Proper documentation and exemption certificate management are more vital than ever.Software Solutions: Companies must carefully select sales tax software that fits their specific needs, considering evolving sales channels and technological changes.US Senate Testimony: Diane Yetter highlighted the importance of reducing compliance burdens and achieving consistent economic Nexus thresholds.Continuous Education: The Sales Tax Institute offers numerous resources, including webinars, on-demand classes, and community forums that help professionals stay updated on tax laws and best practices.Quotables“We really need to reduce the burdens on business. Physical nexus standards and inconsistent application of them across the states is an issue. We need to have some sort of consistency so that businesses know exactly what is going to create nexus.” -Diane Yetter [06:32]“There are many more products on the market today, so being able to share about that and also sharing: How do you go about selecting the right one for your business? There are so many out there, it's so easy to get confused about which one should I actually use. Which one meets your needs?” -Diane Yetter[18:06]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!

In this episode of the SALTovation podcast, we continue our conversation with Nancy Prosser, General Counsel at the Multistate Tax Commission, on the purpose and work of the MTC in promoting uniformity and assisting taxpayers with compliance in state and local tax matters. She explains how the MTC develops model statutes and regulations, and the challenges they face in getting states to adopt them. Nancy also shares insights into the selection process for uniformity projects and highlights the current projects focused on the taxation of digital products and partnerships. Listen this week as Nancy addresses the complexities of adopting and adapting MTC recommendations and the role of stakeholder input in the process.Topics discussed in this episode:The MTC's purpose is to facilitate the appropriate determination of tax liability, promote uniform tax systems, assist taxpayer compliance, and avoid duplicate taxation.States are sovereign entities and thus decide independently whether to adopt MTC's model statutes and recommendations.Uniformity projects at the MTC can be initiated by both member states and public stakeholders, showcasing a collaborative effort toward state tax policy refinement.The MTC actively studies tax policy and aims to offer resources and models to better handle emerging and complex tax issues, like the taxation of digital products and partnerships.Quotables“It is an ongoing effort. I don't know that there's ever going to be a perfect way for the MTC to spread the word, but we appreciate opportunities again like this podcast and the technology that we have today to reach out and talk to people and do the best we can to explain who we are and what we do. We are hoping to develop good models that show people how to do it well and do it right.” -Nancy Prosser [10:03]“The essence to me of those projects are studying these areas to see, okay, what's going on in the economy on this front, what are the states doing or not doing and how, you know, collectively with, again, that stakeholder input, can we perhaps make recommendations that will help everybody do it more easily.” -Nancy Prosser [19:05]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode of the SALTovation podcast, we speak with Nancy Prosser, General Counsel at the Multistate Tax Commission. Nancy shares her experiences navigating through the complexities of introducing major legislative tax changes and discusses the intricacies of rule-making and policy development. She also talks about the importance of collaboration and transparency within the tax community, be it through engaging with different states' revenue departments or fostering constructive dialogues within the MTC.Listen this week as we take a look at the evolution of tax legislation and policy from the trenches of legal administration to the broader scope of multi-state coordination.  Topics discussed in this episode:Nancy Prosser's unconventional journey into state and local tax The implementation of Texas' franchise tax reform: heavy emphasis on rule development, training, and taxpayer education to ensure a smooth transitionThe Multistate Tax Commission plays a pivotal role in addressing interstate tax policy issues and fostering a collaborative approach amongst state tax administrations.The symbiotic relationship between tax professionals across sectors and the mutual growth derived from sharing expertise.Quotables“We brought the multistate tax commission in to do training to help taxpayers and practitioners understand how the comptroller's office was going to administer this very major shift.” -Nancy Prosser [08:38]“As I advanced through the agency and had more of a kind of global perspective on the agency itself in our work, it dawned on me more and more that decisions that were made in terms of tax policy did not just affect Texas, obviously, but did impact the world because so many people were doing business in Texas.” -Nancy Prosser [20:43]ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call