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LET'S TALK TAX
Engage a member of our state and local tax team to speak at your next event.
"As usual Judy did an excellent job. She marries practical application with knowledge and law so well. She covers a vast amount of info in a relatively short time and graciously shares valuable resource info."
--Cheryl Rinaldi, Senior Tax Manager/Consultant, VonLehman & Company
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SPEAKING ENGAGEMENTS
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Multistate Flow-Through Entity Income Taxation, Stacey, CPE4U
October 2024
University of Denver panel on State and Local Tax Careers, Judy
October 2024
State Responses to the New Section 174 Requirements, Jamie Overberg, Stacey Roberts for Strafford.
October 2024
Local Taxes and Registrations: Home Rule, State Administered, and Business Licenses, Diane Yetter and Stacey Roberts, Sales Tax Institute
September 2024
Easing the State and Local Tax Burden, Judy and Meredith, the Rocky Mountain Area Conference for Accounting and Finance Professionals
September 2024
State and Local Tax 101, Stacey for CPE4U
September 2024
Section 174 R&D Capitalization Requirements, Jamie Overberg for Strafford.
August 2024
State Taxation of Gross Receipts, Tram Le, Meredith Smith for Strafford.
August 2024
Multistate Tax Commission Litigation Committee Panel: State Tax Administration, Revenue Codes and Evolving Issues and Trends, Judy Vorndran.
July 2024
Two Sessions: Tax Return Filing Methodologies and SALT Tax Provisions & Accurals, Stacey Roberts, 2024 IPT State Income Tax School.
July 2024
Boost Transaction Value with SALT Due Diligence, Tram Le, Judy Vorndran, AAA-CPA Convention/Fort Worth.
June 2024
Oceans Apart: Cross-Border Transactions, Stacey Roberts, IPT Annual Conference.
June 2024
P.L. 86-272 and Economic Nexus, Stacey Roberts and Meredith Smith for Strafford.
June 2024
Navigating the Legislative Maze: Keeping You Informed, One Bill at a Time! Judy Vorndran for the Colorado Society of CPAs.
May 2024
Digital Transformation, AI & SALT: Where Do You Stand and What's Next, Tram Le for vertex/CPA.com.
May 2024
Unique Local Compliance Challenges Post-Wayfair: Determining Economic Nexus, Exemptions, Constitutional Protections, Tram Le, Judy Vorndran, Strafford.
May 2024
Mastering Sales and Use Tax Compliance for Customer Invoicing, Judy Vorndran, Tram Le, Sovos.
April 2024
State and Local Tax Automation: Tools and Techniques to Facilitate Compliance, Tram Le, Judy Vorndran, Strafford.
March 2024
International Businesses and the State Tax Twist, Judy Vorndran (moderator), ABA/IPT Advanced State Income Tax Seminar.
March 2024
Local Taxes and Registrations -- Home Rule, State Administered and Business Licenses, Stacey Roberts, Sales Tax Institute Advanced Sales and Use Tax Workshop
February 2024
Meeting Section 174 Capitalization Requirements: Identifying Assets, Applying Rev Proc 2023-11 for Automatic Changes, Current IRS Audit Trends, Jamie Overberg, Strafford
March 2024
Handling State Apportionment Audits: Defending Methods and Throwback/Throwout Distributions, Stacey Roberts, Meredith Smith, Strafford.
February 2024
2024 Corporate Business Tax Updates, Allen Gregory, Accounting & Financial Women's Alliance
January 2024
State Tax Issues for Investment Management Companies, Stacey Roberts, TaxOps, and Timothy Noonan, Hodgson Russ LLP, Private Investment Fund Tax & Accounting Forum
November 2023
State Tax Nexus, Ignore at your Peril!, Stacey Roberts, CPE4U.
April 2024
Performing Multi-State Reviews, Stacey Roberts for Strafford
December 2023
Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry, Allen Gregory, guest, for The Boomer Briefing podcast, Boomer Consulting
April 2024
Performing Multi-State Reviews, Stacey Roberts for Strafford
December 2023
Multistate Flow-Through Entity Income Taxation, Stacey Roberts for CPE4U
October & November 2023
State and Local Taxes in the Global Economy (2 sessions), Judy Vorndran for Thomson Reuters Tax & Accounting 2023 Synergy
October & November 2023
Multistate Flow-Through Entity Income Taxation, Stacey Roberts for CPE4U
October & November 2023
Research and Development Credits, Mark Dunning for CPE4U
October & November 2023
Implementing the Multistate Tax Commission's (MTC) Guidelines for Public Law 86-272, Stacey Roberts and Meredith Smith for Strafford
October 2023
Tax Technology End to End: Tax Efficiencies 301, Tram Le for Institute for Tax Professionals (IPT) Symposium
October 2023
Where have the Accountants Gone? Jamie Overberg for the Rocky Mountain Accounting and Finance Conference (RMAC)
September 2023
Lots of Headaches for a Tax-Timing Difference: New R&D Cap Requirements, Jamie Overberg for the Rocky Mountain Accounting and Finance Conference (RMAC)
September 2023
Don’t Get Caught Off Guard: A holistic approach to sales, income and other business taxes, Stacey Roberts for Lorman
September 2023
State Responses to the New Section 174 Requirements, Jamie Overberg for Stafford
August 2023
Tax Provisions & Accruals, Stacey Roberts for the Institute for Professional Tax State Income Tax School
July 2023
Tax Return Filing Methodologies, Stacey Roberts and Duane Dobson for the Institute for Professional Tax State Income Tax School
July 2023
Sales Tax Automation: Set it but don’t forget it, Tram Le and Meredith Smith for Strafford
July 2023
Business Acquisitions, Stacey Roberts for Strafford
July 2023
Always Forward Marching - Sourcing Rules for Income Tax Planning, Stacey Roberts (moderator) and Meredith Smith for the Institute for Tax Professionals (IPT) Annual Conference
June 2023
Does this Avoid the Shoot-out: Voluntary Disclosure Agreements and Other Option, Judy Vorndran for the Institute for Tax Professionals (IPT) Annual Conference
June 2023
Public Law (P.L.) 86-272 and Economic Nexus, Stacey Roberts for Strafford
June 2023
ASC 740: Impacts on Your Financial Statements, Lindsay Haskell and Dan DeLau for Lorman
June 2023
Multijurisdictional communication challenges from taxpayer representative's position, Meredith Smith for the Colorado Tax Auditor Coalition's (CTAC) Colorado Government Finance Officers Association (CGFOA)
May 2023
Sales Tax Compliance 101: How to Mitigate Damage, Limit Liability, and Maintain Ongoing Compliance, Tram Le for the American Bar Association (ABA) 2023 Midyear Conference
May 2023
Transforming Businesses with Tax Automation: Effective Tools and Best Practices, Tram Le and Michelle Guindan for Sovos
April 2023
Transitioning R&D Expenses: Implementing New §174 Capitalization Requirements, Jamie Overberg for Strafford
March 2023
Surviving the Wayfair Fallout, Institute for Professionals in Taxation (IPT)
March 2023
Current and Hot Topics in SALT Mergers & Acquisitions, Stacey Roberts for the Institute for Professionals in Taxation (IPT)
March 2023
Is Public Law 86-272 Dead or Dying? ABA-IPT Advanced Tax Seminar, Judy Vorndran (panel moderator) for Institute for Professionals in Taxation (IPT)
March 2023
Sales Tax Exemptions and Resale Certificates, Judy Vorndran, Connie Zoerink, and Nancy Steels for Strafford
February 2023
State Taxation of Gross Receipts, Tram Le and Meredith Smith for Strafford
February 2023
Business vs. Nonbusiness Income: When to Allocate and When to Apportion, Stacey Roberts and Michael Cataldo, Strafford
January 2023
Annual Update & Multistate Flow-through Entity Income Taxation, Stacey Roberts for CPE4U
December 2022
Nexus and Apportionment for Private Equity Firms, Stacey Roberts and Timothy Noonan for Foundation Research Associates Private Investment Fund Tax and Accounting Forum
December 2022
Does P.L. 86-272 Protection Still Exist, National Association of State Bar Tax Sections
November 2022
Conquering the Local Tax Frontier, Judy Vorndran and Mary Pat Kohberger, Chicago Tax Club
October 2022
Multistate Corporate Income Taxation, Stacey Roberts, CPE4U
September 2022 & October 2022
Mastering the Hybrid Work Frontier, Jamie Overberg, Rocky Mountain Area Conference (RMAC) for Finance and Accounting Professionals
September 2022
Impact on Local Taxation Since Wayfair, Judy Vorndran and Jaye Calhoun, IPT Annual Conference, Salt Lake City
May 2022
How Firms Drive Sales and Use Tax Strategy, Judy Vorndran, Sponsored by Accounting Today and CPE.com
July 2022
Tax Return Filing Methodologies, Judy Vorndran and Duane Dobson, IPT State Income Tax School, Atlanta
July 2022
Tax Provisions and Accruals (ASC 740, Accounting for Income Taxes), Judy Vorndran and Duane Dobson, IPT State Income Tax School, Atlanta
July 2022
Sales Tax Rules in a Post-Wayfair Era, Stacey Roberts and Meredith Smith, Strafford
June 2022
Sales Tax Automation Benefits and Limitations: Managing Compliance, Avoiding Penalties, Selecting Software, Tram Le, Meredith Smith, Strafford
March 2022
Taxing the Gig Economy, Stacey Roberts, Meredith Smith, Tax Section Luncheon, Colorado Bar Association,
March 2022
Lighting Up Cannabis: The Intersection of State Cannabis Regulation and Taxation, Judy Vorndran moderates a fireside chat with cannabis tax and law experts for ABA/IPT Advanced State Income Tax Seminar.
March 2022
Market-based Sourcing: Market Sourcing: Do You Look Through, Under, Above? Is Cost of Performance Just a Lie? And Other Sales Factor Sourcing Conundrums. Judy Vorndran moderates this panel of state and local tax experts for ABA/IPT Advanced State Income Tax Seminar.
March 2022
State and Local Tax Trends for Businesses in 2022, Judy Vorndran and Stacey Roberts, Accounting & Financial Women's Alliance.
January 2022
Sales Tax Automation, Stacey Roberts and Meredith Smith for Strafford.
February 2022
Implementing Recent MTC Guidlines: PL 86-272 and the Finnigan Method, Stacey Roberts and Meredith Smith for Strafford.
December 2021
Best of Breed Research Tools and Automation, Judy Vorndran for Avalara.
December 2021
Cannabusiness Growth Series, sponsored by Ms. Jane Accounting, Hellmjuth & Johnson, Blunt Strategies.
December 2021
Home Rule Headaches No More, Stacey Roberts, panelist, for the Sales Tax Institute CPE, with Jaye Calhoun, Will Thistle, and moderator Diane Yetter
November 2021
Use Tax Accrual, Validation and Compliance: Managing Systems, Addressing Risks, Audits, Tram Le and Connie Zoerink for Strafford.
November 2021
State Taxation of Gross Receipts: Texas New Franchise Tax Rules, Minimizing Tax in Oregon, Ohio, Nevada, and Others, with Judy Vorndran and Stacey Roberts for Strafford.
November 2021
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November 2021
A Practical Approach to ASC 740, with Davinia Lyon and Lindsay Haskell for CPE4U.
November 2021
Uncovering the Mysteries of Use Tax CPE: Use Tax Accrual, Validation, and Compliance, with Tram Le and Connie Zoerink for Strafford.
November 2021
Retailer Sales Tax Challenges and Compliance CPE: Navigating State Nexus Rules, Market Facilitator Laws, and Reporting, Judy Vorndran for Strafford.
November 2021
Business vs. Nonbusiness Income: When to Allocate and When to Apportion, Stacey Roberts and Michael Cataldo for Strafford.
October 2021
Tackling Sales Tax: Compliance, Sourcing, Leasing and Dealer Servicing, Stacey Roberts for the DealerCPA Network on Sales Tax Conference, Dallas, Texas
November 2021
New State Digital Tax Rules: Multistate Sales Tax Issues, Best Practices, Judy Vorndran and Stacey Roberts for Strafford CPE.
October 2021
Biden Tax Plan and Digital Taxes CPE, Judy Vorndran, Stacey Roberts, Davinia Lyon and Meredith Smith for Rocky Mountain Area Conference for Finance, Accounting and Audit Professionals
September 2021
Why is State and Local Tax so Tough for Spirits and Brew? Judy Vorndran and Stacey Roberts for the Bottles, Brews & Buds Conference, Colorado Society of CPAs
July 2021
Untangling the State Tax Complexities of Cannabis, Stacey Roberts for the National Association of Cannabis Accounting & Tax Professionals (NACAT)
June 2021
Judy Vorndran faculty for Institute for Professionals in Taxation (IPT) State Income Tax School teaching four classes: Tax Return Basics, Income Tax Filing and Compliance, Tax Provisions 101, Case Study Tax Provisions
June 2021
Reverse SALT Audits: Examining Tax Reform Positions, Sales Sourcing, Combined Reporting Methods, Stacey Roberts and Meredith Smith for Strafford (CPE).
June 2021
State Transfer Pricing Audits: Forced Combinations, Add-bascks, IRC Section 482, and Recent Cases, Stacey Roberts and Davinia Lyon for Strafford (CPE).
June 2021
Sales and Use Tax Economic Nexus Laws and Remote Seller Developments Impacting Multistate Businesses, Tram Le for the Texas Society of CPAs.
April 2021
U.S. State and Local Tax Implications for Foreign Companies Looking to Expand into the U.S., Judy Vorndran and Stacey Roberts for the Virtual Think Global Conference 2021, sponsored by the International Trade Council.
March 2021
Sales and Use Tax Implications of Business Acquisitions: Stock vs. Asset Sales, Successor Liability, Exemptions. Judy Vorndran (TaxOps), Stacey Roberts (TaxOps) and Joseph Geiger (Vertex) for Strafford (CPE).
April 2021
The Creeping Concept of Nexus: Trends, Traps and What Comes Next in 2021, Judy Vorndran, William M. Backstrom, Jr. and Daniel L. Stanley for the American Bar Association / Institute for Professionals in Taxation Advanced Tax Seminar (CPE).
March 2021
"Remote Seller" Local Tax Traps, Tips & Tricks, Julie Sochacki, Judy Vorndran and Diane Yetter, moderated by Jim Tauber, for the Chicago Tax Club (CPE).
March 2021
Performing Multistate Nexus Reviews, Judy Vorndran and Stacey Roberts for Strafford (CPE).
February 2021
The Interplay of PL 86-272 and Economic Nexus, Judy Vorndran and Stacey Roberts for Strafford (CPE).
February 2021
State and Local Tax Trends for Businesses in 2021 (CPE), Judy Vorndran and Stacey Roberts for the Accounting & Finance Women's Alliance.
January 2021
Diversity, Culture, and Inclusion: Adversity, Success, and Reflection (CPE), Tram Le for Tax Forward.
December 2021
Sales Tax - Monitoring and Complying with Marketplace Facilitation Laws
December 2020
Hot Topics in Tax Updates, Judy Vorndran and Stacey Roberts for the 2020 Rocky Mountain Area Conference (CPE).
December 2020
Sales Tax Issues for Rental and Lease Transactions, Judy Vorndran and Stacey Roberts for Strafford (CPE).
December 2020
Tax Disparities and How to Address Them, Judy Vorndran and Tram Le for the Colorado Government Finance Officers Association (CGFOA).
November 2020
State Taxation of the Sale of Pass-Through Entity Interests, Stacey Roberts and Meredith Smith for Strafford (CPE).
November 2020
The Good, the Bad & the Ugly of Expanding Tax Duties on Business, Judy Vorndran and Stacey Vorndran, 2020 Rocky Mountain Area Conference (CPE).
November 2020
Trends in SALT Revenue Grabs plus Alternative Apportionment, Judy Vorndran, Wayne Roberts, and Mark Holcomb, National Association of State Bar Tax Sections, 41st Annual Meeting Virtual Conference.
October 2020
Expanded State Tax Duties for Businesses: Sales and Income Tax, Navigating New State Compliance Challenges, Judy Vorndran and Stacey Roberts for Strafford (CPE).
October 2020
Negotiating State Tax Settlements: VDA, Amnesty, and Audit Strategies, Judy Vorndran and Stacey Roberts for Strafford (CPE).
September 2020
Sales Tax Updates Under Wayfair, Tram Le for the University of Texas at Arlington CPE for a Day Event.
August 2020
Managing Complex Audits and Negotiating State and Local Tax Settlements, Connie Zoerink for Strafford (CPE).
August 2020
State Taxation of Digital Goods and Services, Stacey Roberts and Chris Vignone/Eric Carrasco for Strafford (CPE).
July 2020
Wayfair: Implications for State and Local Tax, guest Tram Le for the University of Texas at Arlington Corporate Education Webinar Series.
June 2020
Sales Tax Audit Triggers: Minimizing Tax Pitfalls and the Catch-22 of Nexus, Stacey Roberts and Judy Vorndran for Strafford (CPE).
June 2020
State Taxation of Pass-Through Entities: Recent Nexus Development, SALT CAP Pass-Through Entity Workarounds. Judy Vorndran, CPA, J.D., and Stacey Roberts, CPA, in live CPE for SALT professionals and advisers to flow-through entities at Strafford.
May 6, 2020
Sales Tax Updates: Judy Vorndran at Avalara CRUSH 2020
May 2020 (Rescheduled due to COVID-19)
Sales Tax Exemptions and Resale Certificates: Compliance Issues, State-by-State Requirements and Updates, Stacey Roberts and Judy Vorndran at Strafford (CPE).
April 2020
Sales Tax Nexus 101: A 2-part Webinar Series, hosted by Judy Vorndran for Avalara. On-demand recording available at CPAacademy.com.
March 12 and 19, 2020
Sales Tax Developments: Tram Le at the CFO/Controllers Conference for the Fort Worth Texas CPA Tax Institute. Cancelled due to COVID. See recorded presentation under video tab.
March 2020
The Creeping Concept of Nexus: Trends, Traps and What Comes Next in 2020, a panel discussion with Judy Vorndran for the 2020 American Bar
Association/Institute for Professionals in Taxation (IPT) Advanced Tax Seminars.
March 16, 2020
The Interplay of PL 86-272 and Economic Nexus: Webinar featuring Judy Vorndran and Stacey Roberts for Strafford. Live and on-demand.
January 2020
State and Local Tax Compliance, Judy Vorndran for Strafford. Nexus
December 2019
IRS and State Tax Audits - Best Practices Panel, moderated by Judy Vorndran at the FTL National Conference, Powering Performance Through Innovation.
November 2019
Tools and Techniques to Automate Processes, Judy Vorndran at the FTL National Conference, Powering Performance Through Innovation.
November 2019
State Income Tax Update, presented by Stacey Roberts and Judy Vorndran at the FTL National Conference, Powering Performance Through Innovation.
November 2019
State Taxation of Gross Receipts (Minimizing Tax in Oregon, Texas, Ohio, Nevada, Delaware and More): Webinar featuring Stacey Roberts and Judy Vorndran for Strafford. Live and on-demand.
November 2019
Multistate Partnerships (Navigating Various State Taxation Rules of Corporate Partners): Webinar featuring Stacey Roberts and Judy Vorndran for Strafford. Live and on-demand.
October 2019
Indirect Tax Automation (Best Practices for Technology Implementation): Judy Vorndran at Vertex Exchange.
October 2019
Wayfair in Colorado (Updates and Income Tax Developments): Stacey Roberts at Colorado Society of Enrolled Agents.
October 2019
Nexus Perplexes (How to Determine Sales Tax Nexus): Webinar featuring Judy Vorndran for Avalara.
September 2019
Determining your Nexus Footprint.
August 2019
Performing a Multistate Nexus Review (Assessing Income, Sales and Payroll Tax Exposure): Webinar featuring Tram Le and Judy Vorndran for Strafford.
August 2019
Wayfair Nexus Law.
July 2019
Game Changer (Sales Tax Reform): Stacey Roberts at the Denver Tax Institute.
July 2019
State Tax Updates: Tram Le at the Fort Worth Texas CPA Tax Institute.
July 2019
Post-Wayfair Sales Tax Landscape: Webinar featuring Judy Vorndran and Jeff Horner for Paychex/Vertex.
June 2019
Determining you Nexus Footprint.
May 2019
South Dakota v. Wayfair, Inc. (How Do I Determine if my Business is Impacted?): Judy Vorndran and Scott Pederson at 2019 Avalara CRUSH.
May 2019
Ready or Not (States Roll Out BIG Changes in Reaction to Federal Tax Cuts): Judy Vorndran at the Advanced Tax Seminar for the ABA/IPT.
March 2019
Sales Tax Exemptions (Collect the Tax or Get the Doc): Webinar featuring Judy Vorndran for Avalara.
March 2019
How to Determine Sales Tax Nexus: Webinar featuring Judy Vorndran for Avalara.
March 2019
How to Determine Sales Tax Nexus: Webinar featuring Meredith Smith for Avalara.
March 2019
Updated Taxability Strategies in the Post-Wayfair E-sales Environment: Webinar featuring Judy Vorndran for Avalara.
February 2019
Wayfair Rolls out in CA, CO, and TX (But What's this About a Grace Period?): Webinar featuring Judy Vorndran for Avalara.
February 2019
Why is Sales Taxability so Hard to Understand: Webinar featuring Judy Vorndran for Avalara.
February 2019
Sales Tax in 2019 (What do you Really Owe?): Webinar featuring Judy Vorndran for Avalara.
January 2019
Who's on the Hook (Managing Risk from Sales Tax Registration): Webinar featuring Judy Vorndran for Avalara.
December 2018
Sales and Use Tax Update.
November 2018
Wayfair Update (New Rules, New Complications): Webinar featuring Judy Vorndran for Avalara.
October 2018
Six Critical Elements to Create a Timeless Framework for Sales Tax Compliance: Webinar featuring Judy Vorndran for Avalara.
October 2018
Wayfair Update (New Rules, New Complications): Webinar featuring Judy Vorndran for Avalara.
September 2018
Make Sales Tax a Strategy, Not an Afterthought: Webinar featuring Judy Vorndran for Avalara.
August 2018
State and Local Tax issues for Multistate Taxpayers: Tram Le for the Fort Worth CPA Tax Institute.
August 2018
What We Don't Know About Apportioning Tangible Personal Property and Intangibles: Judy Vorndran for the Advanced Tax Seminar at ABA/IPT.
March 2018
Funny Guys Discussing Hot Topics: Judy Vorndran moderates panel for ABA/IPT.
March 2018
Costly Business of Sales Tax Audits (Tips to Lower Risk and Cost): Webinar featuring Judy Vorndran for Avalara.
February 2018
Determining Nexus.
October 2018
State Audit Triggers (Catch-22 of State Tax Enforcement): Webinar featuring Judy Vorndran for Avalara.
December 2017
Negotiating the Upper Hand in the Sales Tax Appeals Process: Webinar featuring Judy Vorndran for Avalara.
December 2017
Know Which States to File Sales Tax (Create a Nexus Checklist): Judy Vorndran at the Advanced Tax Seminar for the ABA/IPT.
April 2017
Negotiating the Upper Hand in the Sales Tax Appeals Process: Webinar featuring Judy Vorndran for Avalara.
December 2017
The Rise of Gross Receipts Taxes: Webinar Featuring Judy Vorndran and Damian Hunt for ABA/IPT.
December 2017
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