Insights

A modern approach to complex state and local tax compliance leveraging technology

ARTICLE | November 21, 2023

Authored by RSM US LLP


Event overview

Corporate and partnership tax compliance extends beyond filing state income tax returns. Effectively harnessing technology provides businesses with valuable insights. Join our panel of SALT specialists as we illustrate how to streamline the intricacies of state and local tax compliance utilizing technology, all while discovering valuable data insights to inform critical business decisions.


Presenters

  • Phil Gaeta | Senior Manager | RSM US
  • Joe Gilley | Senior Manager | RSM US
  • Nicole Rooney | Senior Director | RSM US
  • Sherri York | Partner | RSM US

Learning objectives

Upon completion of this webcast, attendees will be able to:

  • Identify how embracing technology can shift compliance from excel and emails to a single visually collaborative project management platform
  • Demonstrate there is not a target deadline for tax compliance but a year-round relationship 
  • Explain how to utilize technology to generate efficiencies, mitigate risk, create customization based on reviewer, and document future opportunities
  •  Discuss how state and local tax compliance technology can be aligned to reduce rework

CPE credits

CPE credit available

RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Taxes
CPE: 1.0 credits per webcast


Event details

Date and time
Tue, Nov 21, 2023
1 p.m. EST | Noon CST

Intended audience
CFO and Tax Executives

Duration
60 minutes

CPE credits
One CPE credit will be issued to eligible participants

Fee
Complimentary

Let's Talk!

Call us at +1 213.873.1700, email us at solutions@vasquezcpa.com or fill out the form below and we'll contact you to discuss your specific situation.

  • Topic Name:
  • Should be Empty:

This article was written by RSM US LLP and originally appeared on 2023-11-21.
2022 RSM US LLP. All rights reserved.
https://rsmus.com/events/2023-events/a-modern-approach-to-complex-state-and-local-tax.html

The information contained herein is general in nature and based on authorities that are subject to change. RSM US LLP guarantees neither the accuracy nor completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. RSM US LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect information contained herein. This publication does not, and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations. This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.

RSM US Alliance provides its members with access to resources of RSM US LLP. RSM US Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each is separate and independent from RSM US LLP. RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. Members of RSM US Alliance have access to RSM International resources through RSM US LLP but are not member firms of RSM International. Visit rsmus.com/about us for more information regarding RSM US LLP and RSM International. The RSM logo is used under license by RSM US LLP. RSM US Alliance products and services are proprietary to RSM US LLP.

​Vasquez & Company LLP is a proud member of the RSM US Alliance, a premier affiliation of independent accounting and consulting firms in the United States. RSM US Alliance provides our firm with access to resources of RSM US LLP, the leading provider of audit, tax and consulting services focused on the middle market. RSM US LLP is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries.

Our membership in RSM US Alliance has elevated our capabilities in the marketplace, helping to differentiate our firm from the competition while allowing us to maintain our independence and entrepreneurial culture. We have access to a valuable peer network of like-sized firms as well as a broad range of tools, expertise and technical resources.

For more information on how ​Vasquez & Company LLP can assist you, please call +1 213.873.1700.

Subscribe to receive important updates from our Insights and Resources.

  • Should be Empty: