It Depends: A Sales Tax Podcast by TaxConnex

In this episode of It Depends , Brian sits down with Frank Tumminello , Co-Founder of FileForms , to talk about the often-overlooked side of business compliance. Frank shares how his own experiences with corporate filings led him to launch FileForms, a technology platform designed to help businesses manage entity filings, registered agents, annual reports, and other state compliance requirements....

As businesses expand into international markets, currency exchange can become a bigger, and often overlooked, part of managing profitability and cash flow. In this episode, Brian Greer sits down with Rob McClelland of Orbis Exchange to discuss how companies can take a more strategic approach to managing foreign currency. Rob explains why businesses may be exposed to unnecessary currency exchanges,...

Expanding into the U.S. can be an exciting growth opportunity, but it comes with a different legal, regulatory, and business landscape than many European companies expect. In this episode, Brian sits down with Manny Schoenhuber , Partner at Nelson Mullins , to discuss what European businesses need to consider when entering the U.S. market. Manny shares why companies should think of U.S. expansion...

In this episode, Brian Greer sits down with Robert A. Smith, CPA and Founder of Continuo International Tax , to unpack what foreign-based companies need to know before expanding into the US. Robert draws on years of experience helping non-US businesses navigate American tax and business complexities to explain why simply getting a US tax ID number isn't enough to ensure compliance and how ski...

A sales tax exemption certificate allows businesses to avoid collecting sales tax on qualifying purchases, such as resale items or purchases by exempt entities like nonprofits and government agencies. While buyers must determine their exemption status and provide valid certificates, businesses are responsible for validating and maintaining them to avoid potential tax liability during audits. Liste...

In this episode, Jeff Meigs and Brian Greer are discussing the intricacies of sales tax compliance in complex organizations. Whether you operate through multiple channels, work within a confusing industry, or manage various business structures, this podcast will provide the knowledge and strategies needed to ensure sales tax compliance and avoid costly mistakes. Our hosts talk through the unique c...

Building a bookkeeping business takes more than accounting expertise, it requires intentional growth, smart systems, and knowing when to ask for help. In this episode, Brian Greer sits down with Serena Shoup, CPA , founder of Of Course Financial and The Ambitious Bookkeeper , to discuss her journey from corporate accounting to entrepreneurship. Serena shares how she built a thriving bookkeeping fi...

Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode, Brian and Jeff explain the fundamenta...

In this episode of It Depends: A Sales Tax Podcast , we sit down with Lisa Dowling , Chief Tax & Compliance Officer with Fintua , to discuss the complexities of global VAT and indirect tax compliance for businesses expanding beyond the United States. Formerly known as Taxback International, Fintua shares the story behind its evolution, the industries and companies it supports, and what differe...

From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If it's time for a change, you can initiate and control the process to find a provider to better fit your needs. Deciding to move on from your current sales tax provider is a big ste...

Software and telecom tax compliance comes with unique pitfalls due to complex taxability rules, sourcing requirements, local jurisdiction layering, telecom-specific fees, and fast-changing regulations. Even businesses with strong systems often run into issues that create filing errors, assessments, or unnecessary audit exposure. In this episode with CereTax , we walk through the top 10 compliance...

Since the U.S. Supreme Court’s South Dakota v. Wayfair decision, sales tax compliance has continued to grow more complex. Today, nearly every state with a sales tax enforces economic nexus, while businesses face expanding taxability rules, increasing audit activity, and constant rate and regulation changes across thousands of jurisdictions. This episode provides a practical, up-to-date overview of...

Since the U.S. Supreme Court ruling in the South Dakota v. Wayfair case, all states with sales tax laws now require companies with economic nexus to collect and remit sales tax. This landmark decision has affected businesses across all industries, but what exactly does it mean for you? In this episode we cover: The history of sales tax nexus The difference between gross receipts vs. Taxable sales...

As your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into new areas or new products and services, your sales tax obligation could be growing with you. If you don’t have the right steps in place to manage and track your sales tax, then you c...

From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If 2026 is time for a change, you can initiate and control the process to find a provider to better fit your needs. Listen to this episode as we discuss the following: - Reasons it may be...

In Q1, many businesses find themselves reassessing their sales and telecom tax processes, and the providers behind them. With the rise of AI-powered solutions and increasing regulatory complexity, how do you know which provider is the right fit? In this episode we partnered with CereTax to discuss how to evaluate sales and telecom tax providers in today’s fast-changing environment. We explore the...

Preparing your company for a successful exit takes more than strong financials - it requires foresight, discipline, and the right strategy long before a deal is on the table. In this episode, host Brian Greer brings together a panel of experts from sales tax, M&A advisory, and legal to break down the key steps business owners should take to position their company for a smooth and successful ex...

What does a day in the life look like for a TaxConnex practitioner? In this episode of It Depends: A Sales Tax Podcast by TaxConnex, host Cate Gibson sits down with Kristie, one of our experienced practitioners, for a behind-the-scenes look at what it’s really like to manage sales tax compliance across multiple clients and deadlines. Christy shares how she transitioned from a career in sales tax a...

A sales tax exemption certificate allows businesses to avoid collecting sales tax on qualifying purchases, such as resale items or purchases by exempt entities like nonprofits and government agencies. While buyers must determine their exemption status and provide valid certificates, businesses are responsible for validating and maintaining them to avoid potential tax liability during audits. Liste...

In this episode, TaxConnex partners Brian Greer and Jeff Meigs discuss Navigating Sales Tax Compliance in eCommerce & Retail - They dive into the complexities and challenges faced by businesses in this space. Whether you are an e-commerce entrepreneur, an online retailer, or a brick-and-mortar store venturing into online sales, understanding your sales tax obligations is crucial. Listen now to...

The Universal Service Fund (USF) plays a critical role in keeping communications accessible across rural and underserved communities, but it’s also one of the most complex and controversial areas of telecom compliance. In this episode, Brian sits down with Jonathan Marashlian , Managing Partner at The CommLaw Group , to unpack the Supreme Court’s recent decision upholding the USF, the role of the...

In its most basic form, a sales tax exemption certificate alleviates a company from collecting and remitting sales tax on certain products and services. The most common exemption is “sale for resale,” which allows businesses to purchase products free of tax. Other exemptions can apply to special entities, including government organizations and nonprofits. The purchaser has the responsibility for d...

In this special episode of It Depends, guest host Cate Gibson talks with Jackie Breiter, Partner & COO at TaxConnex, about Connexion, the proprietary platform that powers TaxConnex’s sales tax compliance process. Jackie shares how her background in engineering and operations helped shape Connexion into a tool that blends automation with human expertise to support remote teams and deliver visib...

Tariffs are making headlines, but how do they impact your sales tax obligations? In this episode, Jeff Meigs breaks down what tariffs are, how they’re treated for sales and use tax purposes, and why, unlike most tax questions, the answer here is surprisingly straightforward. From Washington State’s guidance to best practices for invoicing and compliance, you’ll learn why tariffs are generally part...

In this special episode, Brian Greer is joined by Brent Reeves, Co-Founder of CereTax, to discuss the story behind taxC - a powerful offering from TaxConnex that blends CereTax’s robust tax engine with TaxConnex’s white-glove compliance services. In the episode they discuss: The 20+ year relationship between the founders of TaxConnex and CereTax Why automation alone falls short for complex busines...