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

Meredith Smith and Judy Vorndran continue their conversation with Wendy Walker, a Solution Principal at Sovos, in the latest episode of the SALTovation podcast. They talk about the state of the IRS, federal tax legislation, and how the current policies are trickling down into states. Ohio, Colorado, the District of Columbia, and Maryland eliminated paper processing for withholding taxes, 1099s, an...

Meredith Smith and Judy Vorndran host Wendy Walker, a Solution Principal at Sovos, in the latest episode of the SALTovation podcast. They discuss the Inflation Reduction Act, which provided the IRS with $80 billion to upgrade the taxpayer experience. The recent Taxpayer Advocate Report to Congress, however, revealed that the IRS is short-staffed and underfunded, resulting in a surge of unanswered...

In this episode of the SALTovation podcast, Stacey Roberts is joined by Tim Noonan, Tax Lawyer and Partner at Hodgson Russ in New York, to discuss state and local tax issues. They talk about tax and legal issues related to private equity firms targeting certain companies and the importance of understanding where the target companies operate to determine any filing obligations. Stacey and Timothy a...

In this episode of the SALTovation podcast, Meredith Smith and Judy Vorndran continue their conversation with Alex Oxford, Founder of TaxValet. Alex discusses how businesses have begun to shift their traditional cold and concrete environment to one with more emotional intelligence. He shares why he believes this shift has allowed for more of an emotionally safe environment for people to work in an...

In this episode of the SALTovation podcast, Meredith Smith and Judy Vorndran speak with Alex Oxford, Founder of TaxValet, a company focused on providing innovative tax solutions and helping clients navigate the complexities of the tax system with comprehensive solutions that are tailored to their individual needs. Alex discusses common emotional reactions clients have, like stress, anxiety, and ov...

In this episode of the SALTovation podcast, Meredith Smith and Judy Vorndran continue their discussion with Jenn Penn, a Contract Lobbyist at Dome Strategies in Colorado, on simplifying tax through lobbying and other special interest groups. Jenn talks about TABOR, the Tax Payer Bill of Rights, and discusses how much power, because of the constitution, can the state impose on cities. She also shar...

In this episode of the SALTovation podcast, Meredith Smith and Judy Vorndran talk with Jenn Penn, a Contract Lobbyist at Dome Strategies in Colorado. Jenn works with businesses to simplify tax and build coalitions for other special interest groups. Jenn talks about legislative sessions and shares the vision of the SUTS system, a sales and use tax online filing system within the Colorado Department...

In this episode of the SALTovation podcast, Alex Korzhen, Tram Le, Meredith Smith, and Stacey Roberts discuss the importance of having a state and local tax provider that is knowledgeable about all tax types that states impose. They also discuss the importance and value of taking a holistic approach to tax services and how sales tax software vendors tend to not offer that approach.   Topics d...

In this episode of the SALTovation podcast, Meredith Smith, and Tram Le talk continue their discussion with Dan DeLau, a founding partner of TaxOps, and Professor at the School of Business at Colorado Christian University. DeLau shares the important attributes of students that are considering pursuing an accounting major. He talks about why individuals need to possess the ability to interact with...

In this episode of the SALTovation podcast, Meredith Smith, and Tram Le talk with Dan DeLau, a founding partner of TaxOps, and Professor at the School of Business at Colorado Christian University, with decades of domestic and international experience in accounting. DeLau and the team discuss why the number of students enrolling in accounting is down, what that means for businesses, and the future...

In this episode of the SALTovation podcast, Alex Korzhen, Tram Le, Meredith Smith and Stacey Roberts discuss how companies are increasingly agnostic about hiring as they gain trust and confidence in their remote workforces. This is giving employees more freedom to move about and creating some interesting tax ramifications when either employees fail to tell their employers they are on the move or i...

In this episode of the SALTovation podcast, we talk about voluntary disclosure agreements and why you would want to recommend them to a client. Alex Korzhen, Tram Le, and Meredith Smith discuss how a VDA can be an efficient self-audit that is cost-effective. They also discuss how to evaluate the pricing of the VDA process and consult with your clients, if it is determined a voluntary disclosure ag...

In the second episode of a two-part series, we continue our conversation with Paul Williams, Senior Tax Correspondent at Law 360, and our own Judy Vorndran. Paul discusses boomerang issues, which are when old concepts get new life in the court system, and trending issues across the nation. Topics discussed in this episode: Halstead Bead’s case in Louisiana and other cases related to home rule citi...

In the first episode of a two-part series, we talk with Paul Williams, Senior Tax Correspondent at Law 360, and our own Judy Vorndran. Paul talks about how he selects which newsworthy topics to cover in the state and local tax universe. He also discusses boomerang issues, which are when old concepts get new life in the court system, and trending issues across the nation. Topics discussed in this e...

In the second episode of a two-part series, Meredith Smith and Stacey Roberts, from TaxOps’ SALTovation Team, continue their conversation with Michael Cataldo, of Cataldo Tax Law in California. Michael continues to share his insight on the publications released by the Franchise Tax Board, that discuss sales of services and market-based sourcing in California. He also talks about some of his favori...

In the first episode in a two-part series of the SALTovation podcast, Meredith Smith and Stacey Roberts, from TaxOps’ SALTovation Team, speak with Michael Cataldo, of Cataldo Tax Law in California. Michael shares his insight with his experience on Franchise Tax Board, public accounting and private law on the publications released by the Franchise Tax Board. He also talks about tax issues and cases...

In this episode, Meredith Smith and Connie Zoerink, from TaxOps’ SALTovation Team, share their thoughts and key takeaways on Colorado’s Retail Delivery Fee after attending a meeting with the Department of Revenue. The delivery fee that retailers must collect for any deliveries by a motor vehicle in Colorado goes into effect on July 1. Subscribe on your favorite podcast app: https://saltovation.cap...

In this episode of the SALTovation podcast, we speak with Jaye Calhoun, a partner in the New Orleans office of Kean Miller, about some of the challenges businesses face when dealing with state and local tax. They discuss some of the current constitutional amendments and bills advancing through the state legislature and how it could potentially affect taxpayers. Jaye also shares how her broad expos...

In the second episode of a two-part series, we continue our conversation with Leah Robinson, an attorney and state and local tax partner with Mayer Brown in New York. Leah continues to discuss some of the most interesting tax cases she has litigated, her thoughts on what could be deemed government overreach, and where she has seen some recent state auditor “gotchas” that we should all be aware of....

In the first episode of a two-part series, we chat with Leah Robinson, an attorney and state and local tax partner with Mayer Brown in New York. Leah talks about some of the most interesting tax cases she has litigated, her thoughts on what could be deemed government overreach, and where she has seen some recent state auditor “gotchas” that we should all be aware of.   Questions asked and ans...

In the second episode of a two-part series, we continue our conversation with Richard Pomp, Professor at the University of Connecticut Law School and Adjunct Professor at NYU Law in the LLM program in tax, and Jordan Goodman, partner at HMB Legal Counsel. They share their thoughts on prominent tax cases and other state and local tax topics.   Questions asked and answered in this Episode: What...

In the first episode of a two-part series, we speak with Richard Pomp, Professor at the University of Connecticut Law School and Adjunct Professor at NYU Law in the LLM program in tax, and Jordan Goodman, partner at HMB Legal Counsel. Richard and Jordan tell the backstory of how their Top 10 list regarding state and local taxes came to be and how they determine what to discuss. They also share the...

In this episode of the SALTovation podcast, we continue our conversation with Brian Hamer, who serves as counsel at the Multistate Tax Commission, about the revisions made to the Statement of Information concerning practices of Public Law 86-272. In the second part of this two-part series, Brian addresses what these revisions have on states and taxpayers.   Questions asked and answered in thi...

In this episode, Stacey Roberts and Alexander Korzhen, from TaxOps’ SALTovation Team, share some best practices with handling your state and local payroll taxes.   What You Will Discover: [00:52] The effects of a remote workforce [02:20] Things to keep in mind with PEOs [07:48] Reviewing employee mapping [09:53] Some takeaways   Quotables: “So what we’re seeing is obviously a lot more em...

In this episode of the SALTovation podcast, we speak with Brian Hamer, who serves as counsel at the Multistate Tax Commission, about the revisions made to the Statement of Information concerning the practices of Public Law 86-272. In this first part of a two-part series, Brian discusses the history of this law. He also explores the new changes and what it means to businesses and states in the futu...