On-Demand   On-Demand Web Programs

Nuts & Bolts of State and Local Tax 2016

Released on: Apr. 1, 2016
Running Time: 03:39:04
State and local taxation has become increasingly important. The state and local tax liabilities of many companies exceed their federal tax liabilities and state revenue departments have intensified their audit activities in a search for revenue.

PLI is delighted to present this essential program in which leading state and local tax experts will describe basic principles of state and local taxation and explore cutting-edge issues, developments and trends.

You will learn:
  • Explore the basic principles of corporate and personal income and sales taxation
  • Learn to structure businesses so as to minimize state and local tax
  • Get tips on structuring mergers, acquisitions, and business reorganizations so as to minimize state and local taxes
  • Identify ways to handle difficult issues in audits
  • Analyze the emerging tax issues resulting from on-line business operations and the Internet

This program is designed for corporate tax managers, tax attorneys, accountants and anyone interested in understanding the basics of state and local taxation.

Lecture Topics [Total time 03:39:03]

Segments with an asterisk (*) are available only with the purchase of the entire program.


  • Introduction and Opening Remarks* [00:04:20]
    Peter L. Faber
  • State Income Tax Primer [01:20:39]
    Lance E. Rothenberg, Raymond J. Freda
  • Sales and Use Taxes [00:59:12]
    Carolynn S. Kranz, Alysse McLoughlin
  • State & Local Tax Issues in Corporate M&A Transactions [01:14:53]
    Peter L. Faber, Jack L. Harper

The purchase price of this Web Program includes the following articles from the Course Handbook available online:


  • COMPLETE COURSE HANDBOOK
  • Nexus—In what state is a corporation taxed?
    Kenneth T. Zemsky, Lance E. Rothenberg
  • Allocation of Income of Multistate Corporations
    Kenneth T. Zemsky
  • Sales and Use Tax
    Carolynn Iafrate Kranz, Alysse McLoughlin
  • Introduction to Sales and Use Taxes (PowerPoint slides)
    Carolynn Iafrate Kranz, Alysse McLoughlin
  • State and Local Income and Sales Tax Aspects of Corporate Acquisitions (December 18, 2015)
    Peter L. Faber
  • Mergers and Acquisitions State and Local Tax Aspects (PowerPoint slides)
    Jack L. Harper, Peter L. Faber

Presentation Material


  • Introduction to Sales and Use Taxes
    Carolynn S. Kranz, Alysse McLoughlin
  • Mergers and Acquisitions State and Local Tax Aspects
    Peter L. Faber, Jack L. Harper
Chairperson(s)
Peter L. Faber ~ McDermott Will & Emery LLP
Speaker(s)
Raymond J. Freda ~ AndersenTax
Jack L. Harper ~ Vice President, Corporate Tax, Discover Financial Services
Carolynn S. Kranz ~ Chief Operating Officer, Industry Sales Tax Solutions
Alysse McLoughlin ~ McDermott Will & Emery LLP
Lance E. Rothenberg ~ Tenenbaum Law PC
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered.


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New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional on-demand web programs can be used to fulfill the requirements for New York newly admitted attorneys. Only professional practice and law practice management credits may be earned via transitional on-demand web programs. Ethics and skills credits may not be earned via on-demand web programs.

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South Carolina:  PLI’s on-demand web programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

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Vermont:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand web programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  PLI’s on-demand web programs qualify as “A/V” credit. Attorneys are limited to 22.5 credits of A/V programs per reporting period.

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Wisconsin:  PLI’s on-demand web programs qualify as “repeated, on-demand” credit. Attorneys are limited to 15 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand web programs.

Wyoming:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand web programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

Ontario (CPD-ON):  PLI’s on-demand web programs qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s on-demand web programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand web programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand web programs can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s on-demand web programs may fulfill Australia’s CPD requirements. Credit limits for on-demand web programs vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as “QAS Self-Study” credit. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  PLI’s on-demand web programs may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

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HR Recertification (HRCI):  PLI’s on-demand web programs may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s on-demand web programs qualify as "self-paced" credit. SHRM professionals are limited to 30 credits of self-paced programs per recertification period.

Compliance Certification Board (CCB):  PLI’s on-demand web programs qualify as “self-study” credit. Candidates are limited to 10 self-study credits per 12-month period, and certification holders are limited to 20 self-study credits per 2-year renewal period.

Certified Anti-Money Laundering Specialists Certification (CAMS):  PLI’s on-demand web programs are not approved for CAMS credit.

New York State Social Worker Continuing Education (SW CPE):  PLI’s on-demand web programs are not approved for SW CPE credit.

American Bankers Association Professional Certification (ABA):  PLI’s on-demand web programs may fulfill ABA credit requirements.

 

Related Items

Live Programs  Live Programs

Nuts and Bolts of State and Local Tax 2018 (New York, NY) Mar. 13, 2018

On-Demand  On-Demand Programs

Nuts & Bolts of State and Local Tax 2017 Mar. 24, 2017

Handbook  Course Handbook Archive

Nuts and Bolts of State and Local Tax 2018  
Nuts & Bolts of State and Local Tax 2017 Peter L Faber, McDermott Will & Emery LLP
 
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