Virtual
California and Multistate Sales and Use Tax Bootcamp 2024
Date: Jan. 29, 2025
Time: 8 – 11:30 a.m. PT
CPE: 4
Overview
This high-level overview of sales and use tax in the United States will cover an analysis of the California taxing authorities (CDTFA and OTA) as well as Nexus, compliance, and audits & appeals.
Product Code
1000002923-126252
Credit Type
CPE: 4CPE-Technical: 4Intended Audience
All financial professionals involved with sales/use tax.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
Some knowledge of Sales/Use tax is preferred. California Taxability of Products and Services 2024 is recommended.
Advance Preparation
None
Learning Objectives
Major Subjects
- Introduction to sales vs. use tax
- Taxation across the country
- Alphabet Soup: BOE, CDTFA, EDD, FTB, OTA
- Audits & Appeals
Faculty
Daniel L. Thompson
Dan Thompson is the President and Founder of Thompson Tax LLC. He offers more than 45 years of practical State and Local Tax experience focused primarily on Multistate Sales and Use Taxation. Dan started Thompson Tax in 2002 and was previously a Partner and Principal at two Big 4 accounting firms as well as a District Administrator at the California State Board of Equalization (BOE), now the California Department of Tax and Fee Administration...
More about Daniel L. Thompson