Virtual
California Taxability of Products and Services 2024
Date: Jan. 24, 2025
Time: 10 a.m. – 12 p.m. PT
CPE: 2
Overview
Join this discussion addressing the taxability of products and services including the true object test through the partial manufacturing exemption as allowed for in California. This course will outline documentation standards and product classification, private letter rulings, and audit support.
Product Code
1000002922-126249
Credit Type
CPE: 2CPE-Technical: 2Intended Audience
All financial professionals involved with sales/use tax.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
Some knowledge of Sales/Use tax is preferred.
Learning Objectives
Major Subjects
- Taxability of Tangible Personal Property
- Taxability of Services (True Objext)
- California Nexus and marketplace rules (Sales vs. Use Tax)
- Product mapping and solutions
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