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Live Webinar

Tax Compliance for Software and SaaS Companies: How to Build a Tax Compliance Strategy That Helps Sustain Fast Growth

Date: Thursday, January 21, 2021
Time: 2:00 pm - 3:00 pm EST
How, when, where, and why software is taxed is the perfect storm of complexity and contradiction, which makes compliance near impossible to comprehend, never mind master. No wonder, then, that software and SaaS businesses often fail to give it proper attention, focusing instead on more top-of-mind priorities like accelerating growth and maximizing efficiency.

That mindset, however, is EXACTLY how you can jeopardize your software company’s growth trajectory. Sales tax compliance is no longer independent of growth and efficiency; it’s necessary to achieve both. The tax landscape has shifted dramatically, and software companies must up their game when it comes to tax compliance.

In this 60-minute webinar, you’ll hear direct from software tax experts and learn:
  • How fast-growth software and SaaS companies incur tax risk
  • The complex nature of software taxability
  • How new nexus laws exacerbate tax complexity
  • Why manual tax management is inefficient, and automation is crucial
Here’s the good news: When done right, sales tax compliance can propel and future-proof your business. In short, doing sales tax right isn’t just an obligation or a way to avoid auditors, but a strategy for protecting growth. Join our webinar to learn what you need to know to safeguard your business.

Speakers

David Lingerfelt, Director, North America Tax Content Maintenance, Avalara
David Lingerfelt
Director, North America Tax Content Maintenance, Avalara
David is a tax attorney specializing in indirect taxes. He worked as a government tax administrator for 17 years before joining Avalara. His regulatory experience includes: Auditing, Tax controversy, Collections, Taxpayer education, Compliance documents processing. David leads the North America tax content research teams at Avalara, responsible for maintaining the U.S. and Canadian tax compliance content, which includes rates, taxability rules, taxing boundaries, exemption certificates, and returns.
Carolynn Kranz, Founder and Managing Member, Industry Sales Tax Solutions, LLC
Carolynn Kranz
Founder and Managing Member, Industry Sales Tax Solutions, LLC
Carolynn is the founder and Managing Member of Industry Sales Tax Solutions, LLC, which offers a subscription database containing the sales and use taxability of software related transactions, digital content and cloud services; and the Managing Member of Kranz & Associates, PLLC, a boutique law firm specializing in state and local tax consulting. Carolynn specializes in state and local tax matters on a multi-state basis. Carolynn holds a law degree from Widener University School of Law and a Bachelor’s Degree from Widener University. Carolynn is a CPA, a member of the District of Columbia and the Pennsylvania Bar Associations, and also a member of various professional organizations. Carolynn was recognized by State Tax Notes in its monthly State Tax Spotlight, which regularly profiles a person or organization influential in the state and local tax world. Carolynn is a frequent speaker on multi-state sales and use tax matters for clients, businesses, and a number of professional organizations. She also authored LexisNexis’ State Tax Guide to Digital Content and Cloud Services, 1st, 2nd, 3rd, 4th & 5th Editions; and is a frequent author on state tax issues.
Moderated by: Jess Bozzo, Content Manager, Argyle Executive Forum
Moderated by: Jess Bozzo
Content Manager, Argyle Executive Forum
Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Jersey City.

Sponsor

Event Sponsor Avalara
Avalara - Avalara helps businesses of all sizes achieve compliance with transactional taxes, including VAT, sales and use, excise, communications, and other tax types. Our comprehensive, automated, cloud-based solutions that are fast, accurate, and easy to use. Our Compliance Cloud™ platform helps customers manage complicated and burdensome tax compliance tasks imposed by state, local, and other taxing authorities throughout the world. Avalara offers more than 500 hundred pre-built connectors into leading accounting, ERP, ecommerce and other business applications. Each year, we process billions of indirect tax transactions, file hundreds of thousands of tax compliance documents and tax returns, and manage millions of exemption certificates and other compliance related documents. Avalara’s headquarters are in Seattle, WA and we have offices across the US, UK, Brazil, Belgium and India. More information at: www.avalara.com

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Taxes
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Taxes
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Taxes
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits