ADVANCED SALES AND USE TAX

ADVANCED_SALES_AND
An increasing multistate and international marketplace has resulted in significant sales and use tax issues. Recent statutes, regulations, and case law may have a significant effect on the applicability of sales and use tax and related exemptions for businesses operating in a multistate environment. Accountants, controllers, accounts payable professionals, CFOs, tax managers and officers, presidents, vice presidents, bookkeepers, and enrolled agents who operate in a multistate business environment face frequent questions regarding multistate taxation, which states can impose a tax, and how to document multistate exemptions. This course is designed to update professionals on advanced sales and use tax issues facing businesses operating in a multistate environment.
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Spotlight

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

OTHER ON-DEMAND WEBINARS

Quarterbacking Long Term Retail Deposits – Presenting and Selling Long Term Deposits

BankerCollege

Learn how to develop a cohesive sales process that can be executed at the point of contact with reads and progressions. Here we will focus on the presentation of offers in a sequential process that touches key principles in intentional ways to build confidence that our financial institution has flexible options, competitive pricing, and the best tools to help our depositors manage their money. We will reference a recent article on Quarterbacking Retail Deposits and the essential talking points for consultative retail deposit sales. This is the equivalent of “apologetics” for retail bankers.
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Community Development Growth Opportunities for Banks and Credit Unions

Community Reinvestment Act (CRA) compliance has always been a critical compliance activity for banks. Bank regulatory agencies released a joint rulemaking proposal to amend the 1977 Community Reinvestment Act, which requires banks to provide services to low- and moderate-income (LMI) communities. Regardless of whether the proposed rulemaking becomes final or is amended, the regulatory and political focus on CRA, and how banks and credit unions are investing in underserved communities, is intensifying. Banks and credit unions need to develop strategies and look for growth opportunities to ensure they are serving markets that may lack access to financial products, not only from a compliance perspective, but also from a reputational one.
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Closing or Changing Deposit Accounts for Consumers & Businesses

CBM

Financial institutions routinely open accounts for consumers and businesses and the rules for providing account disclosures, account agreements, and signature cards are well established. However, the legal and compliance issues involved with closing accounts are often more complicated. Why? Because there are wide-ranging situations, including accountholder death, suspected fraud or money laundering, disputes between account owners, and requests to levy funds. This session will address two focal areas. First will be the challenges of closing or changing consumer accounts. Second will be specific complexities regarding various ownership categories of business accounts.
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The Business Case for a Finance-Lead Digital Transformation

BlackLine

Hear from leading experts on proven methods and approaches for initiating and delivering transformation efforts to bring process improvement in the finance organization. Discover how to leverage your investment in BlackLine and other cloud platforms to digitize the financial close, planning, and reporting processes to drive value for your company.
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Spotlight

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

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