Instructor
Instructor
Stephen A. Metz is a seasoned tax professional currently serving as the Senior Manager for State and Local Tax at KPMG LLP. With over two decades of experience in the field, Stephen has been an integral part of KPMG US since June 1999, based in Denver, CO.
Since 1998, Stephen has been dedicated to developing and executing tax strategies aimed at achieving critical business objectives. His expertise lies in minimizing tax exposure, ensuring accuracy in sales/use and property tax expenditures, and enhancing efficiencies in tax compliance processes.
Stephen's educational background includes a Doctor of Law (J.D.) from the University of Denver, where he was actively involved in the University of Denver Journal of International Law and Policy. Prior to that, he earned a Bachelor of Science in International Business from the University of Colorado Boulder.
Throughout his career, Stephen has demonstrated a results-oriented approach, consistently delivering effective tax strategies tailored to diverse industries. He possesses extensive experience in domestic sales, use, and property tax planning, alongside a proven ability to cultivate strategic relationships across organizations, management groups, tax departments, and state and local governments.
Key areas of Stephen's expertise include M&A due diligence, refunds, audit defense, tax controversy resolution, ASC 450 analysis, strategic planning, and coordination of tax simplification initiatives. His proficiency in state and local sales, use, and property tax matters since 1998 underscores his depth of knowledge and commitment to excellence in tax management.
Stephen is recognized for his problem-solving abilities, analytical mindset, and skillful negotiation tactics. His dedication to delivering optimal tax solutions has earned him a reputation as a trusted advisor in the tax advisory landscape.
Gain a working knowledge of the important provisions of Texas’ & Colorado's sales and use tax rules. The course instructors will share their knowledge and experience about the application of the tax rules to businesses and the transactions conducted in their states.
8:30: Texas Sales and Use Tax Overview
9:45: Multi-state Tax Issues
10:20: Taxable Services
11:15: Texas Sales & Use Tax Exemptions
11:45: Contesting Audits
12:00: Lunch provided for in-person attendees
12:30: Overview of Colorado Sales & Use Tax
2:40: Exclusions and Exemptions
7887 E Belleview Ave, 201, Englewood, Denver County, Colorado 80111
Get DirectionsNone
None
Anyone who might do business in both Texas and Colorado and benefit from a better understanding of the Sales and Use tax in these states.