Instructor
Per Bruce on 6/12/2019:
Bruce M. Nelson, MA, is a CPA with more than 35 years’ experience in federal and state and local tax (SALT). Currently the editor-in-chief of the Journal of State Taxation, Bruce previously spent ten years as director of the SALT group at EKS&H, LLLP, three years with a law firm specializing in tax audit defense and litigation, and several years as a senior tax manager for Ernst & Young. Bruce earned a Bachelor of Arts degree from the University of Nebraska-Lincoln and a Master’s degree from Colorado State University.He is a frequent seminar speaker and teaches continuing education classes in tax for the Colorado Society of CPAs and the American Institute of CPAs. Bruce has published more than fifty tax articles in many publications including the Journal of Accountancy, Tax Executive, Journal of State Taxation, the Journal of Multistate Taxation, State Tax Notes,and Colorado Lawyer. He is the author of The Adviser’s Guide to Multistate Income Taxation and co-author of the Sales and Use Tax Answer Book.
-Bruce
Per Ashlee on 6/12/2019:
Bruce has more than 30 years of accounting experience in state and local tax. He has experience working with multistate public and privately owned businesses and leading the State and Local Tax (SALT) practice before leaving EKS&H. Prior to joining EKS&H, Bruce spent three years with a law firm specializing in state tax audit defense and litigation; two years as the Manager of Tax Policy at the State of Colorado; and before that, he was a Senior Tax Manager for several years in a “Big Four” accounting firm. Bruce has published more than forty tax articles in many publications and authored the Sales and Use Tax Answer Book.
You can conquer the theoretical conundrums and compliance issues caused by the question of whether or not a business has nexus in a particular jurisdiction. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. With the rate of change, you can’t afford to be out-of-date with your knowledge of this critical tax area. Course materials will include the latest developments regarding the Wayfair decision.
• Describe the key principles of multistate taxation.
• Identify the implications of establishing nexus in various taxing jurisdictions.
• Analyze client operations and devise strategies that will minimize their client’s overall sales and/or income tax liability.
• Recognize the impact recent judicial rulings in various states on client operations.
• Determine to what extent the state taxation of internet based transactions may impact current and future client activities.
• Constitutional limits and P.L. 86-272
• Nexus, UDITPA, MTC
• Calculation of state taxable income
• Filing methods for multistate taxpayers
• Apportionment and allocation
• Multistate income tax planning
• Audit defense strategies
101 S St Vrain Ave, Estes Park, Larimer County, Colorado 80517
Get DirectionsExperience in corporate taxation
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Experienced tax professionals and accountants; private industry accounting and finance