Stop guessing your tax obligations—learn how to navigate the complex web of sales and income tax nexus for your business.
Multistate taxation is a moving target. Ever since the Wayfair decision, states have become increasingly aggressive in pursuing online and out-of-state sellers to collect sales and income taxes. However, how do you know where you need to file? Even though every state is different, are there any rules of thumb?
In this course, we will explore general rules for nexus of sales tax and income tax purposes. We will talk about what is true in many states and some of the key things to look for when you go to the state statutes. If you are just starting as a practitioner or have made the leap to go into business for yourself, this will give you the foundation you need to get off to a great start!
Who Should Attend:
Tax practitioners who work with business owners on multistate tax issues and business owners operating in multiple states.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
