Vermont Society of Certified Public Accountants
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Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?

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Member Price: $99.00
Non-Member Price: $129.00

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Date/Time:
Apr 30, 2025, 10:00am–12:00pm
Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:
Taxes: 2.00
Fields of Study:
Taxes
Level:
Basic
This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We'll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You'll learn what to look for in state statutes and gain a solid foundation for filing requirements. Additionally, we'll cover key tax due dates, how to handle missed deadlines, and potential relief options. Whether you're new to the field or running your own practice, this course will equip you with the tools to succeed.

Objective

  • Identify key tax due dates by entity type
  • Recognize how late filing, late payment, and other common penalties are calculated
  • Recall common information return due dates and applicable penalties
  • State first time abatement relief qualifications and other common remedies
  • State what the term nexus means and how it differs for sales tax and income tax reporting obligations
  • Recognize economic nexus and when it applies
  • Identify when a company has to file an income tax return or sales tax return

Highlights

  • Estimated taxes and deadlines
  • Tax due dates for common returns and filings
  • Potential penalties and interest
  • Information return penalties
  • Penalties applicable to pass-through entities
  • Accuracy-related penalties
  • First-time abatement (FTA)
  • FTA eligible returns
  • Reasonable cause
  • Nexus: sales tax vs. income tax
  • Sales tax nexus with state specific examples
  • Remote work and sales tax nexus
  • Income tax nexus with state-specific examples
  • Remote work and income tax nexus
  • Sales factor: throwback rules

Designed For

Accounting and finance professionals who work with business owners on multistate tax issues, small business owners working in multiple states, and other accountants looking to serve their companies or clients in the areas of payroll services or operations

Prerequisite

None

Advanced Preparation

None
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