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Aftershocks of Wayfair

Venue

This is a virtual event, accessible over the phone. Access instructions will be provided after registration.

Description

The full implications of the landmark ruling in Wayfair continue to evolve as remote sellers, marketplace providers, and other taxpayers in the e-commerce arena carefully navigate new sales tax collection obligations imposed by states and local authorities. Hear from policymakers and corporate tax leaders about how to tackle the growing complexity, and what role automation of tax collection could play.

This unique panel of practitioners combines perspectives from large corporations, small family businesses, tech start-ups, state tax administrators as well as advisors.

Educational Objectives:

• Get an update on latest state and local tax legislation around sale and use tax
• Understand different approaches states are taking and questions of constitutionality
• New marketplace facilitator laws: Where do nexus and tax collection challenges begin?
• Gain insights into issues small businesses and start-ups are facing post-Wayfair
• Learn how Wayfair might impact other tax areas

Who would benefit most from attending this program?

• Corporate tax professionals
• Corporate Tax Attorney/Counsel, Controller/Comptroller, CPA/Accountant, General Counsel

Presenters

Richard Cram
  • Director, National Nexus Program
  • Multistate Tax Commission (MTC)

Richard Cram is the Director of the Multistate Tax Commission’s National Nexus Program in Washington, D.C.  The National Nexus Program provides a Multistate Voluntary Disclosure Program that 37 states and the District of Columbia participate in.  Cram has recently contributed articles to Tax Analysts State Tax Notes. Prior to his current position, Richard served for 15 years as the Director of Policy & Research in the Kansas Department of Revenue, and for 2 years as an attorney in the Legal Services Bureau of the Department, in Topeka, Kansas.  He has worked as a research attorney for the Kansas Supreme Court, and practiced law as an associate in law firms in Chicago, Illinois and Goodland, Kansas.  Cram graduated from the University of Kansas School of Law.

Daniel Landaluce
  • Former Vice President, Global Head of Tax
  • UiPath

Until recently, Daniel Landaluce was the head of the tax department of UiPath, a leading Enterprise Robotic Process Automation (RPA) multinational company headquartered in New York and with presence in more than 40 countries. UiPath is the fastest growing enterprise software company in history, its software robots emulate and integrate the actions of a human interacting within digital systems to execute a business process. Before joining UiPath Daniel was Director of Tax Policy for a global telecommunications company based in Silicon Valley and previously he spent 16 years in a Big 4 consulting firm as an International Tax Director, most of that time based in New York. Daniel has a Master of Science in Taxation from Fordham University (New York) and Law & Master degree from ESADE (Barcelona).

Fred Nicely
  • Senior Tax Counsel
  • Council on State Taxation

Fred Nicely is Senior Tax Counsel for the Council On State Taxation. Fred’s role extends to all aspects of the COST mission statement: “to preserve and promote equitable and nondiscriminatory state and local taxation of multijurisdictional business entities.” Before joining COST, Fred served in the Ohio Department of Taxation for four years as Deputy Tax Commissioner over Legal and for the prior seven years as the Department’s Chief Counsel. Fred’s responsibilities at the Department included testifying before legislative committees, participating as an alternative delegate for Ohio at Streamlined Sales Tax Project meetings, and reviewing legal documents issued by the Department, including deciding the merits of filing an appeal. He is a frequent speaker and author on Ohio’s tax system and on multistate tax issues generally. Fred also has extensive experience in public utility tax law, having served as an administrator of the Department’s public utility tax division. Fred’s undergraduate degree in psychology (with a concentration in accounting) is from the Ohio State University.  He obtained his MBA and JD from Capital University in Columbus, Ohio.

Brad Scott
  • Director of Finance
  • Halstead Bead

Brad Scott is the Director of Finance at Halstead Bead, Inc., a jewelry component wholesaler supplying jewelers across the United States and around the globe. Halstead is a second generation, family-owned, small business employing 30 people. Scott has been with Halstead since 2002. He handles multi-state sales and income tax registrations, filings, reconciliations, and all other accounting related issues at Halstead. Since May, Scott has led Halstead’s Wayfair legislative advocacy efforts to achieve uniformity, simplification, clarity, and liability limitations for small businesses at both the state and the federal level. He recently met with the Arizona Department of Revenue in an advisory capacity on the Wayfair rollout with the objective of making Arizona’s requirements of out-of-state businesses less onerous. Scott graduated from Michigan State University with a BA in Finance.

Shirley Sicilian
  • National Director of State and Local Tax Controversy
  • KPMG

Shirley Sicilian is National Director of State and Local Tax Controversy in KPMG LLP's Washington National Tax office. In this role, Ms. Sicilian supports KPMG’s network of controversy specialists in every state and delivery of KPMG SALT controversy services nationwide. Ms. Sicilian is a recipient of the national Paull Mines Award for Outstanding Contribution to State Tax Jurisprudence.  Prior to joining KPMG, Ms. Sicilian was General Counsel for the Multistate Tax Commission. She previously served as Director of Policy and Research, and then General Counsel, for the Kansas Department of Revenue.

Before working in the tax area, Ms. Sicilian worked in public utility regulation, serving as Chief of Economic Policy and as Assistant General Counsel for the Kansas Corporation Commission.

Moderator: Christine Boeckel
  • Director, State Tax
  • Bloomberg Tax & Accounting

Christine Boeckel is the Director of State Tax at Bloomberg Tax. She leads the State Tax Content and Analysis Group and is responsible for state tax reference publications, including the State Tax Portfolios and Navigators. Christine joined Bloomberg Tax in 2011 as a State Tax Law Analyst, and was promoted to Practice Lead for the Sales and Use Tax and Property Tax Team. Christine was named to CPA Practice Advisor's 2017 and 2018 '20 Under 40 Superstars' list, which recognizes young professionals who are changing the accounting profession through exemplary leadership, innovative thinking, collaboration with peers, and community outreach. Before joining Bloomberg Tax, she was a state tax legal researcher at Ryan, LLC. Christine holds an LL.M. in Tax from Boston University School of Law, a J.D. from Roger Williams University School of Law, and a B.A. from Binghamton University, State University of New York.

Continuing Education

Credits:
1.2 CPE, 1.0 General COA, 1.0 CLE
Practice Areas:
Practice Area: Taxes
Level:
Basic
Production Date:
01/03/2020