Surgent's The Essential Multistate Tax Update (MST4)
Date/Time
6/8/2026
12:30 PM - 4:00 PM Central
12:30 PM - 4:00 PM Central
Course Registration
Credits
4 Credits
Event Type(s)
Webinars
Event Description
Many states continue to change their tax laws to adapt to an ever-changing business environment. What is economic presence? What is marketplace nexus? What is the difference between sales tax nexus and income tax nexus? Multistate taxation is more complex and demanding than ever before. In addition to having their own unique tax laws, states have been more focused on enforcement. Through review of recent court cases and straightforward explanations of current law, this course will answer not only these questions, but many others that are on the minds of clients across the United States. Plan to attend this fast-paced class that covers developing topics in state tax nexus. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.
Objectives:
Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
Field of Study:
Taxes (4)
Major Topics:
Objectives:
- Recognize changes in state statutes, regulations, and case law
- Identify areas that may require additional attention for state tax planning purposes
- Recall areas that may be costly for employers or clients
- Determine the elements of income tax and sales tax nexus
Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
Field of Study:
Taxes (4)
Major Topics:
- Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus
- Emerging compliance issues in the new sales tax economy
- Income tax (and other forms of tax); economic nexus (taxation without physical presence)
- Attributional and agency nexus; presence of intangible property
- Is P.L. 86-272 still valid?
- Income tax apportionment issues: Prevalence of the single-sales factor; determining the type of property being sold; sourcing of income from intangible property and services; sourcing of service income; market-based versus cost of performance
- Pass-through problems: Nexus issues for interest owners
Location
Webinar
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