Sales Tax and Income Tax Opportunities and Risks Related to the Wayfair case (E2008094)

Jim has over 25 years of professional experience in advising clients in the areas of ASC 450 (fka FAS 5), reverse sales and use tax audits, audit defense and appeal, sales tax systems automation, negotiation of voluntary compliance agreements, transaction analysis, Sarbanes/Oxley requirements, Streamlined Sales Tax Agreement and sales/use/excise tax compliance services. He assists numerous clients with complex indirect tax issues in industries including pharmaceutical, technology, retail, financial services, utilities, hospitality, entertainment, defense contractors, telecommunications and manufacturing. He is a leading sales and use tax specialist and developed trusted relationships with New Jersey and New York state government officials. He is a member of the New York State Society of CPAs and the NJCPA as well as the American Institute of Certified Public Accountants.

Jason is a principal at Withum in the state and local tax practice in New York. He has over 10 years of experience, within state and local tax at large international accounting firms. As a specialist, he provides compliance, provision and consulting services for a wide array of clients within a mixed industry base, which includes manufacturing, bioscience, real estate and technology. His practice areas include multi-state income tax planning, business compliance, nexus considerations, income tax accounting, group filings, state apportionment, personal residency and audit defense. Jason is the leader of the NJCPA State Taxation Interest Group. He is also a member of the American Institute of CPAs and is licensed as an Enrolled Agent by the Internal Revenue Service.