Federal & State Tax Update (E2301319)

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.

Barry has over 30 years of professional accounting experience and works in Withum's New York office. He is the team leader of Withum’s Tax Services State and Local Tax Group and advises clients in residency and nexus issues, entity level taxes, sales and use taxes and other business and personal tax matters. He also counsels clients in strategic planning, transaction reviews, risk assessment, tax law compliance and corporate restructuring. As an active member of the New York State Society of CPAs (NYSSCPA) and the NJCPA, he lectures on tax issues to chapters and to organizations including Baruch College and CW Post College. He is a current member of the NYSSCPA’s Multistate & Local Taxation Committee and served as chairman in prior years. He is also a member of the NJCPA’s State Taxation Interest Group. He was formerly an appointed member of the Commissioner’s Advisory Council for both the NYS Department of Taxation & Finance and the NYC Department of Finance. He is a contributor for The Trusted Professional as well as several other industry and professional publications. He was also a former editor of The CPA Journal.

Daniel has more than 20 years of professional tax experience as well as experience in federal, international and financial products taxation. He is experienced in mergers and acquisitions, capital markets transactions, and cross-border transactions. He is also a recognized expert in the employee retention credit and frequently represents clients in tax controversy matters before the IRS. Daniel is a frequent author and speaker on U.S. Federal income tax topics. He is an adjunct faculty member with Georgetown University Law Center and an approved arbitrator for FINRA. Daniel is a member of the New York and New Jersey Bars, the American Bar Association, previously the chair of the Banking & Savings Institutions Tax Committee, and the New York Bar Association.

Jason is a Principal and Leader of Withum’s State (SALT) Income and Franchise Tax Service Line. He has over 15 years of experience, within State & 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, retail, financial services, and technology. His practice areas include Multistate Income Tax Planning, Business Compliance, Nexus Considerations, Income Tax Accounting, Group Filings, State Apportionment, Personal Residency and Audit Defense. Jason is a member of the American Institute of Certified Public Accountants (AICPA), a CPA in New Jersey, New York, and Florida, and is licensed as an Enrolled Agent by the Internal Revenue Service.