Claim OwnershipSALTovation: Making Sense of State and Local Tax
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Welcome to SALTovation. The SALTovation show is a podcast series featuring the leading voices in state and local tax (SALT). Here we talk about issues, strategies, and planning tools to help you make sense of SALT. Because, in SALT, there is no “one and done.” SALT is a puzzle of ever-changing pieces. Solving that puzzle is our business at SALTovation. Tens of thousands of listeners know they won't get tax talk as usual with the SALTovation team. Our team is known for straight-talk with a flair for fun, providing clarity and opinions that move businesses forward with confidence.
Attorney, CPA, speaker, and writer Judy Vorndran leads the SALTovation team as they go inside business to help deal with the daily operations and long-term strategies of making SALT less “taxing.” Judy has spent more than 25 years advocating for businesses with innovative strategies, renowned knowledge and experience. She has helped guide thousands of taxpayers across the nation and globally through the morass of SALT, freeing them to concentrate on growth. Joining Judy are the wickedly smart members of the SALTovation team, who have seen, worked with and tamed some of the most prickly issues in SALT. They enjoy sharing their stories and knowledge with listeners.
Solving the SALT puzzle doesn’t happen in a vacuum; it takes a community. So, we invite leaders in business and state and local tax to share their stories, challenges and successes on this show. Drop us a line at SALTovation.com if you'd like to join the conversation and tune into our regular series at TaxOps.com.
Attorney, CPA, speaker, and writer Judy Vorndran leads the SALTovation team as they go inside business to help deal with the daily operations and long-term strategies of making SALT less “taxing.” Judy has spent more than 25 years advocating for businesses with innovative strategies, renowned knowledge and experience. She has helped guide thousands of taxpayers across the nation and globally through the morass of SALT, freeing them to concentrate on growth. Joining Judy are the wickedly smart members of the SALTovation team, who have seen, worked with and tamed some of the most prickly issues in SALT. They enjoy sharing their stories and knowledge with listeners.
Solving the SALT puzzle doesn’t happen in a vacuum; it takes a community. So, we invite leaders in business and state and local tax to share their stories, challenges and successes on this show. Drop us a line at SALTovation.com if you'd like to join the conversation and tune into our regular series at TaxOps.com.
125 Episodes
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Our conversation continues with Glenn McCoy as we examine pressing issues such as ethics, artificial intelligence, and tariffs. McCoy underscores how these factors are reshaping the future of tax practice, stressing the need for professionals to stay adaptable and well-informed amid rapid technological innovation and regulatory change. He also offers his perspective on the ethical challenges posed by artificial intelligence in tax preparation, along with the evolving role of tariffs and their impact on taxation.Key Takeaways:State and local tax is becoming more complex and significant.Ethics and artificial intelligence are key issues shaping tax practice.Tariffs impact sales, income, and property taxes for businesses.Networking strengthens relationships and professional growth.AI in tax requires careful ethical consideration.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:SALT ContactSALT Contact
In this episode of SALTovation, Glenn McCoy shares his journey through state and local tax, from law school and government service to corporate leadership and consulting. He reflects on career-defining moments, including moves from Oklahoma to New York and the impact of events like the Oklahoma City bombing and 9/11. Glenn’s story highlights resilience, adaptability, and valuable lessons for navigating the ever-changing SALT landscape.Key Takeaways:Glenn McCoy’s career spans law school, government, corporate leadership, and consulting, offering a wealth of experience in SALT.The episode explores pivotal moments in Glenn’s life, including the Oklahoma City bombing and how it shaped his personal and professional path.Listeners gain practical insights into navigating SALT challenges through Glenn’s firsthand stories.Glenn’s move from Oklahoma to New York City transformed his perspective on taxation and the corporate world.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:SALT ContactSALT Contact
In this episode, Stacey and Meredith explore the complex world of state and local taxation, focusing on one of the most misunderstood topics: nexus. Our team of tax professionals unpacks the common myths businesses often hold, especially around physical presence and economic nexus rules.A key misconception we address is the belief that a company’s tax responsibilities stop at its state of incorporation. In reality, doing business and making sales across multiple states can create tax obligations in each of those jurisdictions. Key Takeaways:State and local tax compliance goes far beyond a company’s headquarters.Many businesses mistakenly assume that only physical presence determines their tax obligations.Because tax laws differ widely from state to state, compliance must be tailored to each jurisdiction.Nexus can be triggered in overlooked ways, including remote sales and employee activity.Chapters00:00 - Intro03:06 - Nexus and State Tax Jurisdiction13:00 - Tax Compliance in Multi-State Operations16:36 - Drop Shipments and Sales Tax24:45 - Software Limitations in Business Compliance40:20 - Navigating State Tax ComplianceConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:SALT ContactSALT Contact
In this episode of the SALTovation podcast, we unpack how artificial intelligence is reshaping tax compliance and the unique challenges that come with managing tariffs in local tax systems. Our guest, Scott Peterson from Avalara, shares insights on how generational shifts in tax expertise are influencing today’s policy landscape.We also dive into the world of digital goods and licensing, offering practical strategies for navigating the complexities of tax automation. Throughout the conversation, we highlight the vital role of human oversight, reminding us that while technology streamlines processes, informed human judgment remains essential.Key Takeaways:The impact of AI on tax compliance and local tariff managementHow generational shifts in tax expertise shape evolving policyNavigating digital goods and licensing in a complex tax landscapeWhy human oversight remains essential in an automated industryChapters00:00 - Intro00:24 - Transforming Tax Compliance with AI03:24 - Understanding Sales Tax Returns13:02 - Generational Shift in Knowledge and Technology15:08 - Understanding AI in Business Processes22:57 - Understanding Tariffs and Sales TaxConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:SALT ContactSALT Contact
In this episode of the SALTovation podcast, we dive into the complex world of sales tax compliance and explore how technology is playing a vital role in helping businesses stay ahead. We welcome back Scott Peterson from Avalara, who brings deep insight into the ever-changing landscape of state tax policy and the challenges companies face in keeping up.Scott shares how Avalara works closely with both businesses and government agencies to simplify the process of managing tax obligations, from handling large volumes of returns to adapting to shifting regulations.Key Takeaways:Key challenges in sales tax compliance for businessesThe role of state communication in tax policy updatesHow technology streamlines multi-jurisdiction complianceAvalara’s collaboration with governments to improve complianceChapters00:00 - Intro01:40 - Navigating Tax Policy Changes10:47 - Understanding Tax Compliance and Responsibilities15:34 - Navigating Tax Regulations in a Digital Age24:00 - Navigating Tax Compliance in a Digital AgeConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Mentioned in this episode:SALT ContactSALT Contact
In this episode, we continue our conversation with Dave Kupiec, CPA, JD, and Natalie Martin, JD, of Kupiec & Martin, LLC, for a deep dive into Illinois tax law. We break down the often-overlooked Illinois franchise tax—a complex and frequently misunderstood area of state taxation. We explore how this tax impacts businesses, particularly during audits in Chicago and Cook County, and highlight the hidden risks that can catch taxpayers off guard.You’ll gain key insights into potential liabilities and learn proactive strategies to stay ahead of compliance issues. The conversation also underscores the importance of strong collaboration between legal and tax teams to navigate the shifting terrain of Illinois tax law.Key Takeaways:Franchise tax in Illinois is easy to overlook: Many businesses don’t fully understand it, which can lead to problems.Audits in Chicago and Cook County are high risk: These areas are more likely to trigger issues if your filings aren’t solid.Legal and tax teams need to work together: Teamwork helps catch mistakes and stay compliant.Plan ahead to avoid trouble: A proactive approach can save time, money, and stress later.Chapters00:00 - Intro00:29 - Understanding the Franchise Tax: Key Insights13:30 - Registration and Liability in Business Transactions21:23 - Chicago's Taxation Challenges31:05 - Navigating State Tax RegulationsConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:SALT ContactSALT Contact
In this episode, we’re joined by Dave Kupiec, CPA, JD, and Natalie Martin, JD, of Kupiec & Martin, LLC, for a deep dive into Illinois tax law. Drawing on their extensive experience with the Illinois Department of Revenue and major corporations, they unpack the recent Pepsi case, offering insights into the state’s Tax Tribunal and appellate process.We explore the importance of strong documentation, how administrative decisions can impact taxpayers, and key strategies for navigating Illinois’s complex tax landscape.Key Takeaways:The Pepsi case shows how complex Illinois tax disputes can be.Good documentation is essential for dealing with audits and legal decisions.Illinois tax rules are always changing and can greatly affect businesses.Knowing how Illinois tax law works helps with better planning and staying compliant.Chapters00:00 - Intro03:49 - Understanding the Illinois Tax Tribunal14:00 - Importance of Documentation in Tax Cases31:21 - The Evolution of Sales Tax Legislation in Illinois41:20 - Taxation and Remote Sellers: An Unusual Amnesty ProposalConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:SALT ContactSALT Contact
In this episode of the SALTovation podcast, we unpack the complex and shifting economic landscape of Colorado, focusing on how recent tax policies are reshaping the business environment. We continue our conversation with Ed Sealover, VP of Strategic Initiatives at the Colorado Chamber of Commerce, and explore key legislative developments, including new targeted tax credits designed to spark innovation and boost tourism across the state.We take a closer look at the evolving role of the Taxpayer’s Bill of Rights (TABOR) and its ripple effects on efforts to reform business personal property taxes and discuss the concerns around Colorado’s declining business climate rankings.Key Takeaways:Legislative Shifts: Breakdown of key tax initiatives from Colorado’s recent legislative session, including expanded credits for innovation and tourism.TABOR in Focus: Examination of the Taxpayer’s Bill of Rights and its influence on business personal property tax reform.Economic Headwinds: Discussion on Colorado’s declining business climate rankings and the underlying policy challenges.Investment Implications: Insight into how evolving tax policy is shaping corporate investment strategies across the state.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:SALT ContactSALT Contact
As Colorado heads into 2025, big fiscal decisions loom. In this episode, we sit down with Ed Sealover, VP of Strategic Initiatives at the Colorado Chamber of Commerce, to unpack the state’s growing budget deficit and what it could mean for both businesses and residents.We explore hot-button issues like the proposed rollback of software tax exemptions and the controversial retail delivery fees. Ed breaks down the tough balancing act lawmakers face, and how to fund essential services without stifling economic growth.From the halls of the Capitol to the boardrooms of local businesses, we examine how these tax debates reflect deeper political tensions and impact Colorado’s economic future.Key Takeaways:Colorado’s Budget Woes: The episode unpacks the state’s growing budget deficit and the fiscal hurdles ahead in 2025.Labor Law Shake-Up: A deep dive into the proposed overhaul of the Labor Peace Act and what it could mean for unionization efforts.Tax Policy Tensions: Examines hot-button tax proposals—including changes to software exemptions and retail delivery fees—and their impact on businesses and consumers.Balancing Act at the Capitol: Highlights the challenge lawmakers face in funding public services while supporting a healthy business environment.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:SALT ContactSALT Contact
This week we continue our conversation with Diane Yetter, President and Founder of Yetter Tax and the Sales Tax Institute. We unpack recent changes to Illinois tax law—specifically through the lens of the PetMeds case—and explore the broader impact of South Dakota’s use tax ruling. We also break down what these shifts mean for taxpayers and why it’s more important than ever to stay alert in the ever-changing world of state and local taxation.From choosing the right software to understanding key decision factors like taxability content, geographic coverage, and platform compatibility, listen for practical insights for businesses navigating this complex space.Key Takeaways:Why understanding nexus thresholds is crucial for compliance—and how sales tax automation can help.What shifting tax obligations across state lines mean for your business operations.How the taxation of digital goods and software is evolving—and why it matters now more than ever.The critical role tax professionals play in helping businesses navigate today’s complex regulatory environment.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:SALT ContactSALT Contact
More than a dozen states have repealed the 200 transaction threshold for economic nexus, aiming to ease the burden on small sellers. Our guest Diane Yetter, President and Founder of Yetter Tax and the Sales Tax Institute, breaks down what these changes mean for businesses, particularly those navigating multi-state sales. Diane explains why small sellers can no longer rely solely on transaction counts to determine nexus and why a broader understanding of tax obligations is now essential. We unpack the benefits of these reforms, the challenges that persist, and what steps businesses should take to stay compliant in an ever-evolving regulatory environment.Key Takeaways:A growing number of states are repealing the 200 transaction threshold, helping reduce compliance burdens for small sellers.Guest Diane Yetter stresses the importance of understanding both economic and physical nexus requirements.These policy changes are considered a win for taxpayers, particularly small businesses.Significant changes to Illinois’ tax structure raise concerns about potential discrimination against out-of-state sellers.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:SALT ContactSALT Contact
In this episode of the Saltovation Podcast, we continue our conversation with Brent Reeves, co-founder of CereTax. Brent unpacks the power of API-first architecture and explains why seamless integrations are critical, often solving problems businesses don’t even know they have.Together, we explore key topics like audit readiness, the pitfalls of legacy systems, and the importance of building tax processes right from the start to avoid costly missteps. Brent also shares insights on the growing trend toward technology-enabled services, where automation is enhanced, not replaced, by human expertise.Whether you're a tax professional or just trying to keep up with state and local tax complexities, listen this week for actionable takeaways in the ever-changing tax landscape.Key Takeaways:Audit readiness is non-negotiable – Proactive planning and smart integrations help avoid the high costs of relying on outdated systems.Transparency is key – Clear, traceable tax processes are essential for audit success and ongoing compliance.Saritax solves what you don’t see – Brent shares how the platform uncovers and addresses hidden pain points in automation and compliance.Automation isn’t replacing people—it’s enhancing them – Expect a growing shift toward technology-enabled services that blend automation with expert support.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:SALT ContactSALT Contact
We’re talking with Brent Reeves, a seasoned entrepreneur and trailblazer in tax technology, on the SALTovation podcast this week. Brent shares the story behind launching SureTax and how that journey led to the creation of his latest venture, CereTax.We dive into what it takes to disrupt the sales tax space—from building agile teams to staying ahead of constantly shifting compliance demands. Brent breaks down how his approach to solving real-world tax challenges with smart, scalable tech has helped businesses of all sizes stay compliant and future-ready.Join us as we explore the art of building tax software that not only works today but evolves with tomorrow’s complexities.Key Takeaways:Brent Reeves details his entrepreneurial journey from SureTax to launching CereTax successfully.The importance of agile teams and innovative tax solutions in business.Understanding tax complexities is critical for effective software development and is why technology must adapt to ever-changing tax laws and regulations.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:SALT ContactSALT Contact
This week on the SALTovation podcast we continue our conversation with Michael Cataldo. Michael breaks down Public Law 86272 and how it affects businesses in California. He discusses the market-based sourcing rules and key cases like Bindley and Luber, which highlight the challenges of tax compliance in the state. Meredith, Stacey, and Michael talk about Governor Newsom’s budget proposals and how they could impact financial institutions, especially with the potential switch to a single sales factor for apportionment. Listen for tips on how to navigate California’s tricky tax regulations and how upcoming changes could impact the future of business operations.Key Takeaways:What are the ramifications of Public Law 86272 on enterprises operating within California's jurisdiction?Market-based sourcing regulations: businesses are facing complexities in their compliance efforts.How current cases impact accountant practices significantly.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:SALT ContactSALT Contact
This week on the SALTovation podcast, Michael Cataldo breaks down the key market-based sourcing regulations that will shape state tax practices in 2025 and beyond. We explore the shifting landscape of state and local taxation, with a strong focus on California’s latest regulatory developments.Join us as we unpack the complexities of these changes, their broader implications, and why tax professionals must stay ahead of the curve. We also dive into the controversial “look-through” approach, which redefines how service-based income is sourced—a debate extending far beyond California’s borders.Key Takeaways:Michael Cataldo discusses California's market-based sourcing regulations and their implications for practitioners.The regulations have been in development for over a decade and are now set for formalization.Understanding the 'look through' approach is crucial for income sourcing in California tax law.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:SALT ContactSALT Contact
This week on the SALTovation podcast we continue our conversation with Ryan Minnick, COO at FTA, about the technological hurdles tax agencies are facing today. We examine the tension between user-friendly taxpayer portals and the need for strong security measures, noting that legislative complexities and resource limitations contribute to cumbersome interfaces. Ryan highlights the importance of balancing accessibility and security to improve voluntary compliance. He also discusses the significant financial investment required to modernize tax systems and advocate for greater understanding from tax practitioners regarding the complexities of state tax administration.Key Takeaways:The substantial financial implications associated with updating state tax systems, with estimates reaching upwards of $200 million for comprehensive overhauls.Data security in state tax administration is critical, stressing that taxpayer trust is paramount for effective compliance and interaction with tax authorities.Agencies need to navigate statutory limitations while striving for innovation and improved services.Voluntary compliance: enhancing user experience can significantly contribute to improved taxpayer engagement and satisfaction.Inter-agency relationships and communication foster collaborative problem-solving.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:SALT ContactSALT Contact
This week on the SALTovation podcast we speak with Ryan Minnick, COO at FTA, about the crucial role The Federation of Tax Administrators plays in connecting tax administration authorities across the United States, encompassing all 50 states and several major municipalities. We delve into the organization's pivotal role in fostering collaboration among tax agencies, emphasizing its efforts to streamline communication and share best practices among its diverse members. Ryan shares how the FTA endeavors to provide vital support and resources to its stakeholders, underscoring the importance of the FTA in navigating the complexities of state and local taxation.Key Takeaways:The Federation of Tax Administrators serves as a vital connection between tax authorities across all fifty states, enhancing collaboration and efficiency.The FTA organizes numerous conferences annually, fostering knowledge sharing among tax administrators and offering insights into best practices and emerging trends.The FTA focuses on providing essential support and resources to tax agencies, enabling them to navigate complex tax administration challenges effectively.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:SALT ContactSALT Contact
In this episode of the SALTovation podcast, we continue our conversation with Paul Archer, exploring the complexities of Colorado's sales tax system and the grassroots efforts to simplify it. Paul shares his journey from attending a national political convention to collaborating with key industry leaders in advocating for tax reform. Judy and Paul discuss the formation of a coalition that successfully passed important legislation aimed at improving audit fairness and simplifying sales tax processes. Paul also emphasizes the need for collaboration and long-term planning in driving meaningful change in tax policy and supporting local businesses.Join the Cause: Simplify Colorado Sales TaxKey Takeaways:The coalition for simplifying Colorado's sales tax has grown, involving many stakeholders and interests.Understanding and navigating the complexities of sales tax compliance can be overwhelming for many businesses.The Wayfair Supreme Court ruling significantly changed how states enforce sales tax on online transactions.A simplified sales tax system benefits both businesses and local governments by increasing compliance and revenue.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Talk To A Tax Advocate Today:https://taxops.com/contact/Mentioned in this episode:SALT ContactSALT Contact
This week, Paul Archer joins the SALTovation podcast to discuss his efforts to simplify Colorado's complex sales tax system, which he describes as a significant burden for businesses. Currently serving as a senior missionary in Nairobi, Kenya, Archer shares his journey from being a business owner to advocating for tax reform. He highlights the challenges of navigating a convoluted tax structure that varies widely across municipalities. Archer’s commitment to change began when he recognized the detrimental effects of the existing sales tax system on local businesses and sought to collaborate with legislators and community leaders. Through his experiences and advocacy, he emphasizes the importance of understanding the disparities in resources and systems between the U.S. and developing countries like Kenya.Join the Cause: Simplify Colorado Sales TaxKey Takeaways:The complexities of Colorado's sales tax system and its impact on businesses.Archer's humanitarian work in Kenya and its connection to his business background.How local tax structures can significantly affect business operations and growth.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:SALT ContactSALT Contact
In this episode of the SALTovation podcast, we continue our conversation with Legislator Cathy Kipp. Her recent election to the Colorado State Senate marks a significant development in Colorado's tax landscape. Cathy discusses the importance of stakeholder engagement, as tax professionals and legislators work together to simplify the tax system for small businesses. The conversation reveals the frustrations faced by taxpayers and the necessity for clear regulations amidst the state's unique home rule provisions. Kathy sheds light on the collective effort to improve tax compliance and ease the burdens on businesses while navigating the intricate legal framework of Colorado's tax laws.Key Takeaways:The complexities of Colorado's sales tax system present ongoing challenges for small businesses statewide.Legislators must engage with stakeholders to simplify tax compliance and improve revenue collection.The importance of legislative task forces lies in facilitating discussions among diverse stakeholders.Home rule cities in Colorado retain significant authority, complicating uniform sales tax administration efforts.Listening to the real stories of small business owners can guide meaningful legislative changes.ConnectSubscribe on your favorite podcast app here.Follow us on LinkedIn and YouTube.Talk to a Tax Advocate Today!Mentioned in this episode:SALT ContactSALT Contact
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