Speaker: Toni Spina, CPA of Bailey, Carr CPAs, P.C. (Rochester, NY)
Event Information: What is the Wayfair decision? It’s the Supreme Court case that has given the states a lot of power to drag companies into their state for sales tax filing. Everyone thinks it is an internet case but it isn’t restricted to internet sales at all, it applies to anyone who sells across state lines.
This presentation will review the nexus rules regarding sales and use tax compliance. It will look at the Wayfair decision and examine what it did and did not do. It will cover the rapid state responses to the case. But most importantly, practical compliance solutions will be presented for businesses that operate or even just ship product into multiple sales tax jurisdictions throughout the US. Use Tax reporting requirements will also be discussed.
Speaker Information: Toni is an internationally known speaker on various tax issues for a variety of professional organizations across the United States including the Monroe County Bar Association where she served as a non-attorney member of the bankruptcy committee for 6 years. She is a frequent speaker for Rochester Channel 8 news show on various tax topics and is often quoted in the Rochester Democrat & Chronicle as a tax specialist. She was a speaker at the IMA’s National Conference in June of 2013 in New Orleans. She regularly speaks at IMA chapter events and several IMA council conferences all over the United States and Canada.
Toni received her Bachelors of Science Degree in Accounting from the State University of New York at Fredonia in 1981. She became a Certified Public Accountant in 1984 and has over 35 years experience in Taxation and Small Business Advisory. She is currently a manager/shareholder at Bailey, Carr CPAs P.C.
She is a member of the American Institute of Certified Public Accountants and is a past president for the Rochester Chapter of the New York State Society of Certified Public Accountants. Toni was a member of the state level committee for Bankruptcy and Insolvency Issues as well as the statewide committee for the Careers Opportunities in the Accounting Profession Committee. In October of 2017 she recieved the NYSSCPA Rochester Chapter Wall of Fame Award. She has served on a local, statewide and global level for the Institute of Management Accountants. Toni served 8 years on the global board of directors. She is the former Chairperson for the Performance Oversight and Audit Committee for the global board. Toni is a past president of the Rochester Chapter as well as a 5 year term past president of the NY-Ontario Regional Council. She is a founding faculty member of the IMA Leadership Academy. In June of 2014 she received the IMA Exemplary Volunteer Award at the IMA’s Annual Conference in Minneapolis.
Time: 5:30 Check-in, Networking & Appetizers; 6:00-7:30 Presentation
Meeting Cost: $25 members; $35 non-members; $20 students, retirees, and unemployed
CPE Earned: 1.5 hours
Location: Wisconsin Trade Center, 8401 Greenway Blvd., Middleton, WI 53562
Map to Location: Wisconsin Trade Center
New Member Incentive: As an incentive for new members to attend our meetings, we are offering the first meeting attended during the 2018-2019 chapter year FREE of charge to anyone who joined the Madison Chapter after 6/1/18 through the current chapter year. For those that are eligible, to claim your free meeting, select the new member option on the registration form. You will then be asked to provide your IMA member number for verification purposes.