State and Local Tax Cash Saving and Refund Opportunities
1.0 CPE Credit
in the field of Taxes (TX)
Join us for our next Tax Strategist webcast, which will explore state and local tax cash saving and refund opportunities that may help organizations improve cash flow and reduce future tax overpayments. BDO State & Local Tax professionals will discuss practical approaches to identifying potential cash savings across sales, income, property, and excise taxes. Attendees will gain insight into common areas where refunds may be overlooked, from misclassified purchases and missed exemptions to property tax assessment opportunities and excise tax recovery. The webcast will also highlight how a proactive SALT review can help organizations identify potential refund claims and improve tax efficiency going forward.
After this session, participants should be able to:
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Identify a state and local tax cash saving opportunity for each of the taxes discussed in the webcast: sales, income, property, and excise.
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Describe how refund reviews, assessment appeals, and excise tax recovery strategies may help organizations preserve cash and improve cash flow.
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Recognize common areas of overpayment or missed savings, including misclassified purchases, overlooked exemptions, and applicable excise tax deductions.
Delivery: Group Internet Based
Prerequisites: None
Advanced Prep: None
Program Level: Overview
Notes on Registration
The first time you register, you may be prompted to enter your email and a verification code. You will receive an email confirmation with a calendar appointment for the event. Please DROP the registration out of your BDOU “MY LEARNING” account page if you are no longer able to attend.
Information about CPE Eligibility
To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.
Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.
For questions regarding CPE credit, please contact [email protected].
BDO USA, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org