| Event Details: Date: Thursday, November 12 Time: 12:00 - 5:00 pm Location: Georgia Aquarium Meeting Room: Atlantic Room Address: 225 Baker Street Northwest Atlanta, GA 30313 |
Whether you are new to Avalara or have been with us since the beginning, don’t miss this unique opportunity exclusive to Avalara customers and partners. Meet the ever-growing team, network with your peers, hear about the latest product developments and learn from the industry’s best.
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| About Our Speakers Based in Atlanta, GA, Craig has over 25 years of public accounting experience. Craig began his career in Federal Tax and subsequently, in 1991 began specializing in State and Local Tax. Formerly with two of the “Big Four” firms, Craig has expertise in sales and use tax, and income and franchise tax. While he was with the Big Four, Craig held various leadership roles, including West Area Income/Franchise Leader and West Area State and Local Tax Practice Leader. Craig has advised clients on a variety of matters, such as multi-state tax planning, tax controversy matters, accounting for income taxes, state tax consequences of mergers and acquisitions and state tax compliance. Craig has worked extensively with clients in the software and telecommunication industries. Craig initially developed his specialty in telecommunication while in Atlanta working on a major telecommunication provider. Craig had further exposure to this area while working on numerous clients in the Silicon Valley. Geoff Christian became the Managing Director of the Greenville office of CBIZ MHM, LLC when he joined CBIZ’s National State and Local Tax Practice on March 1, 2012. Under Mr. Christian’s leadership, the practice group provides state tax planning and dispute resolution services to numerous companies, both public and private, in a wide array of industries. Mr. Christian’s practice primarily consists of successful resolution of state and local tax examinations throughout the country for multistate Fortune 500 companies for a broad range of issues including unitary/non-unitary, business/nonbusiness, apportionment, intercompany expenses and addbacks, filing positions and constitutional matters. Consulting services include identification of state and local tax opportunities and exposures with resolution through affirmative refund claims, voluntary disclosure filings and prospective operational changes resulting in facts justifying a different tax treatment. Mr. Christian is also involved with Internal Revenue Service controversies, transaction taxes, sales and use taxes, property taxes, tax litigation support and other tax planning matters for small and large companies alike. Immediately prior to joining CBIZ, Mr. Christian was the Managing Member of Dow Lohnes Price Tax Consulting Group’s National State Tax Practice where he spent eleven years providing successful advocacy and consulting services to clients across the country. As the Managing Member, Mr. Christian was instrumental in expanding the firm’s state and local tax practice, developing close working relationships with companies in the media, manufacturing, retail, and transportation industries.
Mr. Christian started his career with KPMG Peat Marwick in Greenville, South Carolina in 1989, last serving as Senior Tax Manager of the Information, Communications, and Entertainment practice in the Georgia/Carolina region with multiple clients in daily and community newspapers, radio and television broadcasting, cable and entertainment production and distribution. In this capacity, Mr. Christian managed all aspects of federal and state compliance and tax planning including such projects as FAS 109 implementation, earnings and profits studies, state amended returns to reflect federal return audit adjustments, determination of basis in the stock of subsidiaries, and services related to mergers and acquisitions for a variety of media clients. Mr. Christian also managed tax services at the firm’s regional Manufacturing, Retail and Distribution practice. In 1999, Mr. Christian became the Tax Director for Advantica Restaurant Group, Inc., the nation’s largest operator of family dining restaurants with brands such as Denny’s, El Pollo Loco, CoCo’s and Carrows and was responsible for federal and state compliance including income, franchise, sales and use, and property taxes for over 2,000 locations with filings in every state. |
| Craig and Geoff will discuss sales taxation of services, focusing on a few key states that impose a sales tax on either data processing services, information services or Software as a Service. His discussion will include application of the states’ broad definitions and interpretations and the situsing of the transaction when multiple states are involved in the transactions. |
| Avalara is returning to Atlanta! |
| Featured Keynote: Craig Williams Managing Director, National SALT Practice Leader, CBIZ Geoff Christian Managing Director, National SALT, CBIZ |
| Register |
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Join us at the Georgia Aquarium downtown Atlanta Thursday, November 12, 2015 12:00 - 5:00 pm |
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Craig Williams Managing Director, National SALT CBIZ |
Geoff Christian Managing Director, National SALT CBIZ |