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It Depends: A Sales Tax Podcast by TaxConnex

Tecnología

It Depends: A Sales Tax Podcast by TaxConnex

TaxConnex

From Side Hustle to Successful Firm: Building a Bookkeeping Business with Serena Shoup

June 25, 2026 8:00am 29 min

Building a bookkeeping business takes more than accounting expertise, it requires intentional growth, smart systems, and knowing when to ask for help. In this episode, Brian Greer sits down with Serena Shupe, CPA, founde...

Ensuring You Have a Process in Place for Your Sales Tax Compliance

June 05, 2026 8:00am 44 min

Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to...

Navigating Global VAT & Indirect Tax with Fintua

May 07, 2026 9:00am 23 min

In this episode of It Depends: A Sales Tax Podcast, we sit down with Lisa Dowling, Chief Tax & Compliance Officer with Fintua, to discuss the complexities of global VAT and indirect tax compliance for businesses expandin...

Making the Transition: How to Switch Sales Tax Providers Without Disruption

April 23, 2026 6:00pm 24 min

From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If it's time...

Top 10 Compliance Mistakes We See in Software & Telecom Tax

April 13, 2026 7:00am 41 min

Software and telecom tax compliance comes with unique pitfalls due to complex taxability rules, sourcing requirements, local jurisdiction layering, telecom-specific fees, and fast-changing regulations. Even businesses wi...

Sales Tax 102: Ensuring You Have a Process in Place to Manage Sales Tax

March 26, 2026 3:00pm 44 min

Since the U.S. Supreme Court’s South Dakota v. Wayfair decision, sales tax compliance has continued to grow more complex. Today, nearly every state with a sales tax enforces economic nexus, while businesses face expandin...

Sales Tax 101: Understanding Sales Tax Nexus & What to Do About It

March 12, 2026 9:00am 43 min

Since the U.S. Supreme Court ruling in the South Dakota v. Wayfair case, all states with sales tax laws now require companies with economic nexus to collect and remit sales tax. This landmark decision has affected busine...

Overcoming Sales Tax Challenges for Growing Businesses

February 12, 2026 7:00am 34 min

As your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into ne...

Steps to Switching Your Sales Tax Outsourcing Provider

January 22, 2026 7:00am 24 min

From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If 2026 is t...

How to Choose the Right Sales and Telecom Tax Provider in the Age of AI

January 06, 2026 11:00pm 44 min

In Q1, many businesses find themselves reassessing their sales and telecom tax processes, and the providers behind them. With the rise of AI-powered solutions and increasing regulatory complexity, how do you know which p...

Winning Strategies for a Successful Exit: Avoiding Risk and Maximizing Value in M&A

December 17, 2025 3:00pm 41 min

Preparing your company for a successful exit takes more than strong financials - it requires foresight, discipline, and the right strategy long before a deal is on the table.In this episode, host Brian Greer brings toget...

A Day in the Life of a TaxConnex Practitioner

December 08, 2025 7:00am 21 min

What does a day in the life look like for a TaxConnex practitioner? In this episode of It Depends: A Sales Tax Podcast by TaxConnex, host Cate Gibson sits down with Kristie, one of our experienced practitioners, for a be...

Managing Sales Tax Exemption Certificates

November 21, 2025 7:00am 56 min

A sales tax exemption certificate allows businesses to avoid collecting sales tax on qualifying purchases, such as resale items or purchases by exempt entities like nonprofits and government agencies. While buyers must d...

Navigating Sales Tax Compliance in eCommerce & Retail

October 21, 2025 7:00pm 58 min

In this episode, TaxConnex partners Brian Greer and Jeff Meigs discuss Navigating Sales Tax Compliance in eCommerce & Retail - They dive into the complexities and challenges faced by businesses in this space. Whether you...

Telecom Compliance and the Universal Service Fund: What’s Next After the Supreme Court Ruling?

September 17, 2025 2:00pm 34 min

The Universal Service Fund (USF) plays a critical role in keeping communications accessible across rural and underserved communities, but it’s also one of the most complex and controversial areas of telecom compliance. I...

Navigating Sales Tax Exemption Certificates for Your Business

September 05, 2025 8:00am 56 min

In its most basic form, a sales tax exemption certificate alleviates a company from collecting and remitting sales tax on certain products and services. The most common exemption is “sale for resale,” which allows busine...

Building Connexion: How Technology Powers Scalable Sales Tax Compliance

August 20, 2025 9:00am 18 min

In this special episode of It Depends, guest host Cate Gibson talks with Jackie Breiter, Partner & COO at TaxConnex, about Connexion, the proprietary platform that powers TaxConnex’s sales tax compliance process. Jackie ...

Tariffs & Sales Tax: What Every Business Needs to Know

August 07, 2025 2:00pm 8 min

Tariffs are making headlines, but how do they impact your sales tax obligations? In this episode, Jeff Meigs breaks down what tariffs are, how they’re treated for sales and use tax purposes, and why, unlike most tax ques...

Introducing taxC: The Power of Tech + Human Expertise in Sales Tax Compliance

July 23, 2025 2:00pm 24 min

In this special episode, Brian Greer is joined by Brent Reeves, Co-Founder of CereTax, to discuss the story behind taxC - a powerful offering from TaxConnex that blends CereTax’s robust tax engine with TaxConnex’s white-...

Marketplace Facilitators and Sales Tax

July 16, 2025 8:00am 37 min

Online sellers hear an endless amount these days about “marketplace facilitators.” What are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are m...

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