Speaking

Speaking Engagements: State and Local Tax Topics

Many people give tax technical presentations, but Miles Consulting Group founder, Monika Miles, delivers state tax presentations that have personality! State tax can be a very dry topic, but Monika brings it to audiences with descriptive examples, day-to-day practicality for listeners, and helpful take-aways. We have delivered technical presentations to several organizations, including:

  • The California Society of CPAs
  • CPA Academy (frequent presenter)
  • American Society of Women Accountants - Silicon Valley Chapter
  • ASWA/AWSCPA 2014 National Conference (New Orleans)
  • ASWA/AWSCPA 2013 National Conference (Indianapolis)
  • ASWA/AWSCPA 2007 Joint National Conference (Orlando)
  • ASWA/AWSCPA 2004 Joint National Conference (Chicago)
  • Accounting & Financial Women’s Alliance 2013 National Conference (Indianapolis)
  • Financial Women’s Association - San Francisco
  • PKF North American Network - “Big Event” 2008 (Santa Fe)
  • San Francisco Area Women Tax Lawyers
  • SBA Cisco Systems San Jose Entrepreneur Center
  • San Jose State University MST Program Guest Lecturer
  • University of Texas El Paso - Accounting Department, Guest Lecturer
  • Beta Alpha Psi (Regional and National conferences 2012/2013)
  • Associated Industries of Missouri
  • Customized Training for Individual Companies/CPA Firms

For more information about the items listed below or to inquire about customized training for your organization, please contact us.

Sample Presentations

State Tax Overview

Discussion of state tax basics. Includes discussion of:
  • Nexus (taxable presence) for both sales/use and income/franchise taxes
  • The history and key Constitutional principles of state tax, including discussion of Quill and other Supreme Court cases
  • Updates on state and federal legislation

Hot Topics

Discussion of nexus and its practical applications for taxpayers:
  • Remedies for non-filers, including amnesty programs, voluntary disclosure
  • Latest state and US Supreme Court decisions
  • Practical applications and state tax planning for income/franchise and sales/use taxes
  • State taxes “in the cloud” - accounting for e-commerce

Overview of Multi-State Tax Credits and Incentives

Discussion of the types of tax credits and local or state business incentives offered to companies to locate in various states. Includes discussion of:
  • Types of credits (investment, jobs, enterprise zones)
  • Why granted
  • Where to find them

Overview of California Credits & Incentives

Detailed discussion of the most common and beneficial tax credits in California, including:
  • California Competes Tax Credit
  • California Manufacturer’s Tax Exemption
  • Hiring Tax Credit
  • R&D credit

In Print

Monika Miles has served as a technical editor and regular contributor to the Accounting and Financial Women’s Alliance e-magazine, “Accountability” and the Society’s blog Women Who Count.

Miles Consulting also publishes a bi-monthly newsletter, States of Affair, which addresses state and local current issues, and a weekly blog. Monika also contributes monthly to the California Hot Topics blog on SalesTaxSupport.com and Miles Consulting founders contribute articles to various other publications.

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