Webinar: SALT: State and Local Taxes - Do I Need an Attorney or CPA

Oct 18, 2016 02:00pm -
Oct 18, 2016 03:00pm

Event Description



SALT: State and Local Taxes - 

Do I need an Attorney or CPA?

Presented by: Mary C. Thomas, Attorney, CPA


Program Description

This program addresses how to identify the professional who can most effectively and economically address state and local tax audit issues.  Is it better to hire an attorney or a CPA?  The answer depends on the taxpayer's progress through the audit process.  Most people default to the hire of an attorney.  That inclination is not always the most effective or economical solution.  


Learning Objectives

The program is going to address the analysis the best skill set to employ during each phase of the audit.
-  Before the audit (the most important time period)

-  During the audit

-  After the audit 

Date & Time

Tuesday, October 18, 2016                                                                

2:00 p.m. - 3:00 p.m. Eastern Standard Time (11:00 a.m PST)


NASBA-approved for 1.0 CPE credit in Tax; 1.0 (M)CLE credit*


Education Credit: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 



Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2. The webinar information and materials for the program will be sent via email one day prior to the program

Requests for refunds must be received in writing by October 14, 2016 and will be subject to a $5.00 cancellation/administration fee. For information on the cancellation policies, please contact our office at 888-ATTY-CPA ext. 2.

Additional Information

Delivery Method: Group-Live

Program Level: Update

Prerequisites: None

Advanced Preparation: None

Who Should Attend? Attorneys, CPAs, Business Professionals


About the Presenter


Mary C. Thomas, Attorney, CPA
Mary Thomas, Vice President of Business Development-- Corporate Secretary, is a certified public accountant and attorney whose experiences in both the accounting and legal fields bring added value to clients. Prior to joining Barbara J. Thomas, CPA in 1999, Mary worked as a compliance auditor at an internationally known health institution and as an auditor at a Big Four accounting firm. She researched external and internal reporting requirements, audited existing systems, and presented feasible solutions to bring client systems into compliance with internal and external guidelines. Mary also gained diversified legal experience while working with law firms in Austin and Houston. She has volunteered her legal services at the First Court of Appeals in Houston, TX. Full biography available by clicking here.


AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 


The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) 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.learningmarket.org


*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. 





Event Type:Study Group
Early registration ends on Jul 31, 2016.
Regular registration starts on Aug 01, 2016 and ends on Sep 20, 2016.
Late registration starts on Sep 21, 2016.
(GMT-05:00) Eastern Time (US & Canada)