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A modern approach to complex state and local tax compliance leveraging technology

November 21, 2023 @ 1:00 pm 2:00 pm EST

RSM CPE Webinars
Participants of the free live webinar will be eligible for 1 CPE credit. Register
Corporate and partnership tax compliance extends beyond filing state income tax returns. Effectively harnessing technology provides businesses with valuable insights. Join our panel of SALT specialists as we illustrate how to streamline the intricacies of state and local tax compliance utilizing technology, all while discovering valuable data insights to inform critical business decisions.


Phil Gaeta | Senior Manager | RSM US Joe Gilley | Senior Manager | RSM US Nicole Rooney | Senior Director | RSM US Sherri York | Partner | RSM US

Learning objectives
Upon completion of this webcast, attendees will be able to:
  • Identify how embracing technology can shift compliance from excel and emails to a single visually collaborative project management platform
  • Demonstrate there is not a target deadline for tax compliance but a year-round relationship
  • Explain how to utilize technology to generate efficiencies, mitigate risk, create customization based on reviewer, and document future opportunities
  •  Discuss how state and local tax compliance technology can be aligned to reduce rework

CPE credits

CPE credit available RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us. RSM US LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Advance preparation: None Program level: Basic Prerequisites: None Delivery method: Group internet-based Field of study: Taxes CPE: 1.0 credits per webcast


November 21, 2023
1:00 pm – 2:00 pm EST
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