SaaS
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SaaS Sales Tax: Part IV – Compliance
Contributing author Steve Claflin, Manager SALT (State and Local Tax) Back to Introduction The issues presented in this series are intended to simply raise questions about your company’s sales tax compliance. Whether sales tax is something you never considered, or perhaps you did a thorough review with your CPA 3 years ago, now would be […]
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SaaS Sales Tax: Part III – Taxability
Contributing Author Steven Claflin, Manager SALT (State and Local Tax) Back to Introduction Perhaps the most complicated issue for a seller in the technology industry is properly identifying which revenue streams are taxable and in which jurisdictions. States complicate this determination because most sales tax laws were written before something like Software-as-a-Service existed. While some […]
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SaaS Sales Tax: Part II – Sourcing Sales
Contributing Author, Steve Claflin, Manager, SALT (State and Local Tax) Back to Introduction When a factory in Michigan ships its product to a customer in North Carolina, the sale is clearly a North Carolina sale. However, when a California software company invoices a customer in New York for 100 software licenses, and these licenses might […]
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SaaS Sales Tax: Part I – Nexus
Contributing author: Steven Claflin, Manager SALT (State and Local Tax) Back to Introduction In light of the 2018 Wayfair decision and the rise in remote workers since Covid, a technology company’s nexus profile has dramatically changed over the years. These issues might not be unique to the technology industry, but they certainly apply to most […]
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SaaS – Think you’re not subject to Sales Tax? Think again…4 Part Series
Thanks to contributing author: Steven Claflin, Manager SALT (State and Local Tax) Sales tax compliance is inherently complicated for any seller because of the unique sourcing rules, different nexus thresholds, difficult taxability determinations, and multiple layers of taxation. However, when it comes to the Technology Industry, sales tax compliance is perhaps the most complex. The […]
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How Chief Financial Officers Can Empower Private Equity-Backed Portfolio Companies
In the dynamic and competitive landscape of private equity, chief financial officers (CFOs) play a pivotal role in driving the success of portfolio companies. As strategic partners to private equity firms, CFOs bring a wealth of financial expertise, operational acumen, and a forward-thinking approach. In this blog, we will explore how CFOs can add significant […]
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Transfer Pricing – Why it is important
Expanding into the US can be a complex process, and it is important to ensure that transactions between a UK entity and its US affiliate are priced in accordance with transfer pricing (TP) principles. Check out this article from our CLA Global Partner Expanding into the US – transfer pricing considerations | Evelyn Partners
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CLA Talks: The Startup Journey Episode 2 – Rick McGlinchey of PureInsights
Watch and listen to Episode 2 of The Startup Journey with CLA’s Keith Davidson and Rick McGlinchey of PureInsights. The Startup Journey is a video blog series focusing on a look behind the scenes of our startup clients and their experiences.
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CLA Talks: The Startup Journey Episode 1 – Nick Clark of Common Desk
Watch and listen to Episode 1 of The Startup Journey with CLA’s Keith Davidson and Nick Clark of Common Desk. The Startup Journey is a new video blog focusing on a look behind the scenes of our startup clients and their experiences.
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ICYMI – Webinar Series from 2021
I wanted to share some webinars we did in 2021 around the technology and startup community. These were recorded and can be viewed at anytime. Webinar Series for Technology Companies : 2021 : Events : CLA (CliftonLarsonAllen) (claconnect.com) Technology Webinar Series : 2021 : Events : CLA (CliftonLarsonAllen) (claconnect.com)