Episode 3

full
Published on:

15th Aug 2020

SALT through the Years: The Adversarial Relationship Between Taxpayers, Revenue Departments and Legislators, a discussion with Bruce Nelson and Judy Vorndran

In this episode of the SALTovation podcast, we are joined by Judy Vorndran and Bruce Nelson. Bruce has dealt with adversarial relationships for 40 years and is now an instructor for the AICPA and CSCPA and the Editor-in-Chief of the Journal of State Taxation.

 


Bruce talks about why the relationships between taxpayers and the department of revenues keep on deteriorating on so many levels. He shares the factors that have contributed to worsening these relationships and the role each of the parties has played.


 


Listen in to learn how you should handle your taxes as a business owner and the responsibility you have to ensure you’re complying.


 


Questions asked and answered in this Episode:


 


  • What are the issues that come together to create the environment leading up to the Quail decision in 1992?


  • Was the Quail case a huge blow to the states?


  • Does Bruce think good tax policy and good tax law are just more of the same?


  • Will Wayfair change relationships between taxpayers and departments of revenues for the better as opposed to Quail?


  • What should business owners be expecting since there are fewer taxpayers’ victories in tax law nowadays?


  • Why do we need the marketplace? Who is the market place?

 


What You Will Discover: 


 


  • [2:29] The issues that have changed the relationships between taxpayers and tax administrators and legislators to become more divisive. 


  • [7:34] How technological transitioning has changed the tax world which has broken the relationship between auditors and taxpayers.


  • [10:22] Ways in which Quail was a huge setback for states.


  • [14:57] Why tax policy and tax law need funds. Things that do not make sense from a conducting business perspective that impact taxpayers’ duties across the country.


  • [22:34] Bruce explains why relationships between taxpayers and state department of tax are only going to get worse due to COVID even after Wayfair.


  • [29:35] How business owners should handle their tax planning and audits to avoid tax cases.


  • [35:38] Why things are going to get interesting in the coming years with business and their taxes.

 


Quotables:


 


  • “You can’t just train to an audit, you have to understand business as a whole.” -Bruce Nelson [9:46]

 


  • “There’s a lot of things that don’t make sense from a doing business perspective that impacts taxpayers’ duties across our land.” - Judy Vorndran [21:35]

 


  • “I think it’s going to get worse; it’s going to get uglier, and I don’t see any solution to that.” -Bruce Nelson [28:44]

 


  • “Taxpayers and attorneys and accountants, we have our share of the blame here too that makes the situation worse.” -Bruce Nelson [34:11]

 


Relevant Links:


 


LinkedIn: https://www.linkedin.com/in/bruce-nelson-2a434064/


 


Disclaimer:


 


This podcast is for educational purposes only and is not intended, nor should it be relied upon, as legal, tax, accounting or investment advice. You should consult with a competent professional to discuss specifics of your situation and the applicability of the information presented.


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Production Support

This episode was produced with support from Truth Work Media. www.truthworkmedia.com

Mentioned in this episode:

Advanced Sales and Use Tax Workshop

Take your sales tax to the next level at Advanced Sales and Use Tax Workshop, February 19-21 in Nashville. Diane Yetter and the Sales Tax Institute’s industry-leading faculty provide individualized training, valuable resources, and practical solutions. Expand your network and earn 23 CPE credits. Visit the link in the show notes and use the code SALTOV10 for 10% off. Save your spot now!" https://keap.page/xp141/saltovation-podcast.htm

Use Tax Workshop

SALT Contact

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About the Podcast

SALTovation: Making Sense of State and Local Tax
Welcome to SALTovation. The SALTovation show is a podcast series featuring the leading voices in state and local tax (SALT). Here we talk about issues, strategies, and planning tools to help you make sense of SALT. Because, in SALT, there is no “one and done.” SALT is a puzzle of ever-changing pieces. Solving that puzzle is our business at SALTovation. Tens of thousands of listeners know they won't get tax talk as usual with the SALTovation team. Our team is known for straight-talk with a flair for fun, providing clarity and opinions that move businesses forward with confidence.

Attorney, CPA, speaker, and writer Judy Vorndran leads the SALTovation team as they go inside business to help deal with the daily operations and long-term strategies of making SALT less “taxing.” Judy has spent more than 25 years advocating for businesses with innovative strategies, renowned knowledge and experience. She has helped guide thousands of taxpayers across the nation and globally through the morass of SALT, freeing them to concentrate on growth. Joining Judy are the wickedly smart members of the SALTovation team, who have seen, worked with and tamed some of the most prickly issues in SALT. They enjoy sharing their stories and knowledge with listeners.

Solving the SALT puzzle doesn’t happen in a vacuum; it takes a community. So, we invite leaders in business and state and local tax to share their stories, challenges and successes on this show. Drop us a line at SALTovation.com if you'd like to join the conversation and tune into our regular series at TaxOps.com.