A Guide to Dealing with Multi-State Businesses: Registration and Tax Issues (Presented by Tax Rep)

Eric L. Green | Green & Sklarz, LLC.

Eric is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services.

He is a frequent lecturer on tax topics for many national organizations, including Insightful Accountant, CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He was the author and lecturer of the University of Connecticut School of Business IRS Representation Certificate Program, and has served as a columnist for CCH’s Journal of Practice & Procedure. He is the founder of Tax Rep LLC which coaches accountants and attorneys on building their own IRS Representation practices, and is the host of the weekly Tax Rep Network Podcast.

Mr. Green is the author of The Accountant’s Guide to IRS Collection, The Accountant’s Guide to Resolving Tax Debts, The Accountant’s Guide to Resolving Payroll Tax Debts and The Insider’s Guide to Offers-in- Compromise.

Kenneth Dettman, CPA | Sagemont Tax

Kenneth (“Kenny”) Dettman, CPA, CEO and Managing Director, leads Sagemont Tax with 15 years of high-level tax advisory experience. He is considered a pioneer in the Employee Retention Credit (“ERC”) service industry, having facilitated the first ever “advance funding” with the leading asset-based lender specializing in ERC claims, while also successfully sourcing and underwriting one of the first ERC “tax insurance” policies in the U.S.

Kenny was previously a tax partner at a global top 25 consulting firm, Alvarez & Marsal (“A&M”), where he primarily focused on tax planning and compliance for privately held businesses. During this time, he also served as the Interim Co-Head of Global Tax for A&M in 2020, managing the internal tax function across 65 offices and 5,000+ professionals in 25 countries, all while leading A&M’s task force on the ERC from March 2020 through the end of 2021.

While at A&M, Kenny established himself as the leading tax expert on both the ERC and the Paycheck Protection Program (PPP) and concentrated primarily on helping institutionally owned businesses that were “sized out” of the PPP claim the ERC. Seeing an opportunity to assist small- and medium-sized businesses and nonprofit organizations claim COVID-relief funds, he left his position as partner at A&M to assume the CEO role at Sagemont Tax.

Kenny holds a Bachelor’s degree in Accounting and Master’s degrees in Accounting and international business from the University of Florida. He is a licensed Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the Forbes Business Council. Kenny has authored articles published by media outlets such as the Business Journals, Forbes, Yahoo Finance, and Market Watch, and he frequently lectures on tax topics for the Tax Executives Institute (TEI), Bloomberg BNA, and other industry and tax organizations.

Frank Tumminello, Co-Founder, CEO | FileForms

Frank Tumminello comes from a decade-long background of working in the financial services and technology industry. Prior to FileForms, he was an investor, acquirer, and value-creation resource in several financial services, insurance, and healthcare businesses throughout his private equity, corporate development, and investment banking career.

I. Identify issues for entity type that should be considered for a new business | 2:00pm – 2:30pm

II. Describe the various issues to look at when choosing a jurisdiction to form the new entity | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Explain the concept of nexus and its impact on sales and income tax | 3:10pm – 4:10pm