California Sales Tax & Reseller Permits
03/16/2021 8:00 AM PT - 11:30:00 AM PT

Please join us for this informative session to learn the basics of California Sales and Use taxes. This workshop will help you understand your tax reporting responsibilities.

David R. Valdez, Senior Tax Auditor and Ross Masarweh, Supervising Tax Auditor with the California State Board of Equalization will be here to help you learn all you need to know about:

• Sales & use tax: What’s taxable?
• Responsibilities as a seller in California
• Using a resale certificate
• Maintaining adequate records
• How your business can avoid problems
• Where to find BOE resources and services
• And Much, Much More!




Instructors Ross Masarweh, Stanya Y. Brandon & Yulia Jessup
Ross Masarweh, Supervising Tax Auditor, California Department of Tax and Fee Administration
Ross holds a Bachelor of Science degree in Business Administration with a concentration in accounting from Cal State East Bay (formally Cal State Hayward). He was a small business owner for 10 years before joining the Department as a field tax auditor in 2001. He worked in two field offices in Oakland and Santa Rosa, and held a position in Tax Policy in HQ. Ross joined the out of state office as a field audit supervisor in 2013 where he supervises a crew of diverse field auditors. He has also been an instructor leading continuing education classes for field auditor on topics such as construction contractors, and graphic arts industries.

Stanya Y. Brandon, Senior Tax Auditor, California Department of Tax and Fee Administration
Stanya has been with the California Department of Tax and Fee Administration since 2005. Stanya began her career as a Tax Auditor in the San Diego District Office and expanded her skills in the New York Out-of-State Office. As a Senior Tax Auditor, Stanya is responsible for performing the largest and most difficult Sales and Use Tax audits in the Western states. Stanya graduated from the University of San Diego, with a bachelor of business administration degree in Business Administration with a concentration in Accounting.

Yulia Jessup, Senior Tax Auditor, California Department of Tax and Fee Administration
Yulia was an auditor in a local Sacramento CPA firm before joining the California Department of Tax and Fee Administration. Yulia joined the Department in 2011 as a Special Taxes auditor for Appeals and Data Analysis unit, Refunds section. Currently, as a Senior Tax Auditor in Petitions department, Yulia is responsible for review and make recommendation on incoming new and existing petitions, taxpayer files and district audit/reaudit workpapers. Yulia graduated from California State University, Sacramento, with a bachelor of science degree in Accounting.

Event Sponsor:  NACM Commercial Services

Course Level:  I - Intermediate

Credits:
CEU: 0.350
CCE: 0.350


Location:
Webinar
 


Price:
 Members: $49.00 Non-Members: $79.00

*Price is for admission only. Some events, especially college credit classes, have additional costs associated with materials, such as text books. See the event comments above for more details. Membership discount eligibility is at the discretion of the event sponsor.

Cancellations will be accepted for full refund no later than five working days prior to event — substitute attendees accepted up to day of event.