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Navigating Tax for IT Services and SaaS

As more states look for revenue from the technology economy, they are expanding what’s considered taxable, and the rules vary widely from one state to another.

Stephen Estelle

•Nov 6, 2025•State & Local Tax

Why Software Alone Can’t Solve Your Sales Tax Problems

Tax Software won’t answer complex taxability questions, flag misclassified products or services, flag taxable customers that haven’t been taxed, or fix your mistakes

Stephen Estelle

•Nov 6, 2025•State & Local Tax

WEBINAR: ACA Reporting Insights You Can't Afford to Miss

Navigating ACA reporting can be complex. Join Mary Mitchell for a free webinar on ACA reporting guidance.

Nov 5, 2025•Clark Schaefer Strategic HR

Untangling Use Tax: How to Reduce It to a Few Simple Rules

Use tax applies to manufacturers’ taxable purchases, when tax wasn’t charged by a vendor. The most common scenarios are online purchases, purchases from out-of-state sellers, and software or SaaS purchases.

Stephen Estelle

•Nov 3, 2025•State & Local Tax

Michigan’s R&D Credit: A Win for Innovation-Focused Businesses

The Michigan R&D tax credit is structured to align with the federal research credit. Companies already claiming the federal version to benefit at the state level.

Stephen Estelle

•Oct 30, 2025•State & Local Tax

Crypto and Retirement Plans: Fiduciary Considerations

Crypto in retirement plans remains a high-risk proposition. Fiduciaries must tread carefully. With the right guidance, organizations can navigate this evolving landscape responsibly.

2 Contributors

•Oct 28, 2025•Qualified Plan Administration & Consulting , Employee Benefit Plans

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