About
We invite you to join us for the Modernizing of Sales & Use Tax

Summary
CPE covering new software and digital goods taxability rules, the accelerating expansion of tax onto services, and the shifting landscape of sales tax exemptions for data center investment.

Learning Objectives
1. Determine the current taxability of software, SaaS, and digital goods across key states actively rewriting their rules including a major 2027 statutory reversal, a landmark appellate court ruling on streaming content, a sweeping 2025 services-tax expansion, and the nation's first excise tax on digital content tied to online age-verification.
2. Identify which services have newly become taxable under the 2024–2026 wave of state legislation and distinguish states with enacted law from high-profile proposals that failed or stalled
3. Explain how state and local sales/use tax exemptions for data centers are structured, including capital investment and job-creation thresholds, claw-back provisions, and county Industrial Development Agency (IDA) / PILOT frameworks as well as the emerging multistate trend toward incentive rollback that clients evaluating a data center site need to understand now.

CPE:
Prerequisites: At least two years preparing intermediately complex tax returns.

Attendance Policy:
To receive credit, attendees must attend for at least 50 minutes, as measured by the platform software, and respond to 3 of 4 polling questions.

Delivered via Group Internet Live
1.0 CPE hours
Taxes

When
Wednesday, August 26, 2026 · 10:00 a.m. Central Time (US & Canada) (GMT -5:00)
Presenter
1747150515-59dae2d58effd55b
Kamal Shah
Managing Director Indirect Tax
Kamal has been in the tax industry since 2005 and has assisted many companies ranging from start-ups to Fortune 500 companies with complex tax matters. Over the past 15 years, Kamal has successfully identified and recovered more than $75M in overpaid indirect taxes for his clients. He has also developed many strong relationships with governmental agencies and auditors throughout the United States and assists taxpayers in various indirect tax areas, including but not limited to sales and use tax, gross receipts tax, and excise tax. Kamal works with clients from jurisdictions across the country in reverse tax audits, audit defense and appeal, tax systems automation, negotiation of voluntary compliance agreements, transaction analysis, and compliance services. Kamal holds an M.S. in Accountancy from Farleigh Dickinson University and a B.A. in Labor Studies & Industrial Relations, School of Management and Labor Relations at Rutgers University. His service specialties include: Sales and Use Tax, Gross Receipts Tax, Excise Tax, Reverse Tax Audits, Audit Defense and Appeal
Year End Tax Planning 2024
First Name*
Last Name*
Email Address*
Phone Number*
Company Name*
Company Address (street, city, state, and zip code)*
The Complaint Resolution Policy may be found here.

SourceHOV Tax LLC dba Source Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Powered by BigMarker