DEVELOPMENTS IN INDIRECT TAX

Monday, October 27, 2025 – All Times Listed are Central Time Zone

StartEndMinutesTopicSpeaker(s)
12:00Registration
12:55Welcome and Introductory Remarks
1:002:0060Taxing the Digital Economy
Do you remember when most things you bought actually existed in the real world? Those days are looking further and further in the past as more things that were once bought as tangible personal property are now being delivered digitally. This panel will discuss the current land- scape of the taxation of digital products, the inherent difficulties taxing digital products, and the efforts of the Multistate Tax Commission and the Streamlined Sales Tax organization to standardize the taxation of digital products. (60 Min.)
Ray Langenberg Special Counsel, Texas Comptroller of Public Accounts

Fred Nicely
Senior Tax Counsel, Council On State Taxation

Samantha Trencs
Of Counsel, Greenberg Traurig, LLP
2:003:0060Indirect Tax Audits and Controversies: Strategies & Shields
This session will provide practical guid- ance on navigating issues specific to indirect tax audits and controversies. Panelists will discuss best prac- tices for audit preparedness, managing auditor inquiries, and resolving disputes at the administrative and judicial levels. The discussion will also address evolving audit trends, document and data management strategies, and effective advocacy during audit, protest, settlement negotiations, and litigation. Attend- ees will gain valuable insights, with a focus on minimizing risk and achieving favorable outcomes. (60 Min.)
Aruna Chittiappa Partner, Pillsbury Winthrop Shaw Pittman LLP

Marc Grossman Managing Director – Tax, Crowe

Jennifer Jensen Partner, PwC
3:003:15

Break

3:154:1560O Customer, Where Art Thou? Complications in Sourcing to the Customer
In this session, panelists
will explore the often complicated statutory, regulatory, and administrative guidance for sourcing sales of services, software, or other products where the location of the customer is not always apparent. The speakers will also address a taxpayer’s burden to determine the specific locations where a service or soft- ware is received and discuss their experiences regarding how those items are sourced on audit. (60 Min.)
Clark Calhoun Partner, Alston & Bird LLP

Nicole Johnson Partner, Blank Rome LLP

Grace Kyne Principal, EY LLP
4:155:1560What is the Box and What’s in it?
Sales tax isn’t always straightforward – especially when transactions get bundled, blurred, or multi-faceted. This session will dive into the nuanced world of mixed transac-tions, bundling, and the True Object Test – critical concepts for understanding taxability in modern commerce. Whether you’re advising clients, preparing tax matrices, or designing product offerings, knowing what’s “inside the box” is key to getting the tax treatment right. (60 Min.)
Kyle Brehm Partner, Jones Walker LLP

Jeff Cook Senior Manager, Washington National Tax, KPMG LLP

Chris Wilson Partner, Holland & Knight LLP

Diane Yetter
President, Yetter Tax & Sales Tax Institute
5:15Adjourn
5:157:00Cocktail Reception – Sponsored by Tax Notes
TOTALDAY240

CLE: 4 hours – CPE: 4.8 hours (4.5 NASBA)