Miles Hutchinson
President, Sales Tax Advisors, Inc
Miles Hutchinson is a CGMA (Chartered Global Management Accountant) and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,000 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act.

He has over 35 years of practical experience in strategic planning, analysis and reporting. He is the author of several useful reporting and tax tools available at www.soxpolicies.com and www.salestaxadvisors.com. His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army. Please visit his web sites to see how you can further benefit from his expertise.
Upcoming Webinar
Live Sessions Not Found.
Recorded Webinar
Designing and Using KPIs and Performance Dashboards
Designing, developing and supporting an effective reporting system of leading and lagging KPIs (Key Performance Indicators) is complicated. Information needed by senior management is different and less granular than that needed by the line managers and the producers. The technical aspects of pulling the right information from the mountains of data at the right time can be overwhelming. We can help demystify this puzzle and put your team on the track to smooth sailing. Join us and accelerate your team’s understanding and effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards. Learn how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers and line and field personnel.
Recorded Session Get life time access for one participant with download option!

Travel Pay and Entertainment Reimbursement: Do You Comply with the Law?
Learn when and how you must compensate employees for travel time. Ensure you comply with the requirements under the Portal Act. Get an update on IRS travel expense documentation requirements. Learn about employer liability for accidents of traveling employees. Clearly define when employee meals are 100% deductible and when they are only 50% deductible. Understand the limitations when personal and business travel and entertainment are mixed. Ensure your records will stand the scrutiny of a compensation or tax audit.
Recorded Session Get life time access for one participant with download option!

The 1099 & W-9 Annual Update Course
What are the rules regarding paying and IRS reporting on Independent Contractors? How do we avoid the IRS CP-2100 (B-Notices)? What if our vendor/payee claims exemption; must we obtain a W-9 anyway? What are the best practices for handling our information reporting obligations? How can we minimize risk of improper exemption claims by our payees and vendors? Get the answers to these and related questions to reduce your risk of huge penalties from the IRS.
Recorded Session Get life time access for one participant with download option!

Travel Pay, T&E Reimbursements & Vicarious Liability
Learn when and how you must compensate employees for travel time. Ensure you comply with the requirements under the Portal Act. Get an update on IRS travel expense documentation requirements. Clearly define when employee meals are 100% deductible and when they are only 50% deductible. Learn about the impact of the Tax Credits and Jobs Act on deductibility of meal, entertainment and gift expenses. Understand the limitations when personal and business travel and entertainment are mixed. Ensure your records will stand the scrutiny of a compensation or tax audit. Learn about employer liability for accidents of traveling employees.
Recorded Session Get life time access for one participant with download option!

Travel Pay - Best Practices to Comply with Federal Regulations
Learn when and how you must compensate employees for travel time. Ensure you comply with the requirements under the Portal Act. Get an update on IRS travel expense documentation requirements. Clearly define when employee meals are 100% deductible and when they are only 50% deductible. Understand the limitations when personal and business travel and entertainment are mixed. Ensure your records will stand the scrutiny of a compensation or tax audit. Learn about employer liability for accidents of traveling employees.
Recorded Session Get life time access for one participant with download option!

Complying with Garnishment Orders
In this webinar, you will receive step by step guidance on how to evaluate and process the various types of garnishment orders including child support, spousal support, alimony, federal and state taxes, bankruptcy, student loans, and creditor garnishments.
Recorded Session Get life time access for one participant with download option!

Complying with Payroll Laws
If you are concerned about your company's ability to comply with U.S. labor and payroll laws, join us for a quick introduction and help ensure your company pays your employees fairly and handles tax and other withholdings properly.
Recorded Session Get life time access for one participant with download option!

Introduction to Sales and Use Tax Law
Sales tax? Use tax? What's the difference? Must I charge tax on my internet sales? Will I owe taxes in more than one state for the same sale? Why is my drop shipper charging me tax? Why did I receive a NEXUS Questionnaire and what if I don't respond to it? I just got a notice that I have to conduct a self-audit and report my findings to the state – is this for real? I need help!
Recorded Session Get life time access for one participant with download option!

Payroll Tax Update and Filing of W-2 and W-4 for 2017: Preparing for January 2018 Deadline
It is important that you as a taxpayer start giving your form W-2, W-4 a second look. Form W-4 and Form W-2 are critical forms that all companies have to provide to their employees and the IRS has specific laws on how they should be handled and distributed. Additionally, these laws change and it is important to keep yourself updated. The IRS provides updated tax rates and changes how taxable income is calculated each year. This webinar will assist the seasoned payroll professional on new legislation that needs to be considered. A brief overview of year end, W-2 and W-4 best practices will also be discussed. Review of new W-2 reporting deadlines and updates to how we process the W-2 form. Review of the new SSN truncation rules from the IRS on the Form W-2.
Recorded Session Get life time access for one participant with download option!

Travel Pay and Entertainment Reimbursement: Do You Comply with the Law?
What are the rules regarding when an employee must be compensated for time and expenses incurred while travelling on company business? They are complex and confusing. There are many issues involved, such as the use by an employee of his or her own vehicle, the use of a company owned vehicle, the proper administration of and accounting for travel pay, and the best way to handle suspected abuses by employees of an employer's travel and entertainment policy.
Recorded Session Get life time access for one participant with download option!

1099 & W9 Update
What are the rules regarding paying and IRS reporting on Independent Contractors? How do we avoid the IRS CP-2100 (B-Notices)? What if our vendor/payee claims exemption; must I obtain a W-9 anyway? What are the best practices for handling our information reporting obligations? How can we minimize risk of improper exemption claims by my vendors? Get the answers to these and related questions to reduce your risk of huge penalties from the IRS.
Recorded Session Get life time access for one participant with download option!

Dealing with Garnishment Orders and Abandoned Wages Properly
The Consumer Credit Protection Act is designed to ensure fair and proper treatment of people with debts. Garnishment orders include creditor debt to child support. What if your employee has more than one garnishment order or declares bankruptcy because they are overwhelmed by their situation? How does the employer handle the situation? How do the garnishment orders get prioritized? What if the amount adds up to more than the employee can bear? What are the limits on take home pay and disposable earnings? What if an ex-employee fails to cash their paycheck and you have lost touch with them?
Recorded Session Get life time access for one participant with download option!

FATCA (Foreign Accounts Tax Compliance Act) - How to Comply with Minimal Withholding, Tax and Penalty Impact
US authorities are determined to uncover hidden accounts of US persons holding assets abroad and ensure they are properly taxed. Learn about this complex law, the various types of agreements required to be executed between the IRS and foreign entities and foreign financial institutions, the account review requirements, the grandfather provisions and the reporting provisions of this new law.
Recorded Session Get life time access for one participant with download option!

Nonresident Alien Information Reporting Using Forms 1042-S and W-8
How do you know whether you can accept a W-9 from someone or you must request a W-8 instead? What if you send them a 1099 when you should have sent them a 1042-S? How will you deal with the IRS demand for the backup withholding you failed to deduct from the Nonresident Alien's (NRAs) payments? The IRS is working hard to reduce the delinquent tax burden. They know we are becoming relatively compliant with our 1099 reporting, but they also know we are far less sure of ourselves when it comes to identifying and performing backup withholding on our NRAs. Collecting the tax due from NRAs working in the U.S. is a Tier 1 audit issue. This tax burden is minimized when companies making payments to NRAs for dependent and independent personal services properly withhold on these payments.
Recorded Session Get life time access for one participant with download option!

TIN Matching to Reduce Your B-Notices and Eliminate Proposed Penalties
Learn the best practices for eliminating 1099 error notices from the IRS. Discover the power of the TIN Matching system. Learn how to handle the CP-2100 notices from Uncle Sam and avoid the fines & penalties for failure to timely comply with the B-Notice requirements. Understand the difference between 1st and 2nd B-Notice and the related differences in required vendor responses. Be sure you institute and stop Backup Withholding when required. Join us for a content-rich 90-minute and you will gain the tools to make you the most effective information return manager your company has ever seen.
Recorded Session Get life time access for one participant with download option!

Data Analytics - Finding the Trends
Learn the best practices for managing your Big Data Analytics Program - acquiring, organizing, interpreting and summarizing data. Discover the software tools available for data analytics. Receive valuable references to help you analyze and select analytics software. Review the two dimensions of analysis - receive an exhaustive chart of analytic methods and the purpose of each.
Recorded Session Get life time access for one participant with download option!

Introduction to Payroll Law
Are you responsible for payroll or employer tax withholding compliance? Or maybe you were recently hired or promoted into the payroll department. During your indoctrination you are surprised at all the interesting things to do and how important this role is to the success of the company. You begin to wonder just how much there is to learn. Join us for 90 minutes for a quick briefing on the basic laws affecting payroll. Learn where to find the authoritative rules to support your policies and procedures. Accelerate your learning using our organized and thoughtful delivery and determine to step into your role with confidence.
Recorded Session Get life time access for one participant with download option!

Designing and Using KPIs and Performance Dashboards
Designing, developing and supporting an effective reporting system of leading and lagging KPIs (Key Performance Indicators) is complicated. Information needed by senior management is different and less granular than that needed by the line managers and the producers. The technical aspects of pulling the right information from the mountains of data at the right time can be overwhelming. We can help demystify this puzzle and put your team on the track to smooth sailing. Join us and accelerate your team's understanding and effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards. Learn how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers and line and field personnel.
Recorded Session Get life time access for one participant with download option!

W-2 and W-4 Update and Best Practices For 2017
Learn the latest updates on Form W-2 and Form W-4 wage and withholding reporting. This webinar will prepare you for the 2017 filing year, improve your employee reporting set-up and maintenance practices, and reduce your risk of complaints from the IRS. Experienced businessman Miles Hutchinson will review the current law and regulations regarding the filing of Forms W-2 and W-4 and will provide practical guidance in these areas that have become the subject of increasing IRS scrutiny.
Recorded Session Get life time access for one participant with download option!

Nonresident Alien Information Reporting Using Forms 1042-S and W-8
Do you have a plan to deal with IRS demands for backup withholding if you failed to deduct from payments to Nonresident Aliens' (NRAs)? The IRS is working hard to reduce the delinquent tax burden. They know companies are becoming relatively compliant with 1099 reporting, but they also understand that companies and their advisors are less sure when it comes to identifying and performing backup withholding on NRAs. Collecting the tax due from NRAs working in the U.S. is an IRS Tier 1 audit issue. This tax burden is minimized when companies making payments to NRAs for both dependent and independent personal services properly withhold on these payments.
Recorded Session Get life time access for one participant with download option!

The Job of the Corporate Controller in Today's Environment - Part 3: Regulatory Compliance and Risk Management Issues and Responsibilities for the Controller
This webinar focuses on the critical areas of regulatory compliance and risk management by providing essential tools to handle the critical tasks. Topics discussed will include audits - both financial and income tax - and dealing with state and federal regulatory agencies. Presented by experienced CGMA and financial analyst Miles Hutchinson, this course will examine these key technical aspects of the controller function and how to add value to your organization. Mr. Hutchinson will share his seasoned guidance on the skills possessed by successful controllers and identify the issues that will help you be more effective in the controller role. This course and other classes in this practical controllership webinars series are essential for all financial professionals on the track to upper management.
Recorded Session Get life time access for one participant with download option!

The Job of the Corporate Controller in Today's Environment - Part 2: Accounting and Reporting Aspects of the Controller's Role
This webinar focuses in on the critical areas of accounting and reporting along with strategic planning and budgeting by providing the essential tools to handle the critical tasks. Presented by experienced CGMA and financial analyst Miles Hutchinson, this course will examine the key technical aspects of the controller function and how to add value to your organization. Mr. Hutchinson will share his seasoned guidance on the skills possessed by successful controllers and identify the issues that will help you to be more effective in the controller's role. This course and other classes in this practical controllership webinars series are essential for all financial professionals on the track to upper management.
Recorded Session Get life time access for one participant with download option!

The Job of the Corporate Controller in Today's Environment - Part 1: Technical Aspects of the Controller Function
This webinar focuses on the critical areas of planning, budgeting, forecasting and the essential tools to handle these critical tasks. Speaker will also examine the key technical aspects of the controller function and how to add value to your organization. Mr. Hutchinson will share his seasoned guidance on the skills possessed by successful controllers and identify the issues that will help you to be more effective in the controller role. This course and other classes in this practical controllership webinars series are essential for all financial professionals on the track to upper management.
Recorded Session Get life time access for one participant with download option!

The 1099 & W-9 Annual Update
What are the rules regarding paying and IRS reporting on Independent Contractors? How do we avoid the IRS CP-2100 (B-Notices)? What if our vendor/payee claims exemption; must I obtain a W-9 anyway? What are the best practices for handling our information reporting obligations? How can we minimize risk of improper exemption claims by my vendors? Get the answers to these and related questions to reduce your risk of huge penalties from the IRS.
Recorded Session Get life time access for one participant with download option!

Complying with the Fair Debt Collection Practices Act
What are the rules regarding how you may contact a debtor? They are so complex and confusing! There are many issues involved, such as what questions you may and may not ask someone other than the debtor and restrictions on what you can leave in voicemail or send in an email, and the best ways to handle suspected deadbeats. What is the best practice for postings to open accounts when the debtor may file bankruptcy? Did you know that medical collections must be treated with more care than consumer collections? Learn the answers to all of these issues and your own questions when you attend this detailed presentation of the FDCPA.
Recorded Session Get life time access for one participant with download option!

Designing and Using KPIs and Performance Dashboards
Designing, developing and supporting an effective reporting system of leading and lagging KPIs (Key Performance Indicators) is complicated. Information needed for senior management is different and less granular than that needed for the line manager, and the producers. The technical aspects of pulling the right information from the mountains of data at the right time can be overwhelming. We can help demystify this puzzle and put your team on the track to smooth sailing. Join us and accelerate your team's understanding and effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards. Learn how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers, and line and field personnel.
Recorded Session Get life time access for one participant with download option!

Sales Tax - Avoiding Double Taxation on Drop Shipments
Gain valuable insight into the complex issues of interstate sales using drop shippers. Discover the obligations of out-of-state (foreign) sellers (drop shippers) to collect the destination state's taxes unless they obtain appropriate resale certification from foreign retailers - and why this is so difficult to do when a drop shipper is involved. Also learn how to identify what documentation will work for which states - they have vastly different requirements.
Recorded Session Get life time access for one participant with download option!

TIN Matching to Reduce Your B-Notices and Eliminate Proposed Penalties
Learn the best practices for eliminating 1099 error notices from the IRS. Discover the power of the TIN Matching system. Learn how to handle the CP-2100 notices from Uncle Sam and avoid the fines & penalties for failure to timely comply with the B-Notice requirements. Understand the difference between 1st and 2nd B-Notice and the related differences in required vendor responses. Be sure you institute and stop Backup Withholding when required. Join us for a content-rich 90-min webinar and you will gain the tools to make you the most effective information return manager your company has ever seen.
Recorded Session Get life time access for one participant with download option!

Travel Pay - Best Practices to Comply with Federal Regulations
Learn when and how you must compensate employees for travel time. Ensure you comply with the requirements under the Portal Act. Get an update on IRS travel expense documentation requirements. Learn about employer liability for accidents of traveling employees. Clearly define when employee meals are 100% deductible and when they are only 50% deductible. Understand the limitations when personal and business travel and entertainment are mixed. Ensure your records will stand the scrutiny of a compensation or tax audit.
Recorded Session Get life time access for one participant with download option!

When is Overtime Pay Required - FLSA and IRS Regulations Covering Employee V. Independent Contractor-Making a Proper Determination
Do you know how to make a proper determination between an employee and an independent contractor? If not, you should attend a briefing on the rules and regulations available to help you with this complicated and risky issue. There are multiple regulations managed by various governmental agencies at both the federal and state level.
Recorded Session Get life time access for one participant with download option!

How to Prepare an Outstanding Capital Expenditure Proposal
Join us to learn about the latest and most accurate methods for performing capital expenditure (CAPEX) analyses. Learn how to establish your hurdle rate (minimum acceptable rate of return) for your CAPEX projects and which metric most fairly represents the true expected rate of return on your projects. Receive our standardized CAPEX model for use in performing future analyses.
Recorded Session Get life time access for one participant with download option!

Nonresident Alien Vendors - How to Handle the Information Reporting and Backup Withholding Requirements
This 90 minutes webinar will equip all the participants to gain the knowledge and tools to identify your nonresident alien payees, correctly identify the proper forms and protocols, and bring your company into compliance with the information reporting and 30% backup withholding requirements.
Recorded Session Get life time access for one participant with download option!

Complying with the Sales & Use Tax Law
This webinar will discuss the following concerns: What's the difference between Sales tax and Use tax? Must I charge tax on my internet sales? Will I owe taxes in more than one state for the same sale? Why is my drop shipper charging me tax? Why did I receive a NEXUS Questionnaire and what if I don't respond to it? I just received a notice that I have to conduct a self-audit and report my findings to the state - is this for real?
Recorded Session Get life time access for one participant with download option!

Understanding the Controller's Role in Today's Environment
Keeping the books, managing the accounting department, assisting with issues of middle and senior management, communicating with staff, auditors, regulators and investors - how do you keep it all together? Spend just four hours with us and learn how to balance your role as historian, manager and communicator. In this webinar, veteran Controller, Treasurer and CFO Miles Hutchinson, CGMA covers the core competencies of the Controller's role in this fast paced and constantly changing environment.
Recorded Session Get life time access for one participant with download option!

Designing and Using KPIs and Performance Dashboards
Designing, developing and supporting an effective reporting system of leading and lagging KPIs (Key Performance Indicators) is complicated. Information needed for senior management is different and less granular than that needed for the line manager, and the producers. The technical aspects of pulling the right information from the mountains of data at the right time can be overwhelming. We can help demystify this puzzle and put your team on the track to smooth sailing. Join us and accelerate your team's understanding and effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards. Learn how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers, and line and field personnel.
Recorded Session Get life time access for one participant with download option!

1099 & W-9 Annual Update
What are the rules regarding paying and IRS reporting on Independent Contractors? How do we avoid the IRS CP-2100 (B-Notices)? What if our vendor/payee claims exemption; must I obtain a W-9 anyway? What are the best practices for handling our information reporting obligations? How can we minimize the risk of improper exemption claims by my vendors? Get the answers to these and related questions to reduce your risk of huge penalties from the IRS.
Recorded Session Get life time access for one participant with download option!

Forecasting with Excel's Powerful Sensitivity Tools
Financial Modeling is based on the idea that forecasts are subject to variation and this variation should be tested and communicated as an aide to effective to decision making. Attend this briefing on Excel to unleash its powerful sensitivity tools. Get the full power out of your financial models. Improve the design of your models to take advantage of these tools in just 90 minutes.
Recorded Session Get life time access for one participant with download option!

Introduction to Payroll Law
Are you responsible for payroll or employer tax withholding compliance? Or maybe you were recently hired or promoted into the payroll department. During your indoctrination you are surprised at all the interesting things to do and how important this role is to the success of the company. You begin to wonder just how much there is to learn. Join us for 90 minutes for a quick briefing on the basic laws affecting payroll. Learn where to find the authoritative rules to support your policies and procedures. Accelerate your learning using our organized and thoughtful delivery and determine to step into your role with confidence.
Recorded Session Get life time access for one participant with download option!

W-2 and W-4 Update and Best Practices for 2014
Have you experienced the perplexed employee who correctly identifies a mistake on their W-2 on April 16? You sent the government copies off to the SSA in March. Now you have a challenge – how to quickly pacify the employee and how to correct the copy at the SSA. And what about the impact on your quarterly Forms 941? What is the practical procedure to help ensure this doesn't happen again? What are the rules and regulations addressing these concerns? Where can you find help with exactly how to handle this year-end challenge? Join us for this quick paced discussion of the 2014 changes, the issues and the helpful tools to help you maintain your sanity during the year-end reporting season.
Recorded Session Get life time access for one participant with download option!

Hot Issues in Multi-State and Internet Sales Tax
Gain valuable insight into the complex issues of interstate sales and the obligations of out-of-state (foreign) sellers to collect the destination state's taxes. Get up-to-date information about the retailing giants and their fights with the various states. Take a ring-side seat with an expert who will share the anticipated outcomes.
Recorded Session Get life time access for one participant with download option!

Travel Pay - Best Practices to Comply with Federal Regulations
Learn when and how you must compensate employees for travel time. Ensure you comply with the requirements under the Portal Act. Get an update on IRS travel expense documentation requirements. Learn about employer liability for accidents of traveling employees. Clearly define when employee meals are 100% deductible and when they are only 50% deductible. Understand the limitations when personal and business travel and entertainment are mixed. Ensure your records will stand the scrutiny of a compensation or tax audit.
Recorded Session Get life time access for one participant with download option!

1099 & W-9 Update - Complying with IRS Information Reporting
What are the rules regarding paying and IRS reporting on Independent Contractors?How do we avoid the IRS CP-2100 (B-Notices)?What if our vendor/payee claims exemption; must I obtain a W-9 anyway?What are the best practices for handling our information reporting obligations?How can we minimize risk of improper exemption claims by my vendors?Get the answers to these and related questions to reduce your risk of huge penalties from the IRS.
Recorded Session Get life time access for one participant with download option!

Handling Garnishments and Abandoned Wages
The Consumer Credit Protection Act is designed to ensure fair and proper treatment of people with debts. Garnishment orders include creditor debt to child support.
Recorded Session Get life time access for one participant with download option!

FATCA (Foreign Accounts Tax Compliance Act) – How to Comply with Minimal Withholding, Tax and Penalty Impact
US authorities are determined to uncover hidden accounts of US persons holding assets abroad and ensure they are properly taxed. Learn about this complex law, the various types of agreements required to be executed between the IRS and foreign entities and foreign financial institutions, the account review requirements, the grandfather provisions and the reporting provisions of this new law.
Recorded Session Get life time access for one participant with download option!

Nonresident Alien Vendors - How to Handle the Information Reporting and Backup Withholding Requirements
How can you tell your vendor or payee is a nonresident alien? What if you send them a 1099 when you should have sent them a 1042-S with backup withholding for the payments you made to them? How will you deal with the IRS demand for the backup withholding you failed to deduct from the NRAs payments? In just 90 minutes, you can develop a solid plan to move your company toward near absolute regulatory compliance, efficiency improvements, standardized processes, & adequate documentation to ensure your nonresident alien payments are properly handled according to IRS and tax treaty regulations. You will learn how to obtain the treaties and confirm exemption claims made by your NRA's.
Recorded Session Get life time access for one participant with download option!

Designing and Using KPIs and Performance Dashboards
Designing, developing and supporting an effective reporting system of leading and lagging KPIs (Key Performance Indicators) is complicated. Information needed by senior management is different and less granular than that needed by the line manager, and the producers. The technical aspects of pulling the right information from the mountains of data at the right time can be overwhelming. We can help demystify this puzzle and put your team on the track to smooth sailing. Join us and accelerate your team's understanding and effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards. Learn how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers, and line and field personnel.
Recorded Session Get life time access for one participant with download option!

Introduction to Sales and Use Taxation
Sales tax? Use tax? What's the difference? Must I charge tax on my internet sales? Will I owe taxes in more than one state for the same sale? Why is my drop shipper charging me tax? Why did I receive a NEXUS Questionnaire and what if I don't respond to it? I just received a notice that I have to conduct a self-audit and report my findings to the state - is this for real? I need help!
Recorded Session Get life time access for one participant with download option!

SUBSCRIBE TO NEWSLETTER
Get industry updates and exclusive deals on offers!