SALTovation: Navigating the Complexities of State and Local Tax by Aprio

By SALTovation by AprioBusiness Careers

SALTovation: Navigating the Complexities of State and Local Tax by Aprio episodes

February 10, 2021The Tax Foundation with Jared Walczak
In this episode of the SALTovation podcast, we speak with Jared Walczak, Vice-President of State Projects at the Tax Foundation, and our very own Judy Vorndran. Jared talks about his work with the Tax Foundation, a non-profit, independent tax policy organization. He shares how he came into his role there and how he works with legislation about tax issues in a nonpartisan way. Listen as he shares what he sees will happen with tax policies as a result of the COVID-19 pandemic.

Questions asked and answered in this Episode:

How did Jared make his way to the Tax Foundation?

What does he focus on at the Tax Foundation?

Where does the Tax Foundation gather their data for analysis?

How are they structured to cover all 50 states?

How does he see states changing tax policies due to the effects of COVID-19 pandemic?

What does he enjoy the most in his job?

What You Will Discover:

[01:00] How Jared joined the Tax Foundation and his first job in legislature

[03:08] Where he focuses his efforts and energy at the Tax Foundation

[04:41] An overview of the organization’s state tax team

[06:58] Where Tax Foundation gathers their data for analysis

[15:45] What is the Colorado Sales And Use Tax Simplification Task Force

[19:32] How the Tax Foundation strays from advocacy

[26:47] Jared’s “I told you so” moment

[31:32] How Judy learned about the Tax Foundation

[31:17] The Tax Foundation’s publications

[33:24] How state taxes vary and other tax issues

[42:26] How state tax policies can change due to the COVID-19 pandemic

[50:27] What Jared enjoys the most about his job

Quotables:

“We’re a small team. I’d like to think that ” - Jared Walczak [05:02]

“State lawmakers, they’re smart people, but they can’t all be experts on every issue. In many cases, they’re part-time. They honestly usually do not have significant full-time staff or if they do, it’s like a legislative assistant. I’ve been one. It’s not a huge policy research team that they have access to, so there’s this enormous need for serious but also digestible research and analysis, and I think it makes a huge difference. And we can provide that.” - Jared Walczak [14:07]

“I think that we have found the right approach. We do education.” - Jared Walczak [20:20]

“I found the Tax Foundation's maps, and I’ve been relying on them ever since, because it’s a way to see that snapshot of America and all the bits and pieces that you guys share.” - Judy Vorndran [31:57]

“We have a relationship with lawmakers that I think sets us apart from a lot of other organizations.” - Jared Walczak [50:49]

Relevant Links:

Website: https://taxfoundation.org/

LinkedIn: https://www.linkedin.com/in/jaredwalczak/

Subscribe on your favorite podcast app:
https://saltovation.captivate.fm/listen
https://linktr.ee/taxops

Follow Us on Socials
https://www.linkedin.com/company/taxops-llc
https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw

Talk To A Tax Advocate Today
TaxOps Website: https://taxops.com/contact/

Production Support
This episode was produced with support from Truth Work Media. www.truthworkmedia.com
Mentioned in this episode:
Schedule a Call with the Aprio Team Now!
Introductory Call
54 min
January 25, 2021Connecting to your clients with Stacey Roberts
In this episode of the SALTovation podcast, we speak with Stacey Roberts, State and Local Tax Director, and our very own Judy Vorndran.
Stacey talks about what she’s learned working in Chicago, the Pacific Northwest and Denver. She also shares how she connects with her clients to create a good working relationship.

Questions asked and answered in this Episode:

What did Stacey learn working for markets in Chicago, the Pacific Northwest and Denver?

How has Stacey grounded and connected to her clients?

Who has been the most influential person in her career?

What You Will Discover:

[00:38] What Stacey learned working in the Chicago market

[08:01] What she learned working in the Pacific Northwest

[21:40] How she transitioned working with the Denver team

[26:50] What drives her to be a great practitioner

[28:37] How she created a good working relationship with a client

[34:49] Who is the most influential person in her career

[39:52] One thing we don’t know about Stacey

[42:09] Random facts about Stacey

Quotables:

“I would say, like I said earlier, that for me, moving into the smaller markets forced me to become more of a generalist and learn sales tax which has been invaluable to me over time.” - Stacey Roberts [07:48]

“One of the things that I try to do is have empathy for our clients, right? No matter who they are, and just like you said, I do try to listen.” - Stacey Roberts [27:39]

“I just think that just from human nature, people want to be heard and they should be heard.” - Stacey Roberts [33:33]

“I hire people that I want to invest in.” - Judy Vorndran [36:16]

“Well Judy, that’s what you’ve always said that people matter. Like whether it’s our clients, our staff and life outside of work and tax and whatnot. That people matter and it’s true.” - Meredith Smith [36:37]

Relevant Links:

Website: https://www.saltovation.com/

LinkedIn: https://www.linkedin.com/in/stacey-roberts-90072b5

Subscribe on your favorite podcast app:
https://saltovation.captivate.fm/listen
https://linktr.ee/taxops

Follow Us on Socials
https://www.linkedin.com/company/taxops-llc
https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw

Talk To A Tax Advocate Today
TaxOps Website: https://taxops.com/contact/

Production Support
This episode was produced with support from Truth Work Media. www.truthworkmedia.com
Mentioned in this episode:
Schedule a Call with the Aprio Team Now!
Introductory Call
50 min
January 11, 2021Teaching SALT to the next generation with Tram Le
In this episode of the SALTovation podcast, we speak with Tram Le, a CPA, attorney and SALT professor, and our very own Judy Vorndran.

Tram talks about pursuing her career in accounting and law after shifting from music. She also shares what she sees teaching SALT topics to graduate students as an adjunct assistant professor at the University of Texas in Arlington. She also discusses what she thinks makes clients want to work with her.

Questions asked and answered in this Episode:

What is Tram Le’s background and career story?

How does she think the SALT class she teaches relates to the classes she took in college?

What is the biggest misconception about state tax that she finds within the students?

What does Tram offer that makes clients want to work with her?

Where did UT Arlington find the value in offering a SALT class?

What drives and motivates Tram to do her best work each day?

What You Will Discover:

[00:52] How Tram shifted from pursuing music to accounting and law

[07:07] Taking the SALT class and meeting Judy

[11:18] How the SALT classes she teaches compare to the classes she took as a student

[17:10] The biggest misconception about state tax within her students

[22:47] What makes clients want to work with Tram

[28:28] Why does she think UT Arlington offers a SALT class

[30:14] What drives and motivates Tram

[31:43] One thing we don’t know about Tram and more fun facts

Quotables:

“Being in the top of a class doesn’t necessarily mean success.” - Judy Vorndran [09:15]

“This is not just a simple job. It’s complicated and it requires nuance. And it requires the ability to take the complicated issues, make them simple for our clients so they understand how to handle it, but also deal with the nuance, so that we give them the right answer.” - Judy Vorndran [16:09]

“Just understanding that it does matter how you file.” - Tram Le [18:14]

“When I am helping a client or advising, I put myself in their shoes, and what would I do if I had these problems?” - Tram Le [23:52]

“If there’s something I’m doing, I have to do it right, and I don’t want to let you guys down. I don’t want to let clients down. I don’t want to let myself down. And also, I think a big part of me as a mother of two young girls, I want to be a really good role model for them.” - Tram Le [30:48]

Relevant Links:

Website: https://www.saltovation.com/

LinkedIn: https://www.linkedin.com/in/tram-le-88573752

Subscribe on your favorite podcast app:
https://saltovation.captivate.fm/listen
https://linktr.ee/taxops

Follow Us on Socials
https://www.linkedin.com/company/taxops-llc
https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw

Talk To A Tax Advocate Today
TaxOps Website: https://taxops.com/contact/

Production Support
This episode was produced with support from Truth Work Media. www.truthworkmedia.com
Mentioned in this episode:
Schedule a Call with the Aprio Team Now!
Introductory Call
42 min
December 21, 2020The Inside Story of Gable Tax with Dena Oberst
In this episode of the SALTovation podcast, we speak with Dena Oberst, President and CEO of Gable Tax Group, and our very own Judy Vorndran.

Dena talks about pursuing her career goals in the area of taxation and how over 25 years of experience in sales tax compliance and automation has brought her to launch her own use tax consulting group.

Questions asked and answered in this Episode:

What brought Dena to start Gable Tax Group?

Why did a recruiter foresee that Dena would be incredibly marketable in a two year time?

How did she build to scale after the Wayfair case?

Is Dena glad that she started her own business?

What You Will Discover:

[1:04] How an education to become an accountant was met with the reality of working in the sales tax department

[2:06] How did she divert from private industry to public accounting as an experienced consultant

[5:24] How she became a sales tax compliance and automation practice leader at Jefferson Wells

[6:01] How getting breast cancer prompted her to leave the sales tax department for True Partners Consulting

[8:02] How she took the leap to start Gable Tax Group

[13:31] How being a people person was integral to the success of her business

[14:46] How Gable Tax Group is different from other consulting service providers

[22:12] The complexity of sales and income tax

[28:26] How Dena’s work aligns with SALT

[30:10] How the Wayfair case was pivotal to Gable Tax Group

[32:07] How to adopt a work methodology that focuses on people, process and technology

[38:43] How starting a business has been for Dena

Quotables:

“We use technology of course, but we do use human common sense.” – Dena Oberst

[16:05]

“Measurement drives behavior.” – Dena Oberst [18:54]

“It’s really about the people, the talent, the process, and of course, you have to use technology.” – Dena Oberst [34:12]

“People, process, and technology.” - Dena Oberst [32:10]

“Try to seek abundance instead of negative thinking.” Judy Vorndran [34:10]

Relevant Links:

Website: https://www.saltovation.com/

LinkedIn: https://www.linkedin.com/in/dena-oberst/

Gable Tax Group: https://www.gabletaxgroup.com/

Subscribe on your favorite podcast app:
https://saltovation.captivate.fm/listen
https://linktr.ee/taxops

Follow Us on Socials
https://www.linkedin.com/company/taxops-llc
https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw

Talk To A Tax Advocate Today
TaxOps Website: https://taxops.com/contact/

Production Support
This episode was produced with support from Truth Work Media. www.truthworkmedia.com
Mentioned in this episode:
Schedule a Call with the Aprio Team Now!
Introductory Call
52 min
December 07, 2020Making client connections with Alexander Korzhen
This is the first episode of the SALTovation podcast series, Meet the Team, where we will be talking to members of the state tax group. In this episode, we speak with Alexander Korzhen, a tax manager, and our very own Judy Vorndran.

Alex talks about how he pursued his career in taxation and how he landed at SALT. He also discusses how connections play an important role in his work and how he connects with his clients.

Questions asked and answered in this Episode:

Why did he choose to pursue taxation with his background in accounting finance and law?

How does he build connections with his clients?

How did he land at SALT?

What You Will Discover:

[00:59] How Alexander Korzhen ended in Minnesota

[03:11] Why he pursued accounting finance and law

[06:26] How he fell into taxation

[10:06] How he connects with his clients

[16:21] What gets him excited about work

[19:01] How he landed at SALT

[22:15] What other things he participates in

[26:01] One thing we don’t know about him

[28:16] Random fact about Alex

Quotables:

“It’s really not what you’re doing, but who you’re doing it with.” - Alexander Korzhen [07:22]

“If you have a connection, if you have rapport, things kind of seem to fall into place.” - Alexander Korzhen [07:31]

“I think early in my career, I was so focused on what are the rules? What do we legally have to do? What do you legally have to do? That was the approach I took with my clients. Well the law says… Well that only gets your halfway there, right? I think infusing with the practical aspect is where the real value comes in.” - Alexander Korzhen [12:06]

“I think SALT is well-suited to people who like solving puzzles.” - Alexander Korzhen [16:56]

“It’s nice to have those networking connections, right? But that’s all you’re really kind of missing in person, I think, because the content, if it’s delivered well, can be almost more efficient.” - Judy Vorndran [24:32]

Relevant Links:

Website: https://www.saltovation.com/

LinkedIn: https://www.linkedin.com/in/alexander-korzhen-10905318/

Subscribe on your favorite podcast app:
https://saltovation.captivate.fm/listen
https://linktr.ee/taxops

Follow Us on Socials
https://www.linkedin.com/company/taxops-llc
https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw

Talk To A Tax Advocate Today
TaxOps Website: https://taxops.com/contact/

Production Support
This episode was produced with support from Truth Work Media. www.truthworkmedia.com
Mentioned in this episode:
Schedule a Call with the Aprio Team Now!
Introductory Call
35 min
November 23, 2020Controlling your narrative with Joni Johnson-Powe
In this episode of the SALTovation podcast, we speak with Joni Johnson-Powe, from DuCharme, McMillen & Associates, and our very own Judy Vorndran.

Joni is the Vice President of DMA’s tax technology consulting division and is also a multi-degreed lawyer, a CPA and an IT specialist. She talks about owning her own businesses and what were the biggest lessons she learned from her first company. She also discusses how she feels her roles as a mom, a leader and a business owner has helped her control her narrative in the workforce.

Questions asked and answered in this Episode:

How did Joni’s educational background influence her career choices and specialties?

Why did she pursue a law as a CPA?

How does Joni feel about being a mom, a leader and a business owner has impacted her?

What You Will Discover:

[00:59] How Joni utilized her education

[06:15] Why she went to law school as a CPA

[10:01] The evolution of software and technology for tax use

[16:58] Why she started her own business

[22:16] How her family life helps pivot her career path

[29:53] How Joni’s many hats helped her control the narrative and how things haven’t changed much in public accounting

[40:32] How Joni thinks working from home due to COVID-19 pandemic has benefitted parents

[46:06] Michelle’s last takeaway

[52:46] Outro

Quotables:

“When you're an accountant, it’s A+B=C. When you’re a lawyer, it’s like A+B=CDEFG.” - Joni Johnson-Powe [02:04]

“Business is not set it and forget it.” - Judy Vorndran [13:20]

“It was just a lot of things that you don’t know. You’re starry eyed. You’re ambitious. You want to go out, but you don’t realize all the sacrifices that you really have to make as a business owner. - Joni Johnson-Powe [24:59]

“There aren’t people like us, so we have to connect with one another to support each other, because we’re going through similar things as business owners, as women, as mothers, as wives, as friends.” - Judy Vorndran [33:44]

“And I really do feel like all of the obstacles that we go through in life build us to be a better person tomorrow.” - Joni Johnson-Powe [47:29]

Relevant Links:

Website: https://dmainc.com/

Subscribe on your favorite podcast app:
https://saltovation.captivate.fm/listen
https://linktr.ee/taxops

Follow Us on Socials
https://www.linkedin.com/company/taxops-llc
https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw

Talk To A Tax Advocate Today
TaxOps Website: https://taxops.com/contact/

Production Support
This episode was produced with support from Truth Work Media. www.truthworkmedia.com
Mentioned in this episode:
Schedule a Call with the Aprio Team Now!
Introductory Call
56 min
November 09, 2020Challenging tax laws with Michelle Bush
In this episode of the SALTovation podcast, we speak with Michelle Bush, from Silverstein & Pomerantz, and our very own Judy Vorndran.

Michelle talks about her career handling tax matters on behalf of the city and then her later switch on behalf of the taxpayers . Listen to her multiple perspectives of challenging tax law in the court system.

Questions asked and answered in this Episode:

Why did she switch sides from representing the city to representing taxpayers?

What are Michelle thoughts on overreaching enforcement?

Was there a lack of trust from the cities for the state to collect their dues?

Why doesn’t Denver have clearer boundary lines?

What are Michelle’s opinions on the Sales & Use Tax System (SUTS) system?

What case had the biggest impact on Michelle on the way she thinks about tax and the application of the law?

How do you put together a compelling story for litigation?

What does Michelle foresee in future litigations?

What You Will Discover:

[01:29] The progression of Michelle’s career

[05:03] Why she shifted from representing the city to taxpayers

[06:34] How she adjusted to Colorado's complicated state tax system

[08:59] The balancing act on enforcing the tax law

[14:40] If Michelle felt any distrust between the City of Denver and the state of Colorado

[19:35] Issues with Colorado’s boundary lines

[21:15] Michelle’s opinions of the SUTS system

[27:38] What Michelle tries to remember in every piece of litigation

[31:40] How to put together a compelling story

[35:56] How the COVID-19 pandemic could play in future litigations

[37:37] Other litigations Michelle foresees in the future

Quotables:

“Wherever I worked, it was the right thing at the time.” - Michelle Bush [05:30]

“Just because no one is challenging it doesn’t mean it’s the right application. Doesn’t mean it’s the wrong application.” - Michelle Bush [10:21]

“Putting myself in the shoes of our clients, any time you can remove a barrier to compliance, I think that’s a good thing.” - Michelle Bush [22:10]

“But use tax is almost like when you say use tax, people think that… they look at you and say `I know the words you are using are in the English language, but I don’t know what that means.’” - Michelle Bush [26:28]

“There’s always a story to be told.” - Michelle Bush [28:57]

Relevant Links:

Website: https://www.sptaxlaw.com/our-people/michelle-bush/

LinkedIn: https://www.linkedin.com/in/michelle-bush-ba10b01a/

Subscribe on your favorite podcast app:
https://saltovation.captivate.fm/listen
https://linktr.ee/taxops

Follow Us on Socials
https://www.linkedin.com/company/taxops-llc
https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw

Talk To A Tax Advocate Today
TaxOps Website: https://taxops.com/contact/

Production Support
This episode was produced with support from Truth Work Media. www.truthworkmedia.com
Mentioned in this episode:
Schedule a Call with the Aprio Team Now!
Introductory Call
48 min
October 19, 2020Walking through non-US taxation with Brian Schwam
Walking through non-US taxation with Brian Schwam

In this episode of the SALTovation podcast, we speak with Brian Schwam, from WTP Advisors, and our very own Judy Vorndran.

Brian walks through some nuisances on non-US taxation from the knowledge he’s gained in his over 30 years of experience with international taxation. Listen to how this type of taxation overlaps with state tax.

Questions asked and answered in this Episode:

How did Brian come to focus on international tax?

What brought him to WTP?

What factors cause a foreign corporation to have a tax presence in the US?

How are non-US businesses generating income from the states?

What are the penalties for non-US businesses that are not paying sales tax?

What is the outbound for a US-based business with foreign operations?

What is the one most important thing Brian wants people to know about what he does?

What You Will Discover:

[00:51] How Brian carved out his career in a niche area of taxation

[05:44] What factors subject a foreign corporation to US tax

[07:40] How non-US businesses bring in revenue from the states

[09:26] Why foreign manufacturers have plants in America

[15:33] How treaties play into taxation

[20:25] What are the consequences if a business doesn’t pay its sales tax

[27:00] What forms a US-based business with foreign operations need to complete

[37:49] What is the one thing Brian wants people to know about what he does

[39:16] Outro

Quotables:

“There’s a lot of labor-related taxes in a lot of foreign countries that we don’t have here.” - Brian Schwam [13:20]

“And this whole concept on who we have treaties and who we don’t have treaties with, right? Where we play nice in the sandbox with some other countries and we don’t play so nice with others.” - Judy Vorndran [15:30]

“One of them is the streamlined compliance filing. If you go back and file three years and pay interest in tax, they waive the penalties. Or if you have a situation where you don’t have any reported income, but you didn’t file these forms for whatever reason, as long as it wasn’t willful, then you can go back six years and all the penalties will be waived forever. If you don’t do anything, which is always one of the options, the statues never run, the penalties never go away and they just keep adding up. As soon as you're compliant once, it kind of alerts the IRS that you should have been compliant all along, so that’s why these programs are important. We like to have our clients use them to get clean, if you will.” - Brian Schwam [33:03]

“We’re also in the business of helping people optimize and maximize their opportunities, and I think if a business isn’t getting the proper advice, it’s like walking through a minefield. We try to help people avoid the landmines.” - Brian Schwam [38:41]

Relevant Links:

Website: https://wtpadvisors.com/brian-schwam.php

LinkedIn: https://www.linkedin.com/in/brian-schwam-b6026a3/

Subscribe on your favorite podcast app:
https://saltovation.captivate.fm/listen
https://linktr.ee/taxops

Follow Us on Socials
https://www.linkedin.com/company/taxops-llc
https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw

Talk To A Tax Advocate Today
TaxOps Website: https://taxops.com/contact/

Production Support
This episode was produced with support from Truth Work Media. www.truthworkmedia.com
Mentioned in this episode:
Schedule a Call with the Aprio Team Now!
Introductory Call
41 min
October 05, 2020COST’s role in the tax conversation, a Discussion With Nikki Dobay
In this episode of the SALTovation podcast, we speak with Nikki Dobay, Senior Tax Counsel for Council of State Taxation (COST), and our very own Judy Vorndran.
Nikki uses her expertise to explain how COST plays into the tax conversations and the inner workings of the state tax brain trust. She also discusses how COST decides what issues they focus on. Listen to how she explains how the Multistate Tax Commission (MTC) was formed and why smaller businesses should get involved in the MTC.

Questions asked and answered in this Episode:

How did Nikki shift from public accounting to COST and back to a law firm?

What role does COST play in the tax conversation?

Where does COST focus their efforts?

How can small sellers get involved in the MTC?

What You Will Discover:

[01:14] How Nikki navigated her career

[09:26] What role does COST play in the tax conversation

[20:13] How does COST decide what they get involved in

[24:29] How Nikki thinks of the Oregon Corporate Activity Tax

[28:53] How to determine state nexus

[35:37] What is some advice for small sellers to get involved in the MTC?

[42:39] Outro

Quotables:

“Somebody did tell me early on when I was very nervous because I had to testify about unclaimed property, which I know nothing about. And the person just said ‘I guarantee you even if you know almost nothing, you know more than they know. Just walk in there. You’re the smartest person in the room on this and just say whatever you think will help.” - Nikki Dobay [05:07]

“What I have come to see going from the biggest firm in the world into a regional firm was how much that vote gets missed for the little guys. And the big guys can afford to pay someone like you. They can afford to hire someone internally as a lobbyist.” - Judy Vorndran [17:02]

“It just seems like the state shouldn’t be able to dictate what the federal law says. It’s not their job to interpret this federal law and whether or not it applies.” - Nikki Dobay [34:15]

“I think it’s a voice that really gets lost and the states don’t hear about it. They don’t think about it and they don’t understand that these decisions are having significant impacts on small businesses and mid-size businesses that are really just trying to make it and you’re going to crush them with state tax compliance for what reason.” - Nikki Dobay [36:12]

Relevant Links:

Website: https://www.cost.org/about-cost/staff/nikki-e.-dobay

LinkedIn: https://www.linkedin.com/in/nikki-e-dobay-10a018a

Subscribe on your favorite podcast app:
https://saltovation.captivate.fm/listen
https://linktr.ee/taxops

Follow Us on Socials
https://www.linkedin.com/company/taxops-llc
https://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw

Talk To A Tax Advocate Today
TaxOps Website: https://taxops.com/contact/

Production Support
This episode was produced with support from Truth Work Media. www.truthworkmedia.com
Mentioned in this episode:
Schedule a Call with the Aprio Team Now!
Introductory Call
45 min
September 21, 2020The Importance Of Your Network, A Discussion With Janette Lohman
In this episode of the SALTovation podcast, we speak with Janette Lohman, who is an industry leader with state and local tax, and our very own Judy Vorndran.
Janette shares her story of practicing law in various areas in the industry for over 30 years. She also shares why it’s important to continue to nurture her connections in this collaborative industry and why people want to be on her famous cookie list.

Listen to how to be resourceful and quick to adapt when tackling an issue for your client.

Questions asked and answered in this Episode:

How did Janette initially get in state and local tax and what opportunities opened up for her as a result of progressing through her career?

Is it a conflict of interest to work at an accounting firm rather than a law firm?

Why do we think it’s a clerical, unimportant thing to have someone help with sales tax revenue?

What can a community of state and local tax professionals do to carry the momentum to make us better?

What You Will Discover:

[01:33] Janette shares how she started her 30-year long career with state and local tax

[09:27] What were the hardest two years of her life

[10:04] What is the origin of her famous cookie list

[15:31] How the relationships in SALT matter in the industry

[21:32] What is the most important thing Janette learned from being Director of Revenue

[22:59] Why it’s better to work out the issues at the audit level

[28:54] Why it’s important to adapt in the business

[36:46] How Janette helps people that were affected by COVID-19

Quotables:

“I think that state and local tax is probably the best kept secret in all of the world, let alone the tax, because it’s different. It’s varied. It’s wild.” - Janette Lohman [03:48]

“If you’re in a situation where you have no business of your own, your best source of business is your other partners.” - Janette Lohman [09:49]

“The only trick to selling business is that it’s what can you do for them and who are your clients and what are their needs, not your needs. Your needs are totally irrelevant.” - Janette Lohman [12:24]

“If it’s in your own best interest because I guarantee you, you need to go up the system level by level without offending anyone along the way because if you want to get something resolved successfully, you have to work through the system.” - Janette Lohman [22:29]

“We have no competitors in this industry. We have only colleagues.” - Janette Lohman [28:20]

Relevant Links:

Website: https://www.thompsoncoburn.com/people/janette-lohman

LinkedIn: https://www.linkedin.com/in/janette-lohman-359548

Subscribe on your favorite podcast app:
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