Resource Archives: Joe Haberzetle

Posted by: Joe Haberzetle · Feb 10, 2015

Washington-based professional service providers with clients located outside the state are likely aware by now that significant changes were made to the state’s business and occupation (B&O) tax apportionment rules in 2010. Under these revised rules, B&O tax on receipts from non-Washington customers are often sharply reduced. However, what many businesses may overlook, or remain unaware of, is that these rules may substantially reduce the B&O tax on sales to Washington-based companies as well, resulting in a significant potential refund opportunity. Before you start celebrating, there are a few things you need to know. Read the entire article.

Originally published in Seattle Business Magazine in February 2015.  

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Posted by: Joe Haberzetle · Jul 12, 2014

Originally published in Seattle Business Magazine, this article focuses on sales tax exposure, gross receipts/other alternative taxes, and personal income tax withholding.

In a 2012 survey of corporate tax departments, the Tax Executives Institute reported that the most commonly used measurement by company management to evaluate the tax department’s performance was “lack of surprises,” beating out expected metrics such as “meeting compliance deadlines” and “cash taxes.”

So it seems that avoiding ugly surprises is the way to succeed in the tax world – but how do we know what we don’t know? Click here to read the full article.

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Posted by: Joe Haberzetle · Sep 17, 2013

Presentation handout for the September 2013 SALT group seminar on B&O tax apportionment.

Click here to access the handout.

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