Prepare your business for California's SaaS sales tax changes.
Beginning January 1, 2027, California SB 122 will expand sales and use tax requirements for many software, SaaS and electronically delivered software transactions. Businesses have a limited window to review contracts, billing practices, tax collection processes and ERP systems before the new rules take effect.
Join Armanino's tax experts for a discussion on what these changes mean and how to prepare. We'll break down the legislation in plain language, highlight which organizations are most likely to be affected and discuss the steps you can take now to reduce risk and prepare for implementation.
Who Should Attend
Finance leaders, tax professionals, accounting teams or ERP administrators at businesses operating in California
Learning Objectives:
- Identify the key provisions of California SB 122 and which software, SaaS and digital transactions may become taxable beginning January 1, 2027.
- Recognize how the new tax may affect contracts, invoicing, procurement and sales tax compliance.
- Evaluate proactive strategies to reduce risk, minimize overpayment and prepare for the new requirements.
- Develop an implementation plan that addresses operational, financial and technology considerations, including ERP systems, tax engines and billing processes.
Speakers
- Mike Shaikh, Partner, Armanino Advisory LLC
- Nomie Namie, Director, Armanino Advisory LLC
- Robert Merten, Partner, Armanino Advisory LLC
Participants will earn 1 CPE credit*
(Field of Study: Taxes)
In order to be awarded the full credits, you must respond to three out of the five polling questions asked during the program.
*NASBA DETAILS
Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact [email protected].
Armanino 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.
