Presentation Materials

July 2026 – Roanoke

 

October 2025 – Smithfield

 

August 2025 – Fauquier County

• Farm Wineries, Wineries, Breweries & Distilleries

June 2025 – Caroline County

• HB1743-Preliminary Impact Analysis
• 2025 Bank Franchise Tax

October 2024 – Lynchburg

• Sales Tax
  • Deeper Dive with IRMS Sales Tax
  • Sales & Use Tax Analysis
  • 004D.1 Sales & Use Reporting – Step-By-Step Instructions
  • Blank 004D.1 File (XLSX)
• Introduction and Overview of VDACS Office of Hemp Enforcement
• Corporate Transparency Act

August 2024

• Local Government Cybersecurity
• Virginia Tax Appeals Process

August 2024

• ABC & Meals Tax

October 2023

• Taxation of Data Centers
• Transient Occupancy Tax
• Sales Tax
  • Deeper Dive with IRMS Sales Tax
  • Sales & Use Tax Analysis
  • 004D.1 Sales & Use Reporting – Step-By-Step Instructions
  • Blank 004D.1 File (XLSX)

August 2023

• Cost Analysis Valuation System (CAVS) and Digital Canvasing
• Roanoke Code Team
• Some of the Major Aspects of Three Virginia Emerging Revenue Enhancements

June 2023

• Disabled Veterans Exemptions
• Tax Exemptions

October 2022

• Regulus Books LLC v. City of Charlottesville
• Food & Beverage Tax – aka Meals Tax
• Accommodations, Intermediaries, and Transient Occupancy Tax

August 2022

• Tax and AG Rulings and Court Cases

June 2022

• Marble & Granite Processors – Ruled Manufacturing – A Case Study
• Disabled Veteran Exemptions
• Payroll Apportionment of a Mortgage Company – The Loan Rangers

December 2021

• Wineries, Breweries, and Cideries – Personal Property and Business License Implications
• ABC Licensing Processes

September 2021

• State Deduction Methodology

October 2020

• October 30, 2020 Zoom Presentation Video (MP4 format) Video Icon
• Processing Federal Schedule C / Schedule FED files from IRMS
  • 2019 Schedule C Letter
  • 2019 Request for Business Information
  • 2019 Statutory Assessment Letter
  • Additional Assessment for Underreported Receipts Letter
  • Asset Schedule – Leased Equipment List
  • Schedule C Discrepency Letter
  • Second Notice Schedule C Letter
• A Deeper Dive with IRMS Sales Tax Reports
• NAICS Table

July 2020

• Customer Service in the time of COVID-19
• The City of Norfolk’s Budget and COVID-19

Chesterfield, October 2019

• For-Profits vs Non-Profits
• Henrico County Short-term Rental Tax: A Case Study
• Establishing Audit Objectives

Norfolk, August 2019

• Food Truck Affidavit
• 2019 General Assembly Update
• SB 1425: Round Table Discussion
• Tax Management Associates, Inc Presentation

Fairfax, June 2019

• Short Term Lodging
• Software Developer Classification
• Rebates and Business Personal Property Assessment

Hampton, October 2018

• Staffing Firm Exclusion

Norfolk, August 2018

• Loudoun County Audit Program & Appeal Process
  • Support Document Packet for Audit Program & Appeal Process

Lynchburg, June 2018

• State Deduction Methodology
• Internet Gaming

Albemarle/Charlottesville, October 2017

• TAX Commissioner’s Rulingsand Other Relevant Cases
• Private Security Awareness – Virginia Department of Criminal Justice Services
• About the Virginia ABC

Hampton, August 2017

• Meeting Minutes
• VALTA Training: Business Ethics
• Department of Taxation: Appeals and Rulings

Frederick County, May 2017

• Meeting Minutes
• Questions of Business & Personal Property Classification: Wineries, Breweries, Nano-Breweries, Micro-Breweries, Distilleries, Blending Businesses, and Moonshine

Manassas, October 2016

• Meeting Minutes
• Accounting for Government Contractors
• City of Roanoke Discovery and Assessment of Aircraft
• FOIA Guidelines
  • Virginia Freedom of Information Act Access to Public Records Quick Reference
  • E-mail: Use, Access & Retention
  • Access to Public Records under the Virginia Freedom of Information Act

Newport News, August 2016

• Meeting Minutes
• Internet Tax Freedom Act
• Business Personal Property Assessments: Machinery & Tools

Henrico County, April 2016

• Contractors Discussion
• The Dillon Rule

Roanoke, October 2015

• Auditing 102 – Business, Professional, and Occupational License (BPOL)
• Food Trucks and Mobile Canteens
  • Guidelines for Mobile Food Service Units in the City of Falls Church

King’s Dominion, July 2015

• The Impact of New Business Models in the Tourism Industry on State and Local Taxes
• How Assessors Can Respond and Make Assessment Decisions In Light of the Nielsen Case and Existing Guidance from the Department of Taxation
• Virginia Loves Tourists: Tourism in Virginia

Chesterfield County, May 2015

• Auditing 101 – Personal Property Edition (PowerPoint Presentation)
• Auditing 101 – Personal Property Edition (PDF Book)

Verona, October 2014

• Sales and Use Tax

Hampton, August 2014

• Idle Equipment Tax Ruling
• Defining the Manufacturing Process: Did the Daily Press Change the World?

Culpeper County, May 2014

• FOIA Basic Records Presentation
• FBI Presentation
• Websites vs. Business Accounts: Business Compliance Simplified

Richmond, October 2013

• State Corporation Commission Presentation
• Expert Round Table Discussion

Newport News, August 2013

• Taxing Businesses on Federal Facilities
• Cost Analysis Valuation System (CAVS)
  • CAVS Flyer
  • The Audit Report – Volume 9 Issue 2

Albemarle County, May 2013

• Auditing Convenience Stores and Car Washes
• Visual Web Ripper

Franklin County, October 2012

• Discovery Tools
• Real Estate Tax Exemption for Disabled Veterans

Suffolk, August 2012

• Online Filing
• Essentials of Business Entities For Taxation in Virginia
• Office of the Clerk

Fairfax, May 2012

• Keeping in Tune with the Tax Trio
• Business Tangible Personal Property

Winchester, October 2011

• Business Franchise Tax Redux Revisited or Brought Back
• Business Franchise Tax Explanation

Newport News, August 2011

• Fraud Statistics and Prevention/Detection Techniques

Fredericksburg, May 2011

• Audit Discovery using APA Data Point
• What does an Auditor need to know about Bankruptcy?

Portsmouth, October 2010

• Auditing manufacturers that have sales and distribution centers in different localities (PowerPoint Presentation)
• Pepsi Refund Requests – PD 10-35 (PowerPoint Presentation)
• Transient Occupancy Tax and Online Sellers (PowerPoint Presentation)

Lynchburg, August 2010

• Transient Occupancy Tax materials
  • Transient Occupancy Tax by E. Cornwell, Jr., Esquire
  • Recapturing Eroding Transient Occupancy Tax Base by Raymond A. Warren
  • Sampe Hotel Bills and Article by Steve DelBianco

Richmond, December 2009

• Boat Discovery (PowerPoint Presentation)

Carriage House at Oatlands, May 2009

• Automobile Dealerships
  • Meeting Presentation (PowerPoint Presentation)
  • Automobile Dealership Description of Income & Glossary
  • Business License Guidelines for Automobile Dealers
  • Mock Car Dealer Audit (Excel Spreadsheet)
• Bank Franchise Tax
  • Meeting Presentation (PowerPoint Presentation)
  • Talking Points

Stafford County, November 2008

• Telling Interesting Stories with Sales Tax Data
• Long Haul Trucking

Chesterfield, May 2008

• What does an Auditor need to know about Bankruptcy…and other fun facts
• Staffing Firms Panel Discussion (PowerPoint Presentation)

Richmond, November 2007

• Business Entity Alternatives (PowerPoint Presentation)
• IRMS Questions (PowerPoint Presentation)

King William County, August 2007

• Motor Vehicle Fuel Sales Tax Presentation (PowerPoint Presentation)
• Virginia Communications Tax Presentation (PowerPoint Presentation)
• Machinery and Tools Tax Legislation Presentation (PowerPoint Presentation)

Albemarle County, May 2007

• Board of Contractors Overview

Hampton, November 2006

• Skimming the Cream (PowerPoint Presentation)

James City County, November 2005

• Bankruptcy (PowerPoint Presentation)

VAAO Conference, October 2005

• State Corporation Commission Presentation, Bobby Tucker (PowerPoint Presentation)
• State Corporation Commission Presentation, William Irby (PowerPoint Presentation)

Richmond, May 2005

• Administrative Appeals Process (PowerPoint Presentation)
• Ethics in Accounting and Auditing (PowerPoint Presentation)
• Virginia Code Amended – 58-1-3703-1 and 58-1-3983-1
• Local Business Tax Appeals

Henrico

• Assessment of Business Personal Property
• Telecommunications Companies and Local Taxes
• Chapter 9 Tangible Property
• Chapter 10 Tangible Property

Henrico, May 2004

• BPOL
• Depreciation 1996 – 2004
• Local Sales and Use Tax Audit Program
• Tax Relief

Norfolk

• Auditing PPTRA
• Bankruptcy
• Va. Tax Amnesty Presentation
• Utility Tax_Audit Considerations

Fairfax County

• Update and Changes in the Virginia Department of Taxation
• Local Audit Program

Staunton

• Leasehold Property
• VA ABC