VOL. 1 — FREE 10-WEEK SERIES
A free email series for tax professionals and controllers — economic nexus, Wayfair, remote workforce exposure.
Multistate tax
nexus, explained
plainly.
One issue per week. Ten weeks. Plain language.
EACH ISSUE
What you actually get.
Threshold tables and registration triggers by state
Worked fact patterns you can adapt to your clients
Filing-ready notes with source citations
PDF pack included with each issue
“Plain language. Source citations. Practitioner-first.”
THE CURRICULUM
Ten weeks. One topic each.
Economic Nexus 101
Thresholds, physical vs. economic, and registration basics
Wayfair changed the default assumption every tax professional carries. This issue walks through exactly what economic nexus means, how states define their thresholds, and what registration looks like when you've crossed one.
01
Wayfair & Marketplaces
Marketplace sellers, platforms, and reporting lines
Marketplace facilitators changed the liability equation. Amazon, Etsy, and eBay collect on your behalf — but do you still have obligations? This issue untangles platform responsibility from seller responsibility.
02
Compliance Working Sessions
Filing calendars, nexus memos, and documentation habits
Registration is step one. Staying compliant is the ongoing work. This issue covers filing calendars, nexus memos, and the documentation habits that make audits survivable.
03
Apportionment & Sourcing
How sales and payroll drive state obligations
Where you sell determines where you owe. This issue covers how states apportion income, sales factor sourcing rules, and why a single large contract can create obligations you didn't see coming.
04
Remote & Hybrid Workforce
Payroll nexus and remote-worker location traps
A remote employee in another state can create nexus immediately. This issue covers payroll nexus, home-office exposure, and the questions you should be asking every new hire.
05
Penalties & Exposure
Penalties, interest, and audit triggers to avoid
Voluntary disclosure vs. audit — what's the real cost of waiting? This issue covers penalty structures, interest calculations, and the look-back windows that determine your total exposure.
06
Industry Snapshots
Manufacturing, SaaS, and retail nexus patterns
SaaS, manufacturing, and retail each have distinct nexus profiles. This issue maps the most common patterns by industry so you can spot exposure before it becomes a problem.
07
Practitioner Toolkit
Checklists, client questions, and issue-by-issue next steps
Checklists, client intake questions, and the one-page nexus memo every engagement should produce. This issue is the reference document you'll return to.
08
Radar
Sources, updates, and how we handle law changes
Tax law changes constantly. This issue covers how to monitor legislative updates, which sources to trust, and how the series handles changes that affect prior guidance.
09
Changelog & Next Steps
What changed across the series and where to file next
A full summary of every threshold, rule, and deadline covered across the series — plus a clear picture of where to file and what to do next.
10
Ten weeks to a defensible
filing posture.
Free. No sales calls. No upsells.
Just the information tax professionals actually need.