United States

Success stories: Tech companies raising capital and driving growth


Join us on Dec. 1 in McLean, Virginia for a unique technology networking and educational opportunity sponsored by Cordia Partners at the RSM Tech Connection Center.


The center is a venue for technology and life science executives to come together, share valuable insights and learn from industry experts.

December’s event will highlight the success stories of three companies raising capital and driving growth as shared by their senior leadership.

We are pleased to offer an optional tax roundtable immediately following the program. This session will help raise awareness of the sales and use tax nexus, characterization, taxability and sourcing considerations that providers of digital goods and services need to be aware of.

Our featured panelists will include:

  • Rohyt Belani, CEO and Co-founder, PhishMe
  • Steve Vintz, Chief Financial Officer, Tenable Network Security

Tax roundtable topics include:

Nexus—It’s not just physical presence any longer
Our discussion of traditional nexus as well as nexus expansion legislation at the federal and state level will focus on this question: how can a seller of digital goods and services determine where it has a filing obligation for sales and use tax?

Taxability of digital goods and services
We will explore the considerations as to how states characterize digital goods and services for sales and use tax purposes; if the state would consider the offering taxable, how would it be sourced? Can it be taxed in multiple states?

Common audit issues
We will also discuss the most common issues encountered in a sales tax audit of an e-commerce business, with a focus on the Mid-Atlantic states.

Risk minimization
Some pointers and recommendations about ways to mitigate sales and use tax risks associated with digital goods and service offerings will be shared.

Event details

Who should attend
Technology, healthcare and life sciences executives

Date and time
Thursday, Dec. 1, 2016
7:30 - 10:00 a.m. EST

RSM office
1861 International Drive, Suite 400
McLean, VA 22102

CPE credit
Up to two CPE credits will be offered to eligible participants


More information
Email Susie Murach or call +1 571 341 4124