Think you’re safe from out-of-state tax obligations? Think again. In this episode, we dive deep into the concept of tax nexus, what it is, how it's triggered, and why it’s one of the most overlooked compliance risks for businesses operating across state lines. Learn how remote work, e-commerce, and digital services might be creating unexpected tax liabilities, and what steps you can take to stay ahead of the curve.

About Our Guest
Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our Specialty Taxation services here: https://www.mjcpa.com/services/consulting-advisory-services/specialty-tax/

In this episode, we move beyond the buzzwords to explore what it truly means to build wealth with intention. Whether you are just starting your financial journey or looking to pivot your strategy, this conversation covers the critical roadmap you need.

About Our Guests

Doug Moses is a Partner with over 25 years of experience. He specializes in audits of governmental entities, primarily cities, counties, school districts, state agencies, and special purpose entities. Doug is also a member and current chair of the Firm’s Executive Committee, which governs the actions and direction of the Firm and serves as a member of the Firm’s Advisory Committee.

Don is co-founder/owner of Guardian Wealth and acts as principal investment advisor. He is also the Vision & Behavioral Coach to Guardian’s client-family. Don’s effectiveness in helping clients reach their goals is powered by a successful career as the owner of a CPA firm that also specialized in financial planning and small business consulting.

About Our Host

Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Tax & Estate Planning services here: https://www.mjcpa.com/industries/tax-and-estate-planning/

Year-end planning is more complex than ever. In this episode, our professionals break down the implications of the Big Beautiful Bill Act on your business, focusing on Federal, SALT (State and Local), and International Tax compliance.

About Our Guests
Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax.

William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance and reporting initiatives, for large and middle-market companies.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.