Overview
Kyle is a tax attorney with more than a decade of experience working with companies to resolve a broad spectrum of issues related to State and Local Tax matters.
Kyle is a State and Local Tax practitioner, focused on providing value to clients across a variety of industries: healthcare, financial services, construction, manufacturing and retail. He develops the tax departments with which he works, providing training sessions to clients and evaluating existing processes in order to recommend and design process improvements which utilize innovative technology. In addition to advising his clients, Kyle frequently serves as a speaker for several professional organizations on topics related to Indirect Tax and relevant technology.
Kyle assists clients by discovering opportunities for cash tax savings related to existing, revised and proposed state and federal legislation and administrative rulings. Kyle leverages these opportunities while completing refund reviews and defending clients against State audit activity. Kyle works diligently to provide clients with increasingly accurate sales tax compliance. He conducts nexus reviews, completes taxability research and automates the results of evaluations through varying software solutions. Kyle helps clients mitigate risk in the Indirect Tax space through the negotiation of Voluntary Disclosure Agreements, as well as conducting due diligence related to merger and acquisition activity.
Services
Experience
Multistate Indirect Tax (sales/use and healthcare provider taxes)
- Refund Reviews
- Audit Defense
- Entity Restructuring/Planning
- Risk Mitigation
- Process Enhancements/Technology
Credentials
Education
- University of Minnesota – Carlson School of Management, MBA, 2009
- University of Minnesota Law School, J.D., 2009
- St. John’s University, B.A., 2005
Admissions
- Minnesota, 2010
Civic & Professional
Professional Activities
- Institute for Professionals in Taxation Sales Tax Annual Conference, Committee Member, 2022
- Institute for Professionals in Taxation Sales Tax Symposium, Conference Chair, 2017
- Institute for Professionals in Taxation Sales Tax Symposium, Committee Member, 2014-2017
- Institute for Professionals in Taxation Advanced Sales and Use Tax Academy, Committee Member, 2012
Community
- eQuality—Pathways to Potential, Treasurer, 2018
- eQuality—Pathways to Potential, Board Member, 2012-2022
News & Insights
Speaking Engagements
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Legal Updates
- Legal Update
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Publications & Presentations
Presenter, Privileges, Kovels, Settlements, and Ethics Rules: What You Don't Know CAN Hurt You (and Your Clients), Minnesota CLE Tax Institute, December 11, 2023
Presenter, Ever-Changing Trends in Sales and Use Tax Compliance, Paul J. Hartman State and Local Tax Forum, October 23, 2023
Presenter, Tax Department as a Revenue Generator, IPT Sales Tax Symposium, October 3, 2023
Presenter, What Happens When the Pony Express Gets Ahold of Sharper Image Catalogues - An Exploration of Issues Facing Sellers and Purchasers of Direct Mail, IPT Annual Conference, June 27, 2023
Presenter, Sourcing for Sales and Income Tax: Trends, Similarities, and Differences, ND CPA Society, June 20, 2023
Presenter, Taxpayers Beware: The Perilous Landscape of State and Local Tax Nexus Standards, Minnesota Society of CPAs Management & Business Adviser’s Conference, June 14, 2023
Presenter, Privileges, Kovels, Settlements, and Ethics Rules: What You Don't Know CAN Hurt You - and Your Clients, MSBA Tax Section, May 18, 2023
Presenter, Cause we are Living in a Material World and [Sales Tax Matters] - an M&A Case Study by the Numbers, Let's Talk About Tax Annual Sampler, May 17, 2023
Presenter, Indirect Litigation Update, Minnesota TEI President's Seminar, April 27, 2023
Author, "Why Accountants Should Not Provide Legal Advice – The Importance of Privilege in Tax Disputes," Business Record Iowa, November 2022
Presenter, Best Practices for Sales and Use Tax Audit Preparation, Institute for Professional in Taxation State Tax Symposium, October 2-5, 2022
Co-Presenter (with Masha Yevzelman), Sourcing for Sales and Income Tax: Trends, Similarities, and Differences, Council on State Taxation Mid-West Regional State Tax Seminar, September 22, 2022
Co-Author, “Give Your Business a Sales Tax Check Up,” Fargo INC! Magazine, July 2022
Co-Presenter, Should I Let My Employees Work Remotely? State Income, Sales and Withholding Tax Nexus in a Post- Pandemic World, Associated Corporate Counsel (ACC) Minnesota, March 30, 2022
Co-Presenter, SALT in Mergers and Acquisitions, 2021 Minnesota Tax Institute, December 13, 2021
Co-Presenter, Economic Presence in Sales and Income Taxes, COST 52nd Annual Meeting, October 18, 2021
Co-Presenter, Developments in Taxation of SaaS and Information Services, Institute for Professionals in Taxation Sales Tax Symposium, September 21, 2021
Co-Presenter, Strategies for Managing the Virtual Audit Process, Institute for Professionals in Taxation 2021 Reconnect Conference, July 29, 2021
Co-Presenter, State Tax: Multistate Legislative Session Review, Fredrikson & Byron and COST Webinar, June 10, 2021
Co-Presenter, Monitoring and Complying with Marketplace Facilitation Law, Risk Mitigation and the Role of Automation, 2020 Minnesota Tax Institute, December 14, 2020
Co-Presenter, Looking to Sell? Pre-Sale Considerations and Strategies to Avoid State Tax Pitfalls, Fredrikson & Byron Webinar, October 8, 2020
Co-Presenter, How COVID-19 Is Forcing States and Taxpayers to Re-Sweep the Minefield, Fredrikson & Byron Webinar, August 13, 2020
Co-Presenter, Audit Defense: Innovative Challenges, Department Approaches Toward Assessments, Institute for Professionals in Taxation Sales Tax Annual Conference, May 12, 2020
Co-Presenter, SALT Controversy Strategies from Audits through Litigation, The State Tax Webinar Series, hosted by Fredrikson & Byron and Minnesota Society of CPAs, April 30, 2020
Co-Presenter, Responding to COVID-19: A Tax Administrator Panel Perspective, The State Tax Webinar Series, hosted by Fredrikson & Byron and Minnesota Society of CPAs, April 16, 2020
Co-Presenter, Who’ll Stop the Rain? Best Practices in Coping with the Ever-Expanding Grid of Taxable Financial Services, 2018 Institute for Professionals in Taxation Sales Tax Symposium
Co-Presenter, Sales & Use Tax Update: National Trends & State Application, 2017 ABA/IPT Advanced Sales and Use Tax Seminar
Co-Presenter, Illegal or Just Frowned Upon? An Exploration of Black, White, and Gray Areas, ABA/IPT Advanced Sales and Use Tax Seminar, 2017
Co-Presenter, Bad Debts: How Contractual Terms and Sales Tax Intersect, Institute for Professionals in Taxation Annual Conference, 2017
Speaker, Administration, Litigation, and Legislation, Oh My! Ongoing and Emerging Issues within the Sale for Resale Exemption, ABA/IPT Advanced Sales and Use Tax Seminar, 2016
Co-Presenter, The Sales Tax Implications of Software as a Service, Institute for Professionals in Taxation Annual Conference, 2016
Co-Presenter, Potpourri, ABA/IPT Advanced Sales and Use Tax Seminar, 2015