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Event Details
Lunch & Learn Webinar
Presented by: MGO and Smith Patrick CPA
Thursday May 8th, 2025
12:00pm -1:15pm
The Missouri Department of Revenue (DOR) has opened the first set of audits of Missouri dispensaries. These audits will cover sales tax, cannabis tax, use tax, and state withholding. DOR plans to audit all dispensaries in the coming months. In this lunch and learn we will outline the audit process and explore the mechanics of each tax type. We will also examine technical issues around the statute of limitations, jurisdiction, sampling, and look at cannabis-specific issues related to tax stacking and Management Agreements. This webinar will conclude with suggestions on preparing for the audit and leave ample time for participant Q&A.
Speaker Bios:
Susan Nunez, LL.M., J.D. — State and Local Tax (SALT) Managing Director MGO
My mission is to help you navigate the complexities of state and local taxation with confidence and clarity. Whether you are managing income, franchise, sales, use, or property taxes, I’m here to provide you with strategic guidance and tailored solutions that align with your business objectives. My focus is on minimizing your administrative tax process, maximizing your state tax posture, and keeping you compliant with the ever-changing tax landscape.
With more than 30 years of experience in state and local tax, I bring a wealth of knowledge and a proactive approach to solving your tax challenges. I have extensive knowledge in consulting on income/franchise tax and sales/use tax. My experience includes assisting clients in audit controversy, nexus review, merger and acquisition consulting, and strategic management of the state tax function. I have successfully represented clients before state tax departments, helping them secure favorable outcomes in both audits and refund claims.
Prior to joining MGO, I spent the majority of my career in top 20 national accounting firms assisting both privately held and publicly traded businesses with all aspects of the state and local tax function. Whether you’re facing complex tax issues or looking for ways to optimize your tax strategy, I’m here to guide you every step of the way.
Sarah Bantz, CPA, brings a wealth of expertise in meeting the needs of cannabis clients, including tax preparation and planning, budgeting, entity selection, sales tax, cash management, accounts payable, accounts receivable, internal controls, and 280E-compliant inventory methodology. Sarah’s experience spans tax planning for cannabis-based businesses, 280E calculations, payroll, cash flow management, internal controls and cash handling, and product inventory management. She also has a diverse background in retail, non-profit, and agriculture, with both internal and external audit experience. Sarah holds an undergraduate degree from Washington University and a Master of Science in Agricultural Economics. Recognized as a leading expert on cannabis accounting issues in Missouri, Sarah’s mission is to save her clients money by helping them avoid the numerous financial pitfalls that come with operating in this challenging sector.
