Donna Scaffidi is firm leader of state and local tax (SALT) services. When she joined Baker Tilly in 2008, she brought with her previous experience from a national accounting firm, a fortune 500 company and the Wisconsin Department of Revenue. Donna has worked in the area of state and local taxes since 1987 and has extensive experience with multistate corporation income and franchise taxes, sales and use taxes, business entity restructuring strategies, tax due diligence, credits and incentives.
She is also a member of the Baker Tilly International U.S. Specialty Tax committee.
- Assists businesses in managing state and local tax costs by developing and implementing multistate tax reduction strategies including nexus reviews, entity restructuring, apportionment studies, credit and incentive analysis, and refund reviews
- Pass-through entity consulting for partnerships, S corporations and LLCs regarding withholding and entity- level taxation
- Provides dispute resolution services such as audit defense, appeal representation, ruling requests and voluntary disclosures
- Offers state tax compliance solutions, including return preparation and tax outsourcing
- Extensive experience with manufacturing and service entities, including data and software companies, as well as specialized industries such as construction, transportation and not-for-profits
- Transactional planning for state and local taxes, including captive transportation and corporate aircraft companies
- “U.S. MNCs facing implications of economic (vs. physical) nexus,” co-author, The Tax Adviser, October 2019
- “Multistate tax aspects of mergers and acquisitions,” coauthor, Journal of State Taxation
- “Sales-and-use-tax nexus in the internet age: What’s a retailer to do?” co-author – The Tax Adviser, October 2017
- “Another tax enforcement trap? The Qui Tam action in New York vs. Sprint Nextel Corp.” co-author, The Tax Adviser, October 2014
- Accounting and Financial Women’s Alliance SALT, presenter
- Wisconsin SALT Club, presenter - Avalara webinar on sales tax, presenter
- Tax Strategy committee member
- SALT CPE for VBA Academy, author/instructor
- Internal/external webinar presenter on various SALT topics
Location
Wisconsin
Education
Marquette University
Bachelor of Science, business administration
