Sales & Use Tax

The Sales and Use Tax practice provides strategic legal counsel to businesses navigating the complex and evolving landscape of state and local taxation. Attorneys and tax professionals in this area advise clients on compliance, audit defense, transactional planning, and risk mitigation related to the collection, reporting, and remittance of sales and use taxes across jurisdictions.

This practice supports companies across industries—particularly those operating in e-commerce, manufacturing, technology, retail, and distribution—helping them manage multistate tax obligations, minimize exposure, and maintain regulatory compliance in the post–Wayfair era.

 

Core services include:

  • Multistate Sales and Use Tax Compliance
    • Advising on nexus analysis, taxability determinations, exemption certificate management, and registration requirements in all 50 states and local jurisdictions.
  • Audit Defense and Controversy
    • Representing businesses in audits, administrative appeals, and litigation involving state departments of revenue. Managing audit preparation, document production, and negotiation of settlements or voluntary disclosures.
  • Transactional Structuring and Tax Planning
    • Structuring transactions—such as equipment leases, software licensing, and cross-border sales—to minimize sales and use tax liability. Analyzing bundling rules, sourcing regulations, and industry-specific exemptions.
  • Post–Wayfair Economic Nexus Advisory
    • Assisting remote sellers, SaaS providers, and online platforms in assessing and responding to economic nexus thresholds and marketplace facilitator rules under state laws.
  • Due Diligence and M&A Support
    • Conducting sales and use tax due diligence for acquisitions and reorganizations. Identifying exposure areas, advising on successor liability, and negotiating indemnification terms.
  • Tax Technology and Process Optimization
    • Advising on the implementation of automated tax calculation, exemption certificate management, and reporting systems (e.g., Avalara, Sovos, Vertex). Supporting internal tax teams in compliance program enhancements.
  • Legislative and Regulatory Monitoring
    • Monitoring state tax law developments and advising clients on changes in tax rates, definitions, exemptions, and administrative rules affecting business operations.

The following individuals practice in this area:

Jason Henderson
Alexandra Ong
Andrew Toig
James Waite

Meet with us…

We negotiate, document, and provide follow-on legal services for equipment manufacturers, distributors, dealers, and lessors worldwide.

 

Over many years, our attorneys have successfully negotiated, documented, and closed a vast array of business transactions, including manufacturer-dealer relationships as well as business purchases, sales, leases, and financing transactions throughout North America and in over 20 countries.

 

To schedule a consultation with one of our experts, please complete form below.

Jason Henderson, Esq. is a corporate and transactional attorney with over twenty years of experience handling complex transactions in media and IP licensing and distribution as well as product counsel and service agreements for Fortune 500 companies. A Certified Information Privacy Professional (CIPP/US), Mr. Henderson is recognized for his expertise in technology and media personalization, and is listed as the inventor on several patents in streaming technology and real-time AI.

Mr. Henderson earned his BA in History from the University of Dallas and his Juris Doctor from the Catholic University of America, Columbus School of Law. He currently serves as a commissioner with the Littleton Historical Preservation Commission.

Beyond his legal practice, Mr. Henderson is the co-founder of Castle Bridge Media, publisher of the popular Castle of Horror Anthology series, has written for Electronic Arts and Marvel Comics, and has had multiple books optioned for film.

Mr. Henderson’s practice focuses on the following:

 

Jason can be reached at JDH@jwlinternational.com

Alexandra Ong is a J.D. graduate of the University of Denver Sturm College of Law. Originally from Fort Worth, Texas, she earned her B.B.A. in Management with a Pre-Law focus and a Certificate in International Business Studies from Mays Business School at Texas A&M University, graduating magna cum laude.

 

While in law school, Alexandra served as the Senior Editor for Race to the Bottom, the university’s business law blog. She also served as a student attorney in the Community and Economic Development Clinic, where she provided pro bono legal counsel to nonprofits and small businesses. Alexandra is also a published contributor to Colorado Evidence Courtroom Manual (2024–2025 and 2025–2026 editions).

 

Since joining JWL in 2023, Alexandra has worked on a range of complex matters and is experienced in international legal research, contract drafting, and regulatory analysis.

 

Ms. Ong works with our attorneys in the following areas:

She can be reached via telephone at (866) 582-2586 and via email at ALO@jwlinternational.com

Andrew Toig, Esq. serves as Of Counsel to JWL International, where he specializes in complex domestic and international commercial transactions and outside general counsel services. 

Mr. Toig’s practice spans equipment, telecommunications, secured transactions, international business law, corporate governance, and technology partnerships. He brings extensive experience in contract drafting and negotiation, regulatory compliance, and risk management, delivering pragmatic legal solutions that balance business objectives with risk mitigation.

A graduate of Duke University School of Law, Mr. Toig contributes significant in-house corporate experience. He previously served as Associate Corporate Counsel for DISH Network and as Legal Fellow with Denver Water’s Office of General Counsel, where he advised on water rights, infrastructure development, and compliance matters.

A Colorado native and graduate of Colorado College, Mr. Toig founded the Law Students for Accessibility organization at Duke Law School and remains active in advocacy as a member of the Colorado Disability Bar Association. He serves as a board member of the Colorado Insurance Council and is an active member of the Greater Englewood Chamber of Commerce and Colorado State Bar Association.

In addition to the focuses below, he also has knowledge in: Regulatory Compliance and Risk Management, Contract Drafting and Negotiation, Corporate Governance Matters, and Privacy and Data Security.

Mr. Toig’s practice focuses on the following:

Mr. Toig can be reached at (866) 582-2586 or ART@jwlinternational.com

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James R. Waite, Esq., is a corporate and transactional attorney with over 30 years of experience in buying, selling and leasing businesses, equipment and real estate. Mr. Waite has served as General Counsel, CEO, CFO and COO for companies ranging from airlines to equipment lessors. He wrote the American Rental Association’s book on rental contracts and has been published over 100 times in various national and international publications, including Equipment World, RER Magazine, International Rental News, Rental Magazine, ForConstructionPros and the Atlanta Journal Constitution.  He also routinely presents at industry association conferences. Mr. Waite is a veteran of the United States Air Force, has a BBA in Finance from the University of Texas at San Antonio, a Juris Doctor from St. Mary’s University, and an MBA from Northwestern University.

 

Mr. Waite’s practice focuses on the following:

 

He can be reached via telephone at (866) 582-2586 or via email at JRW@jwlinternational.com

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