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Accelerate Your Career at Advanced Sales and Use Tax Workshop 2018

May 21-23, 2018


Have you reached a point in your career where you’re looking to explore expert-level concepts?

 

Are you looking for ways to not just improve processes, but streamline your entire department so that you are operating at the highest efficiency, effectiveness, and  accuracy?

 

Do you know the fundamentals about nexus, drop shipments, compliance and other sales and use tax concepts and are looking for those deeper nuances to really increase profitability for your company?

 

Are you ready to truly specialize and take on stronger leadership positions that allow you to demand better titles, pay, and positions with your master level knowledge?

 

Imagine if you could achieve all of this and more all with a support group of like-minded professionals in just 3 days.

 

That is what the Advanced Sales and Use Tax Workshop 2018 is all about on May 21-21, 2018 in Miami, FL. 

 

Advanced Sales and Use Tax is an intimate boutique-style workshop designed for sales tax specialists in corporate or consulting environments. It is limited only to individuals who have 4 or more years experience in sales and use tax.

 

Advanced is unlike any other high-level training opportunity out there.

 

This in-person intensive workshop involves round tables, lively discussions, case study breakdowns, and deep-dives into advanced topics where we help solve your toughest sales and use tax issues.

 

It isn’t a huge seminar or conference where you’re one of thousands and can’t guarantee what the quality of the sessions will be.

 

Advanced is an expert-led symposium limited to a small number of professionals.

 

In short, we will help you take that next leap in your career development and your company in just three days.

 

When & Where: May 21-23, 2018 in Miami, FL

 

The Advanced curriculum is determined by what is most important in the field today. Each year is different and our discussions and training include the newest legislation and laws that may be affecting you.

 

We will also show you the practical application of those concepts in your day-to-day, for yourself and your team, so that your department performs at a higher level and your company reduces expenses.

 

More specifically, Advanced 2018 attendees will learn about the following topics: 

 

The Big Deal About Small Local Taxes

When people think about local taxes – they don’t always understand the breadth of the authorities and complexity.  It isn’t just a traditional sales tax that you need to watch for.  Alternative local taxes are the new trend for cities and counties that need more revenue. Local taxes are not always treated as a priority by tax departments. They may seem less important and just too troublesome. And since they are often (but not always) a low percent, they just don’t make the radar.  But don’t be fooled – understanding local taxes should be a priority for tax professionals. Local tax laws and procedures often differ from state-level sales and use tax laws and procedures. In fact, many local jurisdictions have different exemptions, tax bases, and forms than those of the state. These differences increase the complexity of complying with local sales and use tax laws and administrative procedures. Are you sure that you’re compliant with local sales and use tax laws? If not, you may have tax liabilities that you’re not aware of.

 

Breaking Down Taxation of Construction Projects

Sales and use taxation of the construction industry can be an area of great complexity.  And this is important for not just contractors to understand.  Knowing how the rules apply can help property owners structure transactions to minimize tax.  It is imperative that tax professionals understand construction quotes, bids and contracts and their taxation whether the professional works for a construction company or for an entity that enters into contracts with construction contractors. In this session, we’ll discuss the ins and outs of sales tax for the construction industry, including the tax treatment of construction and real property repair & maintenance contracts, tax planning opportunities, audit considerations, how to handle special circumstances, and more.

 

Sales Tax Issues for Mergers, Acquisitions, Corporate Reorganizations and New Entities

Business reorganizations are fraught with difficulties and figuring out the sales and use tax implications of these transactions are no exception. If your company is ever a party to a merger, acquisition or other type of corporate reorganization, you’ll need to know exactly what you’re getting into before the process begins. In this session, we’ll discuss the best practices to follow if your company undergoes a merger or acquisition. From due diligence to liability issues to registration and administration and audit issues, we’ll show you how to handle these complex and difficult transactions the right way, so you can ensure you don’t make costly mistakes.

 

Getting Real About Retail

Regardless of your industry, every company sells their products and services.  So, there is an aspect of retail for all.  Traditional retailers have some additional challenges that we’ll focus on. Due to the high volume of sales faced by retailers, it is essential to make sure that you are not only properly collecting and remitting sales tax, but also effectively managing all of the other sales tax issues that are involved. In this session, we’ll discuss how to manage sales tax issues for retailers across different retail industries. Whether you sell clothing, make food and drug sales, work in in the hospitality industry, or make other retail sales, this session will equip you with the sales tax knowledge you need for your business. 

 

Unclaimed Property Updates - Why this non-tax matters to tax pros

Unclaimed property compliance requirements have been in effect for many years.  However, many states have not aggressively pursued the collection of unreported property until recently.  Some states including Delaware and Illinois have recently made drastic changes to their statutes.  As a result, many companies have failed to fully comply and are now facing unexpected compliance responsibilities and liabilities, as well as audit inquiries for prior periods as states move to supplement their budgets. In this session, we’ll get you up-to-speed on the latest developments regarding unclaimed property across the states and teach you how to stay in compliance in order to minimize risk.

 

Indirect Tax Reserves – Practical Applications of ASC450 

The Sarbanes–Oxley Act of 2002 has now been in effect for over 15 years!  Hard to believe how it has changed how businesses are required to report about their operations.  Changes have been implemented over the years.  In the Indirect Tax function, ASC450 impacts how we manage and report impacts to financial statements.  Our tax function has many contingent liabilities – but what are the rules about what is required to be included or excluded?  And what if you are not a public company?  Do you need to worry about this?  Not necessarily.  This session will talk about what is a contingent liability, how to estimate it and what are the rules about reporting.  We’ll also talk about how non-public companies can incorporate some of the concepts into their reporting and the impact on a business growth and goals for sale or IPO.

 

Plus, an update on remote collection, remote seller nexus legislation and SST, and Legislative Updates.

 

Attendees also get one-on-one access to the instructor panel where you can bring specific questions about your unique situation to review with our pros and your peers. 

 

PLUS

 

All Advanced attendees receive the Sales and Use Tax Reference Workbook that includes hundreds of pages of guidelines, rules, laws, and regulations that you can keep at your desk and use for years to come.

 

AND

 

A complimentary welcome dinner with all expenses paid for all attendees and instructors at one of the best restaurants in Miami, FL. 

 

AND

 

A sunny location in Miami, FL with the workshop taking place at the Miami Marriott Biscayne Bay near great tourist attractions.

 

AND EVEN MORE…

CPE

Advanced is worth 23 CPE hours so you can stay on top of your credits easily

"Diane's course for Advanced Sales Tax was very well put together. It provided industry-specific detail and real-time information and updates in legislation. The information and knowledge gained from this was invaluable, as it will help my company make proper decisions for current tax situations...I loved the group of people that we spent time with as well, it was great to network with like-minded individuals in an upbeat professional setting!" - Krista C., MST, Senior Tax Specialist

 

"I attended the Advanced Sales Tax Workshop and was extremely satisfied with my experience. In addition to providing valuable sales and use tax education and updates, the workshop gave me an opportunity to speak one-on-one with professionals and instructors. This was greatly beneficial to me as I gained insight on how to resolve outstanding issues for my clients. I highly recommend both Diane and the Advanced Workshop with Sales Tax Institute." - Americo R., MST, State & Local Tax Consultant

 

"I attended the Advanced Sales Tax Institute this year and found it to be very informative. I highly recommend it to sales tax practitioners, especially since the experience level in the class allows for in-depth discussion of a broad range of real world issues." - Katherine G., Senior Manager, STS-Salt

 

Your Instructors:

 

Yetter

Diane Yetter

President and Founder

YETTER and Sales Tax Institute

 

Additional faculty members will be announced soon.

 

Class Pricing:

$1325 for registrations received by January 15, 2018

$1425 for registrations received by April 22, 2018

$1595 for registrations received after April 22, 2018

 

Call (312) 701-1800 to inquire about group pricing. 

 

Questions?

 

Contact us if you’re not sure if Advanced is right for you, your team or if you need help making the case to your supervisor. We’ll work with you to help you get the best education solution you need!

 

Attend Advanced and start your career transformation now. 

 

NOTE: We do not accept registrations from government auditors.

 

*Additional Information about CPE

*Cancellation/Complaint Policy

"I enjoyed the conference and found it very helpful. I spoke with all the SALT team from my office about it and I’m considering sending someone for next year already." - Meaghan Wingbermuehle, DHJJ

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