|
[Description]
[Attendee Testimonials]
[Offerings]
This three-day course is geared toward individuals with less than four years experience in the sales and use tax field. The course will discuss the constitutional basis for the tax, leading cases, tax basis and administration of the tax including collection and remittance procedures and audit defense. The format of the course will be a combination of lecture, case study and group discussion. It will also include industry specific sections. This course is geared toward individuals who need to learn the basic concepts on an in-depth level. This class does not require any advance preparation or prerequisites.
Objectives of course:
- Define relevant terms
- Review constitutional provisions and practical applications of nexus
- Define tax base and identify possible exemptions and exclusions
- Discuss drop shipments
- Review special taxing issues, including bulk sales, mergers, close of business and bankruptcy
- Develop audit administration and planning techniques
- Discuss current industry and special audit issues
- Review various administrative issues related to the sales tax function, including registration, information gathering, taxability decisions, return filing and EDI/EFT issues
- Identify steps to protest an audit
- Review structuring options of the sales and use tax function in your organization
- Identify tax research tools and methodology
- Discuss ethical issues
This course qualifies for 23 hours of CPE.
Click here to be added to our maillist.
"Very informational - very relaxed - great!"
-Jennifer Lund, Donaldson Company, Inc.
"Wow! This is a great course! There was so much info to take in and share with my company"
-Donna Robinson, Husqvarna Forest and Garden
"Enjoyed hearing real world examples from all the instructors"
-Jennifer Schwer, Florists' Transworld Delivery, Inc.
"Very impressed with the speakers' level of knowledge (all of them); received much more information than anticipated both verbally and with material; feel very comfortable/educated and armed with new information to review sales taxes issues once back on the office. Thank you."
-Kevin Murray, Schroer Manufacturing Co.
"This program was beneficial to my current career and future goals. I would highly recommend this course to anyone in the AP and tax field."
-Patti Watanabe
"I am very impressed. The presenters all did a great job. Everything was well prepared! The breakout session was more useful than other seminars that I attended. I liked the openness of the atmosphere. Everyone was relaxed and adding to the conversation--as opposed to more question/answer breakouts where everyone is trying to hide and not be called on. Thank you!"
-Daniel J. Michalski, HSBC
"Excellent. It was very informative, organized and enlightening. Nothing like your normal seminar. I learned a lot about sales and use tax. The topics were well covered for the knowledge I was seeking."
-Angela Stingley, Borders Group, Inc.
"Coming to this course has helped me understand Sales Tax and how it works at my
company. Like a behind the scenes spectator."
-Julia Person, Hinda
"This class has clarified many gray areas for me. The information shared during this
program will be used to develop new strategies related to SUT. You session was great!!!"
-Ora English, Lucent Technologies
"I highly recommend this course to anyone who has any contact at all with sales & use tax. I enjoyed meeting all of you. You are a great group to work with. You keep everything so interesting and are so knowledgeable. I am going back with a lot of great information. Thank you."
-Pam Sigman, Babcock & Wilcox
"Great basics course for those new to the topics. Appreciate the case studies and Appendix resources. Speakers all did a great job presenting the materials. Speakers years of experience made a difference."
-Sylvia Nabhan, Petro Stopping Centers
"I wanted to thank you for a great seminar last week. That was the best
seminar I have ever attended and all the instructors were great also! I
thoroughly enjoyed it!"
-Melanie Woodall, Ingram Entertainment, Inc.
"Let me take this opportunity to once again thank you, BJ, and Russ for a wonderful presentation. I have already had the opportunity to implement
some of the great ideas I learned from the course last week. I am considering attending your December advanced course."
-Edward Valdes, General Electric
"The folks at the Sales Tax Institute possess a vast knowledge of sales and use tax. Whether you're new to tax or an old pro, do yourself a favor and signup!"
-David White, York International Corporation
"The Basics course is ideal for anyone having recent or future exposure to sales and use tax in any industry. The varied professional backgrounds and
knowledge of the instructors should prove informative for those currently reporting sales and use tax, as well as preparing for a voluntary disclosure or an audit."
-Andy Hutchison, Upshot
"Hooray for the Sales Tax Institute! I genuinely enjoyed the insightful, detailed tax training I received in Arizona. The instructors were not only
teachers, but knowledgeable practitioners as well."
---Jennifer Bingham, Southern LINC
"I really enjoyed the Basics of Sales and Use Tax course. It was filled with tons of useful and easy to understand information that I reference on a daily basis. The lecturers were a wealth of knowledge. They provided humorous tales of their own experiences that made the material more interesting. I would
highly recommend this course to anyone in the commodity taxes arena."
-Laurie Pedersen, Telesat Canada Inc.
"I enjoyed your school. It was extremely satisfying and has helped me to decide that sales and use tax analysis is the career for me. Along with being very informative, your class has given me ideas and plans of action that I plan on implementing. Thank you for your time."
-Christian Diaz, Pitney Bowes Management Services
"The Sales Tax Institute is an awesome beginner course. It is great for the person who wants to learn more about Sales & Use Tax. Diane, you take care of your students during the time they are at the course and that is wonderful. It makes learning much more enjoyable."
-Tim Hall, Science Applications International Corp.
"If you are looking for a course that focuses on the practical rather than the academic, Basics of Sales and Use Tax is for you. I found the case studies especially useful because we got a chance to apply the principles and practical tips we learned in the class to real world scenarios. We could really begin to see how to apply what we learned to correctly analyze the tax ramifications of the situations presented."
-Kimberly Silver, CCH Incorporated
"I had an enjoyable learning experience at the Sales Tax Institute courses. I was quite skeptical about a 3-day tax course keeping my attention, but I must say, I was very impressed by the faculty and course materials. My brain is still spinning with ideas and questions."
-Jan Rouleau, Besser Company
"I want to thank you first for the great seminar that I attended in Boston in November. Everything was extremely helpful. I have attended several
seminars from other companies and I came away with more info and a clearer understanding of taxes in general from your seminar than the others."
-Debbi Roach, Coyne Textile Services
"I learned so much that will benefit my company. I feel confident in researching
issues and looking for areas where we can apply tax-planning strategies. Thanks for all
you and your group taught me. I do feel better equipped at my job."
-Peggy McNair, JELD-WEN, Inc.
"This was a terrific course. I feel like what I learned in the past 3 days is
exactly the subject matter I was seeking to gain knowledge on. The faculty were each great
presenters and obviously have years of experience which they shared with us."
-Trisha Davidson, General Electric
"It's good to get a different perspective and spin on things. I can think of LOTS
of good questions to ask now. You and your team have a wonderful presentation style. Now I
get to organize my notes and may be contacting you for clarification for those important
points I missed while I was otherwise occupied with the wonderful goodies..."
-Jean M. Pencak, Infineum USA L.P.
"Thanks for the great seminar! I enjoyed meeting all the faculty. The
course had some really useful tips that I can now approach my management with."
-Christine Swan, Great American Insurance
"Great program! Would highly recommend the course."\
-Patty Long, Jeld-Wen
"This has been the most useful class on sales and use tax I have attended."
-Leann Scibetta, Huls Corporation
"I learned a lot of helpful tips that I can use on the job."
-Chameko Nicholson, Tenneco Packaging Co.
"Basics of Sales & Use Tax was not only informative and useful but enjoyable
as well. The class gave me a good understanding of sales and use tax accompanied by
great instructors and easy to follow case studies. I would recommend this course to
anyone in Accounts Payable or Accounts Receivable."
-Maria Garza, Integrated Commercialization Solutions
"The program was put together very well. Explanations were very clear; presenters were extremely knowledgeable in the area; humor was well placed."
-Richard G Toth, Eaton Corp.
"Great class! Lots of useable stuff that can be directly applied on the job."
-Andy Jardine, Huttig Building Products
"Knowledge and experience of speakers outstanding."
-Susan Wood, Vanguard Car Rental
June 4 – 6, 2008
The Millennium Knickerbocker Hotel Chicago
163 E. Walton Place
Chicago, IL 60611
Registration Deadline: 5/7/2008
Substitution/Cancellation Deadline: 5/21/2008
Final Payment Due Date: 5/28/2008
Class: Basic of Sales and Use Tax, June 4-6, 2008
The Millennium Knickerbocker Hotel Chicago
A landmark hotel situated on Chicago’s famed Magnificent Mile, the historic Millennium Knickerbocker welcomes you to the best destination in downtown Chicago for shopping, dining and business. Located near Water Tower Place, John Hancock Tower and Navy Pier, the Millennium Knickerbocker hotel offers accessibility to all the city’s landmarks and attractions to make your trip memorable.
Rates are available for The Knickerbocker Hotel through the Sales Tax Institute for $239.00/night (single/double) plus tax for June 3 -5, 2008. The same rate will be available for three nights before and after these dates on a space available basis. Room block will be held until May 9, 2008. Reservations received after this date will be accepted on a space available basis. Rooms will be guaranteed for late arrival to the traveler’s credit card. Reservations not cancelled 48 hours prior to date of arrival will be charged one night’s lodging. Hotel reservations should be made during the registration process.
|
