Live Course | Master | Specialist

Advanced Sales and Use Tax Workshop

Dates

2023 Dates TBD

Location

2023 Location TBD

Credit

23 CPE credits

Overview

Advanced Sales and Use Tax is an interactive sales tax workshop designed for sales tax specialists in corporate or consulting environments. The workshop is designed for individuals who have four or more years of experience in sales and use tax.

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

Advanced Workshop consists of deep-dive sessions into trending sales tax topics and industry update sessions detailing the latest legislative developments and state-specific updates in industries relevant to attendees.

It is a workshop unlike any other sales tax training opportunity out there. You’ll learn how to see things in a new light and increase your level of expertise to help you take that next leap in your career development.

2022 Topics | Hotel & Location Info | Vaccination Requirement
Cancellation Policy | Supervisor Approval Letter Template

Why Advanced Sales and Use Tax Workshop?

…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 already know the fundamentals about nexus, drop shipments, compliance, and other sales tax concepts and are looking for those advanced nuances to really increase your knowledge and expertise?

…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 with a support group of like-minded professionals in just a matter of days.

We created Advanced Sales and Use Tax Workshop to help you move from a capable practitioner to a true master in sales and use tax.

Advanced Sales and Use Tax Workshop is a seminar that involves an in-depth look at specific timely sales tax topics.

Sessions are led by the top professionals in the industry that have specialized backgrounds in different areas of sales and use tax so that you get a wide range of viewpoints.

We encourage interactivity and lots of questions. PLUS, all attendees have the opportunity for one-on-one access to the faculty where they will help answer specific questions and situations. Furthermore, we never allow government auditors to attend our live courses, so you can safely discuss your situation without fear.

The Advanced Sales and Use Tax Workshop is a learning experience unlike any other opportunity out there. We help you see things in a new light and increase your level of expertise to help you achieve your career goals.

And we succeed. In fact, alumni of the Advanced Workshop report that what they learn at this event helps them position themselves for leadership roles, promotions, positions at different companies, snag bigger clients, and even leverage better pay!

Even without potential career accolades, this course will help you make faster decisions, improve your accuracy, and increase your ability to offer strategic sales tax recommendations.

The most unique part of Advanced is the size. We limit the number of participants so that everyone gets a chance to learn, discuss, and make meaningful connections with one another. You get the focused attention and guidance that you need to really stand out as an expert.

Advanced Workshop 2022 Topics

Advanced Workshop 2022 will help you rethink important sales and use tax topics and get up-to-date on legislative changes that are affecting your company and/or clients today. Attendees work together to unpack important sales tax issues through lecture time, case studies, and group discussions.

See the full Advanced Workshop 2022 agenda:

ADVANCED WORKSHOP AGENDA

Deep-Dive Trending Topic Sessions

Each of these topics will be taught over a 2.25-hour session to really understand the issues and help you develop practical strategies to apply in your business.

Nexus Nuances: How to Manage the Six Key Types and Their Ramifications
Your company’s ‘nexus profile’ requires ongoing attention and maintenance to ensure your company stays compliant. This session will examine and provide critical state updates for all six types of sales tax nexus–physical, click-through, affiliate, reporting requirements, economic, and marketplace–so you can determine the strategic steps your company must take based on the types of nexus you have. Get practical guidance on monitoring nexus, dealing with changes in your business that affect registration, managing local tax requirements, the impact of remote employees, and much more.

Taxation of Technology: Navigating an Ever-Changing Landscape
How states (and localities!) apply tax to the technological and digital realms is in constant flux. It’s critical to understand how states define different technologies for tax purposes and stay on top of new legislation that impacts this category. This session will dig into the tax implications for an array of technologies including software, SaaS, digital goods, streaming content, cloud computing, digital advertising, and cryptocurrency. Learn how to navigate tricky areas such as software user allocation, taxation of bundle services, and claiming exemptions so you are prepared no matter if you are on the buyer or seller side of tech transactions.

Tax Policy Implications: Income Tax vs. Sales Tax vs. Excise Taxes
How states obtain revenue has come under more intense scrutiny due to the COVID-19 pandemic. State governments are evaluating the trade-offs associated with different tax revenue sources to decide how to best fund growing expenses while limiting taxpayer burdens in a difficult economy. Individual income tax and sales tax remain heavily relied on while excise taxes, such as taxes on recreational marijuana, sports betting, and sweetened beverages, may have a growing allure since they are narrowly imposed and often on products generally considered harmful. In this debate-style session, our faculty members will hash out the merits of different revenue sources, give state examples that have succeeded as well as those that have failed, and share the latest state policy proposals.

How to Manage the Indirect Tax Function as a Department of One or Few
Get expert advice and pointers from our faculty on how best to manage a sales tax department and show your true value to your company when you are operating as a small but mighty department of one or a few individuals. Learn how to make sure your tax function gets the recognition, funding, and resources needed to succeed even if your budget is tight. We’ll cover how to leverage internal (other departments) and external (outsourcing) resources to maximize effectiveness and efficiency in sales tax processes. The session will also dive into core task analysis, tools that help minimize errors, and more.

Audit Defense 2.0 – the Move to Remotely Conducted Audits
Gone are the days when an auditor would come take up temporary residence in your office space. Remote audits are the new reality, providing their own unique challenges to those required to endure them. This session will share best practices for navigating the virtual environment to ensure confidentiality and auditor accountability. You’ll learn pros and cons of giving auditors system access, key decision points in setting up electronic audit rooms, advice on conducting plant tours virtually, communication tips, and trends we’re seeing in the audit space so you are prepared to tackle any audit that comes your way with confidence.

Principles of VAT and Growing Your Business Abroad
Now more than ever, companies need to think globally about their compliance strategy. Which countries you decide to do business in will dictate internal process changes and awareness of major trends that can help you proactively consider what global expansion will mean for your company. This session will bring you up to speed on new VAT rules and trends, such as the EU 2021 changes and the rise of e-invoicing. You’ll learn how what you sell (digital goods vs. tangible goods vs. services) and how you sell (B2C vs. B2B) can impact your taxability abroad as well as practical administrative implications for U.S. sellers. We’ll also cover some solutions available to assist and facilitate tax compliance requirements.

Industry Update Sessions

Industry update sessions are 1 hour in length and share the latest legislative developments and state-specific sales tax updates relevant to the industry. We select industries covered based on who is in attendance for the workshop. This year, we will cover the following industries:

Retail/Wholesale

Professional Services

Construction

Manufacturing

CPE Information

Location & Hotel Information

Advanced Sales and Use Tax Workshop 2022 will take place at the Union League Club of Chicago. The ULCC is a prominent Chicago private club, conveniently located in the heart of Chicago’s downtown financial district with easy access to downtown Chicago attractions and restaurants.

Advanced Workshop Group Rate: $199 per room + 20% per night surcharge

Sales Tax Institute does not book your hotel room for you, you must reserve your own hotel room.

More on the hotel and how to book your room

Food & Drink

Continental breakfast will be provided to all attendees from 8:00am – 8:30am each day. Lunch, snacks, and beverages are also provided.

A welcome dinner exclusively for Advanced attendees is held on Monday evening at a classic Chicago institution. All food and drink is on us at this event so please plan to attend and meet your fellow workshop colleagues!

Getting There

The hotel is easily accessible from either of Chicago’s airports: Midway International Airport or O’Hare International Airport using public transit (35-35 minutes) or a cab/ride-sharing (30-50 minutes depending on traffic). Parking is available with the hotel (rates apply). All transportation and parking costs are the attendee’s responsibility.

Health & Safety Policy

The Sales Tax Institute takes the health of our students and staff very seriously. We are committed to ensuring your workshop experience is safe, positive, and productive.

Attendees of Advanced Workshop are required to be fully vaccinated against COVID-19.

When you register for the workshop, you are affirming that you will provide proof of vaccination in advance of attendance. The specific process will be communicated when you register.

We will update all attendees at least 14 days in advance of a course if the plans for the course must change. We will also notify attendees if requirements change should the public health situation dramatically improve.

Please read our full statement on health and safety requirements:

Public Health & Safety Page

Cancellation Policy

You may cancel your registration and receive a refund of course fees minus a cancellation fee up to 10 days before the event. If you cancel 10 days or less before the event, your course fees will be credited to a future STI event held within the next year (minus any out-of-pocket costs we incur if you cancel 5 days out or less).

Please visit our full cancellation policy for more details on deadlines and cancellation fees:

CANCELLATION POLICY

Workshop FAQs

For answers to common questions on payment, registration, and the workshop overall, check out:

ADVANCED WORKSHOP FAQ PAGE

Advanced 2022 Faculty


Diane L. Yetter President, YETTER Tax and Sales Tax Institute	Trisha Davidson Senior Tax Manager, YETTER Tax and Sales Tax Institute	Florian Hanslik Partner, VATastic


Jamie Szal Partner, Brann & Isaacson	David Hughes Partner, HMB Legal Counsel	Carol Portman President, Taxpayers’ Federation of Illinois


Mónika Molnár Partner, VATastic

Additional Benefits for Advanced Attendees

Advanced covers a range of sales and use tax topics and provides:

One-on-one access to the instructors where you can bring specific questions about your unique situation to review with our pros.
Government auditor free classrooms so you feel safe to ask any question you may have. Government auditors are not allowed to attend our live courses.
Social events for attendees where you can get to know your workshop colleagues and instructors in a relaxed atmosphere.
The Sales and Use Tax reference workbook that includes hundreds of pages of guidelines, rules, laws, and regulations that you can keep in your office and use for years to come.
23 CPE credits.

Get Approval from Your Supervisor

Use a free professional development approval request template that you can customize and send to your supervisor to attend Advanced. Just click to copy, paste, alter, and send!

Get the template