Live Course | Master | Specialist

Advanced Sales and Use Tax Workshop

Location
3 Days Live, In-Person
Credit
23 CPE credits

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Overview

Advanced Sales and Use Tax is an interactive tax 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.

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.

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.

To be notified when Advanced Workshop is available for registration for the 2021 session, please fill out the form to the left.

Sample Advanced Workshop Agenda

For a taste of the Advanced Workshop format, check out this sample agenda:

Sample ADVANCED workshop AGENDA

I chose the Sales Tax Institute because I liked the small class size that the [Advanced Workshop] advertised and the one-on-one interaction with the instructors as well as other participants.

chandra
Advanced 2020 Topics

Advanced 2020 examined the following topics in individual sessions. 


Monitoring Your Economic Nexus Obligations Post-Wayfair

Since the U.S. Supreme Court handed down its decision in South Dakota v. Wayfair on June 21, 2018, the changes to the sales tax landscape have been sweeping. Get practical guidance on what you need to understand now in the post-Wayfair landscape, including remote seller legislative changes, monitoring economic nexus thresholds, dealing with changes in your business and the impact to registration, marketplace facilitation changes to collection and reporting, physical nexus, and much more.

Taxation of Software and the Cloud: How to Navigate a Changing Landscape

States across the country have been enacting legislative changes that determine how they characterize sales of software, digital goods, and cloud computing for sales tax purposes. You’ll learn about crucial issues regarding software and cloud taxation and how to navigate tricky areas such as software user allocation and claiming exemptions.

Demystifying Gross Receipts Taxes

Most sales tax professionals specialize in just that – sales tax – and may not be aware of how to manage gross receipts taxes. However, the enactment of gross receipts taxes in states such as Oregon (not to mention Ohio, Washington, and others) can lead to new nexus and filing obligations for businesses. Understand how to determine if these taxes are affecting your business and how to stay compliant.

Sales Tax Potpourri: Examine Top Issues Selected by Attendees

We’ll take your input to create a customized session addressing the top sales tax topics that attendees are asking for. Get personalized answers to your most pressing sales tax questions! Once you register, watch for an email to submit the sales tax issues at the top of your mind. We’ll take these submissions and craft an overview touching on the hot topics of the attendees.

Maintaining Integrity & Professionalism When the Waters Get Murky

When dealing with sales and use tax, you are often confronted by situations that do not fall neatly within the rules. Join the Sales Tax Institute faculty members as we engage with attendees on how to evaluate ethical scenarios in the world of sales tax and navigate these potential situations in real life.

Attendee Roundtable: Sharing Success Stories and Best Practices

In this brand-new Advanced session moderated by Diane Yetter, we’ll open the floor to Advanced students to share their biggest sales tax wins with the group. We’ll reach out to attendees to submit their success stories or a best practice that they’ve developed or assisted in implementing that they think could benefit others. Attendees can then present their ideas to the group.

Industry Overviews

Learn about the latest legislative developments and state-specific sales tax updates in a number of industries relevant to Workshop attendees. This year we will examine the manufacturing, professional services, retail, and utilities industries.

 

2021 topics will be different but will have a similar depth, specificity, and relevance given the current landscape. Sign up at the top of the page to be notified when 2021 Advanced Workshop topics are released.
buffy

I’ve taken other sales tax courses and I found this one [Advanced] to be a lot more knowledgeable. Instead of the instructors just focusing on case law, the Sales Tax Institute team puts it in practical language that you can understand.

Additional Details About 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 and use 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 3 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 live seminar that involves an in-depth look at specific sales tax topics over a period of three days. Attendees work together to unpack important sales tax issues in a series of sessions that involve lecture, case studies, and group discussions. The advanced workshop 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.

Additional Information about CPE

Cancellation/Complaint Policy

Sessions are lead 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 symposium 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.

I liked the small class size. I have been to other training with 100+ attendees and it is difficult to hear questions and get questions answered. The faculty were excellent in answering questions and always followed up if they didn’t have an answer off hand.

advanced-2019-table

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.
  • Complimentary welcome dinner with all expenses paid for all attendees at one of the best restaurants in the host city.
  • 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.

The program encompasses multiple industries while taking the time to go through a detailed analysis of each. This program would be helpful no matter which industry you are in.

Other Resources You Might be Interested In

Remote Seller Nexus Chart

This remote seller nexus chart lists the states that have passed one or more types of legislation regarding nexus.
Live Course | Novice, Specialist

Basics of Sales and Use Tax

Master sales tax basics at the introductory live course that teaches you all the fundamentals you need for effective sales and use tax management.

Jack of All Trades vs. Specialist: Choose the Best Path for Your Career

Is becoming an expert in one area preferable to becoming a jack of all trades competent in many areas?

Best Practices for Managing a Sales Tax Audit

Free whitepaper that will help you prepare for any sales tax audit that may come your way. *Newly updated February 2020*
Not Finding What You’re Looking For?

Custom sales and use tax trainings are available for those needing a specialized program.

Custom Sales And Use Tax Training