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
…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 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:
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 Tax Policy Implications: Income Tax vs. Sales Tax vs. Excise Taxes |
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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 Principles of VAT and Growing Your Business Abroad
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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 |
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.
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!
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.
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:
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:
For answers to common questions on payment, registration, and the workshop overall, check out:
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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 |
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Jamie Szal Partner, Brann & Isaacson |
David Hughes Partner, HMB Legal Counsel |
Carol Portman President, Taxpayers’ Federation of Illinois |
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Mónika Molnár Partner, VATastic |
Advanced covers a range of sales and use tax topics and provides:
until Advanced Sales and Use Tax Workshop 2022!
Custom sales and use tax trainings are available for those needing a specialized program.