Live Course | Master | Specialist

Advanced Sales and Use Tax Workshop

Dates
Fourteen Sessions April 19 - May 18, 2021
Time
11:00am - 1:15pm EST, see full schedule below
Location
Live Virtual Course
Credit
24 CPE credits for the full workshop
Price
$175 per deep-dive module; $95 per industry module
Full workshop registration is closed. You can register for individual modules up until the Wednesday of the week before the module is held. Register for Modules

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Overview

Advanced Sales and Use Tax is an interactive online 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 six deep-dive sessions into trending topics and eight 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.

Keep scrolling for the full workshop schedule, 2021 topics and benefits, learning objectives, a supervisor approval template, and more!

Advanced Workshop Virtual Experience

Whether you’ve attended before, could never find the budget or time, or are just hearing about it, this is the perfect opportunity to experience the best sales tax conference for experienced professionals.

Take part in six deep-dive sessions into trending topics and eight industry update sessions detailing the latest legislative developments and state-specific updates in industries relevant to attendees.

All sessions will be taught live and are designed to fight Zoom-fatigue. You’ll enjoy lots of opportunities to engage and collaborate with workshop faculty and other participants and ask your questions in real time. If you can’t make it to the live sessions, don’t worry! You can watch all sessions on-demand for 30 days.

This year, there’s an awesome new benefit! We know that the inspiration and energy you gain during an industry conference can easily fade when you return to the day-to-day grind. To keep up the learning, connections, and inspiration after the workshop ends, each registration to Advanced Workshop 2021 will include a complimentary three-month trial of our Sales Tax Nerd Community!

Access to the Community will allow you to continue to collaborate with your workshop colleagues and tap into a larger network of sales tax pros to share ideas with and get answers to your questions.

          REGISTER FOR ADVANCED MODULES

“I really enjoyed the opportunity to learn about others’ experiences on a day-to-day basis and issues they might be facing. Their experiences give me another way to look at things. You get this through all the sharing that occurs with that more one-on-one, direct instruction of Advanced Workshop.”

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Why Advanced 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?

Advanced Sales and Use Tax Workshop is designed to help you move from a capable practitioner to a true master in sales and use tax. Sessions explore nuances within concepts and demonstrate ways to optimize your work to save time, money, and resources.

Advanced Workshop 2021 Topics

Advanced Workshop 2021 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.

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.

Managing Sales Tax Exposures – Amnesty, VDAs, and Settlements
If you uncover that your company has sales tax exposure through a nexus analysis or a self-audit, what is your next step? You certainly don’t want this information to be found in an audit! Discover how to come forward and get compliant in the most financially beneficial way for your company by learning about the differences between amnesty programs, voluntary disclosure agreements, and settlements. You’ll learn how to choose the option best for your company as well as tried and true negotiation tactics to modify standard agreements and get your desired outcome. We’ll also discuss how you can address exposure if you are already registered or as part of an audit.

Breaking Down Local Taxes: Compliance & Audit Challenges
When you do business in a state, you must understand the full tax landscape. This includes knowing all the localities – counties, cities, special purposes districts, etc. – where you must collect tax as well as the type of tax you must collect. Does the Wayfair decision apply to localities? What do the locals need to do in order to pass the test that it isn’t an undue burden on remote sellers? This session will unpack the myriad of taxes that can apply at the local level based on your industry (meals, occupancy, entertainment, and streaming taxes), compliance challenges of dealing with home rule states, and taxability issues to watch out for. You’ll also learn about the latest trends in audits as localities fight to get their fair share of tax revenue.

Tax Process Automation using RPA and AI
Implementing a tax engine is just the beginning of your journey with tax process improvement and automation for the sales tax function. Robotic Process Automation (RPA) and Artificial Intelligence (AI) can deliver immense value by automating critical processes that take the mundane, routine, and “urgent” demands off your plate so you can focus on what’s really important. Explore applications of RPA and AI to the tax function – from exemption certificate management to product mapping to help desk functions and beyond. We’ll also talk about some of the tools available to empower you with this burgeoning tech.

 

Impact of Remote Employees on Sales Tax
Physical presence as a nexus-creating activity hasn’t gone away. Companies must keep track of where their employees, both temporary and permanent, are located to understand their tax collection responsibilities. Are there exceptions for temporary locations due to the pandemic? If so, how long will it last and does it actually apply to sales/use tax nexus? Especially with the remote employee movement growing, your company needs to stay on top of potential tax consequences from the effect on your registration types to the tax rate you need to collect to the returns you need to file. This session will explore the sales tax and other tax implications of remote employees so you can avoid potential headaches down the road.

Resale Exemptions: Can these Apply to non TPP Sales?
The only consistent exemption across all states is the resale exemption. For manufacturers and retailers, this is usually pretty easy to figure out. But can these apply to sales of services? What about purchases of tangible items that are provided with a taxable service? The ability to claim a resale exemption on purchases can result in some serious cost savings. The challenge is that depending on the type of product or service you sell, it can be difficult to determine whether your inputs qualify for the exemption. This session will cover the types of situations and purchases for which you can claim a resale exemption. We’ll dive into the implications for giveaways, complimentary items, taxable services, business services, and beyond so you are more confident in claiming resale exemptions for your business activities.

Digital Goods and Streaming Content – What Taxes Apply?
2020 caused an explosion of new virtual delivery methods for everything from our workouts to concerts to education. Now, more than ever, it’s critical to understand how states (and localities!) define digital goods and streaming content for tax purposes as they attempt to fit new virtual delivery methods into existing definitions. This session will dig into the definitions of digital goods and streaming content, the different taxes that may apply, and how to look for exclusions and exemptions so you are prepared no matter if you are on the buyer or seller side of these transactions.

 

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.

Retail/Wholesale

Manufacturing

Professional Services

Leasing

Construction

Healthcare

Telecom

Hospitality

 

See Full Advanced Workshop Schedule

 

There are two ways you can register for the workshop:

1) Full Workshop Registration

Register for the entire workshop to get full in-depth coverage of trending sales tax updates that impact your business and industry. You’ll also receive a discounted rate for purchasing the workshop in full.

2) Purchase Individual Modules

You can craft a personalized agenda that works for you by registering for individual modules. You can select the modules you need to fill in any knowledge gaps and those most applicable to the needs of your company.

Registration for the full workshop is closed. You can register for individual modules up until the Wednesday of the week before the module is held.

Price Per Deep-Dive Module: $175
Price Per Industry Update Module: $95

[CLOSED]

Sign up for Advanced modules

 

Other Workshop Details:

CPE Information

Cancellation/Compliant Policy

Advanced 2021 Faculty
Diane L. Yetter
President, YETTER Tax and Sales Tax Institute
Trisha Davidson
Tax Manager, YETTER Tax and Sales Tax Institute
Jordan Goodman
Partner, HMB Legal Counsel
• Resale Exemptions: Can these Apply to non TPP Sales?
• Hospitality and Telecom Industry Updates
• Managing Sales Tax Exposures – Amnesty, VDAs, and Settlements
•  Professional Services Industry Update
• Impact of Remote Employees on Sales Tax
•  Healthcare and Retail Industry Updates
Rachel Le Mieux
State & Local Tax Partner, BDO
David Hughes
Partner, HMB Legal Counsel
Christine Brune Cudney
ALT Director, Non-Income Tax, Ameren Services
• Digital Goods and Streaming Content – What Taxes Apply?
•  Leasing Industry Update
• Breaking Down Local Taxes: Compliance & Audit Challenges
•  Construction Industry Update
• Tax Process Automation using RPA and AI
•  Manufacturing Industry Update
Kelly Smith
Director of Tax Compliance, Evolve Vacation Rental
Seth O’Hara
State & Local Tax Partner, Grant Thornton
• Hospitality Industry Update • Tax Process Automation using RPA and AI

 

“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.”

Advanced Workshop + 3-Month Sales Tax Nerd Community Access

Your learning won’t end when Advanced Workshop 2021 sessions are over, because your registration also includes a three-month trial of our Sales Tax Nerd Community.

How will it work?

During the workshop and for three months after the course ends, you will be granted complimentary access to the Sales Tax Nerd private online membership platform. This will give you an amazing outlet to continue to ask questions, collaborate with your course colleagues, and work through sales tax issues with sales tax professionals of all experience levels, industries, and specialties.

The membership platform is the heart of the Community and its standalone website. You can personalize your activity feed, access a library full of helpful sales tax tools, message your fellow sales tax pros, and pose questions and polls to the Community all in one place.

Sales Tax Nerd Community expands your sales tax team, giving you the insight and expertise of other sales tax pros within reach of your keyboard. You’ll get your daily dose of inspiration, strategic advice, and community.

sign up for advanced modules

stnc-platform-screenshot

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

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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.
  • Two virtual happy hours 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.
  • Access to a video recording library of all workshop sessions for 30 days after the workshop ends.
  • 24 CPE credits.
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.
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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