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.
…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 Sales and Use Tax Workshop 2024 will take place at the Kimpton Hotel Fontenot. The Kimpton Hotel Fontenot embodies a chic design mixed with playful touches, food and drink that satisfies the soul, and an atmosphere that has the chops to impress locals and visitors alike. It is located in the French Quarter with easy access to all the excitement and culture that the city has to offer.
Advanced Workshop Group Rate: $219.00-$249.00 per room + tax
Sales Tax Institute does not book your hotel room for you, you must reserve your own hotel room.
Advanced Workshop 2024 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.
Each of these topics will be discussed in depth in an average of a 2 hour session to really understand the issues and help you develop practical strategies to apply in your business.
|Artificial Intelligence Uses for Sales Tax
The world of taxation is evolving rapidly, and artificial intelligence (AI) is playing a significant role in this transformation. AI is poised to make a substantial impact in the sales tax field. AI is affecting the way sales tax is collected, managed, and enforced, which will have practical implications for the future of businesses operating in the U.S. in this session, we will dive into the tools available, processes where AI is the most helpful, confidentiality with AI, and ethics related to use of AI. We’ll talk about how to use AI effectively to free up time to tackle all the new challenges that pop up.
New and Old Ways to Tax Digital Products
Local taxes and registrations – Home Rule, State Administered and Business Licenses
|Exemption Management – Resale, Exempt Entity, Exempt Use
Exemptions are one of the most “amusing” parts of sales tax! Once you determine the exemptions that you’re eligible for, you must understand how to document these exemptions and what are the correct certificates to issue. 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 an exemption. This session will cover the types of situations and purchases for which you can claim an exemption. We’ll dive into deciphering what qualifies for a resale exemption, handling exempt entities and unusual exempt uses including when a “flow-through” exemption can be claimed by someone other than the exempt entity. Learn about best practices for issuing and requesting exemption certificates and exemption process management so you are more confident in managing exemptions that apply to your business activities as both a buyer and a seller.
Manufacturing Exemptions – What’s New and What’s Not
Tax Credits/Refunds/Adjustments – How to File and Use
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. Potential Industries to be covered include: Manufacturing, Retail/Wholesale, Hi-Tech, Leasing, Professional Services, Construction, Heath Care, Utilities, Telecommunications, and Hospitality.
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!
Advanced covers a range of sales and use tax topics and provides: