Live Course | Master | Specialist

Advanced Sales and Use Tax Workshop

May 21-23, 2018
8:30 a.m. - 5:00 p.m., Monday & Tuesday; 8:30 a.m. - 3:00 p.m. Wednesday
Miami, FL
23 CPE Credits
Early Bird: $1425 through April 22, 2018
Regular Rate: $1595 after April 22, 2018
Final payment due date (if paying by check): May 13, 2018

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.

About the Instructor

Diane L. Yetter, President & Founder, YETTER and Sales Tax Institute

Diane L. Yetter is a strategist, advisor, speaker, and author in the field of sales and use tax. She is president and founder of YETTERTM, a sales tax consulting and tax technology firm in business since 1996. She is also the founder of The Sales Tax Institute, a premier think tank that offers live and online courses to educate business professionals about sales and use tax.

More About Diane L. Yetter

The workshop [Advanced] was amazing. It was very interactive and it was all the legislative updates….I would recommend it and I will be back!

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 to under 50 students 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.

Register for this course

I definitely recommend Sales Tax Institute. I found Advanced to be very helpful in keeping up with tax trends that are occurring across verticals and keeping me updated on legislative changes taking place.


Advanced 2018 Topics

Advanced 2018 will examine the following topics in individual sessions.

The Big Deal About Small Local Taxes

When people think about local taxes – they don’t always understand the breadth of the authorities and all the ways they differ. It isn’t just a traditional sales tax that you need to watch for. Alternative local taxes are the new trend for cities and counties that need more revenue. Local taxes are not always treated as a priority by tax departments. They may seem less important and just too troublesome. And since they are often (but not always) a low percent of your tax liability, they just don’t make the radar. But don’t be fooled – understanding local taxes should be a priority for tax professionals.


Breaking Down Taxation of Construction Projects

Sales and use taxation of the construction industry can be an area of great complexity. And this is important for more than contractors to understand. Knowing how the rules apply can help property owners structure transactions to minimize tax. It is imperative that tax professionals understand construction quotes, bids and contracts and their taxation whether the you work for a construction company or for an entity that enters into contracts with construction contractors. In this session, we’ll discuss the ins and outs of sales tax for the construction industry, including the tax treatment of construction and real property repair & maintenance contracts, tax planning opportunities, audit considerations, how to handle special circumstances, and more.

Sales Tax Issues for Mergers, Acquisitions, Corporate Reorganizations and New Entities

Business reorganizations are fraught with difficulties and figuring out the sales and use tax implications of these transactions are no exception. If your company is ever a party to a merger, acquisition or other type of corporate reorganization, you’ll need to know exactly what you’re getting into before the process begins. In this session, we’ll discuss the best practices to follow if your company undergoes a merger or acquisition. From due diligence to liability issues to registration and administration and audit issues, we’ll show you how to handle these complex and difficult transactions the right way, so you can ensure you don’t make costly mistakes.


Getting Real About Retail

Regardless of your industry, every company sells their products and services. So, there is an aspect of retail for all. Traditional retailers have some additional challenges that we’ll focus on. Due to the high volume of sales faced by retailers, it is essential to make sure that you are not only properly collecting and remitting sales tax, but also effectively managing all of the other sales tax issues that are involved. In this session, we’ll discuss how to manage sales tax issues for retailers across different retail industries. Whether you sell clothing, make food and drug sales, work in in the hospitality industry, or make other retail sales, this session will equip you with the sales tax knowledge you need for your business.

Unclaimed Property Updates – Why this non-tax matters to tax pros

Unclaimed property compliance requirements have been in effect for many years. However, many states have not aggressively pursued the collection of unreported property until recently. Some states including Delaware and Illinois have recently made drastic changes to their statutes. As a result, many companies have failed to fully comply and are now facing unexpected compliance responsibilities and liabilities, as well as audit inquiries for prior periods as states move to supplement their budgets. In this session, we’ll get you up-to-speed on the latest developments regarding unclaimed property across the states and teach you how to stay in compliance in order to minimize risk.


Indirect Tax Reserves – Practical Applications of ASC450

The Sarbanes–Oxley Act of 2002 has now been in effect for over 15 years! Hard to believe how it has changed how businesses are required to report about their operations. Changes have been implemented over the years. In the Indirect Tax function, ASC450 impacts how we manage and report impacts to financial statements. Our tax function has many contingent liabilities – but what are the rules about what is required to be included or excluded? And what if you are not a public company? Do you need to worry about this? Not necessarily. This session will talk about what is a contingent liability, how to estimate it and what are the rules about reporting. We’ll also talk about how non-public companies can incorporate some of the concepts into their reporting and the impact on a business growth and goals for sale or IPO.

Plus, an update on remote collection, remote seller nexus legislation and SST, and Legislative Updates.

Register for this Course

I attended the Advanced Sales Tax Institute and found it to be very informative. I highly recommend it to sales tax practitioners, especially since the experience level in the class allows for in-depth discussion of a broad range of real world issues.

Location & Hotel Information

Advanced Sales and Use Tax Workshop 2018 will take place in picturesque Miami at the Miami Marriott Biscayne Bay Hotel. The hotel is on Miami’s gorgeous port where you can catch rays, sight see, and check out the best of downtown Miami.

Advanced Group Rate: $139/night

Make a trip of it! We’ve arranged for this special group rate to be available for 3 days prior and 3 days after the event based on guest room availability. Sales Tax Institute does not book your hotel room for you, you must reserve your own hotel room.

More on the hotel and to book your room

Additional Location Highlights & Information

Food & Drink

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

A welcome dinner exclusively for Advanced attendees is held on Monday evening. 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 Miami International Airport in a short (15-25 minutes depending on traffic) cab or Super Shuttle ride. Parking is available with the hotel (rates may apply). All transportation and parking costs are the attendee’s responsibility.

Questions about the course, hotel, or registration process? Visit the Live Course FAQ page to get answers.

The Countdown Begins!

until Advanced Sales and Use Tax Workshop 2018!

Register for this course

Advanced Class size was ideal. It allowed for more participation and learning and getting to know classmates, what they do and for what industry.


Additional Benefits for Advanced Attendees

Advanced will cover every topic listed above and provide:

  • 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 Miami, FL.
  • 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!
Join Advanced 2018 Today!

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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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Custom Sales And Use Tax Training