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 35 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.

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Advanced 2019 will examine the following topics in individual sessions.

• Changing Rules of Nexus: Thanks, 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 completely up-to-date on what you need to know regarding sales tax nexus post-Wayfair. We’ll also discuss other remote seller provisions such as Marketplace Nexus and Notice & Reporting and which states are pursuing these provisions.

• Sales Tax Strategies that Drive Value throughout the Company

Our faculty will teach you the sales tax strategies they’ve learned throughout their careers to help you drive value in your company and make it more competitive. Take these strategies back to your company to implement and become the hero!  Sales tax isn’t just a cost center – it can generate bottom line savings to your company.

• Taxation of Services: History and Trends

Sales and purchases of services can create sales tax compliance issues for businesses that might not otherwise think they have an obligation. Learn where taxation of services is heading and what you need to do to prepare.  Many states have expanded the types of services they tax recently, and this is a hot topic in legislatures as a way to raise more revenue. Understanding the nuances of what services fall into taxable categories as well as how to source remotely provided services will be covered.

• Tax Automation – How to Ensure Accurate and Efficient Implementation

Whether you already have a sales/use tax automated solution or are wondering if your solution is optimized, this session is for you. Our faculty will walk you through the best way to implement or optimize an automated tax solution. We’ll show you what steps to take from beginning to end, so you can get it right the first time without too much stress. The Wayfair decision has created additional requirements for tax collection and having the right solution in place is critical to meeting compliance requirements.

• Proven Practices that Optimize Your Tax Department

Get expert advice and pointers from our faculty on how best to manage a tax department and show your true value to your company. Learn how to make sure your tax function gets the recognition, funding and resources needed to succeed. We’ll also talk about how to maximize effectiveness and efficiency as well as tools to help minimize errors.

• Sales Tax Potpourri: Examine Top Issues Selected by Attendees

In this brand-new Advanced session, 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 session touching on the hot topics of the attendees.

• Industry Updates

Learn about the latest legislative developments and state-specific sales tax updates in a number of industries relevant to Workshop attendees.