Advanced Sales and Use Tax Workshop

Overview

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.

Registration and Pricing

Register for the Advanced Sales and Use Tax Workshop, February 24-26, 2027 in San Francisco, and save when you register early.

Register for the Advanced Sales and Use Tax Workshop, February 24-26, 2027 in San Francisco.

Advanced Workshop Topics

Deep-Dive Trending Topic Sessions

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.

• AI in Practice: Wins and Missteps in Sales Tax

  AI can speed up sales tax research, data analysis, and process documentation, but it also makes confident mistakes that take an experienced eye to catch.

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  In this session you’ll see where AI earns a place in your workflow and where your judgment still makes the call. You’ll see real examples: cleaning up data, automating manual tasks, reviewing contracts and supporting documents, and turning meeting conversations into documented procedures. We’ll also work through how to decide whether AI is the right tool for a task and how to design an agent of your own. You’ll head back to the office with specific uses to test right away and a clear picture of how peers are building AI into daily work.

• Managing Audits: People, Process, Data and Results

  A successful sales tax audit takes more than answering information requests. It depends on how you manage the auditor relationship, control the process, organize your data, and act on the results, including finding the overpayments that can offset an assessment.

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  You’ll compare techniques for working with different auditor personalities, handling remote and on-site examinations, addressing waiver issues, and keeping the audit moving through regular communication. The session also covers sampling, electronic data requests, and alternative documentation, plus strategies for reviewing findings, resolving assessments, and weighing appeal options. Because government auditors are never allowed in our classrooms, you can bring the details of a live audit into the discussion. The goal: you stay in control from the first request to the final decision.

• Taxation of the Digital and Service Economy: Where They Merge and Where They Differ

  When a service provider uses software to do the work, is the sale still a service, or has it become SaaS or a digital good? Technology is blurring the lines among services, software, and digital goods, and states don’t all draw those lines in the same place.

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  With the 2027 changes in California and Colorado and recent cases in New York, understanding how states are interpreting this industry is critical. Does an accounting engagement become taxable software simply because the provider or customer uses technology? This session examines how states analyze these transactions, where classification commonly goes wrong, and how the facts and circumstances of a sale affect taxability. You’ll also review what buyers and sellers should consider when drafting contracts, marketing materials, invoices, and product descriptions for digital goods and technology-enabled services. You’ll be ready to put your intended tax position in writing before an auditor has a chance to question it.

• Sourcing Sales Tax vs. Income Tax: Origin, Destination, and Freight Forwarders

  Sourcing rules decide which jurisdiction can tax a transaction, and those rules vary by state and often differ between sales tax and income tax.

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  Contract terms, delivery conditions, and even customer type can change the outcome. What happens when you ship products to an intermediary such as a finisher, distributor, freight forwarder, or export agent? This session works through common and complex sourcing scenarios, pinpoints where sales tax and income tax treatment diverge, and flags the patterns that tend to create audit risk. When your income tax team sources a sale one way and your sales tax return sources it another, you’ll know whether that’s correct or a red flag. Expect a working framework you can apply to your next sourcing question and use to defend the position you take.

• Sales Tax Automation Health Check: Is Your Tax Engine Up to Date and Optimized?

  Implementing a sales tax automation solution is the start of the project, not the finish. Changes in your business operations, tax law, and the tax engine itself can open gaps that raise compliance risk.

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  E-commerce growth, new sales channels, marketplace activity, and a shifting customer footprint all affect how tax is calculated and reported. This session covers how to evaluate nexus changes at the state, local, and global level, check product mapping accuracy, and catch issues caused by new products, services, or tax content updates. You’ll also learn how to test whether your tax engine returns the results you expect, for the right reason, and where errors most often surface. No product demo: the approach works regardless of what solution you use. Walk away with a repeatable health check you can run on your own system, so your tax engine keeps pace with your business.

• Mergers and Acquisitions: Finding Sales Tax Exposure and Opportunities in the Deal

  Indirect tax exposure can erode deal value, whether your company is pursuing acquisitions or preparing for investment.

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  This session walks through the records, data, and compliance areas reviewed in sales tax due diligence, and how priorities differ for buyers and sellers. You’ll learn to identify and evaluate sales tax exposures, find ways to reduce or remediate liabilities, and make the case for indirect tax as a standard part of every transaction. From there, the focus shifts to post-merger integration, including legal entity changes and aligning operations and compliance. By the end, you’ll know how to bring indirect tax into the deal conversation early, while it can still shape the terms, and how to become the indirect tax voice leadership calls when the next deal comes up.

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. We select industries covered based on who is in attendance for the workshop. Potential industries to be covered include:

Location & Hotel Information

The Advanced Sales and Use Tax Workshop takes place February 24-26, 2027 at the Hyatt Centric Fisherman's Wharf San Francisco, 555 North Point Street, San Francisco, CA 94133.

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Reserve Your Seat at the Advanced Sales and Use Tax Workshop

Register by December 31, 2026 for early bird pricing of $1,897. Full price of $2,097 begins January 1, 2027.

Register now for the full price of $2,097.

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